Getting people to take action
Building bridges to your company
The ideal customer, not the entire universe
Focused on getting you clients with effective marketing
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Marketing is a total business function. Acquiring a customer is expensive and time consuming. I build systems that go beyond marketing. I build Business Operating Systems.

Every customer wants to drive the boat. The customer wants to control the experience. Follow the money from the customer's bank account and you will see that the customer truly wants to control the experience. A great Business Operating System creates a frictionless experience from customer acquistion through fulfillment and back for more business.

Too many business have created processes around what the business wants to accomplish (like medical and banking). The customer is just a means to an end.


The specifics


Marketing's job is to get people to do something. Sale's job is to get a person to do something. We build marketing systems that are focused on producing a positive net profit, not just vanity metrics.

The tools available can include:

  • Customer journey workflows
  • Social Media
  • PR
  • Email marketing
  • Events
  • Direct mail (yes it still does work)
  • SEO
  • Websites
  • Blogs/Content creation
  • Printed material
  • Advertising (digital and printed)

The customer journey is very important. Since the customer wants to control the experience, we have to build a path they want to take towards buying something.

Business Operating Systems (BOS)

A BOS that we build unifies the entire workflow of the business and then it is codified into a software platform such as Zoho One. Other platforms can be used, assuming API solutions are available to move data between silos in the business. This means that Accounting is connected live to CRM to Projects to Service to Payroll to Analytics to Social Media to Email Marketing to the Warehouse and to every part of the business.

Our process for building a BOS is predicated on incremental steps based on a roadmap and using Agile processes. Never try to implement a BOS as a single project.

We prefer Zoho One because the data back-end is mostly unified. Zoho One has an accounting platform, Zoho Books, and our accounting team is a highly skilled US based group that can handle the full accounting migration to Zoho Books. However, we are capable of making almost any existing cloud based system work.

CRM Systems

Building and cleaning up CRM systems that are typically in Zoho, Dynamics, Salesforce, HubSpot, and many others.

Knowing the data that is relevant and then creating layouts/forms that are usable by employees and building logic that streamlines usage. This applies to brand new CRM launches or a refresh of an existing system. The data needs for a business evolve over time, but the current staff has a full workload and does not have the time to implement or fix the system.

I bring in a proven workflow of data analysis that produces a Customer Requirments Document, and then my team and I get to work.


For many companies, a website is a digital brochure that needs to be found by Google. Some companies will also need full product listings to share detailed information to their reseller channel and potential customers. And then there are those that need a full e-commerce solution. My team and I build all types of websites to meet all of these needs. We start with a Creative Brief and then produce a Customer Requirments Document, then build a prototype alpha site that becomes a beta site that goes live. Agile processes are implemented  to keep the project on track and to go live.

We build sites with WordPress and use commercially available tools that deliver secure sites that can be easily updated by a non-technical person.


We create customer experiences (real and/or virtual) that generate sales. It is warm and fuzzy to meet a bunch of people, at the end of the day, we want to generate sales. Our process includes:

  • Pre-event planning to set performance metrics, goals, and budgets
  • Attendee journey workflows to drive the right customers to the event
  • Event marketing:
    • Social media
    • Email marketing
    • Direct mail
    • Sales outreach
  • Registration (including options to sell tickets and waiver acceptance)
  • Permitting and logistics
  • Presenter selection, preparation, and management
  • Event set-up, production, and catering
  • Check-in
  • Event management
  • Post event follow-up and metrics