Private Client, Portland, OR, July 2014
Helping reframe identity, message for visionary entrepreneur, who in late mid-age, seeks to better identify and realize their purpose. This is someone with great sales and persuasion skills, yet lacks structure.
Set up master plan, re-establish and refine contact management system, coordination of todo list with calendar and mission statement, tying actions, tasks, goals, expressed as action and greater personal and professional productivity.
Set up then create unique website, to reframe identity past old Yahoo, multiple email accounts, LinkedIn, Facebook. Some who are creative, yet have varied work histories, are seen as lacking credibility, and its all how they are seen. Going outside the box to reset the clock.
Advisory on major project, as to whether it is good or bad or indifferent to client, filtering to his higher values and purpose.
Private Client, Tacoma, WA, July 2014
A motivational speaker with a several thousand person audiences reached out to me to vigorously increase his effectiveness and plan for then focus his operations for greater success. He seeks to unify his message, and organize into a consistent and thriving enterprise, with increased eBook sales, paid bookings for engagements, and greater connectivity to Facebook to Webpage/blog, to Twitter.
Reviewed all communication channels, by evaluating message, consistency, quality
Suggested program for improvement, meeting with client, with specific steps according to optimal strategy for harnessing current viewer/reader value, targeting A and B level contacts. Create CRM to filter and track contacts.
How to use what you have in place currently, like living in a home under renovation while readying to build a new one.
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Cleverseal Australia, New South Wales, June 2014
My work with Cleverseal Pan America is ongoing, but since this is now about seeing about furnishing brush material for a $4M+ building materials manufacturer, is expressed as another client. I am working on obtaining strategic pricing, for 120,000 linear feet of proprietary material, from an east coast manufacturer. We already have what we need, but helping negotiate, price, furnish 22.7 miles of supply on better terms. MILES.
Representing CSPA and helping broker supply to CSA. Trusted by owners of both sides to act in fairness, for good of all. Helping consolidate freight, for export to Australia. Furnished samples to owner in Australia, shipped DHL. Confidential representation.
Private Client, Fircrest, WA, June 2014
Help successful services company, with advisory, business review, process review, procedures, methodology. Client wishes to take eight years of success and leverage to the next level. Work substantially onsite. Fircrest was incorporated in 1925, as a community separate from Tacoma.
Extensive discussions about mission, purpose, and determination to transition from small to midsize market producer, to doing fewer but larger projects. Discussions and review of strategy and planning to plan, selection of key tasks, roles, owners, outcomes.
Review of master schedule adoption, execution, delivery, refinement.
Confidential discussions, financials, staffing, in place plans to assist in recruitment of two senior staff.
Resolutions to focus on best practices. Taking successful financial, and operational practices, and making them better. Support streamlining and focus, in solidifying all tasks done correctly, faster, on budget, according to schedule.
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Savage Fruitarian Productions, Seattle, WA. June 2014
Directing talented preproduction and delivery of photographic artist exhibition. Remote work.
Selection of 400 short set of images from 40,000 photographs, reduced to 100, then forty candidates.
Representation , outreach to art galleries, promotions, negotiation, planning and operational development. Set production schedule for processing of images. Formulated strategic plan for extended group process, to evaluate images for best commercial success, then deliver results.
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Cleverseal Pan America, Portland Oregon, for Australian parent company seeking expansion, April 2014.
Business start up for foreign manufacturer, located in Newcastle Australia–about one hundred miles north of Sydney. Work remote with President in Portland Oregon, using Skype, extensive work in Google Docs, significant conversations with owner-founders, oversees.
Business planning, feasibility, financial and market analysis, scheduling, create CRM, executive advisory, product development.
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Private Client, March 2013.
I do yard work in a gated community for a very unique couple. While I have no overt raison d’être for gardening or grounds-keeping on an estate, the rub of it is, they have had MANY people do work for them, and say that I am the best they ever had. I am detailed, careful, thorough. They do not let JUST anyone to their home. And sometimes, on site, when they are not home, and very careful people they are! And very particular with everything. They trust me. Its a fit, as I am of like mind. Do it right.
These are the sort of people, who are so unique, that in their waiting room, in holistic medicine, might be someone from The United Kingdom in their waiting room, or hours away from Snohomish, all the way to Gig Harbor. Husband and wife team–Medical Doctor with specialization in homeopathy, and nutritionist who restores body and brain chemistry with food, non-invasive food supplements, council, treatment, advisory, clear diagnosis. They have an organic garden, and try to have their surrounds provide a calm, clean, fresh place within which to pursue their healing and provide treatment.
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BoxPlayHouse, May 2012.
Advised CEO of development venture for major hotel, high end retail, and convention center for RFP to Portland Metro. Project focus: planning, feasibility, funding, design, construction, and operation of proposed national network of telepresence amphitheaters and conference suites.
Reformulated key marketing communications, including rewriting, reformulating concise business summary, suitable for submittal to investors, strategic partners, and City agencies and planners.
• Established project structures for team-building, marketing communications, budgets, and schedules.
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ICC, January, 2012.
Special Project Consultant, ICC, Internet Chess Club, Pittsburgh, PA, and Madrid Spain. 2011. Consult to CEO of worldwide best of breed environment comprised of 30,000 paid subscribers. Review of end user experience, usability policy, and market image.
• Strategic advisory on integration of separate operating divisions and web spaces in USA, Europe, Russia, Spain, Brazil, China, and India. Advisory on business development, and market image.
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ITP 360, March 2011.
Located in Union NJ, outside lower Manhattan, NY NY. Executive Vice President. Major Involvement in inception and transformation of $1M high tech investment start up. Turn around role as consultant for Cloud Computing start up including major business structure, organizational development, strategy .Major advisory to CEO Founder. Significant involvement in all levels of operations including HR, finance, sales training, marketing, and motivation. Advisory on key technology selection.
• Created and refined 56 pp. business plan, with accompanying comprehensive financial modeling, five year budget and P&L projects. Designed overall equity structure for orderly raising of $1M in venture capital in four tranches to both angel and institutional investors.
• Major oversight on transition, turn around, and growth of eight to fifteen person staff; direct role in recruitment by vetting 100+ job candidates, several week interview process, recruitment of IT Director, hire of both a Senior IT Architect, an Executive Administrative Assistant, and two Junior IT staff. Conducted termination of two staff. Coaching to technical, sales, and entry level staff.