Smart Pricing Table

Interactive Proposal/SOW Software for Marketing Agencies
www.smartpricingtable.com

Founder/CEO

Emsi

Vice President Of Customer Support, HE

Jordan Crown

Beautiful marketing websites that work great on all devices and are super easy to manage.

Managing Member

The Cobalt Group

* Designed website mockups for the car dealership industry including: Hummer, Saturn, Buick, Cadillac, Pontiac, Lexus & many more.
* Created innovative tools to streamline design processes
* Worked on design team of 8 other designers
* Personally led meetings
* Reached out to fellow colleagues often to consider opportunities for product growth in the company

Senior Designer

MrSchedule.com

* Developed 90% of the codebase in PHP/MySQL. Testing, bug tracking, bug fixes, regression testing, complex scheduling algorithms.
* Created reports of system use and user tracking.
* Designed back-end portal for scheduling managers and employees.
* Headed up support & answered phones.
* Coordinated/ran meetings and presentations.
* Marketed product with Google AdWords and traditional avenues.

Developer/Designer/Founder

🔍 WHAT I DO:
I help marketing agencies close more deals with interactive proposal software specifically built for agencies.

🤝 WHO I WORK WITH:
I work with marketing agencies, digital/web agencies, and SEO companies, including CEOs, sales managers, and founders looking to streamline their proposal processes. 

In addition to marketing agencies, we also have customers in IT, finance and many other professional services arenas.

💡 WHAT MAKES OUR SOFTWARE DIFFERENT:
As a former agency owner, I’ve been in your shoes. I know what it takes to create proposals that not only look great but also close deals. SmartPricingTable reflects this insider knowledge, providing a tool tailored to your specific needs rather than a one-size-fits-all solution.

🗣️ WHAT OTHERS SAY:

✔ "We can now produce a proposal and have it reviewed & executed by our prospect in 20% of the time we used to spend." 
- Stone Reuning, President, SEO Advantage

✔ "My clients love using the product. It's simplified our proposal process times ten. Some of my clients have even started utilizing the software!"
- Stuart Amidon, Owner/CEO, Page50 Marketing and Media

✔ "It's almost like a game. After using it I even found I had better understanding of my own packages."
- Ryan Redmond, CEO, Cold Outreach Systems

✔ "We've been looking for this solution for over 8 years!"
- Paul Weinstein, General Manager, wheelhouse/dmg

⚙️ HOW IT WORKS:
Sign up for a free trial at SmartPricingTable.com, or schedule a live, interactive demo where we can personalize our product for your agency’s unique needs.

ABOUT ME:
I love small business and my current venture is smartpricingtable.com - agency proposal software. I love adding value- one keystroke, one comment, one conversation, one action at a time.

I'm a Jesus-follower, husband, father and business owner.

Joe Ardeeser

Catherine Hamilton

Trestle Solutions Inc.

I build trestles that get Marketing programs from “here” (strong regional player) to “there” (ready to compete on the national stage).

Using a framework that makes Marketing transformation PREDICTABLE and FASTER, I will create a change vision + structure + execute with you or on a project basis, for you.

You’re a CMO or VP Marketing in a $20-$500 million company that’s unifying after long-term growth, starting EOS, or consolidating post-merger or acquisition who realizes that fractional, expert support will accelerate change - it can't be done off the "side of your desk."

Or a CEO who’s activating change and needs an interim Marketing leader to light the fire during an extended search for the right permanent resource. (I’ll onboard them too!)

Transformation is chaotic (IYKYK 😉).

And having the path, the plan, and a Marketing transformation expert at your side accelerates change and gets you to results faster. Companies with trestles:

🚀 Smashed an all-time monthly leads record within 10 months.

🚀 Untangled a 25-brand portfolio into a powerful unified brand that changes lives. (And saved $120K in annual regional media costs.)

🚀 Built a digital customer journey that became the template for all countries in the global model and teed up 25% more leads (and counting) from existing buyers.

🚀 Optimized their sales enablement touchpoints and tools, bringing Marketing and Sales together for the first time, and pivoting to a “shared responsibility for leads” mindset.

🚀 Uplevelled people, processes, and vendor partners, creating a Marketing infrastructure that can scale with growth. (And they posted 20% YOY last fiscal.)

Fractional CMO and Marketing Transformation Consultant I Founder & CEO

WSAudiology

During an extended search for a permanent Marketing leader, the CEO brought me in to oversee their large-scale rebrand project execution (US + global stakeholders, consolidate 36 brands to 1) and realign the team. Spearheaded evolution of the legacy Marketing program into the lead engine they needed to fuel significant growth plans. I also onboarded the new Marketing executive and ensured a smooth hand-off to that permanent role.

Interim CMO

me&ideas inc.

Working corporate from the agency side:

Account leadership for a $300 million US-based client with global stakeholders. Transformed the mix of traditional and digital Marketing programs + a focus on evolving brand and culture. Multiple new location launches with compressed leadgen targets.

Execution of a global brand for a business unit in Austria.

Account Director, North America

Connect Hearing

It's a challenging mission: sell a solution people don’t want to buy, at a price they don’t want to pay, for a problem they don't want to have. 

I was responsible for Marketing transformation, strategy, lead generation programs & conversion to qualified scheduled appointments. Brand strategy, traditional + digital media, client journey, acquisition & greenfield (new build) centres growth plans, call centre inbound & outbound lead generation. Optimized leadgen streams with North America and global stakeholders.

*Senior executive team: $80 million company, 400 staff, 130 retail locations
*Multi-year 10+% upside in lead generation
*Re-engineered a 9-person call centre, increasing productivity by 30% while positively impacting team KPIs and client satisfaction

Vice President of Marketing

I joined shortly after Connect Hearing was acquired by Sonova. Immediately executed a national rebrand (consolidating 23 brands into 1) along with a culture plan that unified disparate teams across the country. Transitioned from Operations “order-takers” to a professional Marketing team with an integrated IMC plan to effectively drive lead generation.

*Created a segmentation & customer lifecycle program that grew CLV 3x over CAC
*Development of the first national public relations program and content strategy
*Negotiated two national partnerships that extended reach beyond paid media into member-based communities

Director of Marketing

Suburbia Studios

Suburbia was a nationally recognized agency that created innovative, effective, and award-winning retail campaigns and brands. "Measure twice, cut once" is a phrase I've repeated often from my tenure there.

Key clients included Coastal Community Credit Union, Mic Mac Mall (Halifax) and Woodgrove Centre. Account management, brand development and re-positioning, campaign planning and execution, budget control and results measurement. This was a contract position.

Retail Accounts 

Dollar Financial Group

Retail financial at the $500+ million revenue level with more than 900 outlets across North America. Exceeded annual lead growth targets (always upward trending). Achieved 20% YOY growth.

This dynamic role involved strategic planning and execution of Marketing plans, ROI measurement, budget control, national advertising and sales promotions, qualitative & quantitative research, customer retention and loyalty programs and national merchandising within a complex regulatory environment. Multiple acquisitions. Also started with a franchise group; unravelled that to an owned model.

Senior Marketing Manager, North America

Focused on tourism, environment, hospitality and non-profit sectors. Accounts included Tourism Victoria, Ministries of Environment and Health, The Royal BC Museum, University of Victoria, Accent Inns, Quality Inns, United Way, Credit Union National Association (US). 

Client liaison and leadership, planning, estimating, budget control and project management. Pitching new business with senior management. Development of successful Marketing, brand, and rebrand campaigns. Use of Account Planning principles for qualitative research.

Account Manager

Helping Marketing leaders keep ALL the balls in the air during Growth l MarComm Leader I Brand Implementor I Builder of Content Frameworks I Rider of Road+Mountain+Gravel Bikes

I help VPs of Marketing in midmarket companies scale up. That’s my core work.

Because let’s be real—scaling marketing isn’t just “more marketing.” It’s an evolution. Bigger markets, bigger teams, bigger expectations. And it all needs to happen while still delivering today’s results.

No one prepares you for this part. Not your MBA. Not your last role. Definitely not the playbook that worked when the company was smaller. Yet here you are, staring down aggressive growth goals, needing to level up your marketing function—fast.

That’s why I created 𝘁𝗵𝗲 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗦𝗰𝗮𝗹𝗲-𝗨𝗽 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘆.

Think of it as your "Batphone" to me. A direct line to an expert who’s been where you are – getting Marketing ready for the big leap from regional to national.

✅ Monthly strategic boardroom sessions to map out what scaling means for your department 
✅ “Ask Me Anything” calls to tackle roadblocks in real-time 
✅ Proven playbooks & templates so you don’t have to start from scratch 
✅ A true sounding board—because big decisions shouldn’t be made in a vacuum

Scaling marketing doesn’t have to be a solo sport. If you need a Batphone, let’s talk.

But what if you’re not at the scaling stage yet? What if marketing isn’t bringing in buyers in the first place? I saw that gap too.

So I teamed up with two experts—each a specialist in their field—to build 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗧𝗵𝗮𝘁 𝗦𝗲𝗹𝗹𝘀.

Mass marketing is dead. Leads ≠ Buyers. And if the wrong buyers keep showing up, no amount of marketing spend will fix it.

That’s why we created a 30-day accelerator that aligns marketing and sales to attract High Value Buyers—the ones who are ready to invest now.

If you’re a Founder or CEO of a high-touch B2C business ($10M-$20M revenue, 50-100 employees) and you’re tired of wasting money on marketing that isn’t helping you sell, let’s talk.

📩 DM me with “BATPHONE” if you’re scaling up Marketing to support ambitious company growth.

📩 DM me with “MTS” if you want to help your buyers to buy and your sellers to sell.

taplio

The Battle

Joe Ardeeser

Catherine Hamilton

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