Marketing Strategist Portfolio
Growth Strategy, Conversion, and Customer Lifecycle.
I build growth systems that connect acquisition, conversion, and customer success.
Over 10+ years across digital education, SaaS-adjacent, B2B, consumer subscription, and service-based businesses: building funnels, lifecycle systems, messaging, customer education, and operational workflows that improve conversion, retention, and scale.
3,000+ FUNNELS BUILT
400+ LIFECYCLE SEQUENCES
20,000+ STRATEGY SESSIONS
1,200+ WEBINARS
Core Focus
Growth Strategy · Funnel Architecture · Messaging & Positioning · Lifecycle Marketing · Conversion Optimization · CRM & Automation · Customer Experience · AI-Enabled Marketing Systems
Selected Highlights
Track Record
Helped support growth inside a digital education company as it scaled from under $500K/month to $9M/month
Built 3,000+ funnels across industries and business models
Created lifecycle sequences for 400+ products across education, SaaS, health, coaching, legal/compliance, insurance, events, and more
Managed paid media in environments spending over $150K/month
Trained 10,000s of entrepreneurs, teams, and customers through 20,000+ strategy sessions and 1,200+ webinars
How I Work
Most marketing problems are System Problems
A company thinks it has a traffic problem, but the real issue is weak conversion. Or they think they need better copy, when the real issue is the offer, the onboarding, or the experience after the sale. Or they keep pushing acquisition while retention, education, and support quietly leak revenue in the background.
That’s where I do my best work.
I’m strongest when growth has plateaued, the funnel is disjointed, the message is too generic to land, or the customer journey was built in pieces instead of as one coherent system.
I don’t just improve assets. I fix the path from attention to conversion to customer success.
Case Studies
Diagnose. Build. Optimize.
Rebuilding Paid Media and Funnel Strategy for a Mid-Market B2B SaaS Company
The Problem
Meta and Google campaigns were driving a lot of low-intent traffic. Lead quality was poor, SDRs were rejecting around 40% of inbound leads, CAC kept rising, and the funnel treated every lead the same by pushing everyone toward a demo.
What I Changed:
- Rebuilt the funnel around intent tiers — top of funnel focused on educational content and video views, middle of funnel introduced case studies and comparison pages, bottom of funnel focused on demos and pricing.
- Added value-based conversion events (scroll depth, time on page, product page visits) so Google and Meta had better optimization signals.
- Restructured Google search around branded, competitor, and high-intent non-brand traffic, with negatives layered in to cut junk.
- Introduced a self-serve trial CTA for mid-intent leads instead of forcing a demo too early.
Results
CPL down 38%
Demo volume up 27%
What This Shows
Better paid performance doesn’t come from squeezing ads harder. It comes from aligning traffic quality, funnel intent, and conversion paths so the right people take the right next step.
Fixing Trial-to-Paid Conversion for a Subscription Fitness App
The Problem
A consumer subscription fitness app had trial-to-paid conversion stuck at 11%. Onboarding was generic, activation was weak, users weren’t completing their first workout, and push notifications were random instead of behavior-based.
What I changed:
- Rebuilt onboarding around a single activation goal: complete your first 10-minute workout within 48 hours.
- Added a short onboarding flow that asked 3 questions and generated a personalized workout plan instantly.
- Built behavior-based lifecycle flows: no workout in 24 hours triggered a 10-minute starter; 2 workouts unlocked a streak badge and social share prompt.
- Rewrote trial-to-paid messaging around progress made, the value of the personalized plan, and what users would lose if they stopped.
Results
Trial-to-paid conversion increased from 11% to 19%
First-30-day churn dropped 12%
What This Shows
Activation is often the hinge point between interest and revenue. When onboarding is too generic, conversion suffers. When it feels relevant and timely, momentum builds fast.
Repositioning a Workflow Automation SaaS Product to Break Out of Generic Messaging
The Problem
A mid-market workflow automation SaaS company was using broad, forgettable messaging around “automate your workflows.” Competitors were winning on integrations and price, paid social was attracting weak traffic, and sales kept hearing: “How are you different from Zapier?”
What I changed:
- Repositioned the product as: the automation platform built for messy, real-world ops processes.
- Shifted the conversation toward exceptions, broken workflows, dirty data, and manual patchwork workarounds.
- Rewrote the landing page narrative arc: chaos → why traditional automation breaks → how this platform handles exceptions → proof from real ops teams.
- Launched a new mid-funnel asset: The 7 Workflows Zapier Can’t Handle (But Ops Teams Still Need).
- Updated paid social creative to lead with the actual problem instead of generic product language.
Results
Landing page conversion rate up 36%
Sales cycle shortened by roughly 10 days
What This Shows
When messaging is too broad, the market fills in the blanks for you, usually by putting you in the wrong category. Strong positioning changes the conversation before sales ever gets involved.
Building Customer Success Inside a Fast-Scaling Digital Education Business
The Problem
Inside Legendary Marketer, higher-ticket customers were often getting less practical support after purchase than buyers received during the lower-ticket front-end challenge. The business was growing fast, but post-purchase support, customer education, and fulfillment weren’t keeping pace.
What I changed:
- Pushed to create a customer success and coaching function despite internal resistance, since it wasn’t seen as directly revenue-producing.
- Ran it personally at first, 9+ Zoom calls per day, recurring live trainings, support questions, becoming the bridge between what was sold and what customers needed next.
- Hired and trained another coach, improved training content, and built support templates and SOPs.
- Built FAQ resources and shaped more live support formats so customers could get help faster.
Results
Webinar attendance regularly reached 100+ people
Company expanded live support frequency
What This Shows
Growth does not stop at the sale. In many businesses, the next major unlock is not more traffic, it’s stronger education, better support, and a customer experience that actually matches the promise.
What I’m Strongest In
Full-Stack Operator
Growth Strategy & Funnel Architecture
Paid media, landing pages, offer flow, funnel sequencing, intent-based journeys, A/B testing.
Lifecycle & CRM
Onboarding, retention, reactivation, segmentation, email, SMS, automation logic, customer journey design.
AI-Enabled Execution
Workflow design, messaging acceleration, faster testing ideation, repeatable systems, improved team output.
Messaging & Positioning
Brand messaging, conversion messaging, problem framing, differentiation, offer articulation.
Customer Experience & Enablement
Customer education, support systems, team training, fulfillment improvement, coaching systems.
These strengths are backed by hands-on work across paid media, landing pages, funnel architecture, email, onboarding, CRM/automation, brand messaging, customer education, team training, and customer success.
AI-Enabled Marketing Systems
AI as Leverage, not Replacement
I use AI the way an operator should use it: to accelerate thinking, production, testing, and workflow design without outsourcing judgment.
I’ve used tools like ChatGPT, Claude, and Gemini to speed up campaign production, improve analysis, generate better testing ideas, systematize messaging, reduce turnaround time, and build repeatable workflows that improve both output quality and team efficiency.
Used well, AI doesn’t replace strategy. It removes friction so better strategy gets executed faster.
Background
Broader than most traditional marketers.
I’ve sold and marketed across SaaS, real estate, insurance, education, digital products, physical products and high-ticket coaching. I bring full-stack marketing experience across acquisition, conversion, lifecycle, and customer experience, along with deep exposure to coaching, training, persuasion, CRO, and psychology-backed decision-making. I also hold a Juris Doctor, which shaped how I think about argument, clarity, nuance, and how people actually make decisions.
AI-Enabled Marketing Systems
See the bigger picture. Find the real bottleneck. Build a coherent growth system.
If you need someone who can diagnose, build, optimize, and lead – let’s connect.