BPO Labs Under NDA
Portfolio Manager
As Portfolio Manager for a Canada-based project management firm, I governed concurrent client engagements end to end: market entry, regulatory licensing, brand creation, AI lead generation, financing, and distribution.
Client and project details are protected under a non-disclosure agreement. Outcomes are reported at the portfolio level.
8+
Concurrent projects
$600K
CAD financing
360/day
Qualified leads
80%
Less reporting effort
PMIAgileScrumMicrosoft Projectn8nMicrosoft Copilot
Selected portfolio projects
Men's grooming brand
- Led brand creation (identity, personality, purpose) with the design team across a men's line: shampoo, conditioner, deodorant, body wash, shave lather, and beard oil.
- Managed the production handoff: delivered CAD drawings and renders to a manufacturing plant in China that produces the bottles and ships them to Canada by sea.
- Led the documentation that secured $600K CAD in financing to launch the project.
- Commissioned market research to define distribution channels and platforms, and ran a Kanban content pipeline with the design team.
- Managed the documentation to list products on Shopify and Amazon, and prepared approval documents for the project sponsor.
Project management firm (Colombia market entry)
- Led the firm's incorporation in Colombia as an SAS, sourcing the local team to handle setup so the client could bring its partners' products into the Colombian market.
- Ran agenda-driven meetings and delivered AI-powered, on-brand meeting notes with objectives, conclusions, and action items.
- Managed the full team's tasks in Microsoft Project.
Tobacco boutique
- Led the process with the SIC to secure the registration required to distribute the product in Colombia.
- Acted as the bridge to place the cigars into the catalogs of Colombian distributors.
- For the B2C channel, built an n8n AI agent that scraped 360 leads of US tobacco boutiques into a dashboard that deduplicated, organized, and tracked metrics (contacted, status, size).
Spirits distribution (Caribbean)
- Ran market studies across Caribbean countries to map how the market operated for Moldovan whisky, cognac, and vodka.
- Deployed AI agents to generate buyer leads across Caribbean countries.
- Built a dashboard that geolocates leads and tracks performance, behind role-based user accounts.
- Led brand creation with the design team to keep one consistent message across the three spirits.
Artist brand
- Led brand creation with the design team.
- Built dashboards tracking leads across two territories (users, metrics, leads) with a deduplicator for importing more leads; leads were sourced via the same n8n agent using a different RAG and an ICP-specific prompt.
- Prepared project approval documents for the artist's manager and managed the licensing to distribute the brand's products in Canada.
Marketing agency
- Built the SOPs and integrated AI into them to improve client metrics.
- Set up content pipelines and the intake channels to capture leads.
- Led the agency's incorporation in Colombia as an SAS.
Cigar distributor (Canada)
- Ran operations to find a Canadian location that met the team's requirements.
- Managed design execution for brand creation, brand personality, and customer-facing presentations.
- Managed the documentation to obtain the license to distribute the products in Canada.
Canadian winery
- Led the INVIMA registration in Colombia to introduce the wines to the Colombian market.
- Led negotiations with high-profile distributors in the Colombian market.
