Think of myself and my team as an engineering lab for data-driven solutions to your business problems. If you have a vexxing business problem and you are interested in what insights data analytics can provide, give me a call.
I have project management experience, both with the tools and soft skills of organizing and managing a project or broader program. Projects have involved bringing new products or services to market, internal organizational changes and partnerships with outside parties.
What you get with my Proactive Advisor-as-a-Service "Buyopsy": Quick Call (15min avg to determine or resolve most issues) These are meant for last-minute challenges, bounce ideas off me, introductions, idea validation, etc. Strategy & Review 1-2 hour call, meant to be used for more in-depth strategy and reviews with your agency or in-house teams. Introductions (ongoing clients only) Anytime you need introductions to service or software vendors, staffing/contract workers, investors, industry experts, just email! Monthly Data Dive (ongoing clients only) Once a month, I will look at an external agency or team reports, deep dive into Analytics, review UX challenges, and provide you a list of things to work on for that month. Weekly Learnings (ongoing clients only) I speak at events and conferences all over the world and meet people and see technology solutions or deal flow daily. I summarize everything I learned from my other projects and team members and send them to you weekly what I feel is worth your attention or awareness. 24-Hour Response Guarantee I block off sections of my calendar for this service so that you always get a guaranteed 24-hour response or meeting request accepted and stuff gets moved to accommodate your needs when an emergency brainstorm or call is needed. Want to talk and assess mutual fit over a quick call? BOOK A 15-MIN DISCOVERY CALL Specific Examples of how you can use it Below are some high-level ways you can use this offering to provide value for your business: -Internal Team Review & Support -Help evaluate internal teams' work. -Help find gaps and recommend solutions. -Support and network help to hire new talent. -Vendor/Technology/Agency Review & Management -Outside agency audit, review, analysis. -Sit in on strategy and reporting sessions. -Review technology integration partners and your current tech stack -Recommend new vendors if gaps are identified. Anytime 15 Minute "Quick" Calls -Anytime quick calls with same-day access guaranteed. -Help with daily challenges that come up or validate new internal ideas. Strategy & Brainstorming & Problem Solving Once a month intensive sessions. (1-2 hour deep dive planning/updates) -In-person or remote strategy or in-depth business review and provide action items. -Use this for anything pressing. Team review, Feeling under-fire, long-term planning, etc. -Introduction to vetted and inexpensive labor options. -Access to my investment network, partner/vendor network, channel partners etc. -Help with staffing and finding local talent. Cost Analysis & Savings -Evaluate the software you are using to see if there are cost-effective replacements. -Access to deep cost savings from relationships I have.
Gerald has managed sales teams and mentored new hires in his time at RJMetrics, DoorDash, and Jornaya. As a leader he has helped develop strategy and employ tactics for teams of high performing individual contributors.
Extensive software and technology strategy and solutions across custom, commercial, mobile apps and cloud based technology solutions. SalesForce CRM management and various operational technologies & tools from strategy to deployment and oversight to change and improve/impact the business
With 7 years of B2B sales experience in the Software and SaaS space, Gerald takes a consultative sales approach and specializes in establishing committed recurring revenue agreements.
Set up and provision Keap and Infusionsoft by Keap software. Design and implement Marketing campaigns and workflows
Fractional Integrator, COO, Chief of Staff or Project Manager to assist with project and accountability management, integrating the team, train/coach staff and process documentation.
Design and customize Zoho CRM to centralize and automate all front and back office processes including lead generation and management, sales funnel, client onboarding, client management and other operating processes.
As CIO of one of biggest Latin America Airlines.