Outcome-Focused Engagements

Strategic Advisory

Diagnostic to map growth levers, pricing power, and a sequenced execution roadmap.

This is a 4–6 week sprint designed to help companies identify where and how to grow efficiently, improve pricing strategy, and develop a concrete action plan.

What’s Included

• Executive Interviews — Conversations with key leaders to understand strategy, pain points, and aspirations. Aligns on goals and uncovers internal insight.
• Analytics Deep‑Dive — Use internal data (revenue, usage, churn) to identify patterns and bottlenecks by segment/product/behavior.
• Pricing / Positioning Audit — Assess current pricing structure, value metrics, customer perception, and market comparables to find monetization gaps.
• System components definition — Intake sources • pipeline SLAs • dashboard owners • report cadence • alert thresholds/escalation.

Deliverables

• Roadmap with Quantified Impact & Dependencies — Prioritized actions (e.g., packaging changes, pricing experiments, channels) tied to expected impact and dependencies.
• Measurement Plan & Baseline Capture — Defines KPIs and captures current performance for accurate attribution.

Who it’s for: Companies with $100K–$2M MRR, or new lines seeking a clear growth and pricing strategy.

Schedule a Strategic Consultation

Systems Design & Architecture

Operate an execution engine with OKRs, governance, and compounding improvements.

This is a quarterly governance program that moves teams from strategy to sustained execution, installing discipline, accountability, and a test‑and‑learn engine.

What’s Included

• Program Governance — OKRs, operating cadence, and feedback loops for continuous improvement.
• Cross‑Functional RACI & Change Control — Clear roles across Product, Marketing, Sales, and Finance to reduce drift.
• Execution Workstreams — Pricing/packaging experiments, funnel optimization, and enablement across teams.
• Quarterly Business Reviews (QBRs) — Co‑led with ELT to review progress and recalibrate.
• System components definition — Intake sources • pipeline SLAs • dashboard owners • report cadence • alert thresholds/escalation.

Who it’s for: Companies with $1M–$10M+ MRR needing cross‑functional execution discipline.

Schedule a Strategic Consultation

Automation Deployment & Scaling

White‑glove strategic partnership to reshape category position and unit economics.

This is a 6–12 month transformation program to unlock new growth trajectories through automation, pricing power, and operational leverage.

What’s Included

• Dedicated Squad + ELT Steering — Operators and analysts embedded with leadership to accelerate high‑leverage changes.
• Category Narrative & Pricing Power — Reposition to lead (or redefine) the category with aligned pricing and packaging.
• Core Workstreams — Margin expansion, sales velocity, funnel acceleration, and retention economics.
• Institutionalization — Playbooks, team training, and org design to sustain improvements.
• System components definition — Intake sources • pipeline SLAs • dashboard owners • report cadence • alert thresholds/escalation.

Who it’s for: Scale‑ups and enterprises seeking systemic growth and improved unit economics.

Schedule a Strategic Consultation

Advisory Retainer (ELT / Board)

Priority access for pricing reviews, strategic deals, and quarterly reviews.

A flexible monthly retainer offering on‑call strategic support for executive teams and boards.

What’s Included

• On‑Call Strategic Counsel — Real‑time support on critical decisions with follow‑up documentation.
• Pricing & Deal Desk Support — Partner on strategic deals, bespoke pricing, and negotiation.
• Exec Workshops & Annual Planning — Guidance during annual cycles and ad‑hoc offsites.
• Quarterly Outcomes Review — Executive‑level reviews with CFO/COO to align on progress and next steps.

Who it’s for: Executive teams and boards seeking high‑leverage, high‑context guidance.

Schedule a Strategic Consultation