Clients/Projects Management Consulting/Professional Services
Business Success Tools, LLC (formerly Butterfield and Associates)
Web site content development and executive briefs
Developed second-generation web site for this organizational consulting,
facilitation, training, and coaching company. Edited executive
briefs.
CAST Management Consultants
Engagement communications
Developed ”project visioning” document for management
consulting firm on assignment with AXA Financial.
Conning & Company
Worksite marketing research report
Designed, wrote, and edited strategic white paper on worksite
marketing of financial services, delivered to subscribers of Conning
Research.
Duane Cashin Company
Sales training course content
Created sales training course designed to generate passive income
stream for national sales training expert and motivational speaker.
Franchise Performance Group
Consulting project support/course development services
Provide marketing and content support to franchise-industry management consultant. Develop project proposals and training content for franchise operations and recruitment projects. Developed sales training and broker recruitment courses for Realty Executives International, a leading real estate franchise company. Edited Breaking Through, a performance-building course for business professionals.
Initiative One
Book Development Project
Conducted market study and initial planning for national leadership consultant's book publishing project.
Judy Gedge, Attorney at Law
Marketing program design and collateral
Developed approach for test marketing a new service area. Also
wrote marketing collateral brochure.
International Expansion Consultants (IEC)
Web site content; IEC
client-launch marketing packages.
Developed site architecture and content for IEC’s first
web site. After launch, developed case-study updates. Also created marketing brochure packages and web site
content to launch IEC clients into the franchising business.
Merrill Lynch Realty
Agency sales force publication
Designed editorial format for agency sales force publication
(as a subcontractor to Maritz Motivation).
Mitman Group
Marketing collateral
Developed marketing collateral and web architecture/content for this corporate gerontology
consulting firm.
S. T. Sadlak and Company
Corporate identity system, capability brochure,
public relations counsel
Devised new corporate identity and repositioned firm with new
collateral package. Advised firm principal on public relations
opportunities.
Training Implementation Services (TIS)
Management development course
content editing
Edited course materials for this training consultancy
serving insurers and pharmaceutical companies.
Vision Financial Corporation
Corporate capability package
Wrote marketing materials for this voluntary employee benefit
administration company; supervised graphic design and print production.
Worksite Exchange
Marketing advisor, collateral brochure, new-business
proposal support
Advised this start-up field marketing organization on communication
strategies. Developed and supervised design of new collateral package.
Wrote proposal template content. Provided proposal support to sales
team.
YHB Group, formerly Youell, Haviland, and Bliss
Client communications,
corporate identity, collateral materials
Developed new client-communications
newsletter; created new corporate identity and capability literature.
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