For Mutual of America, a retirement plan provider serving nonprofits and SMBs, I transformed a simple 20-page sales playbook into a comprehensive brand ecosystem. Our lean team of three delivered a new brand guide, streamlined landing page, extensive sales collateral, a board-ready EOY recap booklet, and a robust sales enablement platform housing hundreds of role- and stage-specific assets — all designed for clarity, consistency, and impact.
LiveBase
We partnered with Mutual of America to create LiveBase — an enterprise sales enablement platform that delivers role- and stage-specific content for virtual meetings. The system ensures sales teams always have the right materials at the right moment, streamlining best-practice sharing and empowering them to work smarter and close more effectively.
