Services

Set the Foundation

• Align leadership vision and goals
• Analyze current state org structure, processes, and roles
• Create 90-day roadmap with clear KPIs
• Ensure buy-in and execution readiness across the team

Tools:

• Strategic Planning
• Change Leadership
• Project & Program Management
• Execution Frameworks

Build the Revenue Engine

• Refine core offers, pricing, and ideal customer profile (ICP)
• Demand Generation, Marketing & Brand Awareness
• Launch lead generation machine & conversion frameworks
• Build sales playbooks, scripts, and conversion frameworks
• Set up CRM workflows to track, manage, and improve pipeline

Tools:

• Service Offering & ICP Definition
• Go To Marketing Strategy 
• Sales Enablement
• CRM & Pipeline Management

Delivery and Scale

• Create seamless sales-to-ops handoff for client
• Map and optimize the customer journey end-to-end
• Core Offering Delivery Strategy, Frameworks & Coaching
• Design CX touchpoints and systems for referrals and upsells

Tools:

• Systems Thinking
• Process Design & Optimization
• Customer Experience (CX) Design
• Metrics & Change Management

Keep Momentum Going

• Monthly strategy calls and ongoing email support 
• Solve new challenges with real-time senior guidance
• Support strategic decisions with data and clarity
• Add-on hours available for deep dives and fractional leadership

Tools:

• Ongoing Advisory & Leadership Coaching
• Fractional Leadership & Deep Dives
• Strategic Process Design & Optimization
• Data-Driven Decision Support