With 20 years of professional services business development and marketing communications experience, I utilize my knowledge to work with a firm's leadership to create their strategic vision and action plan.
I can work with your firm on the following marketing strategy areas: creating advertising and brand campaigns; copy writing and brochure development; integrated marketing messaging and communications; client e-alert and e-newsletter campaigns; internal marketing communications and newsletters; company and practice area talking points; social media strategy and training; website development, messaging, and project management; client appreciation events, seminars, webinars, and training; association presentation marketing; presentation marketing templates; exhibit booth design and implementation; and community outreach initiatives.
I work with firms on increasing their business development return on investment (ROI) through the following activities: firm-wide and practice group level strategic planning; business development initiatives and strategy; individual attorney business development and marketing plans; client relations and client team initiatives; market research and competitive intelligence; alternative fee initiatives and tracking; internal business development coaching program; client satisfaction feedback program, interviews, and reports; client-focused request for proposal (RFP) process; proposals and pitch materials design and preparation; pitch team coaching; referral network initiatives; and working a room training and guides.
With more than 10 years of management experience, I also consult on operational issues including: marketing program, sponsorship, organizational roles, budget, and ROI audits; marketing and business development policies and procedures; marketing expense code development and time tracking process; contract relationship management (CRM) system design and optimization; marketing software recommendations, project management, and implementation services (including CRM, competitive intelligence (CI), social media, and website); deal tracking system development; internal and external green programs; company wellness programs; training and development programs; lateral hiring integration and marketing plans; recruiting marketing initiatives; firm revenue, clients, new clients and business development trends analysis; firm retreat planning; office relocation planning; talent acquisition and training of marketing and business development professionals; and managing and leading innovative teams.
As the Principal Marketing Consultant for Okimoto Solutions, I work collaboratively with Leslie and Nancy at C-Suite Solutions serving clients throughout California. I have worked at five law firms ranging from top AmLaw 100 firms to small regional boutiques. My positions have included leading three business development and marketing teams. In each of these positions, I was also an integral member of the management team. Prior to being the lead business development and marketing professional at McDonough Holland & Allen PC, I oversaw national transactional marketing for Gray Cary (now DLA Piper US LLP), and was a national marketing professional with Littler Mendelson PC. My teams have received half a dozen creative awards for marketing initiatives from national and regional associations.
Before working for law firms, I managed the State Bar of California's Department of Public Education and was a member of the State Bar's Office of Communications. I began my career in the legal industry coordinating award-winning local and statewide youth law-related education programs for the Citizenship & Law-Related Education Center.
Bachelor of Science in Environmental Design from the University of California, Davis.
White Belt in Legal Lean Sigma and Project Management from the Legal Lean Sigma Institute.
Participant in a year-long non-adversarial negotiation training (based on the Harvard Law School program).
U.C. Davis Graduate School of Management's Executive Leadership Consortium - 2006/2007
past and present leadership & community activities
Legal Marketing Association - Bay Area 2015 Board of Directors, Member-at-Large; National Public Relation's Committee Member; Silicon Valley Program Chair; Bay Area Program Committee Member; Bay Area CMO Group Member and Mentor; Founding Member of the Sacramento City Group; Member of the East Bay City Group; and LMA Bay Area Technology Program – 3rd Annual Co-chair and 11th Annual Panelist on CRM Optimization
Sacramento Area Commerce & Trade Organization (SACTO) – Marketing and PR Committee Member
Partnership for Prosperity – Marketing Council Member
Prosper Business Magazine – Editorial Review Board Member
America’s Promise Silicon Valley Summit (Colin Powell, Founding Chairman) – Workshop Facilitator
National Association of Bar Executives – Law-Related Education Committee Member
The Center for Community Legal Education – Legal Fellowship Program Mentor
The Japan American Conference of Mayors & Chamber of Commerce Presidents – Education Chair
Northern California Girl Scouts – Troop Co-Leader
School Site Council Member and District Advisory Committee Member
All consultants are independent contractors and not employed by C-Suite Solutions.