<aside> <img src="/icons/mail_green.svg" alt="/icons/mail_green.svg" width="40px" /> [email protected]
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<aside> <img src="/icons/phone-call_green.svg" alt="/icons/phone-call_green.svg" width="40px" /> (518) 505-6617
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What I do
I’m a CRM, automation, and workflow architect who helps teams design and implement systems that reduce chaos and create operational clarity. I build the essential workflows, establish governance and documentation, and train internal staff so they can maintain the system confidently after handoff.
I operate as a strategic partner, not day-to-day execution support. My work focuses on sustainable systems and long-term enablement.
Core strengths • Workflow and lifecycle architecture • CRM and marketing automation design • Segmentation, lead scoring, and data hygiene • Customer journey mapping and governance • Documentation, onboarding, and enablement
I design systems that are supported by clear documentation, training, and internal operating guides — often delivered through structured knowledge bases and workspace tools that teams can maintain themselves.
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I had the pleasure of working with an incredible team of marketers at TRC Healthcare for 4 years (and now as a consultant!). As one of my farewell gifts, when I decided to move on, some of my colleagues sent me short videos that I could use for self-promotion. I compiled them to share, using a common label I often get - wizard (the other one is “unicorn”). I have worked with some incredibly talented people and I am really proud of the relationships I’ve built with colleagues, teammates and clients over the years.
https://youtu.be/tCvecDYZXdY?si=mRksEvziNLtf4R_H
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