I help B2B SaaS marketing orgs get unstuck.
Most consultants hand you a journey map and move on. I build it with your team, then the lifecycle programs and systems to run it, eight years deep in Marketo, HubSpot, Salesforce, and Segment.
- HPE
- MakeMusic
- Siemens Healthineers
- Dental Intelligence
- Genesys Beyond
- Vertafore
Three ways to work together.
Each is scoped and delivered to stand on its own — real, usable value every time. Not sure where to start? Journey mapping usually gives the clearest read, fastest.
Marketing and Sales define a “qualified” prospect two different ways, so handoffs leak.
Shared entrance criteria everyone actually agrees on.
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01
Diagnostic
1–2 WEEKS
STARTING AT $6,500
A fast, focused read on one system — your stack, your journey, your lifecycle program.
For teams who suspect something's broken but need a clear diagnosis before committing budget.
WHAT YOU GET- Attribution & reporting review — what's actually driving results
- Campaign & journey review across every channel and audience
- CRM data cleanliness & accuracy check
- Full martech stack & workflow inventory
- Prioritized fix list — quick wins vs. structural
- Written diagnosis with recommended roadmap
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02
Customer journey workshop
1–5 DAYS · SCOPED TO YOUR TEAM
STARTING AT $3,500
A working session, scoped to your org's size, that gets Product, Marketing, Sales, CS, and Support mapping the same journey.
For teams where Product, Marketing, Sales, CS, and Support each send their own welcome email and clock time-to-value differently.
WHAT YOU GET- Persona worksheet(s)
- Phase entrance & exit criteria
- Cross-functional stakeholder alignment
- Gap identification & prioritization
- Marketing methodology & automation recommendations
- Next-step recommendations
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03
Embedded advisory
ONGOING · MONTHLY
STARTING AT $9,500/MO
I sit inside your org part-time — building alongside your team, not handing off a diagram from the outside.
For orgs that need senior hands-on help but aren't ready for a full-time hire.
WHAT YOU GET- Lifecycle & journey architecture, built across every channel
- CRM & data governance — routing rules, segmentation, hygiene
- Attribution & reporting systems your team can actually use
- AI workflow & automation implementation
- Team training & documentation, so it runs after I'm gone
- Monthly roadmap check-ins & continuous optimization
The track record, in numbers.
Results below are from embedded, ongoing work — diagnostics and workshops are scoped to move faster on a narrower problem.
- 37%
- Increase in trial-to-paid conversion after rebuilding lifecycle campaigns on a unified CDP architecture. (Peaksware)
- 50%
- Reduction in CRM errors after standardizing data quality and lead-routing rules company-wide. (Peaksware)
- 75%
- Drop in customer friction from automated lifecycle programs redesigned around the buyer's actual path. (Peaksware)
- 18%
- Lift in platform adoption and retention from new segmentation and messaging frameworks. (HPE)
Redesigned customer journeys across web, product, and partner ecosystems for HPE, Siemens Healthineers, and Aruba Networks, and translated infrastructure capability into messaging built for DevOps and platform-architect buyers.
Owned lifecycle strategy across four SaaS brands at once — email, automation, segmentation, and a Sigma dashboard suite that gave leadership one view of CAC against conversion.
"He was essential in designing and building digital engagement maps while also program managing several Customer Journey Mapping exercises. He has a great eye for detail, shows up prepared, enthusiastic, and empathic. I would be delighted to work with him on future projects."
A systems thinker who started in a jazz club.
Before enterprise SaaS, I ran events and guest retention at a live music venue, reading the crowd and fixing what's broken in real time. Same instincts, different stage.
Eight years since, I've built lifecycle programs and digital strategy for enterprise SaaS, ed-tech, and hybrid cloud teams, most recently on HPE's Hybrid Cloud Platform. I still work hands-on inside Marketo, HubSpot, Salesforce, Segment, and GA4, because recommending a fix and building one are different jobs. I do both, and I do them alongside your team, not around it.
Straight answers.
The questions I get asked before someone books a call.
- What makes this different from an agency?
- Most lifecycle consultants either map the journey or build the automation, rarely both. I've done both at enterprise scale — four SaaS brands at once, HPE's Hybrid Cloud Platform — so you get one person end to end, not a handoff.
- Do you work inside our tools, or just hand us a deck?
- Inside your tools. Hands-on in Marketo, HubSpot, Salesforce, Segment, and GA4 — diagnostics come with a build plan.
- What's the investment?
- Diagnostics start at $6,500. Workshops start at $3,500. Embedded advisory starts at $9,500 per month. Final scope depends on team size and how many systems are involved.
- What size company do you typically work with?
- Enterprise SaaS, ed-tech, and hybrid cloud teams — most recently HPE and Peaksware's four-brand portfolio.
- How fast can you start?
- Workshops typically get scheduled within a couple of weeks. Diagnostic sprints and embedded work fit your calendar the same way.
- Does this ever grow into ongoing work?
- Sometimes — it can. Each engagement is scoped to be worth it on its own either way.