Vetted Strategic Planning Professionals

“Entrepreneur in debt settlement and consumer lending who expects future funding needs and is oriented toward PE/VC rather than debt until revenues stabilize. Previously left Mosaic to found and scale a process improvement/performance management/tech stack consulting business, using conference speaking and relationship-based selling to win clients and then hiring staff/contractors to expand delivery.”

“Board-level operator/advisor with consumer and distribution experience who has led strategic planning and KPI-driven operational improvements for growth-stage businesses. Notable outcomes include a 25% operating income lift during Jones Soda’s geographic expansion and tripling sales at a distributor by expanding profitable routes, plus hands-on executive mentoring around acquisition due diligence and product launch turnarounds.”

“Former CEO of GravyWork with hands-on experience building an org-wide strategic plan and modernization roadmap for a growing company. Uses Michael Gerber’s innovation/orchestration/quantification framework and structured as-is/gap/to-be analysis to drive cost reduction, automation/outsourcing decisions, and leadership alignment through change.”

“Cross-functional operator at Andium who led founder-level initiatives spanning next-gen product launch + legacy sunset, built decision-driven operating cadences (dashboards, memos, blocker tracking), and drove international expansion after a Series B led by Saudi Aramco. Also supported a $6M strategic opportunity in Australia by coordinating pricing, product feedback loops, and internal alignment across an AI-enabled SaaS + hardware business.”

“Former Division III college football coach with extensive experience supporting collegiate and professional athletes, including work with Under Armour athletes (e.g., Kelsey Plum, Steph Curry) and Baltimore Ravens player engagement. While not hockey-specific, they emphasize end-to-end athlete guidance (goal-setting, transparency, family support) plus social media/profile-building to increase athlete visibility.”

“Former college basketball coach/player and college administrator who owns and runs an AAU/youth basketball organization in Western NY, impacting 200+ kids and families over ~20 years. Combines hands-on scouting and officiating at exposure events with a current career in sports media/advertising sales, producing content tied to major events (Final Four, NBA, Olympics, NFL).”

“Candidate indicated they have an existing startup but have not raised capital. They expressed strong concerns about AI-enabled social engineering and ended the screening due to perceived irrelevance of the startup-focused questions to the job.”

“Founder who built and operated a marketing agency (Six Degrees) end-to-end, setting up legal/infrastructure foundations and implementing SOPs, KPIs, and repeatable operating rhythms. Emphasizes operational excellence, predictable delivery, and prioritization based on customer impact, revenue risk, and compliance/safety.”

“People-operations and L&D operations builder who helped a young organization (TGH-USF People Development Institute) standardize workflows using a People-Process-Platform approach. Implemented scalable policies and centralized intake systems (web forms) and partnered closely with HR/payroll to resolve vendor/facilitator payment delays. Known for coaching executives without ops backgrounds by translating operational concepts into clear, practical language.”

“Former COO turned President at United Infrastructure Group who helped scale the company from $80M to $450M in revenue (100 to 900 employees) while building an integrated operations/finance operating system using COINS, Power BI, and custom modules. Known for data-driven operational diagnostics (audited financials, project benchmarking) and for leading complex system integrations (including COINS + Tenna) to deliver real-time dashboards and measurable efficiency gains.”

“Senior Business Strategist (Robotproof) who effectively operated in a Chief-of-Staff-like capacity for both internal executives and Samsung’s President/CMO/Head of Strategy, running multi-workstream initiatives across strategy, marketing, and VR product/engineering. Built KPI/OKR dashboards and executive briefing rhythms to accelerate decisions and delivered an 8% sales lift via a targeted regional strategy pilot that included localized assets, an incentivized sales program, and a bespoke VR training tool.”

“Operations/project management professional with hands-on experience leading a company-wide office consolidation (3 floors to 2), coordinating across IT, HR, marketing, facilities management, and movers while maintaining executive alignment. Strengths include building clear communication systems (templates, trackers, EA cadences) that improve executive decision-making and managing sensitive initiatives such as layoff logistics with strict confidentiality.”

“Full-stack developer with strong cloud/on-prem focus (AWS, VPC networking) who has improved production reliability by bringing manually created IAM/security group resources under Terraform and standardizing environments. Demonstrated end-to-end troubleshooting across app + infrastructure + networking (traffic capture revealed proxy response truncation) and delivered Python-based monitoring/reporting enhancements that improved ops visibility and turnaround.”

“Startup and early-internet product leader with repeated experience building in new companies and executing pivots. Helped transform a web-based calendar business into a CMS + RBAC platform that became best-in-breed for US K-12 organizations within about three years, emphasizing ROI-driven prototyping and market validation to conserve resources.”

“Founder who has raised $2.5MM from angel investors to build and operate smart beverage fountains in fitness studios that dispense user-personalized hydration. Former Pentair product manager (residential water purification) who identified an on-demand purified + additive-dosed beverage opportunity and chose to pursue it as a startup, using lean customer discovery, MVP prototyping, and pitch-competition-driven fundraising.”

“Contract/freelance paid media specialist who personally managed a high-spend ($50K–$80K/month) ecommerce cycling brand across Meta and Google. Drove measurable gains including ROAS improvement (~3.2 to ~5.2), ~$330K+ tracked revenue on an ~$80K peak-month spend, and ~20% CPA reduction through structured creative/audience testing, feed optimization, and profitability-focused campaign management.”

“Sales candidate with 35 years of experience who expressed interest in AI and shared a resume link and LinkedIn profile, but did not provide any concrete deal examples or details about outbound prospecting or recent closes during the screen.”

“Longtime S-Corp founder (20+ years) who evolved from running a web agency to becoming a Shopify expert contracted by agencies/brands to upskill teams and lead enterprise eCommerce builds. Recently built and launched a payment-links/QR-code web app in weeks that gained 20 users on day one without advertising; now looking to pivot toward building a scalable product business not tied to hourly contracting.”

“Growth-creative lead focused on scaling paid acquisition profitably across Meta and Google (Search/PMax), with a rigorous testing approach that isolates creative impact and uses ROAS/CPA decision rules tied to breakeven thresholds. Strong in translating performance signals (drop-off, hook effectiveness, audience shifts) into concrete edit lists and modular UGC/influencer-driven creative systems for rapid iteration across Meta, TikTok, and YouTube.”

“Partnerships and growth operator with experience in the gaming/creator ecosystem, focused on sourcing and negotiating co-branded creator deals and measuring impact via conversions and repeat customers. Uses a cross-industry personal network (media, healthcare, startups) to generate warm introductions that shorten deal cycles and lead to repeat partnerships, and has led targeted GTM launches driven by creator amplification and digital distribution.”

“Global Head of Talent Acquisition–level leader who has managed a 20-person recruiting/sourcing org across North America, Latin America, Europe, and APAC. Personally owned VP/SVP/C-suite hiring for 13 years and drove a data-backed recruiting lifecycle overhaul (interview panels + backups) to address 180–200 day time-to-fill and candidate experience issues, partnering closely with HRBPs and the CFO on headcount and budget.”

“Operations/people leader with strong analytics orientation who has led large multi-site teams and built KPI dashboards to drive measurable performance gains. Notably improved a high-volume intake process at NYCHHC by ~20% through real-time throughput/wait-time tracking and workflow standardization, and partnered with senior leaders at Amalgamated Bank to lift engagement by 15%.”

“Video editor with hands-on Adobe Premiere + After Effects experience across short-form social (Reels/Shorts) and longer-form YouTube, plus feature/short film and product/explainer/talking-head content. Has led an editing function at Prudential by creating templates and mentoring other editors, and has worked with the YouTube channel CanikUSA.”