Clients & Results

CLIENTS

(Consulting, Pro Bono & Volunteer)

Companies >>

x

Consulting; B2B & B2C

• 3Com (digital networking)
• Academic Systems (education software)
• American Express
• Apple Computers
• Axlon Games (a Nolan Bushnell Venture)
• Bank of America
• Broderbund (education games software)
• Coca Cola Company
• CTRL (wearable tech)
• Daewoo Motor America
• Decipher Inc (traditional games)
• Excite (search engine)
• Hewlett-Packard (many divisions)
• Home Savings of America
• Intel
• Kikkoman
• Lexus
• Mechanics Bank
• Mitsubishi Electric
• Newell Rubbermaid (writing instruments)
  
• Nike
• Pacificare HMO
• PF Magic (video games, virtual pets)
• Pottery Barn
• Purina
• Reduct (video editing)
• S3 (graphics hardware)
• San Francisco Chronicle
• San Francisco Convention & Visitors Bureau
• Siemens Business Communications
• Siempo (humane smartphone interface)
• Toyota Motor Corporation
• Toyota Motor Sales U.S.A.
• Westin Hotels
• Yum Brands (KFC)

Agencies

• Anderson & Lembke
  
• BBDO
• BSSP
• Chiat/Day
• Fallon
• FCB
• Grey
• Highway One
• Maiden Lane
  
• McKinney & Silver
  
• MSSB
  
• Publicis
• Saatchi
  
• Team One
• Wolfe Doyle
• Y&R
  

Non-Profits & NGOs >>

x

Consulting, Pro Bono, Volunteer

• AbilityHacks, CA
  
• Advocates for Youth
  
• Aerial Arts Festival, CA
• AIDS Health Project, CA
• AIDS Walk San Francisco, CA
• Amy Seiwert Imagery, CA
• Bridgemen, CA
• Business Volunteers for the Arts, CA
• Business Volunteers for the Arts, NY
• California Palace of the Legion of Honor Museum, CA
• Center for Attitudinal Healing, CA
• Circus Center San Francisco, CA
• City Arts & Lectures (Nourse Theater), CA
• City Arts Magazine, CA
• Coming Home Hospice, CA
• Commonwealth Club of California, CA
• Community Housing Partnership, CA
• Community United Against Violence, CA
• CounterPulse, CA
• CPMC Hospital, CA
• Dance Mission, CA
• Dawson Dance SF, CA
• Educate2Envision International, CA
• Ethnic Dance Festival, CA
• Footloose Dance Company, CA
• Foundation for Adolescent Development, The Philippines
• Garrett & Moulton Productions, CA
• Gay Men's Health Crisis, NY
• Glide Memorial Church, CA
• Golden Gate National Parks Association, CA
• Hope Mohr Dance, CA
• Ipas, Kenya
• IGLHRC / Outright International, CA
• Junior Achievement, CA
• Kaiser Hospital, CA
• le Cambiate, CA
• Learning Through Art, The Guggenheim Museum Children’s Program, NY
• LightHouse for the Blind & Visually Impaired San Francisco, CA
• Maitri Hospice, CA
• National Alliance on Mental Illness, CA
• ODC Dance, CA
• One Brick, CA
• Openhouse, CA
• Parevar Seva Sanstha, India
• Pathfinder International, India
• Population Development Association, Thailand
• Post:Ballet, CA
• RAWdance, CA
• ReachOut, The Philippines
• Red Poppy Art House
• Read Speak Vote Participate (founder), CA
• RI Public Interest Research Group, RI
• Robert Moses' Kin Dance, CA
• San Francisco AIDS Foundation, CA
• San Francisco Ethnic Dance Festival, CA
• San Francisco Food Bank, CA
• San Francisco Museum of Modern Art, CA
• San Francisco SPCA, CA
• San Francisco Theater Company, CA
• San Francisco Village, CA
• SF Small Dog Beach Walk (founder), CA
• SOCAP (Social Capital Markets), CA
• Spirit Rock Meditation Center, CA
• Stern Grove Festival, CA
• St. Luke's Hospital, CA
• The SF LGBTQ Center, CA
• United Way, CA
• URI Arts Council, RI
• URI Student Entertainment Committee (board), RI
• URI Student Lecture Series (board), RI
• URI Student Senate, RI
• URI Weekenders (founder), RI
• URI Yearbook, RI
• USCF Hospital, CA
• Volunteer Center, CA
• VolunteerMatch, CA
• Wisdom 2.0, CA
• WPLR Radio, CT
• WRIU Radio, RI
• Yale-New Haven Hospital, CT (age 13-16)
• Yerba Buena Center for the Arts, CA
• Z Space, CA

Selected Clients & Partners *

AUDACIOUS STRATEGY

x

tap any logo to view many

SAMPLE RESULTS

Generated 107 Ideas in 2 Weeks

DETAILS  >>

SUMMARY

• B2B and B2C
• Financial and Travel Services
  
• GLOBAL
• Assignment: Identify 12 new business ideas in 2 weeks
• Result: Delivered 107 substantive ideas in 2 weeks

---

CLIENT

• Fortune 50 Financial & Travel Services Corporation

ASSIGNMENT

• Challenged to identify at least 12 ideas to expand relationships with existing customers within 2 weeks (intentionally set as a very ambitious challenge; not a recommended timeline for substantive idea development).
  

RESULTS

• Presented 107 solid ideas for new businesses, services,  and features, representing over 25 industries, all relevant and applicable to existing divisions, services, or customer segments. Highly valued and praised by top management of several divisions.
  

IMPACT

• Ideas and features were adopted and/or adapted for implementation by various divisions. Three divisions competed for one "silver bullet" service idea, which was eventually implemented to serve multitudes of B2B and B2C customers, contributing significantly to fee income and profit.
  

Increased CEO Approvals of Major Sales

DETAILS  >>

SUMMARY

• B2B
• Technology
• GLOBAL
• Assignment: Thwart the frequent loss of major corporate sales at the CEO approval stage
  
• Result: Changes to sales strategy and communication yielded higher approval rates

---

CLIENT

• Fortune 50 Technology Corporation

ASSIGNMENT

• Interview CEOs of Fortune 500s in the U.S. and similarly large businesses outside of U.S., to understand their decision process when IT executives make brand recommendations for major technology purchases.
  

RESULTS

• Provided deep understanding of CEO decision process, and recommendations for sales strategy and language to streamline the decision pipeline.
  

IMPACT

• Substantive changes were made to the proposal and communication process, selling strategy, and sales language. Approval rates increased significantly.
  

Prevented Unwanted Pregnancy & HIV/STI Transmission in Many Cultures

Many Reproductive Health Non-Profits & NGOs

DETAILS  >>

SUMMARY

• Volunteer & Pro Bono
• Public Health
• Consumer
• INDIA, KENYA, THE PHILIPPINES, UNITED STATES
• Objective: Educate and inform people (especially adolescents) about how to avoid unwanted pregnancy & sexually transmitted infections.
  
• Result: Several large, diverse populations were impacted

---

CLIENTS/PARTNERS

• Wide Variety of NGOs and Non-Profit Organizations (Large & Small)

ASSIGNMENT

• Help educate, inform, and compel adolescents (& adults in some locations) to prevent unwanted pregnancy and sexually transmitted infections, including HIV. Work aimed to deeply understand audiences and help NGOs inform/advise them through education programs, published materials, and various forms of communication. Specific contributions ranged widely, from focus group research in remote villages to advising NGOs and their ad agencies in major cities. Audiences ranged from illiterate, isolated villagers to highly educated, multilingual urban dwellers.
  

RESULTS

• Contributions over several years were well utilized and often praised. As with most prevention-related work, results are challenging to measure accurately, but I am certain and deeply satisfied that I helped prevent many, many, many unwanted results from sex.

IMPACT

• Several large, diverse populations were effectively educated about prevention of both unwanted pregnancy and sexually transmitted infections.

Introduced Hybrid Cars to Mass Market

DETAILS  >>

SUMMARY

• Automotive
• Consumer
• NORTH AMERICA
• Assignment: Develop strategy to grow hybrid car market from early adopters (niche) to mass market
• Result: Rapid category development and capture of lion's share of market

---

CLIENT

• Fortune 50 Automobile Manufacturer (Japan HQ-based clients)

ASSIGNMENT

• Conduct focus group research to inform and advise Japanese HQ about developing North American strategy for expanding sales of hybrid cars from early majority to various segments of mass market.

RESULTS

• Provided useful targeting insights and engaged in highly productive planning exercises with Japanese clients and North American ad agency to chart out realistic timelines for messaging strategies to incrementally expand to broader audiences.

IMPACT

• Easily observed on the streets of North America.

Doubled # of Customers at No Additional Cost

DETAILS  >>

SUMMARY

• Retail Financial Services
• Consumer
• CALIFORNIA
• Assignment: Grow customer base for deposit accounts
• Result: Number of high value deposit accounts nearly doubled in less than one year, with no significant changes to service offerings or marketing budget

---

CLIENT

• Regional Financial Institution

ASSIGNMENT

• Identify ways to expand customer base for a retail financial institution with a long legacy and strong reputation as an “old people’s bank.”

EFFORT

• Primary and secondary research, including extensive in-branch observation and focus group research among customers and prospects of various age groups and financial profiles.
  
• Brainstorming with client and agency teams.
• KEY CONTRIBUTION: Independent analysis and idea development.
  

RESULTS

• Crucial Observation: The institution had unmatched delivery of highly personal service, which was particularly compelling to younger audiences for their large balance, longer-term savings accounts (the most lucrative). The client had embraced being an "old people's bank" for so long that this was groundbreaking.
  
• Recommendation: Adjust positioning and messaging to include both legacy (older) audiences and younger targets, with no changes to the brand image or services.
  

IMPACT

• Remarkable new customer acquisition results, particularly for highly profitable accounts (high balance, low activity). Creative work and media were adjusted, but no significant changes were made to services, delivery mechanisms, or marketing/advertising budgets.