AI & company strategy · Product & commercial strategy

Point the company at the right thing — then make AI a lever.

Strategy that survives contact with the roadmap, pricing that survives contact with the buyer, and an operating model built to ship it — with AI applied where it actually moves the number.

A 30-minute call to get a first read on where the company should point, and a proposal for a 2–4 week problem-framing engagement.

The right thing, made shippable — a strategy the team owns, pricing tested against the buyer, and AI where it earns its place.

What this covers

From a north-star to a roadmap a team can actually ship.

Most strategy dies not in the idea but in the handoff — a deck no team owns, pricing that never met a buyer, an org built for a different plan. I work inside the leadership team to set direction, get the packaging right, and build the operating model to execute it — with AI as a lever where it moves the number, not where it demos well.

Strategy & north-star to roadmap

Turn a north-star into a roadmap a team can actually ship, not a slide deck. Product-market fit, and the real problem framed before the tool.

Pricing & packaging

Packaging and go-to-market decisions across B2B2C, B2B, and B2C — pricing that survives contact with the buyer, not just the spreadsheet.

Operating model & interim leadership

The org and cadence built to execute the strategy — run hands-on as interim or fractional leadership, not handed off in a document.

My approach

Start from the real problem, not the tool.

I’ve spent fifteen years as an operator setting product and commercial direction in healthcare — from a Fortune-10 health plan to early-stage platforms built from zero. The pattern that holds: strategy is only as good as the roadmap it becomes, and packaging is only as good as the buyer it survives.

So I don’t start with the tool, the model, or the deck. I start with the real problem, get crisp on what “the right thing” actually is, and then engineer a plan the team can own and ship. AI enters where it earns its place — a lever on the number, not the strategy itself.

More learnings from my decades in tech and digital health on Substack →

Proof, not promise

Strategy and packaging I’ve actually shipped.

Not a framework on a slide. New market bets that reached national scale, a platform packaged and built from zero, and business-model pivots contracted and shipped — across four healthcare companies.

Form Health
PIVOT · PACKAGING

A B2C→B2B2C pivot, contracted and shipped.

As SVP Product & Technology (CPTO) at Form Health: led the business-model pivot from B2C to employer B2B2C — payer and employer contracting and compliance — while scaling ARR and patients 15× in two years. The same packaging and operating-model playbook, applied again.

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Sana Benefits
PRICING · PACKAGING

Packaging and a new care line, priced to hold margin.

As VP Product & Engineering at Sana Benefits (self-funded insurance for SMBs): grew 50%+ while doubling gross margin above benchmark, and launched Sana Care, a new virtual primary-care line — a packaging and new-line bet that hit break-even within four months.

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UnitedHealth / Rally
STRATEGY · GTM

Defined the virtual-care strategy — shipped at national scale.

At a Fortune-10 health plan I defined the virtual-care strategy and launched UHC’s Virtual-First Health Plan (NavigateNOW) — a new packaging and go-to-market bet — and shipped an end-to-end Virtual Care Hub reaching ~40M members across Optum Care and partners, on a member experience at ~4M monthly active users.

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Collective Health
0→1 · OPERATING MODEL

A B2B2C platform packaged and built from zero.

Early product hire at a benefits-administration platform: scaled ARR from zero to a meaningful figure on a platform supporting USD 1B+/yr in healthcare spend, 30→500+ employees and 0→60+ employer clients — a packaging and operating-model build from the ground up (figures on the case page).

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How it goes

Frame, validate, then engineer the plan to ship.

Most engagements start with a 2–4 week problem-framing sprint, priced by role and cadence, not hours. The phases overlap.

01 · Frame

The real problem

Start from the problem, not a tool. Get crisp on what “the right thing” actually is — the north-star and the bet underneath it.

02 · Validate

Tested against reality

Pressure-test the strategy and pricing against the market and the buyer — what’s true, what’s broken, what’s worth doing.

03 · Engineer & lead

Built to ship

A roadmap and operating model the team owns — run hands-on as interim or fractional leadership until it’s shipping.

See the one-page capabilities summary →

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