How It Works
A Structured Approach to Growth
Most consulting is reactive and focuses on symptoms in siloed business functions.
I prefer to discover and address the underlying structure of the organization.
While every engagement is unique, each follows a clear progression.
Phase 1: Diagnose
Map the Current State
We document how revenue actually flows through your business —
from awareness to closed deal to fulfillment.
This can include:
Process mapping
Operational bottlenecks
CRM structure analysis
Marketing & sales alignment review
Founder dependency risks
Deliverable:
A visual and documented Current State Model.
Investment Range:
Starting at $1500
Phase 2: Design
Architect the Future State
Based on the diagnosis, we design a structured, scalable model.
This can include:
Future state process map
Clear transition roadmap
Future-state revenue flow
CRM architecture
Technology stack recommendations
Deliverable:
Future State Blueprint + Transition Roadmap
Investment Range:
Starting at $5,000 (incl. Phase 1)
Phase 3: Build
Implement the System
Using the current state diagnosis and the transition map, or using parameters laid out by you, we assist with implementing the systems you want.
This can include:
Strategic website build
CRM configuration
Custom web-based tools
Sales process refinement
Marketing system refinement
Deliverable:
Varies based on parameters
Investment Range:
Starting at $3,000
Phase 4: Optimize
Align & Scale
For operators seeking ongoing partnership, I provide structured advisory to ensure systems remain aligned as you scale.
This can include:
Training on implemented systems
Continuous improvement of processes
Assistance with spinning up departments
Succession planning
And much more
Deliverable:
Varies based on parameters
Investment Range:
Engagements begin at $10,000,
minimum monthly spend of $2,000
Who is this for?
This is for
Growth-stage SMBs
Founder-led operators
Revenue between $1M and $100M
Ready for structure
This is not for:
Early-stage startups
Businesses seeking quick marketing hacks
