Executive & Growth
Design that drives decisions
Designing executive-facing systems that support growth, decision-making, and leadership alignment - balancing clarity, persuasion, and trust at scale.
Growth Pitch System
A modular executive presentation system designed to support new business, partnerships, and expansion.
Challenge
As the organization pursued new partnerships and market expansion, the Growth team needed a persuasive, flexible pitch that could adapt to different executive audiences without losing strategic clarity or requiring decks to be rebuilt from scratch.
Role
I led the design and systemization of the Growth team’s primary executive-facing sales and expansion materials.
Approach
I designed a modular pitch framework built around interchangeable narrative sections, allowing teams to tailor the story by audience, partner, or opportunity while maintaining a consistent strategic spine.
The system balanced flexibility with structure, enabling faster customization, clearer conversations, and more confident executive presentations.
Company
PT Solutions Physical Therapy
Year
2023-2024
A modular pitch system designed to flex by audience while maintaining narrative coherence.
Slides were designed as narrative modules - assembled based on audience, not order.
Example assemblies:
CEO → growth + partnership narrative
CFO → margin + financial performance
Health system exec → clinical model + outcomes
A reusable executive pitch system that enabled faster growth conversations, clearer storytelling, and more confident expansion efforts.
Replaced one-off pitch creation with a reusable executive narrative framework.
Partner Reporting System
A standardized executive reporting framework for scalable, high-trust partner communication.
Challenge
Leadership teams and partners needed consistent, digestible reporting that could scale - without creating manual overhead.
Role
I led the creation of a standardized, repeatable reporting system.
Approach
I designed a modular reporting system that clarified data hierarchy, standardized narrative flow, and reduced noise - making performance insights immediately clear for executive audiences.
Company
PT Solutions Physical Therapy
Year
2024
Designed for executive readability at scale
Each report followed a consistent narrative structure - enabling faster comprehension, easier comparison, and more confident decision-making.
A consistent executive summary structure ensured leaders could quickly understand performance, regardless of partner or reporting period.
Visuals shown are representative templates from the standardized reporting system.
Signal over noise
Templates established clear data hierarchy so performance drivers surfaced immediately - without leaders having to interpret raw data.
Built to scale without manual overhead
The system supported MBRs and QBRs across partners, eliminating one-off reporting while preserving nuance where it mattered.
A reusable executive reporting system that supported faster, more confident decisions.
Replaced bespoke reporting with a standardized executive communication framework trusted by leadership and partners. Enabled consistent executive conversations across partners - without sacrificing nuance.
Offer Experience Design
A branded experience designed to support recruitment and conversion.
Challenge
Offers were transactional and inconsistent, missing a critical opportunity to reinforce brand, culture, and belonging at a pivotal decision moment.
Role
I led the redesign of how offers were visually and emotionally experienced.
Approach
I transformed the offer from a static document into a branded experience, combining clarity, warmth, and narrative to help candidates feel confident, welcomed, and excited about joining.
The system balanced personalization with consistency, enabling offers to scale without losing human connection.
Company
PT Solutions Physical Therapy
Year
2024
From transactional documentation → to a branded welcome experience.
Core structure standardized. Personal details customized per candidate.
Humanized the offer by introducing real people before paperwork, reinforcing belonging from the first moment.
Balanced warmth with clarity, ensuring compensation and expectations were easy to understand and trust.
Transformed the offer into a branded moment of trust - helping candidates feel confident, valued, and excited before day one.
Executive Keynote System
A narrative framework for executive thought leadership.
Challenge
The keynote needed to translate abstract leadership concepts into a compelling, clear, and persuasive story.
Role
I translated high-level executive thinking into a clear, structured narrative, shaping both the story arc and the visual system from a small set of core ideas.
Approach
I focused on story structure, clarity, and pacing - using design to guide attention, reinforce ideas, and support retention.
Company
PT Solutions Physical Therapy
Year
2025
The keynote began as a small set of executive talking points.
I shaped those ideas into a cohesive narrative using structure, pacing, and visual hierarchy to guide attention and reinforce meaning.
Design was used to guide attention, reinforce key ideas, and maintain momentum - helping abstract leadership concepts land clearly with executive audiences.
Frameworks that stick
Complex ideas were translated into clear, memorable frameworks - supporting retention and post-keynote discussion.
