Insights & Articles

Blog

Thoughts on marketing technology, B2B marketing, and lessons learned from building marketing at startups.

The HubSpot Implementation Framework: What 4 Deployments Taught Me About CRM Success

After leading HubSpot implementations at PatientIQ, AASM, Ambience Healthcare, and cliexa, I've developed a framework for successful CRM deployments.

The Lead Scoring Framework That Drove 44% of Pipeline

How we built a lead scoring model at PatientIQ that aligned sales and marketing, prioritized the right accounts, and generated nearly half of company pipeline.

How to Choose a Marketing Technology Consultant: The 7 Questions That Matter

Hiring a marketing technology consultant? Here are the 7 questions that separate strategic partners from expensive button-pushers — from someone who's been on both sides.

The First Marketing Hire Playbook: 90-Day Framework for Building from Zero

Being the first marketing hire is equal parts terrifying and exhilarating. Here's what I wish someone had told me about building marketing from scratch.

Startups

Leadership

6 min read

The ABM Playbook for Enterprise Health Systems

Enterprise health system sales cycles are long and complex. Here's the account-based marketing playbook that helped us close deals with some of the largest IDNs in the country.

5 Technical Skills That Actually Move the Needle (And How to Learn Them in 30 Hours)

The gap between marketing and engineering is closing. Here are the technical skills that have made me more effective as a marketing leader—and how to develop them.

The HubSpot Migration Checklist: Lessons from 4 Enterprise Implementations

A practical migration checklist built from 4 real CRM migrations — including a Salesforce-to-HubSpot move and a 3-system consolidation for a 13,000-member organization.

Why Chicago B2B Companies Need Revenue Operations (And How to Build It)

Chicago's B2B ecosystem is uniquely positioned for revenue operations. Here's why RevOps matters and a practical framework for building it at your company.

Areas of Expertise

Topics I Write About

Marketing Technology

CRM architecture, marketing automation, and building effective martech stacks

B2B Demand Gen

ABM strategies, lead scoring, and pipeline generation tactics

Regulated Industries

Marketing to complex organizations: health systems, financial services, and compliance-heavy industries

Startup Growth

Building marketing from scratch and scaling early-stage companies