Fractional CMO and HubSpot CRM consultant for local and growing businesses in Northern California. I build AI-powered marketing and follow-up systems that turn more leads into booked customers, drawing on 10 years building enterprise customer engagement at Blue Shield of California.
For ten years, I built customer engagement technology at Blue Shield of California, the kind of systems that decide when millions of members hear from their health plan, on which channel, and with which message. I worked with the platforms large enterprises rely on, fully automated and compliant by default, powering onboarding journeys, reactivation campaigns, and outreach at scale.
Now I bring that same enterprise-grade approach to local and growing businesses across Northern California that do not have enterprise budgets, from service businesses and clinics to trades and professional firms.
The pattern I see almost everywhere is the same. Businesses spend real money generating leads, then lose a large share of them before they ever become customers. Follow-up lives across email, text, voicemail, and sticky notes, and people slip through the cracks.
I install systems that do not depend on someone remembering. My core work is a Lead-to-Customer Pipeline built in HubSpot that automates the path from first inquiry to booked appointment or sale. From there I serve as a Fractional CMO, covering SEO, paid acquisition, content, AI visibility, and lifecycle automation, backed by WSI's global agency network. Based in Sacramento, the first conversation is on me, and you will leave it with a clearer view of where your pipeline is leaking.


Mike Chavez Painting is a local business who was looking to improve its website design to better showcase their work and enhance their good reputation. Since partnering with WSI, they have launched a competitive SEO strategy and...
Due to an unoptimized and poorly maintained digital presence, Clinica da Mama was losing potential customers to less qualified breast clinics in the area. Partnering with WSI enabled them to "go digital" with their customer acquisition activities.
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