Case Studies

Case Studies

Strategic SaaS Repositioning


Spearheaded Smartwebs' transformation from standalone products to an all-in-one HOA management solution by rebranding features, streamlining pricing, and eliminating a-la-carte optionsโ€”driving higher ACV and new AAR growth.

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ACV Increase

72.42%

New Revenue Increase

692%

Strategic SaaS Repositioning


Spearheaded Smartwebs' transformation from standalone products to an all-in-one HOA management solution by rebranding features, streamlining pricing, and eliminating a-la-carte optionsโ€”driving higher ACV and new AAR growth.

Premium UX Template for Framer

ACV Increase

72.42%

New Revenue Increase

692%

ABM Strategy


Implemented an Account-Based Marketing strategy targeting high-value HOA accounts, leveraging CRM tools for prioritization, personalized multi-channel campaigns, and tailored content. Collaboration with Sales boosted engagement and pipeline contribution.

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Attribution

59.7%

Deal size

25X


ABM Strategy

Implemented an Account-Based Marketing strategy to drive targeted engagement with high-value HOA management accounts. Leveraged CRM and third-party tools to identify and prioritize accounts, created personalized multi-channel campaigns, and developed personalized content to address specific pain points. Collaborated with Sales to align accounts and streamline workflows. Achieved measurable results, including increased engagement and pipeline contribution.

Premium UX Template for Framer

Attribution

59.7%

Deal Size

25X

Event Management


Managed end-to-end event marketing for 30+ events annually, overseeing booth design, promotional materials, event sourcing, sponsorships, swag selection, logistics, and on-site execution. Developed and executed post-event nurture campaigns to maximize ROI and brand visibility.

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Event Management


At Smartwebs, I managed all aspects of event marketing, averaging 30 events annually. This included designing and creating booth displays, developing promotional materials like flyers and videos, sourcing and booking events, and managing sponsorships to maximize brand visibility. I also handled swag selection and distribution, coordinated shipping and freight logistics, and ensured seamless event execution from planning to post-event nurture campaigns.


Product UX/UI Research
and Design


Established a Customer Advisory Board to gather structured feedback for new software features, aligning development with customer needs. Integrated market research, stakeholder input, and advisory feedback to design the user interface for Smartwebs' upcoming lifestyle software.

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Conceptualized/Executed Brand, Event and Marketing Strategy

Spearheaded the creation of The Top Summit, a premier conference for professionals. Developed the event concept, including naming, branding, logo, and website design, while crafting a marketing strategy to drive attendance. Secured high-profile speakers, including Rachel Hollis as the keynote, and executed promotional campaigns that sold out the event in 48 hours.


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Sold Out Attendance

48 hours

Sold Out App Pre-sale

24 Hours

Executed Brand, Event and Marketing Strategy

Spearheaded the creation of The Top Summit, a premier conference for professionals.

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Sold out Attendance

48 hours

GoGrow App


Designed the GoGrow App from the ground up, including naming, branding, logo, website, app design, and marketing strategy. Successfully launched the app at The Top Summit, leveraging event momentum to sell out lifetime pre-sales ($10,000 per user) within 24 hours.

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Pre launch sell out

24 hours

FB Community Members

1,000+

Process

My approach is built around understanding the system behind the opportunity, designing the right operating model, and creating repeatable infrastructure that connects strategy to execution, measurement, and scale.

  • 01

    Analyze

    Start by understanding the business before prescribing marketing tactics. I assess the market, ICP, funnel economics, customer journey, team capabilities, technology, and GTM constraints to identify where growth is actually breaking down. The goal is to isolate the underlying constraint, not simply add more activity.

  • Design

    Translate business priorities into a practical marketing system: what capabilities need to exist, where technology can create leverage, how ownership should be structured, and how Sales, Product, and Marketing work together. I build for repeatability rather than solving the same problem manually .

    02

  • Build

    Turn strategy into infrastructure, programs, and workflows teams can execute without relying on one person. This includes demand generation, ABM, attribution, automation, enablement, reporting, team structure, and AI-enabled systems built to scale with the business.

    03

  • Measure

    Connect the work back to pipeline, revenue, account movement, and business outcomes. I use attribution and performance data to understand what is working, where friction remains, and where investment should shift next.

    04

Process

My approach is built around understanding the system behind the opportunity, designing the right operating model, and creating repeatable infrastructure that connects strategy to execution, measurement, and scale.

01

Discover

Brainstorming sessions in order to take their needs and company goals into account. Define the scope and objectives of the project and lays a fundamental foundation for everything that comes after.

Develop

Define the user experience, test and evaluate design concepts, and analyze how your designs will inform behavior and effect the experience of the user.

03

Define

Gather additional information about the ideal client, market opportunities and design sprint. Getting direct feedback from users themselves through user surveys and field activities.

02

Deliver

Determine design patterns, elements of template pages, different framework options, and work with developers to test design functionality.

04

Process

My approach is built around understanding the system behind the opportunity, designing the right operating model, and creating repeatable infrastructure that connects strategy to execution, measurement, and scale.

  • 01

    Analyze

    Start by understanding the business before prescribing marketing tactics. I assess the market, ICP, funnel economics, customer journey, team capabilities, technology, and GTM constraints to identify where growth is actually breaking down. The goal is to isolate the underlying constraint, not simply add more activity.

  • Design

    Translate business priorities into a practical marketing system: what capabilities need to exist, where technology can create leverage, how ownership should be structured, and how Sales, Product, and Marketing work together. I build for repeatability rather than solving the same problem manually .

    02

  • Build

    Turn strategy into infrastructure, programs, and workflows teams can execute without relying on one person. This includes demand generation, ABM, attribution, automation, enablement, reporting, team structure, and AI-enabled systems built to scale with the business.

    03

  • Measure

    Connect the work back to pipeline, revenue, account movement, and business outcomes. I use attribution and performance data to understand what is working, where friction remains, and where investment should shift next.

    04

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