My skill set is particularly relevant to executive communications. I have worked with Sales Enablement to improve proposals. I’ve worked with the executives responsible for specific industries to craft their pitches. I’ve worked with executives who will be asked tough questions by their board of directors. My role is to make it clear, make it simple, and act as a defender of the reader so my client’s message hits as intended.
Samples pages from Master Pivot + Levy "Orange Portfolio". This piece was used to tell the firm's story and personality.
Pivot + Levy Agency Pitch Deck
I've been a creative leader and I've also worn the sales hat as well. I was the Creative Director for the boutique agency Pivot + Levy until 2015. I wrote and designed the primary pitch deck we used when wooing clients. I've always believed in the power of storytelling as a key tool for developing valuable relationships.
Point B post-acquisition deck created to bring focus and direction to the Point B mission.
Point B Go To Market Transformation
Post the 2022 acquisition, I worked with the Point B studio Creative Director and the Point B Director of Sales to build a pitch to key executives that would help bring focus to the company's mission and goals.
Narrative slides from Point B board presentation charting the company's growth future.
"Path to Growth" Board Presentation
Corporate boards are a unique audience: they want both brevity and detail. They are the last arbiters of accountability and performance. Executives that face a board review of their ideas have to be prepared. They have to be succinct. My role is to clarify, simplify, and make sure the lede isn’t buried.
Infographic illustrating the process from target acquisition to investor exit.
Point B Private Equity Infographic
Infographics are a powerful way to make complex processes accessible. This process illustration condenses the entire story from acquisition to exit including the value add Point B consulting brings to the process.
Infographic illustrating Point B Direct "two-way" ecosystem
A Two-way Ecosystem
This process illustration indicates the basic processes and technologies that drive the value of Point B Direct. 
Infographic illustrating interlocking and interacting components of growth.
Growth Flywheel
This infographic shows all the moving parts that makeup Point B’s business value and how those parts will need to work together for growth.
Visual themes for Point B quarterly Sales Summits
Point B Sales Summit Decks
Sales is a different beast. It’s an intensely people-focused job. Sales teams need to bond, share best practices, and get each other fired up! I worked with the sales team to create themed presentations used at quarterly sales summits to help support this crucial part of the business.
Pitch deck aimed at selling SaaS web-based dealer network technology aimed at Indian Motorcycle dealers.
Pivot + Levy Indian Pitch
Pivot + Levy built a practice of dealer support services that brought together web, ERP data, and dealer support. The agency pitched this business to Indian Motorcycles, communicating that we can deliver a dealer experience that rises to the expectation of the Indian brand.

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