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Providing services of Business Consulting, Writing, Leadership Development, Career Development Coaching, Healthcare Consulting, Brand Consulting, Marketing Consulting, Marketing Strategy, Social Media Marketing, and Content Strategy.
The Japanese phrase for improvement, "Kaizen", describes my focus in business and in life. I bring 27 years in clinical dentistry and practice management to support the profession from an insider's perspective. I've established a reputation as a top-rated freelancer on Upwork while working on professional projects across the globe. I've also served as the Content Director at Legwork, an Inc. 5000 dental software company, and I continue to provide custom content to their team.
I joined the executive team in 2021 as the CVO at Method Pro, a dental marketing and support agency based in San Diego, CA. I'm privileged to work with a talented group in a dynamic space that brings unmatched resources to my profession. I continue to practice part-time while balancing the projects that help me continue along the Kaizen path.
Implant Campaign Suite - Persona-Based Marketing
Updated:
12/15/23
Cosmetic Dentistry Outreach and Nurture Campaign
Updated:
12/15/23
Conversion Flow for B2B and B2C Dentistry
High Performance Features:
40% Gmail OR, 65% Overall OR, 6% Inbound Meetings, MMS Response Boost
Updated:
12/15/23
.readystacking. is Outcome-Centric
Agile stacks adjust to best practices, budget, skills, preference, and OKRs
Day 1
Onboard and confirm stack
Days 1-3
App signups and setup
Days 3-14
Run and gather results data
Complementary Customer Success Agents are trained on processes, recommended apps, and outcomes.
Days 14+
Constant Improvement
ISV Cohorts and SMEs optimize
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Customer-First Outcomes
Bias to Outcome
Open Skills Integration
Rapid Deployment
Agile Updates
Constant Improvement
Platform Building is IT-Centric
Native solutions and coding projects are the default decision.
Days 1 -30
Days 30-90
Days 90-120
Days 120+
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Source Advice
Scope
Code & Deploy
Maintain
$100-$150/hr
$100-$150/hr
$100-$150/hr
$100-$150/hr
Proximity Bias
Constricted skills
Project headwinds
Low/No agility
Platform-First Outcomes
Proximity Bias
Constricted Skills
Project Headwinds
Low/No Agility
Stagant Iteration
Case Study: The Value of Choice for Salesforce Orgs
Really Moving London’s is $150,000 annually
Customer-Centric v. Platform-Centric SaaS Skills Adoption Projects
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Speed, Finance, and Agility
Carolyn, the Director of Marketing Operations at Really Moving London was spending $200/day on leads and needed a flow to sync marketing, call center, and sales activities. Their Salesforce developer recommended they call their Salesforce Rep for guidance, who recommended a Pardot Consultant. The consultant's schedule was booked for weeks and Carolyn was under pressure to launch a system. She couldn't afford to wait months to deploy a system with Pardot. And adding to Carolyn's pressure was all the uncertainty. She couldn't get answers on when a project design and deployment would happen. The Pardot Consultant's and Salesforce Developer's schedules and Really Moving London's Salesforce development queue.
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In Carolyn's words, "I started down a path to Pardot, but chose the .readystack. approach after seeing I'd save over £55,000 on consulting, development and licensing costs, begin in days not months, and stay clear of Salesforce costs."
She reached out to a .readystack.local based in Portland, Oregon to get best practices, workflow execution, and post-launch optimization and maintenance. She got all of it and without spending a penny more on Salesforce licenses or development. Really Moving was rewarded for choosing the .readystack. method with an immediate setup and three day team testing period, five-figure annual savings, and ability to quickly update workflow messaging channels to optimize outcomes.
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