Portfolio
Case studies and operating models
The case studies are the complex business problems I solve. Underneath are the tools and models I use to solve them.
Featured case studies
Whole-problem work: AI-driven revenue intelligence, operating at scale, and the judgment behind a transformation sequence.
AI Revenue Intelligence System
A working pipeline-risk engine that reads 42 opportunities, quantifies forecast exposure, and writes the CRO's Monday brief.
Turns a $4.8M commit into a defensible number by naming the three deals carrying most of the downside.
$120M ARR Executive Operating Model
Interactive model connecting a $120M → $155M growth target to pipeline, capacity, territories, quota, retention and GTM investment.
Answers the question senior searches actually ask: has she thought about RevOps at our scale?
RevOps Transformation: The First 90 Days
How I'd prioritize the first 90 days inside a $75M ARR company with fragmented systems, unreliable forecasting and disconnected GTM teams.
Shows the judgment call that separates a RevOps leader from a RevOps list: what I would deliberately not do first.
Tools & operating models
The working models, dashboards and materials behind the case studies, grouped by capability.
Systems & Data
CRM architecture, object modeling, and the governance that makes metrics trustworthy.
Forecasting & Planning
Forecast discipline, scenario modeling, and the capacity math behind a hiring plan.
Capacity, Quota & Coverage Model
Interactive capacity model linking target ARR to ramped headcount, attainment, and pipeline coverage.
Turns a board target into a defensible hiring plan and the pipeline coverage it demands.
Northbound Forecast
A working revenue forecast with adjustable assumptions, pipeline stages, and scenario planning.
Replaces a single guessed number with a defensible range the exec team can commit against.
Excel Analysis
Deep-dive analysis with clean modeling, assumptions, and actionable takeaways.
Shows the modeling discipline behind the forecast — assumptions traceable end to end.
GTM Analytics
Pipeline health, rep productivity, and the operating picture leaders run the business from.
RevOps Operating Picture
An integrated operating picture that ties together forecast, dashboard, and strategic narrative.
One narrative view leaders can run a weekly operating cadence from, instead of five reports.
Northbound GTM Console
Real-time operations metrics with filtering, drill-downs, and board-ready visualizations.
Gives leaders self-service answers on pipeline and capacity without waiting on an analyst.
Customer Insight
Turning customer conversations into themes, priorities, and roadmap decisions.
Executive Communication
Board-level narrative that connects the numbers to the decisions being asked for.
Profile
Background, experience, and how to get in touch.