The Roof Selector Tool
I developed a demand generation tool to help building owners and facility managers find the right roofing system. The tool, based on market research conducted by Walker Information, asks five simple questions and provides a recommendation. It has an impressive 11% conversion rate and was a critical component of my demand-generation strategy.
Please look below for a video demonstration and screenshots of the Roof Selector.
I partnered with Walker Information, a leading firm in B2B CX improvement, to develop a customer journey map. It guides our sales channel by providing direction on available tools throughout the sales cycle.
CCM University
I initiated the development of an online LMS platform that helps architects learn about building science and products while earning CEU credits from the American Institute of Architects (AIA). The platform offers over a hundred hours of AIA-accredited content and has been visited by thousands of architects. The form/conversion strategy enables architects to request in-person lunch-and-learn presentations or to opt-in to the ABM program. All the content is produced in-house, and courses are created using the Articulate Storyline LMS platform.
CRM Strategy
I developed this presentation for executive leadership to report on the progress of the CRM enhancement task team I led. This presentation demonstrates the vision, thought, and hard work I invested in while leading Carlisle through a digital transformation. Upon sharing this presentation and strategy with the SalesForce "Illuminate" team, they were so impressed with our discovery and phase-1 plan that they recommended we skip the Illuminate process and move forward with implementation.
Click on any image below to zoom.
Below is my vision of the future-state feature map and a user-flow diagram for the marcomm tech stack integration.
Brand Standards Manual
I initiated and led a task team to develop brand standards for CCM. This guidebook became a crucial component for managing the graphic treatment of all CCM brands, as well as an integral component for integrating newly acquired businesses into the Carlisle house-of-brands strategy.
