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Most CRM issues come down to clarity, not tools.


I work across CRM and lifecycle systems to align data, automation, and teams so decisions are based on what’s actually happening.

Better use of your CRM starts with clearer systems, not more leads.

13%

Lead-to-MQL
Conversion Rate

20x

Customer Pipeline Growth

10+

Strategic CRM Implementations

8+

Years of Expertise

Experience

Most of the organizations I’ve worked with already had the right tools in place.

What they lacked was clarity: unclear ownership, inconsistent processes,

and systems that were hard to maintain as teams grew.

 

My role has often been to step in, assess what’s working and what isn’t, and help teams improve CRM structure, lifecycle flows, and reporting so the system becomes easier to use and easier to trust

Steps leading upward, visually depicting revenue falling behind lead volume

Systems and Insights
That Work

I help teams turn activity into clarity. CRM and lifecycle insights show what’s happening at every stage, so follow-ups are consistent and reporting is accurate.

Stacked circles representing disconnected or underutilized CRM systems

Data You Can Rely On

I organize and connect information across tools so teams can trust

their data, reducing manual work and giving marketing and sales teams

insights to act on.

Abstract floating lines illustrating chaotic or outgrown DIY marketing systems

Processes That Keep Up

I design workflows and automation that scale with the team, making systems easier to adopt and maintain while supporting day-to-day work.

Lifecycle Marketing Manager B2C Fintech testimonial

Tim H. - Wealthsimple

Jessica was a key part of the lifecycle team at Wealthsimple. She improved onboarding flows and launched personalized campaigns for key segments, helping elevate our marketing with her technical skillset and cross-functional collaboration.
Head of Marketing B2B/B2C Marketplace testimonial

Liz K. - Nobul

At Nobul, Jessica led lifecycle mapping, automated our email flows, and migrated us from SendGrid to Braze — improving customer journeys and campaign performance through strategic thinking and execution.
Head of Marketing B2C SaaS testimonial

Elizabeth G. - Writeway

Jessica built high-converting nurture campaigns for WriteWay and improved trial conversions. She also managed our CRM transition from HubSpot to Salesforce and understands every step of the sales and marketing pipeline.

Make your systems work for you.

Let's work together.

Have a question or want to connect?

Drop your info below - I’m happy to chat about CRM,  workflows, or how to make data useful for your team.

Contact Us

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