Transform your vision into reality.

Services

Commercial Strategy & Planning

Supporting a diverse range of clients, I help develop commercial programs that can flexibly adapt to changing market dynamics and business strategies.  My objective is to help clients build high-performance teams and create long-term value through several strategies including, but not limited to:

  • Development, redesign, and implementation of commercial programs

  • Outcome based client strategies to drive revenue | GP optimization

  • Go-to-market initiatives

  • Pre- and post-M&A alignment strategies

Customer Acquisition Strategies

Developing a framework that seamlessly integrates customer interactions with your organization helps attract targeted clients and expand existing relationships. I collaborate across all functional areas to build strategies that create consistent messaging, differentiate your approach, and deliver meaningful value to your customers.  This includes: 

  • Sales Process design and optimization

  • Building a Customer Experience strategy and vision

  • Organizing and managing customer focus groups

  • Developing account strategies and client solutions

Performance Management

Strong performance management practices align employees’ success with the company’s vision and success. Optimizing individual and team performance is achieved through a balance of quantitative measures and qualitative assessments that foster employee engagement and growth opportunities.  All performance management services I provide are designed to integrate individual | team development with strategic business priorities, promoting both employee satisfaction and organizational growth. Services include:

  • Commercial program assessments

  • Building, reconfiguring, and execution of performance management programs

  • Commercial leadership | management coaching

  • Growth strategies (individual, team, and program)

Training & Education

Training and education for clients and employees not only increases productivity, engagement, and innovation but also fosters a culture of continuous improvement and highlights the company’s dedication to the success of its people and clientele. Despite these benefits, they are often deprioritized because they require substantial time and resources typically reserved for more immediate demands. My approach aligns these efforts with the unique goals of each client and leverages internal resources and expertise to provide sustained support for clients and employees alike. Some examples of my services include:

  • Solution-based sales and customer service

  • Building leadership and coaching skills for leaders and non-leaders

  • Industry specific workshops and seminars for employees and clients

  • Customized employee and client workshops

Expanded Services

  • Develop and refine a comprehensive commercial vision and strategy that includes a clear value proposition, target markets, messaging, and business objectives.

    Ensure the seamless adoption and integration of the strategy across all functional areas of the organization and proactively identify areas where further development or reinforcement is necessary.

  • Assist clients in developing account strategies and solutions that effectively differentiate them in the market and provide measurable value to their customers.

  • Design and deliver tailored training programs, post-training support strategies, and continuous coaching to ensure successful implementation and adoption of skills and knowledge within the workforce.

  • Conduct comprehensive health analyses, risk evaluations, and opportunity assessments of commercial programs during the pre-investment phase.

    Develop tactical roadmaps and integration plans to facilitate the implementation of new commercial strategies in the acquisition or investment phase.

    Provide ongoing support to promote the integration, development, and adoption of new strategies and initiatives during the post-acquisition or investment phase.

  • Develop, redesign, or optimize commercial programs such as Sales, Customer Service, Strategic Account Management, Transition and Implementation, and Customer Solutions to drive business growth and meet organizational goals.

  • Create go-to-market plans and phased commercial strategies, enhance investment pitch decks, conduct practice sessions to prepare for potential investment and customer presentations, and provide supplementary services that enhance the company’s value proposition and competitive advantage.

  • Create content and lead client focus groups, informational conferences, and advisory boards.

    Conduct post-session evaluations and continuously monitor their effectiveness.

  • We offer a range of additional services in various domains, including but not limited to performance management, personnel, and leadership development, short-term executive contract work, and several other areas.

“I underestimated how hard it would be adjusting to working with people, but with Carol’s help, I was able to regain focus.”

— Bob Dylan, JAS SHIPPING

Questions before getting started? Get in touch.