Client Results

Selected Accomplishments

Performance & Process Improvement

  • Development of call center performance support application to deliver knowledge at the users’ point of need improving “first time fix” rate and SLA “time to fix” agreement rate by 10%. >> View Case Study
  • Maintained budget of 1.8mm while working with global organization to develop hybrid curriculum and performance support strategy to on-board customers to new technology, resulting in reduced travel and support costs. >> View Case Study
  • Implemented CMS system that streamlined process flows with reduction of development, review, and approval, and translations processes for training projects reducing costs by 30%. >> View Case Study

Instructional Strategy & Knowledge Management

  • Reduced time-to-competence for call center employees through Knowledge Management strategy and tools resulting in $500,000 savings/year in time saved. >> View Case Study
  • Created learning portal for thousands of internal and external customers; accessible in over 17+ languages, available on mobile and offline. >> View Case Study
  • Established range of cross-functional team processes; including SOPs, documentation, and training to encourage efficient work streams. 

Marketing Communications & Technology

  • Built integrated checkout, membership platform and marketing automation system that increased overall email open and click rates by 65+%. Increasing company revenue. >> View Case Study
  • Designed & implemented email marketing and automation strategy, that increased email attribution to 50+%.
  • Developed proprietary customer journey with a focus on brand advocacy in order to convert leads into buyers.

Case Studies


Industry: EDUCATION A purpose-driven entrepreneur, online influencer, affiliate marketer, author, speaker, and top-100 podcast host,

Online Influencer Improves Sales Team Efficiency with CRM Implementation

Industry: Health Services A rising medical cost-sharing company sought to redesign its existing, very complex

Medical Cost-Sharing Company Leverages ActiveCampaign CRM to Create Centralized Customer Data Hub

INDUSTRY: MEDICAL TECHNOLOGY Cost savings of over 250K.  85% leveraged learning content across audiences. Global

Healthcare Company Saves Over 250K in Learning Development Costs with Content Management System

Overview As a Senior Project Manager of Global Training Development for a $4 billion multinational

Global Training Organization Launches New Learning Continuum In Over 18 Languages

Overview As a Senior Project Manager of Global Training Development for a $4 billion multinational

Team Delivers Highly-Regulated Technical Training in 17+ Languages – On Time and In Budget

Overview Working as a Senior Project Manager for a multinational healthcare company, Lindsay managed a

Global Med-Tech Company Launches Knowledge Center Improving System Uptime and Increasing Customer Satisfaction

Overview Working as a Lead Instructional Designer for a multinational healthcare company, Lindsay managed a

Med-Tech Company Launches New Learning Portal to Global Customers

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