Vetted Strategic Planning Professionals

“Operations leader with 15 years of experience managing teams up to 15 across IT, healthcare, accounting, and financial domains. Focused on KPI-driven performance, revenue/new client development, and process improvements (including implementing communication touchpoints) and has led a Bullhorn implementation with recruiters and account managers.”

“Operations/workforce leader with multi-site management experience who led analytics-driven workforce planning and performance management, delivering improvements in efficiency, turnover, and time-to-fill. Partnered closely with senior leadership and industrial engineers to implement engineered labor standards across high-volume distribution centers using structured communication plans, employee engagement, and documented process updates.”

“Revenue/sales operations and GTM builder for early-stage startups who designs repeatable sales processes (CRM pipeline stages, MEDDPICC, Challenger Sales) and operating cadences (OKRs) to improve conversion and forecasting. Also mentors product/technical founders—e.g., through the Canadian Technology Accelerator—helping a fintech founder establish segmentation, metrics, and an outbound motion that produced early recurring revenue and investor readiness.”

“Former CPA-firm partner and multi-time C-suite operator who helped build foundational operating systems for McDonald’s in its early public-company years (including franchise/store manuals and a property management system). Later served as CFO in the early video game/pinball industry and helped orchestrate the Seeburg Jukeboxes acquisition and development of the first CD jukebox with Sanyo. As an executive at Whitney Information Network, grew the business from roughly $2–3M to ~$250M in annual billing, ultimately becoming President.”

“Growth/partnership leader spanning gaming, creator ecosystems, and consumer/B2B GTM with unusually strong network reach (senior contacts across major tech). Built a white-label game hosting partner channel at Shockbyte to $5MM+ net new ARR with minimal investment, and previously conceived/negotiated a globally scaled Kinect experiential retail strategy attributed to 1M+ units and ~$500MM revenue. Also led FreshBooks’ early GTM and scaling from ~$500K to $15MM+ annual revenue while growing teams from 3 to 50–75.”

“Operations-focused advisor with a structured approach to helping early-stage/growing companies scale: assesses processes and org design, applies Lean/BPR-style improvements, and executes phased rollouts with KPI monitoring. Has experience mentoring overwhelmed founders during rapid growth, with hands-on guidance around scaling sales teams, improving customer satisfaction, and maintaining culture while making strategic decisions.”

“Project/operations coordinator who helped spin off Cannabiz Advisor from an accounting firm, coordinating tax/accounting, marketing, sales, and client onboarding/training to launch the new service line and build a book of 30 clients within a few months. Also implemented a sales performance cadence at Orion Mobile with the VP of Sales, combining weekly metric reviews with structured rep action plans.”

“Chief-of-Staff / operations leader who has scaled creative and production organizations through hyper-growth, including growing a creative team from ~30 to 200+ while improving turnaround times and protecting margins. Acts as a founder force-multiplier by installing operating cadences, dashboards, and decision systems, and has built scalable editorial and motion-graphics pipelines tied to growth metrics (e.g., ~$2 CPI and seven-figure media spend scaling).”

“Ops/tech program leader who supported the national rollout of the 988 Suicide & Crisis Lifeline by building an enterprise OKR system and implementing Asana + real-time dashboards across technology, operations, clinical support, and communications. Has led a 15-person team and repeatedly improves executive productivity through pragmatic tool rollouts (HubSpot, SharePoint/Confluence, Slack/Zoom) and lightweight integrations.”

“Engineering leader who built the MVP and scaled iService Auto into a fixed-ops platform for dealership groups, aligning a dealer-driven roadmap to churn/revenue outcomes and preparing the company for strategic acquisition. Led a major modernization from a legacy Symfony monolith to a React frontend with a Symfony JSON API using feature-flagged incremental migration, while growing and retaining a ~20-person engineering team through the acquisition.”

“Operator/owner with hands-on experience acquiring and optimizing a moving & storage business, including selecting and implementing a CRM/CSM system that doubled the sales sign rate (33% to 67%) and streamlined estimating. Strong in KPI/cash-flow-driven operational improvement, warehouse/storage workflow design, and mentoring founders/executives by reverse-engineering goals into executable plans; previously co-built and sold a scaffold company after 13 years.”

“Organizational effectiveness manager and sustainability lead at Bifernandes Hermanos (major Puerto Rico consumer goods company) who built the internal operating structure and culture needed to sustain rapid growth. Combines Lean Six Sigma/Prosci change management with coaching and systems thinking to deliver measurable engagement gains (25% climate survey improvement, 40% engagement boost) and scalable, repeatable operating rhythms for teams and founders.”