Selected Client Work

Engagements in Practice

The following are examples of the kind of work I do with institutions and organizations β€” from building enrollment infrastructure from the ground up, to developing leaders and teams over the long term. Every engagement is tailored to what the organization actually needs.


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Higher Education Institution Building an Enrollment Operation from Scratch ~18 months  Β·  Enrollment Infrastructure  Β·  CRM Architecture  Β·  Student Support Design
The situation

This institution was launching its first graduate program with no admissions infrastructure in place β€” no workflow, no CRM configuration, no communication cadence, and no process for routing applications from intake through faculty review. They needed it built from the ground up, and quickly.

What we built together
CRM architecture & workflow

Consulted on the overall CRM structure and built the end-to-end application workflow β€” checklists, status triggers, routing logic, and faculty handoff β€” across two platforms.

Admissions operations

Designed and ran the full application-to-review pipeline, processing files through intake, review, and post-decision stages in partnership with institutional leadership.

Student communications

Developed and sent applicant-facing communications throughout the admissions cycle, serving as a live point of contact for student questions and concerns.

Student support design

Consulted on how the student support and retention function should be structured, including how the retention process should operate once students enrolled.

Accreditation-aligned policy

Advised on admissions policy development to ensure alignment with accreditation standards as the program established its operational and academic foundations.

Program launch support

Carried the institution through its first graduate program start β€” from the first application received to the first cohort enrolled and handed off to student services.

What changed

A fully functional, replicable enrollment workflow was delivered where none had existed β€” built to scale alongside the program.

The institution successfully carried its inaugural graduate cohort through the full admissions cycle, from application to start.

Foundational thinking on student support and retention was established, giving the institution a framework to build from as the program grew.

πŸ‘₯
Workforce Development Organization Executive Coaching and Team Development for a Growing Operations Function ~2 years  Β·  Leadership Coaching  Β·  Team Development  Β·  Facilitation
The situation

This organization’s operations function was growing faster than its leadership infrastructure. The VP of Marketing & Operations needed a strategic thought partner for real-time operational decisions, while a newly promoted Operations Manager needed coaching on leading a team β€” setting expectations, driving accountability, and building a culture of performance.

What we built together
VP-level strategic coaching

Weekly 1:1 coaching with the VP of Marketing & Operations on strategy, operational decision-making, and team leadership β€” sustained over nearly 2 years.

Manager development

Coached a new Operations Manager over one year on people management fundamentals: expectation-setting, accountability structures, and team dynamics.

Design thinking facilitation

Led two hands-on sessions for the operations team: one on solutions-first thinking, one on building a great customer support experience.

Operational strategy

Served as an ongoing thought partner on organizational structure, team design, and how to operationalize strategy across a growing function.

Accountability frameworks

Helped establish the systems and language for how the team set goals, tracked progress, and held itself to consistent standards of performance.

Customer experience design

Guided the team through a structured exploration of what excellent client and learner experience looks like β€” and how to build it into daily operations.

What changed

The VP developed greater strategic clarity and operational confidence across a complex, fast-moving function over a sustained engagement.

The new Operations Manager built the leadership foundation to manage a team with structure, accountability, and confidence.

The operations team left the design thinking sessions with actionable frameworks for problem-solving and customer-centered service delivery.

Ready to build something that lasts?

Whether you need operational infrastructure built from scratch, leadership coaching for your team, or a facilitated session to unlock better thinking β€” I’d love to connect.

Book a free consultation