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Frequently asked questions
What tools do you use to track standards and maintain accountability?
I leverage a mix of high-level BI tools and low-code automation. I am an expert in HubSpot, Salesforce, and Tableau, but I also build custom SOP-tracking dashboards using tools like Monday.com or automated Google Sheets. These systems provide real-time feedback loops, allowing us to catch "outliers" or performance dips before they become systemic problems.
You seem very passionate and empathetic—does that make it hard to enforce standards?
It makes it easier. True empathy isn't about avoiding discomfort; it’s about caring enough for someone’s growth to tell them the truth. I use radical candor to ensure that my passion for the mission is matched by the integrity of our execution. People are often surprised by my directness, but they appreciate it because they know it comes from a place of building them up, never tearing them down.
How do you ensure we aren't just collecting data but actually driving results?
I follow a "Decision-First" framework. Before building a single chart, I ask: What decision does this data need to support? I move past "vanity metrics" (like views or likes) and focus on Actionable KPIs—metrics like Lead Velocity, Unit-Level Profitability, and Conversion Gaps. My dashboards are designed to be "Command Centers" that tell you exactly where to intervene to move the needle.
Can you manage disparate data sets from multiple platforms (CRM, Social, Finance)?
Yes. I specialize in Data Aggregation and Normalization. Whether it’s stitching together HubSpot CRM data with Meta ad spend and internal P&L spreadsheets, I architect a "Single Source of Truth." I ensure that data from different "languages" is cleaned and translated into a unified dashboard so leadership can see the holistic health of the business in one glance.
You lead with so much positivity and warmth—can you also handle the "hard" conversations?
Absolutely. My use of a "High-I" personality is an intentional tool for building rapport and psychological safety, but I am a firm believer in radical candor. I believe that "clear is kind." Because I invest so much in building a positive relationship first, I’ve earned the trust required to deliver direct, unfiltered feedback. I don’t shy away from the tension; I navigate it to get to the truth and drive growth.
How do you handle multiple high-priority projects concurrently?
I lean on my project management framework. By architecting clear SOPs and using tools like HubSpot or Monday.com, I’ve successfully managed 10+ major projects at once—ranging from full-scale business launches to website launches and PR endeavors—ensuring every deadline is met without sacrificing brand quality.