Operations

Project Brief Client PLExD, LLC, a boutique e-learning consulting firm (2017-Present). Engagement: Consult as best-practice business services provider, including the facilitation of lean business methodology design sprints. The proprietor already had a successful company based on subcontracting his e-learning services out to major players (contractors) in the space. What he needed was a best-practices [...]

Project Brief Client: 10.10.10 Founders, LLC - 10 CEOs, 10 Wicked Problems, 10 Days (2017-Present). Engagement: Consult as “Ninja and Sprinter Lead.” Deliverables: We recruit top-level talent and design programs focused on lean startup, design sprint, and human centered methodologies that keep this talent at peak performance while also accomplishing all relevant company objectives [...]

Project Brief Client: Simplexity Institute LLC DBA icu2, a provider of products and services for the neurodiverse community worldwide (2018-Present). Engagement: Consult as “Chief Marketing Officer.” Deliverables: We develop and manage marketing, sales, operational, administrative, and business model systems strategies, tactics, and processes, including the creation of associated forms, templates, and procedures.  We continue [...]

Project Brief Client Bentley Baths, a Colorado-based provider of walk-in bathtubs, showers, and other aging-in-place products and services (2016-2017). Engagement: Consult as “Director of Marketing.” Deliverables: We created and developed all marketing, sales, operational, and administrative systems and associated forms, templates, and procedures. We ran the marketing department, and also planned and documented the [...]

Project Brief Client: GenCanna, a provider of wellness and quality of life through nutrition (2017-Present). Engagement: Consult as “Senior Consultant.” Deliverables: We create, develop, and copyedit marketing, sales, operational, and administrative systems and associated forms, templates, and procedures, and continue to consult on a variety of branding projects. Staffing: One (1) Senior Consultant. Results: Accelerated [...]

Project Brief Client: Wine On The Road, LLC, a provider of luxurious, behind-the-scenes tours of wine country worldwide (2010-Present).Engagement: Consult as “Chief Wine Sherpa.”Deliverables: We create and develop all marketing, sales, operational, and administrative systems and associated forms, templates, and procedures.  We continue to run all departments (marketing, sales, operations, administration).Staffing: One (1) Senior Consultant, [...]

Project Brief Client: AFBsupplies.com, a newly formed international, just-in-time provider of legal cannabis packaging materials, both plain and branded, with SupplyTrac™, a signature product that automates dispensary resupply (2017-Present). Engagement: Consult as “Director of Marketing.” Deliverables: We create and develop all marketing, sales, operational, and administrative systems and associated forms, templates, and procedures. We run [...]

Project Brief Client: The Weinberg Group, Inc., a provider of life insurance funding, life settlement placement, and consulting and expert witness services to professional advisers and their clients (2001-Present). Engagement: Consult as “Senior Consultant.” Deliverables: We create and develop marketing, sales, operational, and administrative systems and associated forms, templates, and procedures, and continue to [...]

Project Brief Client: MJBA, the voice of legal cannabis (2017-Present). Engagement: Consult as “The Cannabrander.” Deliverables: We create periodic articles, including case studies, on branding best-practices in the legal cannabis industry. Staffing: One (1) Senior Consultant. Results: Well received articles that enjoy a growing cadre of followers. Logos Article: The [...]