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Deal Boardroom

Deal Boardroom: Email, CRM & Newsletter Systems

EmailCRMBeehiivLifecycleMarketing Ops

At Deal Boardroom I owned the marketing systems side of the house, not just one-off campaigns.

Email was the core channel: cold email for outreach, nurture sequences for people already in the funnel, and promo sends for events (including DealCon-style summit promotion). I also shaped website architecture and CRM architecture so the site, list, and pipeline actually talked to each other.

On top of that I launched their Beehiiv newsletter so they had an owned channel for ongoing audience growth and event/content distribution, not only burst campaigns around launches.

This sits in the same lane as my other MarTech work (AltReach multi-client automation, Consultant Exit lifecycle/CRM, Second Ladder Intel newsletter ops): build the email + CRM system, then run it.

Outcomes

- Cold email, nurture, and event promo programs owned end to end - Website architecture aligned with acquisition and conversion paths - CRM architecture to support list, funnel, and event workflows - Beehiiv newsletter launched as an owned channel