Marketing advisory for SaaS

Helping SaaS companies build the marketing teams their growth depends on.

I work alongside founders and CMOs across the whole marketing function: strategy, demand gen, brand, campaigns, sales alignment, and BDR leadership. We bring AI in where it genuinely helps the team move faster, not as the headline.

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First call is on me.

Pipeline overview Q1 2026 Total pipeline $2.4M ↑ 38% AI BOOST +127% output per marketer Strategy Brand Pipeline
Strategy Demand gen Brand Campaigns Marketing ops Sales alignment BDR leadership Lifecycle Content Reporting
Same Team, More Output

Make the team you have do the work of a bigger one.

Hiring is rarely the fastest answer. The fastest answer is building AI workflows that take the manual work off your marketers' plates: drafts, lists, segments, reports. Same headcount. Real lift on what they ship.

WITHOUT AI WORKFLOWS Output today Marketer 1 Marketer 2 Marketer 3 60% of week on manual work AI WORKFLOWS Briefing · Enrichment · Reports Routing · Drafts · Segments WITH AI WORKFLOWS Same team, 3x output Marketer 1 Marketer 2 Marketer 3 +200% output per marketer
Everything in Scope

Every function a marketing department needs.

Some clients bring me in to lead one area well. Others want me to run all of it as an integrated function. Either way, the whole list is in scope, and a senior person owning every line item.

Strategy & GTM

  • ICP, positioning, differentiation
  • GTM strategy and motion design
  • Quarterly planning and budget
  • Competitive intelligence
  • Product positioning and launches

Demand & Pipeline

  • Paid media (Google, LinkedIn, Meta)
  • SEO and organic acquisition
  • Landing pages and CRO
  • Funnel management and attribution
  • ABM and partnerships

Brand, Content & PR

  • Brand identity and voice
  • Messaging frameworks
  • PR and thought leadership
  • Content programs and case studies
  • Community and advocacy

Campaigns & Creative

  • Integrated campaign planning
  • Channel orchestration
  • Ad creative and design
  • Video and content production
  • Events, webinars, and field

Sales Alignment & BDR

  • MQL and SQL definitions
  • Lead routing and scoring
  • Pitch decks and battlecards
  • BDR and SDR playbooks
  • Outbound strategy and sequences

Ops, Lifecycle & MarTech

  • CRM (HubSpot, Salesforce) and automation
  • Funnel and revenue analytics
  • Tech stack consolidation
  • Onboarding, retention, and upsell
  • Customer marketing and advocacy
Bringing AI to Marketing

Where AI helps the team the most.

Marketing Operations is where AI gives the biggest practical lift right now. The lists, briefs, segments, and reports that quietly eat the team's time. I help your team bring AI into the parts of the job where it earns its keep, and leave it out where it doesn't.

★ Where AI helps most

Marketing Operations

The systems behind the scenes. CRM, lifecycle, lead routing, segmentation, reporting, and the content pipeline. AI takes the manual work off the plate so marketers spend their time on judgment, not on busywork.

What that looks like: drafts, lists, segments, and reports running in the background, ready when the team needs them.

INPUTS Briefs CRM data ICP signals Brand guides Campaign asks AI OPS LAYER OUTPUTS Drafts ready Leads scored Segments built Reports ready Briefs done Hours of work Minutes, in the background
For Example

A few specific workflows AI takes off the team's plate.

Not theory. The day to day work where AI gives real time back.

Lead Enrichment

Auto-pulls firmographics, tech stack, and intent signals so BDRs work the right accounts, not list-build them.

Campaign Briefs

Drafted in minutes from a few inputs. Reviewed by humans. Shipped same week instead of taking two.

Account Research

Deep dives on target accounts running in the background. Ready when sales needs them, not after.

Outbound Personalization

Tailored emails per prospect at scale. Reviewed by humans, sent by your BDRs, not a black box.

Lifecycle Automation

Nurture flows that segment, time, and adapt to behavior on their own. Less manual triage, better retention.

Weekly Reporting

Funnel summaries written in plain English. Not dashboards nobody opens.

Content Drafts

First drafts of blog posts, social, and email. Fast enough that the work actually ships.

Customer Interview Synthesis

Themes from twenty interviews pulled in an hour, not a week. Insights the team can actually use.

Smarter Lead Scoring

Signals beyond "downloaded a whitepaper." Sales spends time on real intent, not noisy MQLs.

Ad Copy Variants

Dozens of headlines and descriptions tested. Only the winners scaled. Faster signal, lower waste.

Competitive Monitoring

Alerts on competitor moves, summarized weekly. No more learning about a launch from a customer.

Board Prep

First-draft slides and narratives ready in hours. You edit, you don't write from scratch.

A common pattern

A lot of the time, the team isn't the problem.

Most CEOs I talk to are convinced their marketing team is too small. Sometimes that's true. More often, the team is fine, what's broken is the plan they're working against, the way the work flows between people, or the operating cadence. Headcount isn't always the answer. Sometimes it's a sharper plan, fewer tools, better routing, and AI quietly taking the rote work off the plate.

STUCK MOVING

What I Often See

  • Strategy lives in a deck nobody references
  • The team is busy but you can't tell what they shipped
  • Briefs take a week to write and another to QA
  • A stack of 18 tools, half barely used
  • Hiring feels like the only lever left

What We Usually Do About It

  • Write a strategy the team can actually run against
  • Tighten the operating cadence so progress is visible
  • Bring AI into the briefs, lists, and reports, where it earns its keep
  • Consolidate the stack and kill what's not used
  • Hire only where the math actually demands it

Want to see if there's a fit?

A 30 minute conversation is the fastest way to find out. No pitch deck, no discovery theater, just an honest read on the work.

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