These are actual projects I've led over 20+ years as a credit union and non-profit marketing executive. Each represents real results for real organizations facing growth challenges. I'd be happy to discuss how any of these approaches could work for your situation.

  • Product Portfolio Optimization

    • Financial product portfolio analysis and pricing strategy

    • Enterprise product strategy and product org design

    • GTM and product marketing for financial and tech products

    Partnership Development

    • PR and innovative non-profit partnerships with PBS BizKid$, Food Lifeline, Parks Tacoma, Farestart and many more.

    • Scalable partner onboarding and product strategy

    • Community outreach and volunteering platform deployment and automation

    Digital Transformation Leadership

    • Complete platform migration management (banking, payments, web)

    • Marketing automation and CRM implementation with conversion optimization

    • Member experience redesign driving measurable engagement improvements

  • Campaign Strategy & Execution

    • Integrated marketing campaigns with proven ROI tracking

    • Award-winning creative development and brand positioning

    • Social impact product design that drives both growth and community benefit

    Community Partnership Innovation

    • Cross-sector cooperative and partnership event production

    • Media relations and thought leadership positioning

    • Environmental and sustainability partnership development

    Multicultural Market Strategy

    • Spanish-language market entry and localization

    • Cultural competency program development and Juntos Avanzamos certification

    • Diverse audience segmentation and messaging strategy

  • Marketing Operations & Attribution

    • Campaign budget optimization and ROI measurement systems

    • Affiliate program development and high-conversion channel creation

    • Performance analytics and executive dashboard development

    Sales System Design

    • CRM strategy and sales methodology implementation

    • Lead scoring, pipeline management, and conversion optimization

    • Cross-functional team training and performance improvement

    Growth Strategy & Measurement

    • Product roadmap development with revenue opportunity analysis

    • Member lifecycle optimization and retention program design

    • KPI framework development and quarterly growth reporting

  • Professional Network Development

    • Industry association leadership and community building

    • National practitioner network creation and management

    • Thought leadership content and speaking engagement coordination

    Emerging Technology Integration

    • AI product management certification and implementation strategy

    • Marketing technology stack optimization and automation

    • Innovation program development and cooperative principle education

Let's talk