You're juggling a million things—dashboards, metrics, tools, and people—but things aren’t clicking. I help teams simplify and realign around what matters most.
✅ KPI & Metric Prioritization
📊 Reporting & Dashboard Alignment
🧠 Sales Management Coaching
👥 Personnel Coaching & Leadership Support
📘 Sales Playbook Development
🧩 Communication Planning, Intranet & Knowledge Mgmt
🔁 Sales Process Improvement
📈 Forecasting Process Optimization
🧬 PDPworks Assessments & Team Building
🧠 Sales Management Coaching
Problem: “Our coaching sessions are inconsistent and lack impact.”
How I Solve It:
I implement structured coaching frameworks that emphasize regular, behavior-focused sessions. By tailoring coaching to individual needs and focusing on actionable feedback, we enhance team performance and morale.
Impact: Protects and grows revenue by increasing rep effectiveness and reducing costly attrition.
📘 Sales Playbook Development
Problem: “Our playbook is either too generic or too complex, and reps don’t use it.”
How I Solve It:
I develop customized, user-friendly playbooks that provide situational guidance and are easily accessible. By aligning content with real sales scenarios, we ensure reps have the tools they need to succeed.
Impact: Lowers costs by reducing ramp time and minimizing sales cycle inefficiencies.
🧩 Communication Planning, Intranet & Knowledge Management
Problem: “Our meetings are unproductive, and information is scattered.”
How I Solve It:
I streamline communication processes and establish centralized knowledge hubs, ensuring that information is organized, accessible, and meetings are purposeful.
Impact: Improves asset utilization by reducing time waste and improving employee productivity.
📊 Reporting & Dashboard Alignment
Problem: “We can’t trust our data, and everyone has their own version of the truth.”
How I Solve It:
I standardize reporting processes and implement unified dashboards, providing accurate, real-time data that stakeholders can rely on for decision-making.
Impact: Minimizes risk by enabling better decisions and ensuring alignment on critical business metrics.
🔁 Sales Process Improvement
Problem: “Our sales process is unclear, leading to unpredictable outcomes.”
How I Solve It:
I map out clear, actionable sales processes with defined stages and responsibilities, ensuring a smooth flow from lead generation to closing.
Impact: Grows revenue by improving deal conversion rates and enabling consistent pipeline movement.
✅ KPI & Metric Prioritization
Problem: “We track too many metrics, and it’s unclear what matters.”
How I Solve It:
I help identify and prioritize key metrics that truly reflect performance, enabling teams to focus on what drives success.
Impact: Lowers costs by focusing team efforts on the highest-return activities and reducing analysis paralysis.
📈 Forecasting Process Optimization
Problem: “Our forecasts are consistently inaccurate.”
How I Solve It:
I implement structured forecasting processes with clear criteria and regular reviews, enhancing accuracy and confidence in projections.
Impact: Improves cash flow by enabling better resource planning and financial decision-making.
🧬 PDPworks Assessments & Team Building
Problem: “Our team doesn’t collaborate well, and we don’t understand each other’s working styles.”
Teams often operate in silos or experience friction due to clashing communication styles, unclear expectations, and lack of self-awareness. This creates inefficiencies, stress, and leadership headaches.
How I Solve It:
Using PDPworks behavioral assessments, I help leaders and teams gain a deep understanding of individual strengths, communication preferences, and stress triggers. We use this insight to foster stronger collaboration, resolve tension before it escalates, and build trust across the org.
Impact: Improves asset utilization by increasing team productivity, reducing miscommunication, and helping people work better—together.
👥 Personnel Coaching & Leadership Support
Problem: “My managers aren't growing fast enough to keep up with business demands.”
Leaders are often promoted for performance—not leadership skills. Without the right support, they struggle to communicate clearly, retain talent, and manage cross-functional priorities. That slows everything down.
How I Solve It:
I provide direct coaching for team leads, managers, and emerging leaders—helping them develop confidence, communication strategies, and problem-solving skills tailored to their role. The result is stronger leadership, less churn, and smoother day-to-day execution.
Impact: Protects revenue by increasing employee retention, reducing team friction, and keeping execution aligned with strategic goals.
Assessment + Plan
Planning Workshop
OKR Alignment
Everything in Package 1 +:
Coaching
Metric Alignment
Center of Excellence Setup
Everything in Package 2 +:
Weekly Executive Reviews
Strategic Prioritization
My framework is rooted in continuous improvement, and borrows from Lean Six Sigma—5 steps for simple, sustainable change.
Define – Map goals, scope, and team input
Measure – Understand where you are
Analyze – Spot gaps and biggest opportunities
Improve – Deliver and refine the solution
Control – Give your team a lasting plan
I’m certified in the PDP People Management System, which help teams understand what truly drives their people. It's ideal for hiring, team building, and leadership development.