I help retailers strengthen relationships with their clients through clienteling, resulting in increased sales, higher loyalty, and more referrals.With the Clientbook app, retailers are able to scale the process across their entire sales team through simplicity, automation, and accountability.We work with retailers with a physical presence that have a high-touch sales process (jewelry, furniture, fashion, luxury, etc.). If you fit within our wheelhouse, we'd love for you to schedule a brief strategy session to see how we can help create sustainable growth in your stores.

Before: Clienteling for Bailey’s Fine Jewelry consisted of an array of papers and scibbled notes! It was impossible to track as a manager and to use effectively as a sales associate.After: The sales team has finally captured the vision of clienteling and has run with it. Since implementing Clientbook, the average sales associate at Bailey’s has clienteled 92% of days the store has been opened. They’ve set up automatic reminders that help them follow-up with potential clients who have left the store as well as past clients who are ready to buy again.“Having everything in one place is a dream. No more loose papers to get lost or forgotten about. The reminders and organization makes clienteling finally easy.”– Kelsey McGraw, Store Manager

Before: Adorn had tried to get their sales associates to create personal relationships with clients, but without a simple process and a way for management to hold the team accountable, they weren’t getting much traction.After: Adorn increased sales 13% in their first week after rolling out Clientbook. Currently, 54% of associates clientele every single working day and 86% clientele at least 2x per week!“From a marketing perspective, this is the best investment I have ever made in my business!”– Nicole Whitesell, Owner

Before: Sales associates at Wilson Diamonds didn’t know how to gather good customer info on their first visit without seeming pushy. Before Clientbook, they would only get about 2-5% of customer’s contact info. Most of the time the associate would write everything down on a business card and hoped the client would find their way back into the store.After: The sales team now captures 90% of potential clients’ phone numbers on their first visit and immediately send them a text. Most of the time, they send clients the professional images of items they are interested in, which makes it easy to reference when they come back into the store. This process has led to a 98% read rate on messages and over 71% response rate from clients!“With Clientbook, getting the customer information we want is so easy because it feels like a natural step to providing good customer service. Clientbook has been an amazing tool for us. Even better than I initially expected! The team is awesome. I recommend it without hesitation!”– Jeff Corrigan, Vice President

- Founder of a student-run Venture Capital Fund currently in its initial fund-raising phase.- The focus of the fund is to connect alumni investment funds with student entrepreneurial ventures and utilize the diverse experience of the MBA program to commercialize and accelerate the student's businesses.

- Managed both revenues and expenses on the Profit and Loss Statement for the Digital Media business (~$100M in yearly revenue).- Created new digital media strategy that drove $1.5M in incremental sales while reducing inventory costs and workload expenses. This was accomplished by optimizing promotional spend to increase sales, adding cost-free marketing opportunities to communicate value, and implementing an inventory “shipper” strategy to reduce inventory investment.

- Leveraged Target's "Big Data" (including POS and guest databases) to derive actionable insights for the Grocery Division buyers and merchant teams.- Partnered with the analytics team to develop reporting and analytics around financials, competition, and guest dynamics.- Developed Consumer Decision Trees using quantitative insights to help merchants understand guest behavior and to support assortment optimization.

- Managed one of the largest Toy's businesses while exceeding company goals in instocks, sales, and receipts.- Received an SVP award for excellence based on the results of my Division leadership and category execution.- Led Toy Division initiatives and led the team to improved sales and inventory results during key seasonal timeframes.- Successfully negotiated ~$30M in vendor funded contingency plans across 9 brands and 6 toy vendors for the Holiday season.- Reduced Toys' salesplan low volume store EOH inventory by 4 weeks of supply through creating and implementing Toy Division initiatives and strategies.- Successfully trained and mentored a Business Analyst in Training by preparing him to run the Small Dolls category, a position usually reserved for more experienced analysts.

- Managed inventory for a $400M business- Delivered above goal fill rates for YTD, Q4, and key transition time periods- Received Leadership Expectation Award for improving Transition Timing and Action which resulted in a 96% reduction of menu board reprints- Created and execute on strategies to increase sales and operational efficiencies while decreasing waste- Drove significant savings in projected gross margin by performing initial profitability analysis and partnering with a cross functional team to optimize Pizza Hut ingredient distribution and utilize Target's Food Distribution Network.

· Created and measured client experience and retention key performance indicators. · Collaborated with multiple divisions to decrease churn rate of target clients 33%. · Coordinated between the marketing, content, and design departments to create a new presentation and packaging of products.

· Appointed leader of Latent Image Technology (LIT) project and sales division (Approx. $350,000 annual revenue). · Worked with senior management of international companies to solve product-counterfeiting issues.