Services

Ways I work with owner-led businesses

Every engagement starts the same way: real data, a fast diagnosis across the whole business, then hands-on execution until the numbers move.

Whole-business diagnostic

A fast, honest read across sales, marketing, operations and technology to find the real bottleneck.

  • · Data and funnel review
  • · Unit economics sanity check
  • · Prioritized fix list

Marketing & lead flow

Funnel review, channel reallocation and campaign work aimed at the numbers, not the dashboard.

  • · Funnel rebuild
  • · Channel reallocation
  • · Email and lifecycle programs

AI & automation

CRM automation, AI follow-up and lead flow that runs without a human babysitting it.

  • · CRM implementation
  • · AI follow-up sequences
  • · Automated lead flow

Sales strategy & execution

Goals, pipeline discipline, follow-up accountability and hands-on work with your team.

  • · Sales goal setting
  • · Pipeline hygiene
  • · Hands-on coaching

Fractional C-level

Senior operating help without the full-time hire — business plans, financial models, investor decks.

  • · Business and financial plans
  • · Investor pitch decks
  • · Onboarding programs

Build & ship

Proof of concept to launched product, with the technical judgment to avoid expensive detours.

  • · Proof of concept
  • · Build vs. buy calls
  • · Vendor selection

Not sure which one you need?

That's what the free working session is for. Bring the problem; we'll find where it actually lives.

Book a free working session