Work with Carolyn
Carolyn’s AI for Sales & Marketing Qualifications
Coaches professionally
Experience level: Intern
10+ AI for Sales & Marketing clients
Welcome to my profile! With over a decade of experience in AI and sales transformation, I specialize in guiding businesses through the complexities of AI adoption in sales and marketing. As the founder of Wayfinder AI Consulting, I have successfully advised executives across various industries on implementing AI strategies that drive measurable results. My hands-on approach includes designing AI literacy programs and creating durable assets like prompt libraries and workflow documentation to ensure lasting impact. Having coached 18 clients, I am passionate about helping leaders make informed AI decisions without needing a dedicated technology team. Let's connect to explore how I can support your AI journey and enhance your sales and marketing efforts!
Carolyn can help with:
AI Agents
AI Automation
AI Fundamentals
CRM Automation
Email Marketing Automation
Freelancing
Lead Generation & Scoring
Marketing Analytics
Outbound Automation
Personalization & Segmentation
SEO & Content Marketing
Work Experience
Founder, Consultant, Strategist, Coach and Trainer
Wayfinder AI Consulting
March 2026 - Present
• Advise owners and executives on AI adoption strategy — identifying high-impact use cases, sequencing what to implement first, and defining how success will be measured before any tool is selected • Coach clients one-on-one through the practical realities of adoption: where resistance shows up, which workflows to change first, and how to build internal momentum without a dedicated technology team • Serve business owners across insurance, medical aesthetics, and professional services — leaders who must make AI decisions without a CIO, an AI budget, or an internal expert to lean on • Design and deliver AI literacy programs, including "AI Step by Step," a five-week progressive series moving teams from fundamentals through prompting, tool selection, and workflow integration • Build the durable assets a transformation needs to survive: prompt libraries, playbooks, job aids, and documented workflows that outlast the engagement • Configure and document AI-assisted workflows and automations across CRM, marketing, and client-communication systems (GoHighLevel, Claude, Microsoft Copilot, ChatGPT) • Earned Certified AI Consultant credential with a 97/100 capstone documenting an AI-assisted client proposal workflow that cut production time by 60% • Continuously evaluate emerging models and agentic tooling to advise clients on real capability rather than vendor positioning
Customer Service Representative
Elevance Health
November 2022 - August 2025
• Trained and mentored new employees on service technique, systems navigation, and quality standards • Translated complex benefit, claims, and provider-network information into plain language across phone, chat, and email channels • Sustained a 94% customer satisfaction rating on post-interaction surveys
Founder
Amazing Vacations Travel
July 2013 - Present
• Executed a full AI transformation of a working business — audited existing workflows, selected tooling, rebuilt production processes, and measured the result at roughly 60% less proposal preparation time with higher personalization • Own and operate a boutique luxury travel practice selling $500K–$1M annually; earned Avoya "$500K Club" recognition for $700K in 2024 • Design and deliver client-facing briefings, group presentations, and educational materials that turn complex logistics into clear guidance • Operate the full client journey end to end using sales funnels, email marketing, and CRM automation
Major Account Executive / Client Executive
Microsoft
November 1990 - June 2010
Healthcare Corporate Account Manager · Major Account Manager · Business Development Manager · Channel Partner Account Manager · Corporate Account Executive | 1990 – 1999; 2003 – 2010 • Led enterprise platform transformation engagements spanning CRM, ERP, collaboration, business intelligence, cloud, and desktop productivity — assessing business needs, building the case for change, and guiding adoption across Fortune 1000 healthcare and enterprise accounts • Advised C-level and senior stakeholders through complex, long-cycle decisions, developing customized strategies tied to their business objectives rather than to product capability • Coached and enabled partner organizations — consultancies, ISVs, resellers, systems integrators — to position and deploy solutions, contributing to $4M+ quarterly and $15M+ annual territory results • Delivered executive briefings, solution workshops, and live demonstrations to mixed technical and business audiences • Planned and executed "Developer Days," a technical enablement event drawing 1,000+ attendees — ranked 13th nationally out of 50 events for attendance • Created and ran a two-day Executive Relations Program at Microsoft's Redmond campus, briefing solution-provider executives and measurably strengthening partner commitment • Attained 115% and 132% of revenue targets in respective territories with customer satisfaction ratings consistently above standard
Education
University of Michigan - Ann Arbor
Bachelor's Degree, Communication
1981 - 1985
I had an amazing 4 years in school in Ann Arbor, highlighted by my participation in the Michigan Marching Band. I was a proud member of the Flag rank. I am also proud to say that my grandfather obtained his PhD and Masters degree at Michigan in the 1940s and My father graduated from Michigan in the 50s and played basketball and baseball there. Lastly, my brother was a graduate as well.
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