“Tell me and I forget. Teach me and I remember. Involve me and I learn.” — Benjamin Franklin

I offer a variety of business courses to help companies grow, scale, and exit. I developed these classes based on my 25 years of experience as a serial entrepreneur and consultant, seeing firsthand the real issues that face startups, SMBs, and middle-market companies. I also know, as a fellow operator, that time is valuable. These classes must produce an ROI and be led by an instructor who can impart real-world experience. My stories of successes and failures are part of what makes my classes so valuable to business owners and leadership teams. All of my classes conclude with actual products you create through thoughtful lessons based on the subject matter of the class. Your custom products can be implemented immediately, and I will provide plans to help you. These classes are not theory – they are action-oriented and based on the latest issues facing businesses today.

The Deal Machine Book

The Deal Machine: Creating a Scalable B2B Sales Process for Explosive Growth is the definitive guide for sales leaders, startup founders, and business owners. The methodology-agnostic book provides a blueprint for B2B sales success that will help your sales team convert more leads, produce more revenue, and save time. The book includes veteran advice and a step-by-step guide with process layers that build upon each other to create a winning sales process. The Deal Machine is a master class on how to win in the high stakes of B2B sales.

The Deal Machine is written for startup founders, small business owners and sales team leaders who are creating a sales organization for the first time or making improvements to an existing team. The book is methodology and tool-agnostic, with helpful guidance on how to select, customize and implement methodologies and tools needed for a winning sales process.

The Deal Machine Class

Learn how to build a winning B2B sales process from start to finish. Meet ambitious sales goals and be more efficient! The value of a leader attending this B2B sales process class lies in the transformative impact it can have on their team’s performance, strategic alignment, and overall business success. You will empower your sales teams to live up to their full potential by having the tools and frameworks that will motivate and retain high-performing team members. They will enhance revenue growth and convert more leads with data-driven decisions. This class provides methodology-agnostic tools, strategies, and insights to drive organizational growth and create a culture of continuous improvement.

Who this course is for:

Sales Leaders will benefit from learning how to create the infrastructure that will be pivotal in creating a successful sales organization.
COOs and CEOs will learn how to lead their teams toward achieving results that benefit the entire organization.
Marketing Teams will benefit from understanding the dynamic methods to convert leads into sales, bridging the gaps from marketing to sales.

What you’ll get out of the course:

Improve Revenue Generation and Convert More Leads|
By building a winning sales process for your organization, you will improve revenue generation and optimize more lead conversions. The subjects covered will directly impact the bottom line and enhance data-driven decisions throughout the sales pipeline.

Reduce Inefficiencies and Bottlenecks
You will improve sales team performance by identifying bottlenecks, correcting inefficiencies, and implementing targeted improvements. You will be able to share best practices and methodologies learned in the class with your team.

Improve Collaboration
Understanding the intricacies of the sales process enables leaders to bridge gaps between sales, marketing, and customer success teams, fostering cohesive strategies.

Refining Sales Strategy
Students will gain insights into how to align the sales process with the company’s overall vision, mission, strategy, core values and marketing strategy.

Schedule: Currently, Build a Winning Sales Process is available via live, cohort-based courses only. Please email me to schedule a live class for your company or cohort.

Strategy Class

The Do-it-Yourself Business Strategy course facilitates the creation of the four pillars: vision, mission, strategy, and core values. I will also teach you how to select the project team, how to plan for the project, how to use frameworks and models, and how to implement your strategy. This class is intended to enable you to facilitate this process internally within your company without the need for an outside consultant. I teach you how to use my spiraling method to collaboratively arrive at an optimal strategy. Effective and clear strategy enables optimized team performance and reduces work misaligned with your vision.

Who this course is for:

Business owners, Founders, and CEOs who want to build their strategy for the first time or refresh an outdated strategy.
Startups, Small Businesses and Middle Market Leadership Teams who want to learn how to integrate strategy with execution and align work within their company.
Next-Gen Leaders who are thinking about starting their own company and want to learn the importance of strategy and how to articulate it to their new team.

What you’ll get out of the course:

Learn my consultative spiraling method, developed over 25 years of experience, to guide your team to a collaborative approach to strategy.

Complete lessons that will build upon each other to conclude the class with an optimal company vision, mission, strategy and core values.

Create an implementation plan so that your hard work results in rollout throughout the organization.


Live, cohort-based classes are available for your company. Live classes include a pre and post-briefing, Q&A/office hours, and thoughtful lessons that build on each other to create a solution by the end of the class. For a live class for your company only, please email me to schedule.