My Philosophy & Approach (The "Why")
This section covers my core methodologies and the strategic thinking behind the systems I build.
What is a "creative technologist"?
A creative technologist is a strategist who bridges the gap between technology, business goals, and human experience. I don't just implement tools; I design and build custom digital solutions that solve core business problems in innovative ways.
What does a "business systems architect" do?
As a business systems architect, I design the operational blueprint for your company. This involves structuring the processes, technology, and data flows across your marketing, sales, and service departments to create a single, efficient engine for growth.
How does your "systems thinking" approach differ from traditional consulting?
Traditional consulting often addresses symptoms in silos. My systems-thinking approach diagnoses the entire operational ecosystem. I don't just fix a leaky sales funnel; I re-architect the entire water supply system—from lead source to customer retention—to ensure it's resilient and scalable.
What is the "30 Years in 3 Minutes" framework?
It's a proprietary strategic planning tool I use to help founders map out their long-term legacy. We then reverse-engineer that 30-year vision into actionable 10-year goals, 3-year strategies, and 90-day sprints, ensuring today's actions are aligned with your ultimate purpose.
What is the ORCA Method for customer acquisition?
ORCA (Organically Reaching Customer Acquisition) is a proprietary communications framework I developed that centers on your CRM and online communities. It's a system for building a loyal, engaged audience that drives sustainable, organic growth without relying on heavy ad spend.
What do you mean by "radical communication"?
Radical communication is a core value rooted in unflinching honesty and respectful, direct dialogue. It means we address the real issues, provide clear feedback, and ensure every stakeholder is aligned, which is the fastest path to solving complex problems.
How do you apply Lean and Agile principles to business strategy?
I apply Lean and Agile methodologies to make business strategy iterative and adaptive. Instead of rigid, long-term plans, we build, measure, and learn in short cycles (sprints), allowing your business to pivot quickly and respond to market feedback efficiently.
What is the Entrepreneurial Operating System (EOS) and how do you use it?
EOS is a proven framework for instilling focus, discipline, and accountability. I use its principles to help clients clarify their vision, gain traction through execution, and build healthy, cohesive leadership teams.
How do you help businesses define their mission, vision, and values?
I facilitate strategic sessions that help leadership teams articulate their core purpose (mission), their long-term aspiration (vision), and their guiding principles (values). We then translate these into a tangible brand plan that informs every decision, from product development to marketing.
What does "purpose-driven entrepreneurship" mean to you?
It means building a business that is not only profitable but also makes a positive impact. It's about aligning your commercial goals with a larger mission that inspires your team and resonates with conscious customers.
How do you balance technology with a human-centered approach?
Technology is a tool to serve people, not the other way around. I design systems that are human-centered, meaning they are intuitive, reduce friction, and empower your team to do their best work.
What's your philosophy on building a business legacy?
A legacy is built through deliberate, long-term thinking. My "30 Years in 3 Minutes" exercise is designed to help you think beyond the next quarter and architect a business that will endure and make a lasting impact.
How do you simplify complex systems for clients?
I simplify complexity by breaking down large, interconnected problems into their core components. I then use information architecture and process mapping to create a clear, logical structure that everyone can understand and execute against.
What role does data play in your strategic recommendations?
Data is the foundation of my methodology. I use both quantitative (the "what") and qualitative (the "why") data to make informed, evidence-based decisions, moving your strategy from guesswork to a predictable science.
How do you define a "healthy" business system?
A healthy business system is aligned, efficient, and scalable. It's a system where data flows seamlessly, teams communicate effectively, and every process is designed to deliver a consistent, high-quality customer experience.
What's your approach to problem-solving?
My approach is architectural. I first diagnose the root cause of the problem by auditing the entire system. Then, I design a comprehensive solution that addresses the core issue, rather than just patching the symptoms.
How do you ensure your strategies are sustainable long-term?
Sustainability is built into the design. By creating scalable systems, documenting processes in SOPs, and providing training, I ensure the solutions we build can be managed and optimized by your team long after our engagement ends.
What does "business literacy" mean and why is it important?
Business literacy is the ability for everyone in an organization to understand how the business makes money and achieves its goals. It's crucial because it empowers team members to make better, more autonomous decisions that align with the company's strategic objectives.
How do you help founders align their personal goals with their business strategy?
Through 1-on-1 coaching and strategic planning sessions, I help founders clarify what they truly want from their business and life. We then architect a business strategy that serves those personal goals, ensuring the company is a vehicle for their vision, not a cage.
What is the "Tripod Method" you mention?
The Tripod Method is a proprietary system I use that integrates three core pillars: a clear strategic vision, a robust operational system, and a cohesive communication plan. When all three legs of the tripod are strong and balanced, the business is stable and poised for growth.
Services & Solutions (The "What")
This section details the specific services I offer to solve your business challenges.
What specific services do you offer?
I offer a range of integrated services including Business Systems Architecture, RevOps Consulting, Go-to-Market Strategy, Digital Product Development, Internal/External Communications, Project Management, and Fractional Executive support.
What is included in your RevOps consulting service?
My Revenue Operations (RevOps) service involves architecting the alignment of your sales, marketing, and customer success teams. This includes tech stack optimization, process automation, data analysis, and creating a single source of truth for revenue reporting.
How do you help with Go-to-Market (GTM) strategy?
I help you design and implement a complete GTM strategy, from defining your ideal customer profile and value proposition to architecting the sales and marketing funnels that will drive customer acquisition.
What does a "Solutions Design" engagement look like?
A Solutions Design project involves a deep dive into a specific business problem, followed by the architecture and implementation of a custom ICT (Information Communications & Technology) solution that integrates the right tools and processes to solve it.
Do you offer fractional executive services?
Yes, I am available as a Fractional Executive to lead and manage your digital product, technology, or operations initiatives, providing senior-level expertise without the cost of a full-time hire.
What kind of business coaching do you provide?
I offer 1-on-1 and group coaching for founders and leaders focused on strategic clarity, operational excellence, and leadership development. We work on everything from business literacy to legacy planning.
Can you help with digital product development from idea to launch?
Absolutely. I guide clients through the entire digital product development lifecycle, including user research, customer journey mapping, creating wireframes and UI/UX mockups, and managing the project plan for a successful launch.
What is involved in your UX/UI design process?
My process is human-centered and built on a strong foundation of Information Architecture. It includes user research, creating personas, mapping user journeys, and developing wireframes and interactive prototypes to ensure the final product is intuitive and effective.
How do you improve internal communications for a company?
I architect a robust internal communications system by developing strategic memos, clear project plans, effective training materials, and comprehensive policy documents (like SOPs) to ensure every team member is aligned and informed.
Do you create policy documents like SOPs and employee handbooks?
Yes. I specialize in creating functional policy documents that are not just rulebooks, but clear, accessible systems for standardizing excellence and scaling your operations.
Can you help develop training materials for my team?
Yes, I design and develop strategic training materials that scale expertise across your organization. This includes onboarding programs, system adoption guides, and leadership development content.
What does your project and program management service cover?
I manage projects and programs from strategic goal setting (using OKRs) to final delivery. This includes budget management, team and stakeholder management, and ensuring the project is completed on time and delivers its intended value.
How do you help businesses with reporting and dashboards?
I design and build custom reporting systems and performance dashboards that serve as your single source of truth. I transform raw data from tools like Google Analytics into clear, actionable insights for strategic decision-making.
What is your approach to customer acquisition?
My approach is centered on my proprietary ORCA Method, which focuses on building a sustainable, organic growth engine through community building and a well-architected CRM system, reducing reliance on paid advertising.
Can you help me design a better information architecture for my website?
Yes. A clear Information Architecture (IA) is the foundation of a good user experience. I help you organize, structure, and label your website's content so users can easily find what they're looking for.
Do you offer digital strategy audits?
Yes, I conduct comprehensive digital strategy audits to assess the health of your current systems. This includes a tools assessment, workflow analysis, and process review to identify bottlenecks and opportunities for transformation.
How do you help with workflow and process automation?
I map your current workflows, identify repetitive and manual tasks, and then implement automation solutions (often using tools like Google Apps Script) to improve efficiency and free up your team for more strategic work.
What kind of content and writing services do you provide?
As a technology writer, I create a range of content, from strategic memos and project plans to technical blog posts and research reports. My focus is on data-driven storytelling that simplifies complex topics.
Can you help with product marketing and launch plans?
Yes, I help architect the entire GTM and product marketing plan, from market research and positioning to developing the messaging and content strategy that will ensure a successful launch.
Do you offer consulting on information and data strategy?
Yes. I help businesses develop a strategy for transforming raw data into a strategic asset. This includes advising on data collection, organization, analysis, and the systems needed to turn information into wisdom for better decision-making.
What are your public speaking topics?
I enjoy speaking on Technology Culture, Internal and External Communications, and Simplifying Complex Systems. I'm passionate about improving business literacy for all.
Can you help my team set and track OKRs?
Yes. I help teams define clear Objectives and Key Results (OKRs) that align with their strategic goals. I then help architect the reporting systems needed to track progress against those OKRs effectively.
Do you provide support for stakeholder management?
Absolutely. Effective stakeholder management is crucial for any project. I establish clear communication plans and reporting cadences to ensure all stakeholders are informed, aligned, and engaged throughout the project lifecycle.
How do you assist with budget management in projects?
I provide rigorous oversight of project budgets, from initial estimation to ongoing tracking. My goal is to ensure resources are allocated efficiently and that every project delivers a clear and measurable return on investment.
What is an ICT (Information Communications & Technology) solution?
An ICT solution is a custom-designed system that integrates various information and communication technologies to solve a specific business problem. It's a holistic approach that considers your tools, processes, and people together.
The Engagement Process & What to Expect (The "How")
This section explains how we can work together, from the first conversation to project completion.
What is the first step to working with me?
The journey begins with a conversation. Reach out via my contact page with a brief description of your challenge. This allows me to prepare so our initial call is as focused and productive as possible.
What does a typical consulting engagement look like?
A typical engagement follows four phases: 1) Discovery & Requirements, 2) Architecture & Systems Planning, 3) Implementation & Integration, and 4) Enablement & Optimization. It's a structured process designed to deliver tangible results.
How long does a standard project take?
Timelines vary based on complexity. A focused strategy intensive might take a few weeks, while a full RevOps implementation or digital transformation project could span several months. We will define a clear timeline in our project plan.
What kind of deliverables can I expect?
Deliverables are always tangible and actionable. They can include strategic roadmaps, documented SOPs, system architecture diagrams, custom-built dashboards, training materials, and fully implemented technology solutions.
How do you structure your pricing and fees?
I offer flexible engagement models to fit different needs, including project-based fees for well-defined scopes, and monthly retainers for ongoing fractional executive support or coaching.
Do you offer project-based fees or monthly retainers?
Both. We'll determine the best model for you during our initial conversations based on your goals, scope, and budget.
How do you measure the success and ROI of a project?
Success is measured against the clear, quantifiable goals and OKRs we establish at the beginning of the project. We track KPIs like revenue growth, reduction in manual workflows, and improved lead-to-close rates to demonstrate a clear ROI.
What is your process for a digital strategy or tools assessment?
I conduct a thorough audit of your current state, including your tech stack, workflows, and data flows. I then deliver a comprehensive report that identifies key weaknesses, opportunities, and a prioritized roadmap for digital transformation.
How involved will my team need to be?
Collaboration is key. I work as an extension of your team. I'll need input from your key stakeholders during the discovery and design phases, and their participation in training and adoption is crucial for long-term success.
What is your communication process during a project?
I believe in radical communication. You can expect regular, scheduled check-ins, clear status updates, and an open line of communication to ensure we are always aligned.
How do you handle project scope changes?
Change is inevitable in a growing business. We'll address scope changes transparently through a defined change request process, discussing the impact on timeline and budget before any new work begins.
What happens after a project is completed? Do you offer ongoing support?
My goal is to empower your team to manage the systems we build. However, I do offer ongoing support retainers for clients who want continued strategic guidance, system administration, or optimization.
Can I see case studies or examples of your past work?
Yes. My website highlights several success stories, such as achieving a 2.3x Return on Ad Spend for an e-commerce brand and growing an online community with zero ad spend. I'm happy to discuss relevant past work during our initial call.
How do you tailor your approach for different business sizes?
My methodologies (Lean, Agile, EOS) are inherently scalable. For startups, we focus on building a solid foundation. For larger, growth-stage companies, we focus on optimizing and scaling existing systems.
What is the discovery and requirements gathering phase like?
This is a deep-dive phase where I interview stakeholders, audit your current systems, and analyze your data. The goal is to gain a comprehensive understanding of your business so we can architect the right solution.
How do you ensure the solutions you build are adopted by my team?
Adoption is a core part of the process. I focus on enablement through comprehensive training materials, clear documentation (SOPs), and hands-on workshops to ensure your team feels confident and empowered by the new systems.
What's the difference between a strategy intensive and a long-term project?
A strategy intensive is a short, focused engagement (typically 2-4 weeks) designed to solve a specific strategic problem and deliver a clear roadmap. A long-term project involves the hands-on implementation and delivery of that roadmap over several months.
How do you kick off a new client relationship?
We start with a formal kickoff meeting to align on goals, scope, timelines, and communication protocols. This ensures we begin with a shared understanding and a solid foundation for a successful partnership.
What information do you need from me to get started?
Initially, I just need a high-level overview of your business and the challenge you're trying to solve. During the discovery phase, I will need access to relevant stakeholders, documents, and systems.
I primarily work remotely, which allows me to partner with clients anywhere. However, on-site workshops and strategy sessions can be arranged as needed for a project.
Technology & Systems Expertise (The "Tools")
This section addresses my experience with specific technologies and platforms.
What technology platforms do you have expertise in?
I have broad expertise across the GTM tech stack, including major CRM and marketing automation platforms, ERP systems, and data analytics tools. I specialize in designing integrated systems, regardless of the specific brand names.
Do you specialize in specific CRM systems like Salesforce or HubSpot?
While I have deep experience with major platforms like Salesforce and HubSpot, my approach is technology-agnostic. I focus on architecting the right process first, then selecting and configuring the tool that best supports that process.
Can you help my business migrate to a new ERP system?
Yes. I manage the entire ERP implementation process, from requirements gathering and vendor selection to systems planning, data migration, and user training.
What is your approach to AI integration for business?
I take a practical approach to AI. I help businesses leverage AI to automate repetitive tasks, generate data-driven insights, and enhance customer experiences, ensuring that any AI tool serves a clear business purpose and delivers measurable ROI.
How do you conduct a tech stack assessment?
I conduct a comprehensive audit of all the tools in your go-to-market stack, evaluating them for redundancy, integration capabilities, user adoption, and overall cost-effectiveness. The result is a clear roadmap for optimization.
Can you help us fix our "Frankenstein" tech stack?
Absolutely. This is a common problem I solve. I specialize in untangling complex, disconnected tech stacks and re-architecting them into a streamlined, integrated system where data flows seamlessly.
What are your recommendations for data and analytics tools?
I often recommend leveraging the powerful, accessible tools within the Google ecosystem, such as Google Analytics, Google Search Console, and Google Sheets, to build a robust and cost-effective analytics foundation.
Do you have experience with legacy system modernization?
Yes. I help businesses develop strategies for modernizing or integrating with legacy systems, which can be major roadblocks to digital transformation. We focus on unlocking data and improving agility without disrupting core operations.
What automation tools do you use to streamline business processes?
I often use Google Apps Script to build custom, lightweight automation within the Google Workspace ecosystem. This allows for powerful process automation without the need for expensive third-party software.
Can you help set up Google Analytics and Google Search Console for better reporting?
Yes. Setting up these tools correctly is foundational for any data-driven strategy. I ensure they are configured to capture the right data so we can build meaningful reports and dashboards.
What are your thoughts on Web 3.0 for business?
I view Web 3.0 as an emerging technological shift with potential applications in decentralization, data ownership, and new business models. I help clients understand these trends and identify practical opportunities for their business.
How do you ensure the systems you design are secure?
Security is a core design principle. I follow best practices for data governance, user access controls, and integration security to ensure the systems I build protect your company's and your customers' data.
Do you build custom solutions or work with off-the-shelf software?
Both. My approach is to first leverage and optimize off-the-shelf software for cost-effectiveness. When necessary, I design and build custom solutions (often with low-code tools like Apps Script) to fill gaps and meet unique business requirements.
What is your experience with Google Workspace for business automation?
I have extensive experience using the Google Workspace suite (Sheets, Docs, Forms, Apps Script) to create powerful, custom business automation solutions for tasks ranging from mail merges to automated reporting and project tracking.
Can you help us choose the right project management software?
Yes. Rather than just recommending a tool, I first help you define your project management methodology and processes. Then, we select and implement the tool that best supports that system.
How do you approach data hygiene and prevent data decay?
I architect systems with data hygiene in mind from the start. This includes implementing data validation rules, standardizing data entry processes, and creating automated workflows to regularly cleanse and update your data, combating data decay.
What's your process for integrating disconnected software tools?
My process starts with mapping the desired data flow between systems. I then use a combination of native integrations, middleware platforms, or custom scripts to build a reliable and scalable integration architecture.
Do you have experience with marketing automation platforms?
Yes, I have extensive experience with major marketing automation platforms. I help clients design and implement lead nurturing workflows, scoring models, and automated campaigns that are fully integrated with their CRM.
Can you build custom dashboards in tools like Google Sheets?
Yes. I specialize in using Google Sheets to build powerful, automated KPI dashboards that consolidate data from multiple sources, providing a real-time, comprehensive view of your business performance without expensive BI software.
I prioritize scalable, cloud-native platforms with robust APIs. This ensures the systems we build today can grow with your business and integrate with the technologies of tomorrow.
Ideal Client Fit & Target Audience (The "Who")
This section helps you determine if we are a good fit to work together.
What type of businesses do you work with?
I primarily partner with growth-stage startups, service providers, conscious brands, and real estate professionals who are ready to build scalable systems.
Do you have experience with growth-stage startups?
Yes, this is a sweet spot. I help startups move beyond founder-led chaos by implementing the foundational RevOps systems and processes needed for the next stage of growth.
What kind of work do you do for service providers?
For service providers, I focus on architecting systems that streamline project delivery, improve client onboarding, and create scalable customer acquisition models.
How do you help "conscious brands" with their strategy?
I help conscious brands align their operational systems and marketing messages with their purpose-driven mission, ensuring their values are reflected in every aspect of the business.
Do you have specific expertise in the real estate industry?
Yes. I have a rich background in helping real estate professionals and firms implement RevOps and technology solutions to streamline lead management and scale their operations.
What is the ideal size of a company you work with?
I typically work with small to medium-sized businesses, from solo founders up to teams of around 100. My focus is on organizations that are agile and ready for transformation.
Do you work with solo founders or only teams?
I work with both. I offer 1-on-1 coaching and strategic planning for solo founders, as well as full systems implementation for growing teams.
Are your services a good fit for a B2B SaaS company?
Absolutely. My expertise in RevOps, GTM strategy, and systems architecture is perfectly suited to the challenges faced by B2B SaaS companies looking to achieve predictable, recurring revenue.
Do you work with non-profits?
Yes, I am open to working with non-profit organizations that are looking to improve their operational efficiency and scale their impact through better systems and strategy.
What are the common pain points your ideal clients face?
My ideal clients are often experiencing "growth chaos." They have a great product or service but are hindered by disconnected systems, manual workflows, inconsistent data, and a lack of alignment between their sales and marketing teams.
Do you work with clients outside of the US?
Yes. As a remote-first consultant, I can and do partner with clients globally.
What kind of results have your clients seen?
Clients typically see significant improvements in efficiency, revenue growth, and strategic clarity. Past results include achieving a 2.3x Return on Ad Spend, growing an online community by 3% MoM with zero ad spend, and saving hundreds of hours through automation.
Are you a good fit for a company that has no technical team?
Yes. I specialize in making complex technology accessible. I can act as your fractional technology leader, designing and managing systems so you can focus on your core business.
Do you work with businesses that are fully remote or led by digital nomads?
Yes. As a remote-first professional and small business owner based in the Mojave Desert, I have firsthand experience with the unique challenges and opportunities of remote work and am well-equipped to support remote teams.
What industries do you have the most experience in?
I have over 12 years of experience working across multiple verticals in Silicon Valley and Silicon Beach, including technology, e-commerce, real estate, and professional services.
How do you define a "visionary builder"?
A visionary builder is a founder or leader who is not just focused on short-term profits but is passionate about building a lasting, impactful, and purpose-driven organization. They are the clients I love to partner with.
What makes a client a "good fit" for your services?
A good fit is a client who is open to change, values a strategic and systems-thinking approach, and is ready to invest the time and resources needed to build a truly scalable foundation for their business.
Do you work with businesses that are pre-revenue?
Yes, particularly in a coaching or strategic planning capacity. I can help pre-revenue startups build a solid GTM strategy and operational plan to ensure they launch with a strong foundation.
Can you help a traditional business with digital transformation?
Yes. I have extensive experience in digital operations transformation. I help traditional businesses audit their legacy systems and develop a clear roadmap for modernization that will improve efficiency and competitiveness.
What kind of founder or leader benefits most from your coaching?
Leaders who are ready to move from being the primary "doer" to being the architect of their business benefit most. My coaching is for those who want to learn how to lead through systems, data, and a clear, long-term vision.