Offers

Choose the right entry point.

Every engagement is built to create faster time to value, clearer ownership, and better operating control across onboarding and delivery.

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Three ways to start

Start with an Audit

Fast diagnosis. Understand where the biggest friction is before committing to a larger engagement.

Solve a Specific Bottleneck

Focused engagement for a painful problem. Onboarding, handoffs, services margin, or partner delivery.

Build the Operating System

Strategic system build for broader post-sale performance. The flagship path for leaders who need operating control.

Entry Offer

Onboarding Friction Audit

Best For

Teams that know onboarding feels slow or messy but need clarity on the real bottlenecks before investing in a larger engagement.

Outcomes

Clear view of where time to value is slipping
Prioritized bottlenecks
Specific next-step recommendations

What is Included

Leadership interview(s)
Journey review
Bottleneck analysis
Top 5 friction points
Recommended next steps

Deliverables

Executive summary
Written audit
Priority roadmap

Format

Short, focused engagement

Pricing

Starting at $4,500

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Flagship Engagement

Flagship Offer

First Value, Faster OS

Best For

SaaS post-sale leaders who need better onboarding visibility, earlier intervention, and more operating control.

Outcomes

Stronger view of onboarding risk
Better first-value measurement
Improved handoff visibility
Clearer operating cadence

What is Included

Post-sale KPI framework
First value and full value milestone model
Handoff quality scorecard
Risk and intervention framework
Leadership dashboard requirements
90-day execution roadmap

Deliverables

Executive findings readout
Operating framework
KPI model
Intervention model
Roadmap

Format

Strategic operating-system engagement

Pricing

Scoped based on team size, systems, and goals

Most engagements begin with a fit call and scoped recommendation.

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Operational Offer

Services Margin OS

Best For

Services leaders who lack clean visibility into capacity, utilization, margin leakage, or premium-hours governance.

Outcomes

Better view of where time goes
Greater capacity discipline
Early warning signs for margin leakage
Better services reporting and control

What is Included

Service-line and workstream taxonomy
Reporting design
Utilization framework
Concentration analysis
Premium services governance model
Reporting rollout plan

Deliverables

Services measurement framework
Reporting taxonomy
Governance model
Rollout plan

Format

Operational systems engagement

Pricing

Scoped based on team size, systems, and goals

Custom scope after diagnostic.

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Scale Offer

Partner Delivery Engine

Best For

SaaS teams that need partners to execute more consistently without creating cleanup work for internal teams.

Outcomes

More consistent partner delivery
Clearer expectations and ownership
Better partner readiness
Less rework for internal teams

What is Included

Certification architecture
Curriculum design
Role clarity model
Assessment structure
Pilot launch plan
Admin and governance guidance

Deliverables

Partner enablement blueprint
Curriculum map
Certification structure
Governance plan

Format

Partner enablement and certification engagement

Pricing

Scoped based on partner model, complexity, and goals

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FAQ

Common questions before getting started.

No. Most teams I work with are starting from messy exports, inconsistent fields, or incomplete reporting. Part of the work is figuring out what is usable now and what needs to be improved later.

What happens next

A fit call is not a sales trap. We will talk through the bottleneck you are dealing with, what you have already tried, and whether one of these offers is the right fit. If it is, I will tell you where I would start. If it is not, I will say that too.

Work With Me

Not sure which offer fits?

Start with the bottleneck. I'll help you choose the right entry point.

Book a Fit Call