Executive Brief
Decision memo framing options, impact ranges, and owners.
Let’s align scope to business goals, then design the fastest path to ROI. Solo-led, AI-augmented model—enterprise results with boutique flexibility.
Every engagement ships a complete system: intake, pipelines, dashboards, reporting, notifications.
Outcomes shown are illustrative ranges; proposals are scoped to your baselines. See metric definitions.
Same enterprise-grade method, right-sized for teams earlier than mid‑market—so you keep the sophistication without the overhead.
Fixed fee. Baselines, top hypotheses, 1–2 changes, and a simple dashboard. Designed to prove value inside 30 days.
Monthly rhythm instead of full QBRs; decision logs and change control stay. Clear owners; no bloat.
Fixed → Fixed + milestone → Light retainer. Fees calibrated to modeled impact with guardrails.
Exec sponsor; CRM/billing data access; 1–2 measurable KPIs (ACV, cycle, GM, NRR); weekly owner.
Five ways in, depending on urgency and scope.
Principal-led counsel to clarify pricing, packaging, and go-to-market priorities; align governance; and unblock decisions.
Architect pricing, packaging, funnel, and enablement initiatives with explicit baselines, owners, and change control.
Identify, pilot, and scale high-yield automations with guardrails—QA, logging, and rollback paths.
Ongoing access for leadership; fast cycles on decisions, reviews, and adjustments.
Rapid hypothesis test to de-risk and accelerate program start. One material win targeted in the first month.
15–20 minutes live with named references available. See how decisions, controls, and handoffs are documented.
Decision memo framing options, impact ranges, and owners.
Maps the path from intake → pipeline → dashboard → reporting/alerts with owners and SLAs.
Acceptance tests include dashboard availability, report delivery schedule, and alert thresholds.
Ops cadence: weekly reporting, monthly trend decks, and alert runbooks with owners.
Baseline → hypothesis → test → readout; go/no‑go.
Independent reviewers across Security, Finance, and RevOps ensure rigor before work begins. Charter: verify baselines, controls, and handoffs.
CFO-grade, enterprise-friendly model. If this describes you, we’ll move fast and measure rigorously.
Not sure about a term? See the glossary.
Diagnostic to map growth levers, pricing power, and a sequenced execution roadmap.
Operate an execution engine with OKRs, governance, and compounding improvements.
White-glove strategic partnership to reshape category position and unit economics.
Priority access for pricing reviews, strategic deals, and quarterly reviews.
Baselines, hypothesis test, one material win targeted.
Priority initiatives live; enablement and governance humming.
Compounding improvements; expanded scope or steady cadence.
Diagnose → Architect → Operate → Institutionalize. Scalable solutions via trusted partners and automation—moving ACV, velocity, margin, and retention against baselines and OKRs.
Quantify growth levers, pricing power, and hidden constraints. Establish baselines and measurement plan.
Architect pricing, packaging, funnel, and enablement initiatives with governance and dependency mapping.
Run structured experiments, implement changes, and review impact in a quarterly cadence.
Embed playbooks, training, and dashboards so gains persist beyond the engagement.
Yes—every system ships with the KPI dashboards, scheduled report packs, and alerting/notifications as a single integrated product.
We begin with Discovery & Strategy to quantify value and align scope. Larger programs follow a quarterly operating cadence with PMO, governance, and ELT reviews. Retainers provide priority access for ongoing counsel.
We operate with enterprise controls: DPAs, data minimization, encryption, access controls, logging, and vendor reviews. SOC 2/ISO-aligned processes; insurance certificates and procurement packet available.
Programs are by proposal, calibrated to value and complexity. Options include fixed-fee phases, incentives linked to outcomes, and retainer structures for advisory.
We set baselines in discovery, define KPIs tied to P&L (ACV, margin, cycle time, NRR), and review progress in a quarterly operating rhythm with dashboards and documented decisions.
Yes. We integrate with Salesforce, NetSuite, SAP, custom APIs, and legacy systems. We collaborate with Legal/Security on DPAs, data flows, SoWs/MSAs, and accessibility statements.
We use change control and replan against OKRs. Scope can be adjusted in quarterly increments; we offer termination for convenience and co-termination clauses in MSAs.
Download our Procurement & Security Packet for details on security posture, data flows, compliance, insurance, and sample commercial terms.
30 minutes on outcomes, scope, and governance. Procurement & security documentation available on request.