ReadyStack
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Highly skilled business leader with expertise in strategic planning, innovative go-to-market digital strategies, big data and analytics, and lender customer acquisition strategies.
I am the Founder of LEGION Group, an invite-only exclusive trade organization for specialized consultants operating in Fintech, Performance Marketing, Payment Processing, Branding, Consumer Acquisition, Risk Analytics and Venture Capital.
Prior to Legion, I was the CEO of the Trend Capital Holdings series of companies. The collective also known as Lead Economy, chiefly focus on perfecting the science of data management, lead generation and list management solutions; dedicated to the Fintech market.
Before Trend Capital, I was the President of ArrowShade, the industries first, and only ever soverign lead generation company and advertising agency owned by a Federally recognized Native American tribe.
I also launched Pomo One Marketing from Optima Servicing Group, a lender-focused performance marketing company, where I served as President.
In this leadership position, I successfully guided the corporation into a period of unprecedented growth through innovative go-to-market digital strategies. Additionally, I was responsible for strategic planning, new partnerships and investments. Previously, I served as Vice President of Lender Relations for Selling Source, one of the largest privately held digital marketing companies in the United States.
In this role, I devised lender customer acquisition strategies for its subsidiary, PartnerWeekly, the largest affiliate network and agency of record for moneymutual.com, the most recognizable brand in short-term consumer financial services. Leveraging big data and analytics, I developed advanced lender-advertiser underwriting strategies that enabled better operational decisions.
I am a decorated U.S. Marine Corps combat veteran. I completed tours in Operation Iraqi Freedom, counter terrorism operations in Israel and joint government operations in Japan. I holds a Master’s in Business Administration from the John Sperling School of Business with an emphasis on Strategic Implementation.
Lead Conversion Flow for B2B and B2C
Updated:
12/15/23
Web to Lead Gen
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.
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.