WHAT I DO
What I Actually Do (And Why It Matters)
When experiential agencies and brand teams hit their growth inflection point, the same challenges surface: operational discipline breaks down, resourcing becomes reactive, and leadership loses visibility into what's actually happening with margins and capacity.
This is exactly what I built over 20 years running an experiential agency. I know what breaks when you scale because I've lived it. Now I help organizations build the operational infrastructure they need to grow sustainably.
BUSINESS OPERATIONS & OPERATING DISCIPLINE
Establish the operational framework that keeps projects on track
Projects should follow a clear cadence from RFP through closeout: kickoffs, production milestones, financial check-ins, wrap meetings. When this rhythm exists, teams know what happens when, and leadership can see problems before they become crises.
I build operational frameworks that surface risk early, unblock teams, and keep you out of the weeds. The goal is setting work up correctly from the start so teams can deliver without chronic overburn.
What this looks like:
Clear project workflows that teams actually follow
Milestone tracking that catches issues while they're fixable
Operational rhythms that prevent firefighting
Systems that scale as you grow
RESOURCING, CAPACITY & TEAM HEALTH
Build capacity planning systems that prevent burnout before it happens
Most agencies resource reactively: scrambling for freelancers, overloading full-time teams, wondering why talented people keep leaving. Sustainable resourcing means using hours data and workload forecasting to anticipate pinch points before you're underwater.
I help agencies build capacity planning that works: knowing who's available, understanding upcoming demand, staffing strategically instead of desperately.
What this looks like:
Capacity forecasting that anticipates needs 30-60 days out
Smart freelancer planning that protects margins
Workload distribution that prevents team burnout
Hiring plans aligned with actual pipeline, not panic
FINANCIAL & PERFORMANCE OVERSIGHT
Real-time visibility into the numbers that matter
You should know if a project is profitable while you can still do something about it, not 30 days after closeout. Most agencies are flying blind on hours burn, margin health, and left-to-spend until it's too late to course-correct.
I build financial oversight that gives leadership the data they need when they need it: Are we on budget? Are we making money? Where are we bleeding margin? What needs attention now?
What this looks like:
Hours tracking that people actually use
Burn reports that flag problems early
Margin visibility by project, not just at year-end
Financial data you can trust and act on
LEADERSHIP ALIGNMENT & ACCOUNTABILITY
Get Production, Account, and Operations teams working together
When Production, Account, and Operations teams aren't aligned, projects suffer. Creative promises what Operations can't deliver. Account sells timelines Production can't hit. Everyone's working hard, but not together.
I provide strategic oversight that creates accountability across teams. Not micromanagement, but clear ownership of who does what, how teams collaborate, and where leadership needs to step in.
What this looks like:
Clear roles and responsibilities across teams
Performance expectations everyone understands
Regular cross-functional alignment
Efficiency improvements that protect margin
SYSTEMS, TOOLS & INFRASTRUCTURE
Make your systems actually work for you
Most agencies have project management tools, time tracking software, and financial systems. The problem isn't buying tools. The problem is getting teams to use them consistently and trust the data they produce.
I ensure systems are set up correctly, integrated into daily workflows, and actually adopted by teams. Not just implementation. Adoption.
What this looks like:
Tools configured for how your agency actually works
Training that sticks, not one-and-done sessions
Reporting you can rely on for decisions
Systems that serve the business, not the other way around
WHAT SUCCESS LOOKS LIKE
When the infrastructure is built properly, you'll see:
✓ Projects set up correctly and running against clear operational cadence
No more figuring it out as you go. Teams know the rhythm, leadership knows what to watch for.
✓ Real-time visibility into hours, burn, resourcing, and financial health
You see problems when they're fixable, not fatal. Data-driven decisions replace gut-feel guesswork.
✓ Proactive decision-making replaces reactive firefighting
You're leading the business, not just surviving it.
✓ Production, Account, and Operations teams aligned and accountable
No more silos or finger-pointing. Everyone knows what they own and how to work together.
✓ Teams are busy but not burning out
Sustainable workload, smart staffing, systems that prevent chronic heroics.
✓ Your agency is structurally ready to scale
The foundation is built. You can grow without breaking what already works.
HOW WE WORK TOGETHER
FRACTIONAL LEADERSHIP
I step in as your fractional COO or VP Operations for a defined period, typically 3-6 months. I embed with your team, build the infrastructure you need, stabilize operations, and either transition out or stay on for ongoing strategic oversight.
SPRINT ENGAGEMENTS
Fast-moving projects with clear outcomes: new business preparation, operational audits, team restructuring, system implementation, margin analysis, or crisis stabilization. Typically 30-90 days.
STRATEGIC ADVISORY
Ongoing guidance on pricing models, staffing plans, vendor negotiations, workflow optimization, and strategic decisions without the overhead of a full-time executive.
WHO THIS IS FOR
Experiential Agencies
You're scaling fast but operations are starting to crack. You need senior operational leadership but aren't ready for a full-time VP commitment.
Ad/PR Agencies
You're building experiential capabilities and need production expertise and operational systems to deliver without outsourcing to competitors.
Brand Teams
You're managing multiple experiential programs without dedicated leadership. You need fractional executive support during peak seasons, staffing gaps, or specialized challenges.
[Schedule a 20-Minute Strategy Call]