How I Work
Three phases. Clear deliverables. Measurable outcomes at every stage. From diagnostic to execution, here is exactly what a fractional engagement looks like.
Diagnostic
Week 1-2
- Written audit of product-market fit, sales funnel, and unit economics
- Team structure and ownership map (who owns what, and where the gaps are)
- Operating cadence review (weekly, monthly, quarterly rhythm)
- Identification of the three biggest revenue gaps
- 90-day plan to close those gaps with clear milestones
- Go/no-go recommendation with scope and timeline
Operating Cadence Design
Week 3-4
- KPI dashboard design (what we track, how often, who owns it)
- Weekly revenue meeting structure and agenda
- Monthly business review format and ownership
- Quarterly planning cadence and accountability
- Escalation paths and decision rights
- Rollout plan for the new cadence across the team
Execution
Month 2-6
- I run the revenue meetings. You get the rhythm, not a deck.
- I own the KPIs and report on them weekly
- I coach your product and sales leads on alignment and handoffs
- Course-correction in real time, not retrospectives
- Handoff plan when the numbers are moving and the team owns the cadence
Typical 6-Month Engagement
Week-by-week view of how the phases unfold
Week 1-2
Diagnostic
Audit, gaps, 90-day plan
Week 3-4
Cadence Design
Dashboards, meetings, rollout
Month 2-6
Execution
I run the room, own the numbers
See This In Action
Case studies from healthcare, fintech, retail, and telecom
Frequently Asked Questions
Common questions about the process
How long does a typical engagement last?
Most engagements run 3 to 6 months. The diagnostic and cadence design take 4 weeks. Execution runs from month 2 through month 6. I stay until the numbers move and your team owns the rhythm.
What does the diagnostic cost?
The diagnostic is a standalone deliverable. You get the written audit, the three biggest gaps, and the 90-day plan. From there, you decide whether to proceed with the full engagement. Book a call and I will walk you through pricing.
Do you work remotely or on-site?
I work remotely for most engagements. I join your revenue meetings, run the cadence, and collaborate via your existing tools. For companies that prefer on-site presence, we can structure that into the engagement.
What stage companies do you work with?
PE-backed and growth-stage companies between $2M and $50M ARR. I have the most depth in healthcare, fintech, retail, and telecom, but the operating model applies across B2B and B2C.
How is this different from a consultant?
Consultants deliver decks and hand off. I sit in the room, own the numbers, and stay until they move. You get a fractional operator who runs the meetings and the cadence, not a report and a farewell.