Engagement Models
Three models. Scope-based investment. Clear accountability from day one. Every engagement starts with a diagnostic so you know the plan before you commit.
Choose the Model
Pick the one that matches your situation
governance + execution (someone in the room owning KPIs, running the cadence): Fractional Operator
one outcome in 90 days (post-acquisition, GTM rebuild, turnaround): Growth Sprint
the team and need the framework: Advisory
Engagement Models
Scope-based investment. Clear accountability from day one.
Strategic Advisory
I serve as a strategic sounding board for your executive team. Weekly cadence. For companies that have the team but need the framework.
- Weekly strategy sessions with leadership
- KPI dashboard review and course correction
- Operating cadence design
- Async access for time-sensitive decisions
Typical engagement: 3-6 months
Fractional Operator
I embed inside your organization and own the KPIs. I run the operating cadence, coach the team, and drive the numbers. Ongoing leadership; scope evolves over the engagement.
- Full revenue diagnostic and 90-day plan
- Operating cadence design and installation
- KPI ownership with weekly reporting
- Team coaching and capability building
- Product-revenue alignment
Typical engagement: 6-12 months
Growth Sprint
Same operating model and accountability as Fractional Operator, focused on one revenue outcome in 90 days: post-acquisition integration, go-to-market rebuild, or turnaround. Fixed scope, P&L accountability, clear exit.
- Same capabilities as Fractional Operator, applied to one outcome
- P&L ownership and board reporting
- Hiring strategy and execution
- Vendor evaluation and management
- Value creation plan alignment (PE)
Fixed scope: 90 days
What is included in the diagnostic
- Written audit of product-market fit, funnel, unit economics, and team structure
- Three biggest revenue gaps identified
- 90-day plan outline
- Go/no-go recommendation. No pressure to proceed.
What the board sees
Monthly updates in the format boards trust: 5 metrics actual vs plan, 2 risks with mitigation, 1 ask. I build the board deck or review yours. Boards lose trust when surprised. I make sure they are not.
Standard cadence: one page, monthly, before the meeting.
Common Questions
What CEOs and PE operating partners ask before we start
