© 2525 by TO LLC. 

Making Businesses Better
This is why we got into consulting in the first place:
To solve hard problems that people really cared about.
And ideally to help people in the process. 

Annual plans, sure. Market entry. Business cases. Product and customer profitability. 

Strategy & Analysis

01/

B2B prospecting, negotiation, and sales operations. With a deep focus on the most direct, effective communication and the most modern, personalized automations. 

Bus Dev & Sales

02/

Attribution, ROI and budgeting. Branding and creative content. Deep dives on tactics - better SEM, more efficient direct mail. CRM and predictive analytics.

Marketing

03/

Wrangling data scientists, then converting their models into profits. Diving all the way into the database to pull out customer connections. Diving all the way into the statistics to build sales campaigns.

Data

04/

•Topics: B2B sales; B2C marketing and ecommerce; customer segmentation; data-driven business cases; big data analytics

•Research and improvement idea generation in diverse industries: media, footwear, consumer services…

•Strategy development and execution (eg, leading contact and negotiation w/B2B customers); vendor and supply chain management in durables (appliances, auto batteries)

•Market and product entry research and planning; management of annual strategic planning process

•Commercial diligence for market entry in diverse industries (eg customer interviews, market research)

•For a top P&C insurer, led consulting engagement to oversee and interpret work of data scientists in predictive analytics and neural networks – used output to develop business cases.

•For a leading creative advertising agency, created new functional specialization in business analysis, uncovering growth initiatives for business development at existing clients.

•Advised digital health company on business model, pricing, mid-to-long term scalability planning, national rollout, brand positioning, digital marketing, and intellectual property.

•Executed customer segment profitability workstream for a mid-stage e-commerce software startup – sourced and modeled segment data against the P&L and calculated profitability

•In multiple positions, co-led annual strategic planning and ad hoc financial analysis projects with CFOs, typically developing data model and then interpreting results to develop action plans

•For Lehman Brothers, evaluated numerous business cases and planned execution on topics like market entry, offices openings / shutdowns, business segment staffing, customer positioning

•For Sears, led financial analysis on a broad variety of strategic topics including distribution channel entry, business consolidation, vendor selection

•For multiple clients, executed profitability analysis – sourced and modeled segment data against the P&L, then worked with operational heads to develop activity-driven profitability models

•Advised digital health company on business model, pricing, mid-to-long term scalability planning, national rollout, brand positioning, digital marketing, and intellectual property.

•For a PE-backed B2C services company growing through acquisition, led a full redesign of marketing. Activity mapped marketing functions and analyzed capabilities in bolt-on companies, then developed recommended structure and post-acquisition playbook. Reviewed budget vs market norms and data, made efficiency cuts and tactic reallocations. Improved effectiveness of individual tactics (eg direct mail) using modern techniques like predictive analysis.

•For a PE-backed B2B software client, developed a strategic plan and presented to the Board. Coordinated strategic initiative creation across functional heads, compiled and ranked initiatives, led process to prioritize, and analyzed resource implications.

•In multiple positions, co-led annual strategic planning processes with CFOs. Created initial project plans plus management and initiative templates, rolled out to division and product leaders, monitored progress and helped with supporting research, analysis, and communication of results. Managed stakeholders to informal agreements, then facilitated final offsites for formal agreement.

•At Lehman Brothers / Nomura, Sears, and other roles, evaluated numerous business cases and developed initial execution plans on topics like market entry, business consolidation, offices openings / shutdowns, distribution channel entry, vendor selection, business segment staffing, customer positioning.

•For a PE-backed specialty finance roll-up, led D2C/e-commerce assessment, strategy creation, process standardization and rollout planning. Managed stakeholders to agreement on a range of previously misunderstood issues, involving field teams from all regions to build multi-level consensus ahead of full rollout to stores.

•For multiple clients, executed profitability analysis for customer segments, products, or business units. Sourced and modeled segment data against the P&L, then worked with operational heads to develop activity-driven profitability models. Converted insights into execution plans.