Speaking & workshops

Leave knowing who the customer is, and what to measure

I talk with owners and leadership teams about the customer, the funnel, and the few numbers that show whether marketing is working. You walk out with those three things clear. Talks run 30 minutes to an hour. A typical room is 50 to 100 people.

Merrick Lee speaking with arms open to the audience at the Avestor Fund Managers Retreat
Merrick Lee Jr. presenting a marketing funnel slide
What I talk about

Customers, funnels, and what to measure

The short version is the one on the homepage: who your customer really is, how funnels convert, and what operators should measure.

Photos from those talks show a marketing funnel, a who-is-your-avatar slide, a branding tool kit, a definition of marketing, the next deal, and building wealth. Those are slides from the room, not a menu of separately titled keynotes.

Featured

Avestor Fund Managers Retreat, September 2024

The speaking engagement named on this site is the Avestor Fund Managers Retreat in September 2024.

A note on fit: because of my exclusive partnership with Almstead, I don't take on tree care, lawn care or landscaping clients. If that's your industry, Almstead is in great hands.

Workshops

A half or full day with your leadership team

The Marketing Strategy Workshop is the working session I already offer. A marketing strategy consultant helps your leadership team decide who to target, how to position the business, which channels to fund, how to split the budget and which KPIs to track. We do that in a half or full day, and you get a written plan within five business days.

Before the day

A short survey and a review of your current numbers and materials.

In the room

Positioning, channel mix, a budget split and the handful of metrics leadership will review.

Afterward

A written plan within five business days, then a 30-minute follow-up call.

In person in the New York City area, or remote. Travel can be arranged. The owner or CEO, whoever owns sales and marketing, and finance if budget is on the table. Usually three to six people.

Talk (30 minutes to 1 hour): $3,500. Workshop: $5,000. Travel and lodging are added for events outside New York City.

Merrick Lee Jr. talking with a teacher at the St. Raymond High School for Boys career day
In the room with students

Career Day, February 2026

I love talking with students about careers. In February 2026 I spent the day at St. Raymond High School for Boys' Career Day in New York City, talking with students and teachers about marketing, starting a business, and how AI is changing the way websites and apps get built.

Running a career day or student event? I'd love to be part of it.

Proof

Results from Croes Ave clients

Results from Croes Ave clients

$0.48cost per guestSavú · Restaurant & Nightlife · Charlotte

Father's Day brunch campaign on Meta that packed the room for pennies per guest.

36.8%Paid Search key-event rateKEB Law · Law Firm · Connecticut

Paid Search campaigns with intake tracked end to end. Over the last 90 days, Paid Search sessions converted to key events at 36.8% — up 44% vs the prior 90 days.

5+summer camps filledCombine Academy · Sports Academy · Lincolnton, NC

Google Ads and Meta campaigns that fill summer camps and enrollment classes.

“If I have any kind of a problem, any kind of an issue, I call and he picks up — or he calls me right back.”Harry Sgantzos · Owner, Clark's Diner

These are Croes Ave client results, the same ones published on the homepage. See them on the homepage →

FAQ

Speaking questions

What do you speak about?

You leave knowing who your customer really is, how the funnel converts, and what to measure. Talks run 30 minutes to an hour. A typical audience is 50 to 100 people.

Do you run working sessions, or only talks?

Both show up on this site. The Marketing Strategy Workshop is a half or full day with your leadership team on positioning, channel mix, budget and KPIs. You get a written plan within five business days, then a follow-up call. It starts at $5,000.

Is the workshop in person or remote?

Either. In person works best in the New York City area. Travel can be arranged.

Who should attend a workshop?

The owner or CEO, whoever owns sales and marketing, and finance if budget is on the table. Usually three to six people.

How do I book a talk or a workshop?

Book a 30-minute fit call or send a message through the contact form. Talk (30 minutes to 1 hour): $3,500. Workshop: $5,000. Travel and lodging are added for events outside New York City.

Do you work with tree care or lawn care companies?

No. Because of my exclusive partnership with Almstead, I don't take on tree care, lawn care or landscaping clients. If that's your industry, Almstead is in great hands.

Want me in the room?

Book a 30-minute fit call. If it's not the right fit, I'll tell you what is.

Prefer to send a message?