Experience: AI workflows including custom Claude skills and plugins, marketing automations (email, Zapier, InMail), CMS administration and website development, editorial content planning, media planning, CRM marketing administration (campaign management, new business sales reporting, sales enablement templates), email marketing system administration and demand gen campaign builds, sales performance analysis, website analytics, SEO, GEO, social media and ad managers, budget management.

Collaboration across marketing, sales, IT, design, operations, product, and product marketing

MarTech & Tools: Salesforce, Pipeliner, Pipedrive, HubSpot, Campaign Monitor, Marketo, Marketing Cloud, GitHub, Webflow, Figma, WordPress, CoSchedule, Hootsuite, Rebrandly, SEMrush, Adobe Creative Cloud, Descript, Social Ads, Google Ads, Google Analytics, Matomo, Google Search Console, Wrike, Basecamp, Notion, n8n, Zapier, Claude API

CONTENT REPURPOSING AUTOMATION WORKFLOW

Creating content from recorded conversations—interviews, roundtables, internal discussions—is time-intensive and easy to deprioritize. The raw material exists, but turning a transcript into a publishable draft requires enough manual effort that it often sits in a backlog. For a lean marketing operation, that doesn't work.

Developed a workflow in Zapier and am currently working to replace it with a custom Claude plug-in for higher-fidelity output.

Additional custom builds (solo and in collaboration with co-workers) include a variety of custom Claude skills and plug-ins to enable more efficient marketing operations, consistent and on-brand sales proposals, and a package of helper skills to enable subject matter experts short on time to create content drafts, audit for gaps and make suggestions, and improve over time based on user feedback.

MARKETING PLANNING

• Go-to-Market strategy and positioning for brands, solutions, professional services, and products (from zero to one and beyond)
• Marketing roadmap planning of strategic, marketing, and sales enablement initiatives
• Streamline collaboration within large marketing teams and cross-functionally
• Vet, implement, and design custom MarTech stack to establish marketing department foundations at a software consulting agency—all with an ownership mindset on a limited budget
• Build out and optimize marketing operations and sales enablement processes across functions at local, regional, and national levels
• Budget planning across ongoing baseline marketing, promotional marketing, brand awareness campaigns, and demand gen campaigns
• Managing marketing due diligence, brand transition, and brand repositioning efforts around mergers and acquisitions—and project managed due diligence as a whole for one merger and one acquisition

CAMPAIGN PLANNING

• Strategy, message maps, briefs, creative direction, content planning
• Project management of campaign activities from project plan design to implementation and reporting—leading cross-functional project teams of up to 40
• Sales enablement including rollout of campaign, review of sales resource toolkits, and expectations for sales follow-up on leads
• Streamline campaign processes and tools, including campaign templates to increase efficiencies across multiple marketing departments
• Campaign retro wrap-up reporting and recommendations for iterative improvement
• Editorial content planning to incorporate needs across ongoing brand awareness, SEO and campaign content

MARKETING ANALYSIS

• Analyze MQL, SQL, Opportunity Conversions, and Closed Won Revenue to optimize marketing activities over time
• Identify most efficient marketing activities and highest converting lead sources to inform ongoing marketing optimization and planning
• Lead gen and MarTech analysis to assess current programs & capabilities, make recommendations on next steps, and implement iterative improvements over time