How I Work With Clients
Structured engagements for businesses ready to perform at a higher level.
Simple, focused advisory relationships. Coaching with an operator's mindset.
Designed from day one. Not reactive.
I work with a small number of business owners at any given time. That's intentional — the work requires real attention, and the results depend on it.
Every engagement begins with an Operating Diagnostic —> a 90-minute session to map your growth constraints, operating gaps, leadership challenges, and priorities. This makes the engagement feel designed, not casual.
From there, engagements follow a consistent rhythm: strategic sessions, between-session decision support, KPI and operating reviews, and quarterly planning. The format varies by engagement level. The focus doesn't.
OPERATING DIAGNOSTIC
Session One: 90 Minutes
Growth constraints and bottlenecks
Operating gaps and execution issues
Leadership challenges and team dynamics
Key priorities for the next 90 days
KPIs and performance visibility
What needs to change - and in what order
Two ways to work together.
Both engagements are structured, focused, and built around improving how your business operates and performs. The difference is depth and access.
FLAGSHIP ENGAGEMENT
Performance Advisory
For owner-led businesses navigating growth complexity and execution challenges.
Four advisory sessions per month
Between-session decision support by email
Monthly KPI and operating rhythm review
Quarterly operating and growth review
Support on org structure, leadership, pricing, and bottlenecks
$3,500/month
Most engagements begin here.
LIMITED AVAILABILITY
Strategic Operating Partner
A high-trust advisory relationship for owners navigating significant growth or major decisions.
At this level, the value is depth and access — not meeting frequency. Two focused sessions per month, combined with on-demand support, is how senior advisory relationships work.
Two 90-minute strategic sessions per month
On-demand advisory access by email, text, and phone
Monthly performance and operating cadence review
Quarterly strategy intensive
Participation in select leadership or management meetings
Pressure-testing of major decisions
Support on org design, growth strategy, and execution discipline
$6,000/month
Engagements begin at $6,000/month.
LIMITED TO FOUR CLIENTS
This work is specific. So is who it's for.
This is for you if…
You're running a service business between $2M and $20M in revenue
You have a team in place and are ready to develop them
You're willing to change how the business operates, not just how you think about it
You want a thought partner with real operating experience - not a framework and a cheerleader
You're prepared to be held accountable
This is not for you if…
You're looking for quick wins or shortcuts
You want someone to tell you what you want to hear
You're not willing to change how the business operates
You're not prepared to be held accountable
The business isn't yet generating consistent revenue
Book a Strategy Call.
A focused 30-minute conversation to understand your business, identify where the friction is coming from, and decide together whether working together makes sense.
No pitch. No pressure. If it's not the right fit, I'll tell you.