How I Work
One operating model for CEOs, COOs, and PE operating partners at $10M–$100M companies: diagnostic, cadence install, execution until the numbers move.
If product, sales, and the board are looking at different numbers, the fix is not another strategy deck. It is an operator who installs a revenue cadence, owns the KPIs, and stays until the P&L moves.
I work as a fractional product and revenue leader inside PE-backed and founder-led companies doing $10M–$100M. Same three phases every time: diagnostic, cadence design, execution.
Below are the deliverables and timelines. Engagement length depends on the model: Strategic Advisory, Fractional Operator, or Growth Sprint (see Engagement models).
Track record
26+ years in product and revenue
Engagements
15+ growth engagements
Outcomes
$50M+ revenue influenced
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
- Clear fit and scope recommendation with 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
Ongoing
- 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
Where to go next
Frameworks this installs
Deep dives live in Insights. This page stays focused on delivery.
Every engagement ties back to how I connect roadmap to P&L, run the weekly and monthly rhythm, and assign KPI ownership. For the operator vs consultant contrast, read fractional operator vs consultant.
What You Get in the First 30 Minutes
The diagnostic call is free. Here is what you walk away with.
KPI Gap Map
I identify the 3 biggest gaps between your current metrics and the metrics your board or PE partner expects. Revenue growth rate, margin, pipeline velocity.
Funnel Leak Audit
Where are leads, deals, or revenue falling out of the funnel? I map the leakage points you can fix in 90 days and estimate the dollar impact of each.
90-Day Plan Outline
A prioritized action plan: what to fix first, who owns it, and what the expected metric movement looks like. You get this whether we work together or not.
Who This Is Not For
Clarity saves everyone time
Pre-revenue startups. Below $3M in annual revenue, you need full-time builders in the room every day, not fractional leadership.
Companies looking for a strategy deck. I do not deliver decks and leave. If you want a PowerPoint, hire a consultant. I run the cadence and own the numbers.
Teams that need 5 days a week. Fractional means 2-3 days. If the role requires full-time presence, you need a full-time hire. I can help you scope and recruit that person.
No CEO commitment. If leadership is not ready to change the operating rhythm, the engagement will not work. The diagnostic is free. The commitment starts after.
Typical engagement timeline
How diagnostic and cadence design land first, then execution runs for the rest of the engagement
Week 1-2
Diagnostic
Audit, gaps, 90-day plan
Week 3-4
Cadence Design
Dashboards, meetings, rollout
Month 2 onward
Execution
Execution continues until the numbers move and your team owns the cadence. Operator engagements often run 6-12 months.
See This In Action
Case studies from healthcare, fintech, retail, and telecom
These outcomes came from the same three-phase cadence: audit and gaps, install the operating rhythm, run the room until metrics move.
Telecom
A Fortune 10 Telecom & IoT Provider
Drove 10% revenue lift, launched IoT for Connected Cars and Wearables, and rebuilt digital platform
10% revenue lift 20% IoT market share gain
Fintech
A Top-5 National Mortgage Lender
Built a home-buying plan product that converted 40% of not-ready leads into active pipeline
40% lead conversion not-ready to active pipeline
Healthcare
A Growth-Stage Healthcare Marketplace
Grew revenue 35% in 6 months by rebuilding the product-sales engine
35% revenue growth in 6 months
Retail
A Legacy National Retailer
Drove 44% mobile AOV surge and 9% cart conversion lift with omnichannel enhancements
44% AOV increase mobile domain
Frequently Asked Questions
Common questions about the process
How long does a typical engagement last?
What does the diagnostic cost?
Do you work remotely or on-site?
What stage companies do you work with?
How is this different from a consultant?
Ready to start?
Book a 30-minute diagnostic call. I will tell you the three biggest growth gaps I see, and you will walk away with a clear next step.