Into Your Biggest Competitive Advantage Turn Your Next Implementation

I guide organizations through the critical adoption phase where technology, process, and training initiatives typically fail; delivering 2-5X performance gains, 60%+ cost reductions, and sustainable market leadership through proven change management and leadership development frameworks.

Whether you’re rolling out Microsoft 365, transforming sales operations, modernizing quality systems, or building leadership capability; I help you move from investment to impact in 3-6 months.

Proof Points
• Sales conversions: 32% → 80%
• Quality coverage: 5% → 95%
• Training costs: ↓60%

Typical Client Results

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For a health system, built predictive analytics framework for team coaching—achieving #1 customer acquisition ranking in their market.

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Assisted a construction company in implementing real-time pricing dashboards —improving customer satisfaction to industry-leading 94%.

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Guided a 150-person outbound service team to boost conversion rates from 32% to 80%, generating $2.5M in additional revenue within 6 months.

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Helped a growing healthcare organization replace manual QA processes with AI automation—reducing costs by 65% while tripling QA efficiency.

My Partners

CASE STUDIES

Situation

The 150-person outbound service operation was underperforming. Despite heavy investment in training, conversion rates were stuck at 32%. Coaching was one-on-one, inconsistent, and focused on individual deficiencies. The organization was losing ground to competitors in client acquisition.

Intervention

I led a cross-functional team to analyze communication data and build a predictive model that identified key behaviors linked to higher conversions. This insight shifted the focus from individual coaching to team-based learning. We introduced peer coaching routines, structured feedback cycles, and real-time performance dashboards that supported continuous team-level adjustments.

 

Resolution

In six months :
• Conversion rates rose from 32% to 80%
• Revenue increased by $2.5M annually
• The company moved from #3 to #2 in market share
• Training costs dropped by 60%
One year later :
• The company reached #1 in client acquisition
• Performance gains held steady, supported by a culture of continuous peer learning

Situation

A healthcare organization’s quality assurance process relied entirely on manual review. With only 5% of client calls being assessed, performance feedback was slow, inconsistent, and limited in impact. As call volume grew, the cost of maintaining quality rose sharply, putting margins and scalability at risk.

Intervention

I led the implementation of an AI-assisted quality assurance system. The new setup included automated transcription, call scoring algorithms, and real-time performance dashboards. This enabled frontline supervisors to monitor trends, identify issues early, and intervene with targeted coaching—without increasing headcount.

Resolution

• Call review coverage increased from 5% to 95%
• Operational costs dropped by 65%
• The AI system established a foundation for proactive quality management and continuous performance improvement across the organization.

Situation

A mid-sized construction company was losing potential clients due to inconsistent pricing, slow response times, and lack of transparency in quotations. Sales and operations teams worked in silos, and customer confidence in proposals was low.

Intervention

I worked closely with leadership to design and implement a real-time pricing dashboard that integrated live data from suppliers, project templates, and sales teams. This gave both internal teams and clients instant visibility into cost structures and options. The process also included coaching key staff on using the system to build trust during negotiations.

Resolution

In less than three months:
• Customer satisfaction scores rose to 94%, the highest in the company’s history
• Time to issue proposals was cut by over 60%
• The company gained a reputation for pricing transparency, helping unlock large B2B project opportunities previously lost to competitors
• The new system also laid the foundation for more agile decision-making in future bidding and partnership discussions.

Client Testimonials

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