Leadership Lab's strength is in understanding the intersections between sales, marketing, strategy, and execution;, and the systems used to manage and empower business excellence. We focus on helping our clients leverage efficiency and automation to enhance sales, revenue, profitability, as well as, customer and employee retention and satisfaction. Doing so effectively requires a delicate balance of hard and soft skilled approaches - essentially an approach that is both top-down AND bottom-up.As coaches, we bring practical, actionable, real world experience that powers our clients to achieve their strategic visions. As founders, we understand the challenges of starting and scaling businesses. Our combined M&A experience lends itself well to assisting clients with meaningful exits. Our sales and operations experience allows us to guide our clients through responsible, sustainable, and profitable revenue growth.From building sales organizations, compensation plans, strategic roadmaps, marketing initiatives, company cultures, and operations excellence that embraces accountability and integrating those with the 'soft skills' necessary to compete in today's ever evolving marketplace, Leadership Lab works with our clients to develop customized strategies to excel.Hard skills alone won't allow your company to thrive in the industries of the future. You must provide the training necessary to power the teams and teamwork that powers your business. You must provide balance to ignite the engagement that fuels execution and performance.

Managed day-to-day operations, P&L, implementation, and customer care teams for the Form I9 / eVerify product suite to achieve growth targets. Completed post acquisition integration of Form I-9 Compliance, its employees, customers, financials, and operations into First Advantage Corp (Nasdaq: FA).First Advantage Corporation provides technology solutions for screening, verifications, safety, and compliance related to human capital worldwide. It offers pre-onboarding products and solutions, such as criminal background checks, drug/health screening, extended workforce screening, FBI channeling, identity checks and biometric fraud mitigation tools, education/work history verification, driver records and compliance, healthcare credentials, executive screening, and other screening products. The company also provides post-onboarding solutions, including criminal records monitoring, healthcare sanctions, motor vehicle records, social media screening, and global sanctions and licenses; and fleet/vehicle compliance, hiring tax credits and incentives, resident/tenant screening, and investigative research. Its products and solutions are used by personnel in recruiting, human resources, risk, compliance, vendor management, safety, and/or security in global enterprises, mid-sized, and small companies. The company was formerly known as Fastball Intermediate, Inc. and changed its name to First Advantage Corporation in March 2021. First Advantage Corporation was founded in 2003 and is based in Atlanta, Georgia.

Brought in to facilitate sale of company to First Advantage Corporation (Nasdaq: FA). Led executive team through C-Suite and investor presentations including general overview, financials, legal, operations, and technology. Charged with completing due diligence and reps and warranties schedules while continuing to oversee day-to-day operations, P&L, and human resources. Transaction completed January 1, 2022: https://finance.yahoo.com/news/first-advantage-acquires-form-9-120000542.html

Managed and planned sales operations, supply chain logistics; wholesale, retail (EDI & onboarding), and eCommerce distribution; information technology; compliance and testing; merchant processing, and quality assurance. Negotiated vendor agreements and managed vendor relations. Managed retail operations and customer assurance teams. Supported revenue and product teams with new product development, roll out, and materials sourcing. Ushered company through acquisition to Cure Pharmaceuticals (October 1, 2020) and integration (targeted completion April 30, 2021).https://www.businesswire.com/news/home/20200924005297/en/CURE-Pharmaceutical-Completes-20-Million-Acquisition-of-Sera-Labs-a-Leading-Health-Wellness-and-Beauty-Brand-Marketing-and-Multi-Channel-Distribution-Platform-Company

Management consultancy specializing in sales operations, SAAS, sales training, and operational excellence. Developed strategic business plans, implemented SAAS solutions including CRM, document automation, and brand management, as well as, conducted executive coaching, sales training, & operational engineering.Management & Leadership Successes Implemented Saleforce.com & process optimization to save client $500K+ annually. Systems scaled to support a double of annual revenue from $5M to $10M Reengineered sales comp & recruiting/onboarding strategy for direct sales company to triple inflow of qualified candidates and set new high water marks for sales and revenue Improved SEO on general contractor’s site and increased traffic & conversions by over 250% Implemented Zoho CRM for SMB. Process optimization helped them double sales Improved reputation for solar company. Appt cancelations dropped 30%. Close rate increased 22% Zoho Projects implementation for large commercial contractor reduced cycle times & increased transparency leading to 15% net margin increase over previous methods. Reputation Management solution increased sales for services company 19% in three months Clients included: SunPower, BMW, Mini, Greenlots (Shell), Electrum (Solar.com), and West Coast University Authorized implementation partner for Zoho, Podium, & WebMerge

Responsible for determining overall sales and marketing strategy including structuring of sales geographies, corporate recruiting and training, compensation, competitive market analysis, revenue recognition, contract negotiation, and channels.Other responsibilities include:- Delineating targets and geographies for growth- Establishing and expanding lead channels and focusing on opportunities with maximum financial and strategic impact- Developing and supporting pricing strategy- Evaluating new product offerings- Offering direction and leadership to capture and market energy products and services- Proficiently identifying and pursuing opportunities for business development and interfacing with clients at the executive level- Prospecting, pitching, and closing intricate and strategic partnerships- Forecasting and delivering revenue growth

Was responsible for the overall growth and profitability of HelioPower, as well as, overseeing day to day sales and operations, engendering an exciting company culture, and directing marketing and branding strategy.

Starting out as a commission only solar sales rep in 2007 selling both residential and commercial solar systems, and eventually worked my way to President. I was first promoted to sales manager in 2008; followed by Director of Sales in 2009; and VP Residential Sales in late 2009. I was promoted to my current position, SVP Sales, in January 2012. Today, I head up HPI's direct and contractor services sales teams, as well as, HPI's marketing department. I'm responsible for growing existing sales of solar energy systems and energy efficiency products in established markets; leading expansion into new markets; and expanding HPI's distribution business through development and implementation of a refined channel sales methodology.

Designed, presented, and piloted custom SAAS based software solutions for top tier call centers in the United States and Europe that increased employee productivity, retention, and customer experience. Customers included Wells Fargo and American Express

Worked with Fortune 100/500 clients to upgrade their traditional phone systems to voip and converged communications solutions. These systems integrated email, voicemail, instant messaging mobile phone, call center, and ivr communications and moved them from traditional phone lines onto data networks. Supported sales and consistently exceeded annual targets. Gained valuable channel management experience as Avaya restructured its sales force from a predominantly direct one to a channel model. I participated in the recruiting, technical training, and achievement of sales targets within the channel.

Engineered PBX systems for CSU Stanislaus, Maritime Academy, Earthlink, and others. Assisted on Project Management of CSU Stanislaus and designed and project managed the Maritime Academy project.

Video dubbing, negative editing, and general handling of pre and post production film Energy Productions (Now Getty Images) licensed for use in commercials, tv, and movies.