Three ways to work together. One standard of advice.
Whether you need a one-hour gut-check or a year-long strategic partner, every engagement starts with the same commitment — find what's actually holding your business back, and fix it.
Quick Start
01 — Entry Point
The Sounding Board
$175 · One hour · Book online, pay upfront, pick a time.
Best fit
You've already thought it through. You just need someone who's seen this before to tell you if you're right — or where you're missing something.
- 60-minute focused session on one specific decision or problem
- No prep work required on your end — bring what you have
- Short written follow-up summarizing what we landed on, sent same day
- Works for HR calls, pricing decisions, hiring, vendor choices, or any decision that's been sitting on your desk too long
- Self-serve booking — no intake form, no waiting on a callback
Deep Dive
02 — Diagnostic
The Business Diagnostic
$900 flat · Delivered in 3 weeks. No ongoing commitment.
Best fit
You know something's off — revenue feels stuck, margins are tighter than they should be, or you're working harder for the same results. You need to know exactly where to look before you make any more moves.
- Kickoff call where you walk me through your financials, sales pipeline, and what's keeping you up at night
- Full written analysis across four pressure points: pricing, lead conversion, owner bottlenecks, and AI readiness
- Delivered in plain language — no 40-page decks. Just what matters and what to do about it
- One follow-up session to walk through findings and answer questions
- Standalone value — no obligation to continue, but most clients do
Flagship
03 — Flagship Engagement
Annual Growth Partnership
$900/month · 12-month engagement · 8 partners maximum.
Best fit
You're past survival mode. Revenue is real, the business works — but growth still feels like guesswork. You want a strategic partner who knows your numbers and shows up every month, not another consultant you brief from scratch every 90 days.
- Annual planning day — a half-day session to build your full-year growth roadmap, broken into quarterly priorities with clear owners and success metrics
- Quarterly business reviews — 2-hour working sessions at the start of each quarter to reset priorities and lock in the next 90 days
- Monthly strategy sessions — 60-minute working calls on your current priority, with a written summary after every one
- Priority partner access — reach me directly between sessions. Same-day response. You're one of eight clients, not one of fifty.
- Monthly advisor memo — a short written note each month: what I'm seeing in your numbers, what's coming seasonally, one thing to watch
- Full template library: pricing audit worksheet, lead pipeline tracker, P&L review template, AI readiness scorecard, sales SOP starter
- Pay annually and save — $9,500 upfront vs. $10,800 monthly
The path most clients take
Each offering delivers standalone value. But most long-term partners started with a single hour — and stayed because the work was worth it.
The Annual Partnership guarantee.
In 12 months I'll surface at least one revenue opportunity worth more than the full-year retainer. If I can't, you don't renew — and I'll tell you that before you do. That's the deal.
Not sure which one fits?
The 30-minute discovery call is free. We'll figure out together whether The Sounding Board, The Diagnostic, or the Annual Partnership is the right starting point. If we're not a fit, I'll tell you — and you'll walk away with something useful either way.
Schedule the Free Call →No pitch. No pressure. 30 minutes.
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We offer practical business advice for service business owners.
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