LISA BERTKE

• Founded and led a highly respected women’s health–focused wellness center, generating $350K–$550K in annual revenue and serving a stable membership base of 300–400 clients.
• Optimized membership lifecycle performance using Momence-style KPIs including active members, retention rate, lifetime value (LTV), class utilization, and recurring revenue.
• Designed and facilitated revenue-producing programs for yoga teachers, fertility, pre- and postnatal care, menopause, longevity, and mindfulness.
• Oversaw sales and marketing strategy including pricing models, offer creation, promotions, and new-member onboarding journeys.
• Leveraged automated email and SMS communications to convert leads, improve engagement, and increase member retention.
• Successfully stewarded the transition of ownership after 20+ years, maintaining strong brand equity, operational continuity, and valuation.
• Corporate Sales | Printing & Publishing Industry Delivered consultative B2B sales solutions within the printing and publishing sector, managing a $5M+ client portfolio.
• Secured the University of Chicago’s first digital book contract, supporting the institution’s transition to digital publishing.

Corporate Sales — Printing & Publishing (1990–2003)

Managed $5M+ in accounts with a relationship-based approach, securing long-term growth.

• Secured University of Chicago’s first digital book contract
• Introduced early print-on-demand solutions

• Developed tailored solutions to meet diverse client needs across multiple industries.
• Led cross-functional teams in executing strategic marketing initiatives for key accounts.
• Analyzed market trends to identify opportunities for business growth and expansion.