Lifecycle & advisor growth
Attract qualified advisors, shorten the path to the first booking, and help promising advisors build repeatable businesses.
PREPARED FOR FORAMeet Jason A PERSONAL POINT OF VIEW / JASON WICKMAN
More productive advisors.
A more efficient growth engine.
I can help Fora connect advisor lifecycle growth with CRM, customer intelligence and AI-powered revenue operations. One accountable leader, from business strategy through execution.
For Alanna Gregory and Fora’s commercial leadership · October 2026
01 / TWO PRIORITIES, CONNECTED
Advisor growth needs
an operating system behind it.
CRM & revenue operations
Connect qualification, routing, data, handoffs, reporting and AI workflows so the team can support growth efficiently.
My focus: improve the advisor’s next step and the operating process that makes it happen.
02 / WHY I CAN LEAD BOTH
CRM depth. Commercial leadership.
Hands-on AI execution.
12 years inside Microsoft in enterprise CRM sales and sales leadership.
Commercial judgment and experience translating technology into business value.Operating partner and sales / marketing leadership in a CRM consulting business acquired by Avtex.
Experience connecting strategy, systems, delivery and adoption.Led an enterprise sales team across Microsoft CRM, Power Platform and digital services.
A leader who understands pipeline, execution and team accountability.Applying AI to account intelligence, revenue orchestration and relevant next actions.
Practical AI experience alongside business and CRM leadership.Customer understanding → relevant action
My CRM, CDP and Microsoft Dynamics 365 Customer Insights background connects unified profiles, segmentation and journey mapping with the workflows teams actually use. For Fora, I would apply that discipline across your existing platform, CRM and data environment.
My background03 / HOW THE PARTS WORK TOGETHER
Know the advisor.
Make the next action useful.
01
Unify
Advisor profile + behavior
02
Understand
Segment + journey stage
03
Act
AI-assisted next action
04
Learn
Incremental business impact
ILLUSTRATIVE JOURNEY / NOT LIVE FORA DATA
SIGNED UP → FIRST BOOKING
Observed signal
Training started. No client profile or quote created.
Proposed intervention
Trigger a relevant first-client playbook and a personal outreach task. Offer help at the specific step where progress stopped.
Time to first booking · activation rateLifecycle + Advisor Success
Confirm identity, consent, data quality and ownership with Fora’s teams. Use comparison cohorts where feasible; distinguish booking value from retained commission revenue.
04 / AI I AM ALREADY BUILDING
Orkastra.AI:
intelligence that leads to action.
Orkastra is my example of connecting account intelligence, revenue execution and relevant outreach. It demonstrates how I approach AI: start with the business decision, then connect the data, workflow and action.
Explore Orkastra.AI05 / THE FIRST 90 DAYS
A focused start.
Measurable progress.
Understand the journey. Establish the baseline.
A shared roadmap, documented baseline and two scoped pilots.
- Map the advisor lifecycle, handoffs and data sources with Marketing, RevOps, Sales and Advisor Services.
- Define priority segments, a shared event / metric dictionary, and one executive scorecard.
- Select two high-value pilots, confirm access and owners, and agree measurable targets.
Shared scorecardQualified-advisor conversionTime to first bookingRepeat productionManual effort per advisor
Targets follow baseline discovery. I lead a prioritized roadmap with your current teams and specialist partners. Success includes documented capability and internal ownership.
06 / TWO WAYS TO WORK TOGETHER
Start with accountable leadership.
Choose the right commitment.
90-day leadership engagement
$20,000 / month
Three-month initial term · $60,000 total
- Jason personally owns the combined roadmap and executive cadence.
- Two prioritized lifecycle / RevOps pilots with internal implementation owners.
- Weekly working sessions, measurement, documentation and handoff.
CRM, lifecycle & RevOps leadership
Salary + meaningful equity
A leadership remit aligned to the combined business outcomes.
- Open to joining Fora full-time for the right scope and equity package.
- Build the team, operating cadence and execution capability for sustained growth.
- Agree grant size, fully diluted ownership, vesting and exercise terms alongside compensation.
“I have spent my career at the intersection of pioneering technology and practical business outcomes. I would bring that same ownership to helping Fora’s advisors grow.”
Jason WickmanFounder, Agilidy & Orkastra.AI