My Skills

My skillset has focused around cross-disciplinary strategic development, campaigns, graphics, copy, content, tools, systems, relationship building, data analytics, process creation and optimization, goal tracking, and managing teams.  These are but some of the skills I rely on when launching marketing, business development from thought to profit.

Strategic Thinking

Growth Engines

a systematic approach to scaling a business by leveraging repeatable, self-sustaining loops—such as viral referrals, content marketing, paid acquisition, or product-led growth—to drive continuous user acquisition, retention, and revenue expansion.

OKRS (Objectives and Key Results)

Mapping and aligning goals and performance.

The Rockefeller Habits (Verne Harnish)

A system that focuses on disciplined execution through structured meetings, goal tracking, and cultural alignment.

The Blitzscaling Framework (Reid Hoffman)

A growth methodology that prioritizes speed over efficiency in scaling businesses to dominate markets rapidly.

McKinsey’s Three Horizons of Growth

A strategic model ensuring businesses balance immediate revenue, mid-term scaling, and long-term disruptive innovation.

Porter’s Five Forces

A competitive analysis framework that examines industry rivalry, buyer and supplier power, threat of new entrants, and substitute products.

Blue Ocean Strategy

Finding uncontested market space by focusing on differentiation and low-cost value creation.

Ultra-Lean Scaling (Minimally Viable Growth)

A model that emphasizes incremental scaling through cash-positive operations without heavy funding.

Micro-Franchising

A method of rapidly scaling by creating small, repeatable, and affordable business units.

McKinsey’s 7S Framework

model ensuring alignment between structure, strategy, systems, skills, style, staff, and shared values.

Internal Accelerator Program

A corporate innovation system that incubates and scales multiple ventures within a parent company.

$100 MBA Methodology

tiny experiments before large investments.

Venture Studio Model

A structured program that fosters fast-tracked scaling of employee-led innovations inside an organization.

Heroik Culture Anywhere

A rich and remote-first, flourish in facetime approach to company culture, focusing on personal and professional development, alignment,  digital liquidity, adaptability and success no matter what principles.

"Skunk Works" Approach

Small, secretive innovation teams in a big company.

H6 Digital Liquidity Framework

Evaluate based on driving factors of digital liquidity and impact on business.

Business Model Canvas (BMC)

A one-page visual tool for mapping out business model components, including value propositions, customer segments, and revenue streams.

Lean Canvas (Ash Maurya)

A stripped-down version of the Business Model Canvas designed for rapid iteration and validation in high-risk startups.

EOS (Entrepreneurial Operating System)

a structured process for goal setting, accountability, and operational clarity.

Customer-Funded Business Model (John Mullins)

Uses pre-sales, subscriptions, or customer financing to fund operations instead of venture capital.

Minimalist Business Model

A strategy that operates on the bare minimum expenses to maximize survival and profitability.

Kotter’s 8-Step Change Model

A framework guiding organizations through cultural and transformational changes.

Tribal Leadership (Dave Logan)

A culture-building model that moves organizations from individualistic mindsets to high-performing collaborative tribes.

Culture Code (HubSpot Model)

A dynamic and flexible approach to company culture, focusing on transparency, autonomy, and innovation.

Effectuation Theory

Prioritizes leveraging existing resources, networks, and opportunities instead of extensive long-term planning.

Lean Startup & Lean Enterprise (Eric Ries)

A framework applying lean startup principles within large organizations to foster agility and innovation.

Mission Command Leadership

A decentralized leadership approach that empowers teams with clear intent while allowing autonomy in execution.

Internal Incubator Model

A process where employees pitch ideas and receive company-backed resources to develop new ventures.

Bootstrapping Finance Model

A method of scaling a business through reinvesting profits rather than external funding.

Revenue First Model

A cash flow management approach that prioritizes generating revenue before scaling operations.

Sweat Equity Model

A financing method where founders and early employees exchange work for equity rather than salaries.

Profit First (Mike Michalowicz)

A cash flow management system that ensures businesses prioritize profit before expenses.

Go-To Market Strategy

Crossing The Chasm

Focuses on narrowing the target market to a specific niche of early adopters, building a strong beachhead, and leveraging their success to gain mainstream market adoption.

Internal Kickstarter

An employee-driven crowdfunding approach within a company where teams pitch new ideas to secure internal buy-in, funding, and resources—validating demand before full-scale development.

Pre-orders & Waitlists

Create early demand, validate market interest, and build anticipation by allowing customers to commit to a product before launch, often leveraging exclusivity and scarcity to drive engagement.

Reddit, ProductHunt, Gumroad, IndieHacker Launches

Leverage community-driven platforms to generate organic buzz, validate ideas, and attract early adopters by engaging in authentic discussions, sharing value-driven content, and positioning the product within relevant niche audiences.

Digital Transformation

AI-First Strategy

Embedding AI at the core of experience design.

Digital Twin Strategy

The use of virtual models to simulate, test, and optimize customer experiences before large-scale deployment.

MIT Sloan’s Digital Maturity Model

A framework assessing an organization’s digital capabilities across strategy, culture, operations, and technology.

Gartner's Digital Transformation Framework

Structured roadmap for digital evolution.

H6 Digital Liquidity Framework

Evaluate based on driving factors of digital liquidity and impact on business.

Stealth Internal Marketing

Subtly builds awareness and adoption within an organization by embedding key messages, success stories, and value props into everyday communications, informal conversations, and internal workflows to drive buy-in without overt promotion.

Platform Thinking

A business model focused on creating network effects by enabling interactions between users, content creators, and service providers.

Unified AI Agent Strategy

Implementing centralized AI for internal workflows.

McKinsey’s Three Horizons of Growth

A strategic model that ensures businesses invest in short-term wins, mid-term scaling, and long-term disruptive innovation simultaneously.

Frugal Innovation (Jugaad Methodology)

A resource-efficient approach to designing impactful solutions with minimal budget and constraints.

User Centered / Human Centered Design & Product Development

Design Thinking

Identify user pain points and create personas, ensuring product decisions are tied to real customer needs.

Jobs To Be Done (JTBD)

Instead of asking, “Who is our customer?” it asks, “What is our customer trying to get done?”

Lean UX

Rapid, low-cost testing and iteration.

Design Sprints

Fast iteration for internal innovation.

Shadow Testing / Fake Door Testing

Validating demand for a product, service, or feature before building it by creating a fake (but convincing) customer experience.

Seeing RED (Red Room + Red Team)

Where ideas go to die, RED Customer Advocate Team mercilessly beats the crap out of the product and prioritizes feature development after careful analysis . 

Mom Test

Asking better customer validation questions by ensuring that even your own mom (or any biased person) wouldn’t lie to protect your feelings.

Wizard of Oz Testing

Fake backend simulating real product experience.

Roadmap /Prioritization / Project Management

MoSCoW Framework

Categorizes tasks or requirements into Must-Have, Should-Have, Could-Have, and Won’t-Have (for now).

Kano Model

Categorizes product features into Basic Needs, Performance Needs, and Delighters.

Scrum

 Organizes work into short, iterative sprints with defined roles.

KanBan

Uses a board with columns (e.g., To Do, In Progress, Done) to optimize work efficiency, limit bottlenecks, and ensure continuous delivery.

Scrumban

Combines Scrum’s structured sprints with Kanban’s continuous workflow.

SAFe Agile

(Scaled Agile Framework) that integrates Lean, Scrum, and KanBan.

RICE Framework

Prioritize features based on Reach, Impact, Confidence, and Effort.

Now / Next / Later

Categorizes work into Now (immediate priorities), Next (upcoming tasks), and Later (future considerations) to provide clear, flexible, and high-level project planning without rigid deadlines.

Trello & Notion as "Mini-JIRA"

Using light PM tools to set up boards, lists, and tasks (like JIRA issues) with key elements such as Backlog, In Progress, Done, adding labels for priorities, using checklists for subtasks, and integrating automation or databases to track workflows, sprints, and team collaboration.

Rogue Prioritization Workshop

An unconventional, fast-paced strategy session where teams challenge traditional prioritization methods by exploring bold, contrarian, or high-risk, high-reward ideas, often surfacing overlooked opportunities and breaking free from bureaucratic decision-making.

Twitter (X) Poll Validation

Quick gauge audience interest in an idea, product, or feature by running a poll on (X) and using engagement data as an early indicator of demand.

Stealth Agile

Gradually introducing Agile principles into an organization without formally announcing it, using subtle process improvements to gain buy-in and demonstrate value before full adoption.

Customer Centric Strategy, Customer Psychology, & Journey Mapping

Gartner's Customer Experience Pyramid

Prioritizes CX elements into three levels: functional (basic needs), emotional (engagement), and transformational (loyalty and advocacy).

Hook Model (Nir Eyal’s Habit Formation)

A behavioral framework that creates habit-forming products by leveraging triggers, actions, rewards, and investments.

Scrappy AB Testing (MVP Experiments)

Running low-cost, high-impact split tests on landing pages, email sequences, or small user groups to optimize experience with minimal budget.

BJ Fogg’s Tiny Habits Method

A behavior design approach that makes customer engagement easier by starting with small, easily repeatable actions.

Fogg Behavior Model

A framework that explains how motivation, ability, and triggers interact to drive consumer behavior.

Behavioral Journey Analytics

A method that maps and analyzes user behavior at different touchpoints to optimize customer experience.

Cognitive Load Reduction

A CX principle that simplifies information presentation and interactions to minimize friction in user experiences.

Real-Time CX Dashboards

Live tracking of experience metrics.

Micro-Moment Mapping (Google’s Think with Google Model)

A rapid-response CX method focused on identifying and capitalizing on key “I-want-to” moments in a customer’s journey.

Value Proposition Canvas (VPC)

A visual framework that ensures a product or service aligns with customer needs, pains, and gains for maximum resonance.

Customer Discovery (Steve Blank’s Lean Startup Methodology)

– A structured approach to validating business assumptions by directly engaging with customers early and often.

Voice of the Customer (VoC) Analytics

A structured approach to gathering and analyzing customer feedback to refine internal product and service experiences.

StoryBrand Framework (Donald Miller)

Positions customers as heroes and businesses as guides to build strong emotional connections.

Loss Aversion (Daniel Kahneman & Amos Tversky)

A cognitive bias model that focuses on making customers act by highlighting what they stand to lose.

Experience Loop Framework

– A continuous feedback cycle of “observe, analyze, act, improve” within corporate environments to refine CX strategies.

Customer Discovery (Steve Blank’s Lean Startup Methodology)

– A structured approach to validating business assumptions by directly engaging with customers early and often.

Design Thinking (Stanford d.school)

A human-centered problem-solving methodology that emphasizes empathy, ideation, and prototyping for business innovation.

Forrester Customer Experience Index (CX Index)

Evaluates and benchmarks customer experience quality across industries based on effectiveness, ease, and emotional resonance.

Scarcity & Urgency Framework (Robert Cialdini)

A psychological tactic used to drive immediate customer decisions by emphasizing limited availability.

Neuromarketing (Roger Dooley’s Brainfluence Model)

A set of marketing techniques that leverage neuroscience principles to drive engagement and conversions.

Choice Architecture (Nudge Theory)

A decision-making framework that subtly guides users toward desired actions through UX and messaging design.

Data-Driven Decision Making & Data Analysis

HEART Framework

(UX) measurement model that evaluates products based on Happiness, Engagement, Adoption, Retention, and Task Success to track and improve user satisfaction and performance.

Google Sheets / Notion as a BI Tool

Leverages built-in functions, data connectors,  automation (Apps Script), and integrations with external sources to analyze, visualize, and report on business data in a lightweight, collaborative, and cost-effective way

Shadow Analytics

unofficial, decentralized data analysis conducted outside the main BI or IT department, often using unconventional third-party tools  to gain insights quickly.

AARRR Pirate Metrics

Tracks user behavior through Acquisition, Activation, Retention, Referral, and Revenue, helping businesses optimize their funnel and scale effectively.

Predictive Analytics

Using AI to forecast customer behaviors.

Cohort Analysis (Mixpanel, Amplitude)

Segment users based on shared characteristics (e.g., sign-up date, behavior, or engagement patterns) to track retention, churn, and product usage trends over time for better decision-making.

Communication & Collaboration

Amazon’s 6-Page Memo

A structured, narrative-driven approach to decision-making using a six-page written document that clearly outlines the problem, analysis, proposed solution, and expected impact—forcing deep thinking, clear reasoning, and better discussions in meetings.

Mafia Meetings

Strategic sessions where key decision-makers and stakeholders identify bottlenecks, prioritize improvements, and align on high-impact changes to optimize business processes and efficiency. Named after the Mafia’s “offer you can’t refuse” because they aim to present such a compelling case for change that stakeholders have no logical reason to reject it.

One-Pager Pitches

A  concise document that outlines a business idea by covering the problem, solution, target audience, business model, competitive advantage, and next steps in a single page to quickly communicate value and gain stakeholder interest.

CX Co-Creation Labs

An internal process where employees and customers collaboratively ideate, test, and refine new digital experience concepts.

Cold Outreach for Quick Feedback (LinkedIn, Twitter (X))

Directly messaging industry experts, potential users, or target customers with a short, clear ask—typically for insights or validation—leveraging social proof, specificity, and brevity to maximize response rates.

Leadership & Stakeholder Management

Situational Leadership

An adaptive approach—directing, coaching, supporting, or delegating—based on the team’s competence, confidence, and specific situational needs.

Leadership Without Authority

The ability to influence, guide, and inspire others without relying on formal power or hierarchy, using persuasion, expertise, collaboration, and trust to drive action and achieve goals.

Founder-Led Evangelism

The founder actively promotes their vision, product, and mission—through storytelling, thought leadership, and direct engagement—to build credibility, attract customers, and create a passionate community around their brand.

"Surprise & Delight" Influence Tactics

unexpected, personalized gestures or rewards that create emotional impact, foster loyalty, and amplify word-of-mouth advocacy by exceeding customer or stakeholder expectations.

Under the Radar Pilots

Small-scale, low-visibility experiments designed to test new ideas, products, or processes without attracting excessive scrutiny, allowing teams to validate assumptions, iterate quickly, and gain internal buy-in before broader rollout.

Adaptability & Problem Solving

OODA Loop

(Observe, Orient, Decide, Act) to rapidly assess situations, adapt strategies, and outmaneuver opponents by cycling through continuous observation, analysis, and action.

First Principles Thinking

Break complex issues down to their fundamental truths, allowing individuals to challenge assumptions, rethink solutions from the ground up, and develop innovative, logic-driven strategies.

Burn The Boats

A high-commitment adaptability strategy where individuals or teams eliminate fallback options, put their names and reputations on the line forcing total focus, creative problem-solving, and relentless execution to achieve success with no retreat. Succeed or perish.

Micro-Pivots

Run low-risk, off-the-radar experiments to test new ideas, refine strategies, and develop innovative solutions before formal implementation.

Sales & Persuasion

Challenger Sale Methodology

Take control of the conversation by educating prospects, reframing their thinking, and pushing them out of their comfort zones, leading with insight rather than just relationship-building.

Charm Pricing Hacks

leverages tactics like pricing ending in .99 or .95, anchoring, 3 tier pricing, and perceived value adjustments to subtly influence buying decisions and make prices feel more attractive.

Storyselling Methodology

Uses compelling narratives, emotional connections, and relatable characters to engage prospects, build trust, and make the value of a product or service more memorable and persuasive.

SPIN Selling

Uses a structured questioning approach—Situation, Problem, Implication, and Need-Payoff—to uncover customer pain points and guide them toward recognizing the value of a solution.

Social Video / Podcast as a Sales Funnel / TikTok / YouTube / Reels / IG

Leverages short-form and long-form video content to attract, engage, and convert audiences, using storytelling, social proof, and calls-to-action to seamlessly guide viewers from awareness to purchase.

Frictionless Sales

Focuses on removing obstacles, simplifying the buying process, and reducing decision fatigue to make purchasing effortless and intuitive for customers.

Lunchroom Lobbying

Building influence through casual, low-pressure conversations in everyday settings, fostering trust, planting ideas, and gaining buy-in without formal pitches.

Negotiation & Influence

BATNA

Identify and improve one’s best fallback option, ensuring leverage and confidence in any deal-making scenario.

Reciprocity Bias

Leverages the psychological tendency for people to feel obligated to return favors, making them more likely to say yes after receiving value upfront.

Cialdini’s Six Principles of Influence

A persuasion model that leverages reciprocity, scarcity, authority, commitment, liking, and social proof to drive customer action.

Boss-Level Negotiation Hacks

Ahigh-stakes negotiation strategy that combines power positioning, strategic silence, asymmetric information, and controlled aggression to maximize leverage and secure the most favorable outcome.

Marketing & Growth Hacking

Growth Hacking

Leverages rapid experimentation across marketing, product, and customer service to drive scalable business growth.

Newsletter-First Growth (Substack)

Prioritizes building a highly engaged email audience as the primary acquisition channel, leveraging valuable content, referrals, and automation to drive long-term customer retention and monetization.

Conversion Copywriting (AIDA + PAS Frameworks)

A mix of attention-grabbing (AIDA: Attention, Interest, Desire, Action) and pain-driven (PAS: Problem, Agitate, Solve) messaging for impact.

SEO & Paid Ads

a dual-channel marketing strategy that combines organic search engine optimization for long-term visibility with paid advertising for immediate traffic and conversions, creating a balanced, scalable growth engine.

Reverse Affiliate Hacking

Instead of joining affiliate programs, you create your own and recruit influencers, creators, or businesses to promote your product, turning them into commission-driven evangelists for scalable growth.

K-Factor Viral Growth

A growth hacking metric that measures viral growth by calculating how many new users each existing user brings in, helping businesses optimize referral loops and maximize organic expansion.

Stealth Internal Marketing

Subtly builds awareness and adoption within an organization by embedding key messages, success stories, and value props into everyday communications, informal conversations, and internal workflows to drive buy-in without overt promotion.

Knowledge Management & Process Optimization

Notion / Zapier / Make Workflows

Automation-driven knowledge management system that integrates Notion with Zapier and Make (Integromat) to streamline data capture, automate repetitive tasks, and optimize workflow efficiency across multiple apps and platforms.

Notion Mastery - Marie Poulin

Customize Notion for task management, goal setting, documentation, and personal productivity through modular, interconnected databases and systems.

Digital Liquidity - Managing Entropy in Digital Systems

Understanding the core factors that drive and affect value in information systems,  and addressing systemic level disorder and mitigating its effects.

Second Brain - Tiago Forte

Leverages digital note-taking, organization, and retrieval techniques to store, process, and optimize information flow, enhancing productivity, creativity, and decision-making.

Steal Like an Artist Method

Encourages remixing, reinterpreting, and building upon existing ideas while curating and organizing inspiration to fuel original work and innovation.

Stealth AI Agents

Unofficial automation for productivity hacks.

Getting Things Done (GTD) Systems

Helps individuals capture, clarify, organize, reflect, and execute tasks efficiently, reducing mental clutter and improving workflow optimization.

Accidental Documentation

A lightweight knowledge management approach where teams naturally create and refine documentation by embedding notes, decisions, and processes into daily workflows, tools, and communication channels rather than treating it as a separate task.

AI-First Experience Design & Engineering

Unified AI Agent

An advanced AI system that integrates multiple modular subroutines (recurisive, contextual expansion, refinement and curation), within a single architecture, enabling seamless collaboration and efficient task execution without the complexities of coordinating multiple agents.

AI-Powered Personalization

AI-Powered Personalization (RAG AI Framework)

Retrieval-Augmented-Generation (RAG)

Enhancing language models by retrieving relevant external data in real-time to generate more accurate, context-aware, and up-to-date responses.

Crew AI & Multi-Agent Chain

Advanced AI orchestration method that coordinates multiple AI agents with specialized roles, enabling them to collaborate, communicate, and execute complex tasks autonomously through structured workflows and decision-making protocols.

Zero-Shot Learning

A technique where a model generalizes and makes predictions on tasks it has never seen before by leveraging prior knowledge, contextual understanding, and natural language reasoning without needing task-specific training data.

AI Agents

AI models structured as autonomous agents that process inputs (RAG context & workflow integration), make decisions, and execute tasks using iterative reasoning, memory, and external tool integrations.

Multi-Shot Learning

A technique where a model improves accuracy by learning from multiple examples within a prompt, leveraging contextual patterns to generate more precise and relevant outputs.

Technical Proficiency

No-Code/Low-Code (AirTable, Zapier, Make, Bubble, Notion)

Platforms that enable users to build applications quickly using visual interfaces, drag-and-drop components, and pre-built integrations, reducing the need for traditional coding while accelerating deployment.

API First Development

Apps are designed around well-defined APIs from the start, ensuring seamless integration, scalability, and reusability across multiple platforms and services.

CI/CD Pipelines

An automated workflow that integrates Continuous Integration (CI) for frequent code merging and testing with Continuous Deployment/Delivery (CD) to streamline software releases.

Chrome Extensions as MVPs

lightweight, easily deployable prototypes that allow startups to test product ideas, validate demand, and gather user feedback with minimal development effort.

Internal API Hacking

Build on top of existing company APIs without official endorsement.