Hi! I'm Sam,

a fractional business Acceleration and Turnaround doctor

with over two decades of corporate, academic, and nonprofit experience, I have led teams to transform business processes including sales, strategy, operations, and analytics.

How We Can Work Together

I specialize in building long-term partnerships where I embed myself in teams, lead high-impact initiatives, and help transform businesses.

Assessment

planning our work

I believe in the power of discovery and collaboration. By conducting comprehensive assessments and engaging with stakeholders at all levels, we work together to identify opportunities for improvement that align with an organization's specific needs and goals.

Action

working our plan

Once we have a roadmap outlining how how the fundamentals of an organization work together, I focus on the interaction among individual business units. Together, we develop and implement a comprehensive view into revenue growth, cost mitigation, and business operations opportunities.

Get in Touch

My Expertise Includes:

Assessment

Organizational Intelligence is critical for future growth. As a trained researcher, I have built multiple assessment tools designed to solicit quality information about an organization and produce actionable insights.

My Pinnacle Assessment focuses on several critical elements to a organizational success. By evaluating these areas both individually and in harmony with each other, we identify strengths to leverage and opportunities for growth. While Pinnacle Assessment covers fundamental areas relevant to most industries, it remains flexible to address the unique needs of your organization. This ensures that our insights and recommendations are pertinent and impactful.

Delivering Value

I help businesses focus on their my value proposition—why my ideal clients work with them. From there, we map out the entire customer life cycle, from customer acquisition to service fulfillment to identify any potential blockers or opportunities.

After identifying obstacles, we propose options to remedy them and make the process smoother for customers and employees. Similarly, we look for acceleration opportunities, moments where the organization can deliver more value, faster. We brainstorm ways to capitalize on those opportunities, ensuring that businesses build competitive advantages while remaining responsive to customer needs. This process is a continuous loop where we constantly refine and improve.

Cost Mitigation

The old adage "It isn't what you make, it's what you keep" applies to both personal finances and businesses.

Businesses often establish policies and contracts with a "set it and forget it" mindset. After all, there are plenty of other things to do when running a business - like running a business. Unfortunately, by not managing these contracts, businesses spend money that they could keep as profit.

My expertise focuses on reducing excess costs while maintaining investments that positive impact business. More often than not, the largest gains can be found among service contracts, customer acquisition, and human labor (by reducing churn).

Profit Generation

My expertise focuses on identifying a profitable ideal client profile and developing a value proposition that specifically targets that market. From there, I help organizations train marketing, sales, and operations workers to reinforce that value proposition. This ranges from developing talking points to identifying and implementing key performance indicators along with objectives and key results. After all, what gets measured gets managed.

Once organizations execute with salient messages for profitable clients, the revenue numbers consistently increase. Where I particularly shine is implementing a salient customer experience program to uplevel existing customers from client to champions and then champions to referral sources.

Experience Examples

30% Savings

Sam helped a nonprofit save over 30% on two key technology contracts. By extending the deal to a maximum term and leveraging financial tools to spread out payments, the nonprofit was able to avoid annual price increases while locking in discounts.

Investment: ~8 hours, roughly $1,000
Outcome: >$180k savings realized

5x Retention

Sam helped a professional services firm implement a customer experience program. Customer Experience (CX) and Voice of the Customer (VOC) programs identified detractors and implemented responsive interventions, increasing customer retention by over 500%.

Investment: <75k, including internal costs
Outcome: >$500k+ at-risk annual revenue saved

$1M Growth

Sam helped a professional services firm triple the typical output of their midcareer producers. By enhancing individual enablement - along with individualized market development plans for individual contributors, we unlocked the potential of the rank and file.

Investment: <250k, including internal costs
Outcome: >$1M+ annual net profit

2x Reach

Sam helped an education nonprofit double the number of students reached. By rightsizing grants and overhauling the value proposition, we were able to capture proper resources to attract more students. Even better, academic performance increased, improving in indivudal outcomes

Investment: ~40 hours, roughly $10k
Outcome: 120% increase in students reached

Let's get started

Schedule some time with me via the Work With Sam link. After a quick conversation, we will figure out next steps - from assessment to action.

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