My priorities are centered around client satisfaction, communication, and team alignment. As a certified facilitator in 360 feedback deployment, debriefs, and action planning toward improvement, I guide our clients through the 360 process and action items. I oversee all client service activities to ensure our level of service meets and exceeds client expectations.

As the Sr. Director of Client Services for EXCELR8, I am responsible for overseeing customer success initiatives, enhancing client service strategies, innovating new processes, and managing overall functionality to maximize customer retention and growth. My day-to-day responsibilities include maintaining consulting program communication with client training participants and facilitators regarding program status, next steps, assessment timelines, and coaching calls; develop service offering collateral and training curriculum; sales and marketing support.As a certified facilitator in 360 feedback deployment and debriefs, I help our clients develop individual and group action plans toward improvement. This includes assessment selection, deployment, and communication.Responsibilities include:• Determining a project’s schedule, flow, and communication strategy• Directing team members in meeting client and company objectives• Managing client expectations• Communicating with stakeholders• Determining short- and long-term resource requirements• Gather data and insights through custom surveys• Content strategy and development

TakingPoint Leadership designs custom consulting solutions, tools and training for organizations that want to build high-performance teams that achieve desired business results through the application of our proprietary business transformation and culture driven approach.As Director of Operations, I am responsible for overseeing the day-to-day operational activities including sales and marketing, client relationships and retention, brand development, and PR.Other responsibilities include:• Work with the founder to execute strategic planning initiatives and priorities • Frequently evaluate and analyze business productivity and performance• Develop the sales and marketing plan, roadmap, and timeline• Plan and execute digital marketing, lead generation, and live event activities• Build branding statements for aligned company mission, vision, and values• Create and promote key messaging for all service lines• Manage branded material production and work with vendors to secure goods• Find opportunities to expand the brand offerings and develop supporting materials• Coordinate initial inbound lead handling to contracts, logistics, and after-action-reviews• Develop and execute client retention programsOrder your copy of Brent Gleeson's new BESTSELLING book and #1 New Release in Organizational Change and Business Structural Adjustment. TakingPoint: A Navy SEAL's 10 Fail-Safe Principles for Leading through Change: https://www.amazon.com/TakingPoint-Principles-Leading-Through-Change/dp/1501176781 Learn more about EXCELR8 at https://exlr8.ai/.

Built an incredibly efficient and productive marketing team executing well thought out strategic content, email, and promotion plans, plus web development and search optimizations to increase lead flow, traffic, and sales.My daily objectives included providing strategic direction, priorities, and support to the marketing team. Our focus was on increasing quality leads, build brand awareness, and create quality content that connected with potential customers at every stage of the buyer’s journey. Results:• 13% increase in traffic from 2015 to 2016 through increased content production• 65% increase traffic from 2016 to 2017 by refining our content and promotion strategy across all channels• 1951% increase in newsletter signups 2015 to 2016• 298% increase in lead form submissions 2015 to 2016• 188% increase in lead form submissions 2016 to 2017• 50% increase in booked business 2016 to 2017• Increased email open rate from 14% to 29% in 2017

As the Marketing Manager, I guide the internal marketing team in the strategic planning and execution of all aspects of IMI’s branding, marketing, and sales support efforts. • Oversee the budget for advertising, marketing, sponsorships and sales support activities.• Manage the execution of SEO optimizations and website improvements.• Measurement, reporting, and insights of marketing strategies and tactic effectiveness.• Execution of lead nurturing campaigns via HubSpot.• Facilitate paid social campaigns to increase lead captures, eBook downloads, and webinars.• Content creation and promotion of blogs, infographics, whitepapers, eBooks, and videos.• Manage conference speaker and award submission process.• Internal communication through MailChimp emails highlighting team wins, new clients, star players, and recent blog articles.• Identify PR opportunities and outreach.

• Manage creative development and marketing strategies in support of resort outlets through multiple marketing platforms including website, meetings mobile app, digital information boards and interactive resort map.• Monitor logo and creative materials to ensure brand consistency. • Collaborate and strategize content and communication for TV, print and online. • Create retail marketing goals and PR initiatives for annual strategic plan. • Partner with media and online marketing agencies to create and execute media plans.• Align creative development with defined brand positioning for internal and external collateral.• Facilitate the implementation of key marketing initiatives for golf, retail, spa, and dining.• Coordinate radio promotions, broadcast content and copy points.• Manage PR agencies, radio buyers, advertising agencies, creative agencies, printers, copywriters and website management companies.• Supervise marketing interns and provide a positive, motivating environment where strengths are utilized.• Manage and provide oversight for video, photo and commercial shoots including La Costa's in-room video and TV commercials.• Event management including coordination of media press conferences, interviews and logistics for all TV and radio broadcasts.

• Assisted in the formation of client Corporations and Limited Liability Companies.• Organized, scanned and filed client estate planning, corporate and tax files.• Managed cost recovery and accounts receivable.

• Coordinated corporate teambuilding events.• Worked with clients on customizing company specific activities.• Prepared event proposals and agreements.• Recruited staff and coordinated travel arrangements.