Jim L.

EOS Worldwide specializes in the Entrepreneurial Operating System (EOS) for businesses, focusing on tools and strategies to enhance organizational performance.

• Guided businesses in effectively implementing the EOS Model to solve root problems, enhance leadership skills, and achieve their visions.
• Facilitated strategic alignment and execution across various functional areas, driving significant improvements in process efficiencies and overall business traction.
• Customized coaching strategies for leadership teams to instill effective decision-making, accountability, and focus within organizations.
• Contributed to the development and continuous improvement of EOS tools and resources, ensuring they remain relevant and impactful for businesses.

Demand Dynamix specializes in sales management consulting, offering lead-to-revenue management solutions to optimize sales processes and strategies.

• Developed and implemented a comprehensive GTM sales strategy, achieving notable success in the delivery of fractional sales leadership services.
• Tailored sales automation solutions to effectively target SMB sector leads, significantly boosting new business opportunities.
• Crafted specialized 30-60-90-day startup plans for clients, ensuring their successful market entry and operational efficiency.

Location3 is a digital marketing agency that focuses on optimizing brand presence and customer reach through strategic local and digital marketing initiatives.

• Spearheaded strategic revenue growth initiatives, achieving an 11% revenue increase and a 15% boost in gross sales margin in 2023.
• Successfully secured the company's largest enterprise contract, with an ARR surpassing $2M and a TCV exceeding $11M.
• Directed cross-functional teams to enhance customer journey and satisfaction, leading to improved customer engagement and loyalty.
• Implemented Salesforce Sales Cloud and advanced marketing automation tools, driving significant advancements in revenue optimization.

Strategic Growth, Inc. is a veteran-owned certified Salesforce consulting partner, specializing in the implementation of various Salesforce solutions.

• Successfully managed the sale and delivery of Salesforce implementation services, enhancing client engagement and satisfaction.
• Led white-boarding sessions and developed comprehensive design documentation, ensuring projects aligned with client objectives.
• Cultivated an enduring 8+ year partnership with Moss as implementation vendor, focusing on Salesforce Sales Cloud customization for strategic growth.

• Provided strategic mentorship to founders on strategy development, fundraising, and business model refinement, driving their growth and success.

Moss specializes in innovative experiential marketing solutions, transforming environments into compelling brand experiences across various industries.

• Doubled company revenue to $88M while increasing EBITDA from $8M to over $19M through innovative global sales strategies.
• Expanded business operations across North America, Asia, and Europe, securing multiple multi-million-dollar contracts.
• Implemented Salesforce Sales Cloud and advanced marketing automation tools, leading a high-performing global sales team.

• Led a 5-person team to drive new business development and manage complex CRM and demand generation projects.
• Innovated company value proposition and website, resulting in gaining new clients including Moss.
• Managed the implementation of multiple CRM systems for clients, including Salesforce and Microsoft Dynamics.

Aurea Software, previously known as Lyris Technologies, offers award-winning email marketing automation software globally.

• Built, onboarded, trained, and coached a global sales team of 42, focusing on expanding market reach across multiple continents.
• Secured significant ARR through new business sales and unexpected additional revenue from software support renewals and SaaS contracts, with clients including top-tier corporations.

Cellfire, acquired by Catalina Marketing, was a leading provider of digital grocery coupon solutions in the U.S.

• Drove significant growth and market penetration for Cellfire's digital coupon solutions across major U.S. retailers, enhancing consumer promotion offerings.
• Led strategic sales initiatives to expand Cellfire's reach through websites, mobile applications, and mobile websites, resulting in a significant increase in user engagement and coupon distribution.

Zeta Global is an angel-funded startup specializing in email services, providing licensed software and SaaS solutions.

• Led strategic efforts in developing and marketing email services solutions, contributing to the early-stage growth and market footprint expansion of Zeta Global.