Built end to end — Next.js app, Claude Sonnet drafting, .docx and .pdf output with the property photo dropped in. Pick a release type, fill a short form, get a publish-ready first draft. A gift to the industry, and a preview of the larger AI marketing platform I'm building for CRE.
Open the tool →A monthly list of active, financeable projects matched to what you actually lend on — built for C‑PACE, construction, bridge, and private credit lenders.
See a sample lead →Authored and executed the multi-year marketing strategy that scaled a national commercial lending platform from $103M in 2022 to over $1B in early 2026. Brand strategy, PR, investor collateral, digital marketing, and campaign execution.
View the projectCustom-coded form, Stripe-integrated, end-to-end tested, live in production. Cuts out the subscription and platform fees that fundraising software layers on top of payment processing — so more of every donation reaches the mission. Available for any custom form, checkout, or payment flow.
View the project + live formFor independent brokers, growing teams, brokerages, developers, sponsors, and capital partners. Offering memoranda, investor pitch decks, tour books, property fact sheets, capital markets one-pagers, and bespoke deal collateral — refined across years inside one of the country's largest CRE brokerages.
View the project
I'm a marketing leader with 15+ years of experience helping organizations grow through strategic marketing, business development, brand development, and digital innovation. Throughout my career, I've partnered with founders, executives, and business owners to develop marketing strategies that increase visibility, strengthen brand positioning, generate new business opportunities, and drive measurable growth.
My experience spans content strategy, digital marketing, public relations, SEO, social media, email marketing, event marketing, AI-powered marketing automation, and relationship-driven business development. I enjoy translating complex ideas into compelling stories, creating integrated marketing campaigns, and leveraging emerging technology to build more efficient, scalable marketing systems.
I help founders and operators figure out where AI fits in their business — auditing the workflows, picking the right tools, building the first automations, and training the team to run them. Practical wins in weeks, not a moonshot platform build. If you're not sure where to start, this is the conversation to have.
Landing pages, marketing sites, donation portals, custom checkouts, Stripe integrations — designed, built, and deployed. Conversion-focused, brand-aligned, yours forever.
Positioning, messaging, go-to-market planning, and campaign execution. The strategic work behind the visual work — informed by 15+ years across financial services and beyond.
Naming, visual systems, logos, and brand guidelines — plus the high-stakes design work that carries your message into important rooms: investor decks, capital-raising materials, executive presentations, and sales kits.
Press releases, media relations, deal announcements, executive thought leadership, and earned media strategy. Built from a decade placing financial-services and CRE coverage in national trades.
A live, hands-on 4-hour workshop. Build a personal AI executive assistant using Claude — one that handles your email, calendar, research, and recurring tasks.
Open-source Claude Code skill created by Julie Chasen under the MIT license — starter-session-audit