Master Strategist • Sales Coach & Trainer • Fortune 50 & 100 Executive

Precision strategy.
Flawless execution.

Nearly six decades in sales, recruiting and building strong teams. I help small business owners see the whole board, and make the move that wins.

  • Proven Sales Leadership
  • High-Performing Teams
  • Business Model Creation & Review
Strategy Joe smiling with his hands folded at a chessboard
My strategy fee guarantee

Implement our agreed strategy as designed and keep me involved. If revenue or profitability doesn’t improve, I’ll refund my strategy consulting fee.

See the conditions →
Recommendations · LinkedIn

What leaders say.

Presidents, managing partners, sales leaders and clients, in their own words.

“Very few times in one’s life does one have the opportunity to meet someone who significantly impacts the way you think. I have been blessed to have met such a person in Joe.”
Samuel C.LinkedIn recommendation
“Joe is truly a force of nature. He skillfully guides a business through any terrain and brings it to a prosperous place.”
Mark M.LinkedIn recommendation
“If you want an individual who truly cares about your business and clients, Joe is the person you want to do business with.”
Lynne D.LinkedIn recommendation
“Making the decision to work with Joe has been one of the best business decisions I have made.”
Alex S.LinkedIn recommendation
“The definition of a sale is a transfer of enthusiasm. Joe epitomizes this.”
Jayme E.LinkedIn recommendation
“Joe has worked for me in a business development and marketing role and produced outstanding results.”
Keith Y.LinkedIn recommendation
“Joe is a visionary. He thinks it, he sees it in his head, he believes it and then he makes it happen.”
Samuel C.LinkedIn recommendation
“The most notable attribute I can remember was his ability to spot the holes of conventional methods and think outside the box to create and implement workable solutions.”
Craig M.LinkedIn recommendation
“Joe has always handled my investments with the utmost care and has continuously shown outstanding results over the long haul.”
Robert I.LinkedIn recommendation
“I have marveled at his strategic decision-making acumen and creativity.”
Mark M.LinkedIn recommendation
“Joe always seems to see the next move happening before most, and has the relationship-building abilities to gel with the right people needed to pull the deal off.”
Alex S.LinkedIn recommendation
“Joe treats you, your staff, and your company as though it is his own, and will only propose solutions that work for you and your clients.”
Lynne D.LinkedIn recommendation
“Joe has the uncanny ability to see all the moving parts and predict with pinpoint accuracy where they will move next.”
Samuel C.LinkedIn recommendation
“He is personable to the highest degree and honors his commitments. Seek Joe out, like many clients have done before. You won’t be disappointed.”
Alan C.LinkedIn recommendation
“Joe easily works at all levels of an organization and I highly recommend him for any results-driven position.”
Keith Y.LinkedIn recommendation
“When he starts talking, everyone gets excited and wants to be a part of Joe’s team!”
Jayme E.LinkedIn recommendation
“A true professional in his field that cares about his associates.”
Chuck M.LinkedIn recommendation
“His skills and intellect enhance the company’s ability to attract and retain clients.”
David B.LinkedIn recommendation
“I have never met a more humble, warm-hearted, knowledgeable person.”
Alisha H.LinkedIn recommendation
Strategy Joe badge with a silver chess king
Strategy Joe
Master Sales & Revenue Strategist
50+Years as a top producer, executive, business owner and coach
About Joe

Sales and revenue master strategist.
Fifty years at the top.

I’m a sales and revenue master strategist with more than 50 years of experience as a top producer, closer, recruiter, trainer, multiple-business owner, Fortune 50 and Fortune 100 company executive, and one-on-one coach. My work has spanned home improvement (windows, roofs, bathrooms and baths), call centers, financial services, consulting, luxury automobiles, furniture, equipment, advertising, life insurance, pawn operations, and rare coins.

I’ve worked with numerous teams and call centers to help achieve client goals. In call-center environments, I took script readers and developed them into high-performing sales professionals. I’ve also owned several recruiting companies, where I focused on finding the most talented people—those who stay objective, don’t take feedback personally, take responsibility for their work, and respond well to direction.

In financial services, I worked as an advisor and asset manager overseeing approximately $400 million in assets under management, with $4.5 million in annual revenue. I’ve also worked in business ownership and remote sales and service operations.

I bring systems-level thinking to sales and business challenges. I look at how people, incentives, processes, and execution interact, then work to identify root causes, simplify complex problems, and build practical strategies that hold up in the real world.

My passion and overarching goal are to design business models that are perfect—or as close to perfect as real-world conditions allow.

I approach that challenge through disciplined strategy, stoic thinking, logic, and pragmatism, grounding every decision in how the model will work in practice.

Where I’ve sold, led and built
  • Home improvement: windows, roofs, bathrooms & baths
  • Call centers
  • Recruiting companies
  • Financial services
  • Consulting
  • Luxury automobiles
  • Furniture
  • Equipment
  • Advertising
  • Life insurance
  • Pawn operations
  • Rare coins
The Approach

Sales is a game.
Know your next move.

Clear, practical thinking for personal and business strategy, sales and training, recruiting, lead generation and call center campaigns. Approachable. Client-focused. Logic first.

Why most business models don’t work

Most businesses don’t fail because people aren’t working hard enough. They fail because the model was never designed for how people actually behave.

  • Leads bought on volume, not intent
  • Reps asked to cover for a broken structure
  • Training treated as an event, not a system
  • Pay that rewards activity instead of results
  • Growth that depends on one or two heroes
  • Improper CRM and booking structure producing lots of no-shows
The Strategy Joe method

What I do differently

  1. 01I start with strategy, not tactics.
  2. 02I design for friction.
  3. 03I build systems that don’t need perfect behavior.
  4. 04I stay involved until it works.
  5. 05I’m not afraid to take a contrarian approach that makes your business stand out from the herd.
Words I work by

The Strategy Joe rules.

Strategy & decisions
“A confused mind follows the strongest voice in the room. A strategic mind listens to every voice, and remains its own master.”
— Strategy Joe
Ways to work with Joe

Six areas.
One strategy.

Every business has the same pieces on the board. Most owners only play one or two of them well.

The King

Personal & Business Strategy & Coaching

When too many priorities compete for your attention, a clear plan helps you decide what deserves focus. Work through the challenge, weigh your options, then leave with practical next steps.

Turn a complicated personal or business challenge into a focused plan of action. Strategy Joe helps you sort through the facts, set priorities, then move forward with purpose.

Book an Appointment →
The Queen

Sales Strategies & Sales Training

Build a sales process your team can understand, use, then improve. From scripts to coaching, Strategy Joe helps reps have better conversations while handling objections with confidence.

Your sales team may not need more pressure; it may need a better approach. Strengthen the process, sharpen the message, then help reps turn more conversations into opportunities.

Book an Appointment →
The Knight

Lead Generation

Reach prospects with a focused plan built around who they are and what they may need. Strategy Joe can help improve your outreach, creating a clearer path from first contact to conversation.

More names on a list don’t always mean more opportunities. Build lead generation around relevance, intent, and a thoughtful next step. See whether lazaruslead.com can help you reopen conversations with leads you’ve already contacted.

Book an Appointment →
The Bishop

Hiring & Recruiting Sales Talent

The right sales hire can change the direction of a team. I help define the role, then identify candidates whose personalities and work styles complement one another, so the team can work together meaningfully.

Hiring salespeople is about more than a polished interview. Create a practical way to assess fit, accountability, plus the skills your team needs.

Book an Appointment →
The Rook

Call Center Campaigns

A profitable call center depends on the right operating tools and controls: suitable dialers, accurate forecasting, consistent quality control, and clear transfer language and techniques.

Strong call center performance starts with the people. Strategy Joe can help you hire and motivate the right staff, then train them to use effective scripts and deliver a better customer experience.

Book an Appointment →
The Pawn

Wellness Strategies

Strategy Joe has worked with many vendors in the medical community, including independent and specialty pharmacies. In his experience, the system is inefficient at best. Whether you’re a patient, client, or vendor, he can help you develop practical strategies to navigate it more efficiently.

Build a steadier routine one realistic step at a time. Explore practical ways to support your well-being while keeping your personal priorities in view.

Book an Appointment →
Need closers now?

I have several teams of remote setters and closers I can activate to help you meet your sales needs.

Talk about your sales needs
How it works

Strategy Joe’s
consulting story.

Six simple steps, from a first conversation to putting the plan to work.

Let’s talk it through.
Step 1 of 6

A first conversation

We start with an initial 15-minute consultation. If we go a little over, that’s all right—I’m here to understand what you need and see how I can help.

“No pressure. Let’s start with your challenge.”

01 / 06
The career

Six decades
at the table.

From coin shows at eight to building world-class sales teams.

  1. 1967
    Age 8 · Coin trading

    Trading coins at mall coin shows, in a suit, for a profit on every flip.

    Read Sales Story #1 →
  2. 1975
    Age 15 · Kinney Shoes

    First corporate sales job, and the first lesson in trusting what actually works.

    Read Sales Story #4 →
  3. 1977
    Auto sales

    Learned why a $150 commission can beat a $600 one.

    Read Sales Story #3 →
  4. Late 70s
    The pawnshop

    At 19, ran the coin department during the gold rush and learned the power of silence.

    Read Sales Story #8 →
  5. Mid 80s
    Advertising · Major account executive

    First job out of college at a national print and direct-mail company. Promoted to major account executive by 26.

    Read Sales Story #9 →
  6. Late 80s
    Insurance

    One of five salesmen left standing from a class of fifty new agents.

    Read Sales Story #5 →
  7. 1993
    Shearson Lehman Brothers

    Answered one small ad at Shearson Lehman Brothers. It launched a multiple seven-figure decade.

    Read Sales Story #6 →
  8. Late 90s
    Fortune 50 · Senior Vice President

    Recruited to a Fortune 50 company as a Senior Vice President.

    Read Sales Story #2 →
  9. 2020
    Remote teams · Call centers

    Built world-class remote call center operations, including a transfer team in the Philippines, “the Champions.”

    Read Sales Story #7 →
  10. Today
    Strategy Joe

    Strategy, sales and teams for small business owners across the US, with remote setter and closer teams ready to activate.

From the field

Strategy Joe’s
Sales Stories.

Real deals, real teams, real lessons. Each story ends with what it taught.

My strategy fee guarantee

If you implement our agreed strategy as designed, keep me involved, and work with me on reasonable adjustments, yet revenue or profitability does not improve, I’ll refund my strategy consulting fee.*

*Refund conditions: Before we begin, we’ll put the business problem, strategy, revenue or profitability baseline, success measure, measurement period, and fee in writing. The refund applies if you implement the strategy as designed, keep me informed and involved, work with me on reasonable adjustments, and revenue or profitability does not improve within that period. Administrative fees, advertising spend and other third-party costs are excluded from any refund.

From the team

They call
themselves
the Champions.

The reps who work alongside Joe every day. Leadership shows in the people you leave better than you found them.

“I was an outbound agent for 11 years and never pictured myself doing more. Joe asked me what my three goals in life were. I told him I only had one: to own a house. A year later, I told him I’d bought one. He smiled and said, ‘Dreams do come true, Jen, if you only believe that you can.’”
JouieOutbound agent, Joe’s team
“Leadership is an action, not a position. Joe does that.”
Thea · Team member
“In my 7 years of taking calls, inbound and outbound, Joe is one of the best bosses I ever had.”
Joel · Team member
“I have never had a leader quite like Joe, and I will continue to work with him as long as he needs us.”
Sergio · Team member
“He knows when and how to give feedback, recognizes our efforts, and sets clear expectations.”
Joselle · Team member
“Coaching, training, sales techniques. That’s why we’re called “Champions.””
Fatima · Team member
“I really admire Joe’s leadership and decision-making skills. He is truly an inspiration.”
Ma. Rita · Team member
“The campaign ran really smoothly because of him. Empowering, approachable, trustworthy.”
Rosie · Team member
“You’re very hands-on. I have learned so much alongside you.”
Jenelyn H. · Team member
One-on-one coaching

Work with Joe, one-on-one.

Private coaching for owners, sales leaders and closers who want an experienced strategist in their corner. Start with a no-pressure exploratory call to see if it’s the right fit.

  • Personal and business strategy
  • Sales skills, objections and closing
  • Leadership, hiring and team building
Book an exploratory call
The community · Public group · 483+ members

Old School
Sales Ninjas

Motion. Responsibility. Urgency.

Old sales people with wisdom. Younger sales champions with enthusiasm. Each group learning from the other.

Join the group on Facebook
Your first move

Book a free
15-minute
strategy session.

Bring one business or sales question. We’ll look at the board together and find your next move. No pitch, no pressure.

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