WAYS TO WORK WITH ME
The right level of support for where your business is now.
I help established service businesses diagnose operational friction, redesign core systems, and build the structure required for the next stage of growth.
Whether you need clarity on what is wrong, support fixing a defined problem, or an experienced strategic partner as the business evolves, there is a path forward.
MY OFFER SUITE
Three ways to work together.
The right level of support depends on the problem you're solving.
I help established service businesses identify operational friction, make better decisions, redesign the systems behind the work, and strengthen the structure required for growth.
Sometimes you need focused strategic thinking around one issue.
Sometimes you need a deeper investigation to understand what is actually happening.
Sometimes you already know what needs to change and need help fixing it.
And sometimes the business is complex enough that you need ongoing strategic support.
Choose the level of support that fits where you are now.
WHEN YOU NEED A SECOND BRAIN
CEO CLARITY SESSION
One defined challenge. Focused strategic thinking.
A 90-minute private working session for a specific business challenge, decision, or opportunity.
This is the right fit when you already know what you want help thinking through and need experienced perspective, practical recommendations, and clarity on your next move.
Best for: a contained issue that does not require a broader investigation of the business.
Investment: $497
REVENUE & OPERATIONS DIAGNOSTIC
Something isn’t working. Let’s find out why.
An approximately 30-day strategic engagement designed to uncover the operational friction affecting revenue, customer experience, capacity, or growth.
We look beneath the visible symptoms and across the business to understand what is happening, what deserves attention, and what should happen next.
You leave with documented findings, prioritized recommendations, and a 90-day action roadmap.
Best for: broader, interconnected, or unclear problems that require investigation before deciding what to change.
Starting at $3,500
OPERATIONAL SPRINT
You know what needs to change. Let’s fix it.
A focused implementation engagement for a clearly defined operational problem or priority.
Depending on the scope, a Sprint may include areas such as:
- Sales and onboarding
- Customer journey
- CRM and workflows
- Client delivery systems
- Automation and AI
- Team handoffs and ownership
- Internal processes
- Technology optimization
- Projects are scoped around a specific operational outcome rather than open-ended task support.
Best for: a problem that is already understood and ready for redesign, implementation, or optimization.
Starting at $7,500
STRATEGIC ADVISORY
Keep experienced strategic thinking in the room.
For businesses navigating growth, complexity, organizational change, or multiple interconnected priorities.
Strategic Advisory gives you an experienced thinking partner to help evaluate decisions, prioritize improvements, align systems and people, and guide the evolution of the business over time.
Available as 90-day engagements or ongoing advisory relationships.
Best for: businesses that need ongoing strategic guidance rather than a single defined project.
Starting at $3,500/month
TRAINING & DEVELOPMENT
Build the capabilities behind your business.
Equip yourself and your team with the knowledge, frameworks and practical tools to work more effectively.
Through structured workshops, training programs and organizational learning experiences, I help businesses strengthen operational capabilities, improve how they work and reduce dependency on any one person.
Which one do you need?
Find the right fit for your next step
► Start with the CEO Clarity Session.
► Start with the Revenue & Operations Diagnostic.
► Start with an Operations Implementation Sprint.
What this work can improve
Real changes. A stronger, and more scalable business
Revenue Flow
Reduce unnecessary friction between interest, sales, delivery, retention, and expansion.
Customer Experience
Create a smoother, more consistent journey from first contact through long-term relationship.
Founder Capacity
Reduce unnecessary dependence on you and create space for higher-value leadership.
Operational Clarity
Understand what is working, what isn't, and what needs to happen next.
Team Alignment
Create clearer ownership, responsibilities, handoffs, and accountability.
Better Systems
Build practical infrastructure that supports the business rather than slowing it down.
MY APPROACH
Stop automating chaos.
I don’t start with software.
I start with the business.
Technology, automation, and AI can create enormous leverage, but only when they’re supporting a process that makes sense.
The goal isn’t to automate everything.
The goal is to build a business that works bette
Frequently Asked Questions
Quick Answers
For most new clients, yes. The Diagnostic gives us a shared understanding of what is actually happening before we decide what should be built, changed, or implemented.
If you already have a clearly defined project, we can discuss whether a Sprint is the more appropriate starting point.
Yes, selectively. Implementation is typically scoped through an Operations Implementation Sprint or as a clearly defined component of a larger engagement.
Established service-based businesses that already have customers and revenue but are experiencing operational friction, complexity, capacity issues, or growth challenges.
If you already have a clearly defined project, we can discuss whether a Sprint is the more appropriate starting point.
Absolutely. AI and automation are tools within the larger operating system. We’ll evaluate where they create meaningful leverage and where a human, process, or structural solution makes more sense.