How long does a typical engagement last?

Most embedded work is Fractional Operator, which typically runs 6-12 months. Advisory often runs 3-6 months. Growth Sprint is a fixed 90 days. Diagnostic and cadence design take about 4 weeks first. Execution runs from month 2 through the rest of the engagement. 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 Revenue Strategy 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 founder-led companies doing $10M-$100M. I have the most depth in healthcare, fintech, retail, and telecom, but the operating model applies across B2B and B2C.

Do you need our engineering team?

No engineering dependency to start. I need CRM and analytics access plus security approval for lightweight integrations. I build prototypes and data bridges using AI-native tooling; your team reviews before production. See the AI operator page for how this works in a 90-day sprint.

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. For market-wide retainer bands and fractional vs full-time tradeoffs, see the fractional executive cost (2026) and fractional vs full-time hire articles in PMGuru Insights.

How I work

Product work is shipping. Revenue is not.

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: $150M+revenue influenced

Background and track record

Phases

Three phases

Diagnostic, cadence design, execution

Phase 01 · Week 1-2

Diagnostic

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

Phase 02 · Week 3-4

Operating Cadence Design

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

Phase 03 · Ongoing

Execution

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
I build dashboards, CRM bridges, and lightweight automations using AI-native tooling
Course-correction in real time, not retrospectives
Handoff plan when the numbers are moving and the team owns the cadence

Diagnostic and cadence design land in the first month. Execution continues until the numbers move and your team owns the cadence. Operator engagements often run 6-12 months.

Operating system

What the three phases install

Same operating system in every engagement. Full method write-ups live in Insights when you want them.

Diagnostic names the revenue gaps. Cadence design assigns owners and meeting rhythm. Execution runs the room until the P&L moves. These frameworks are how that stays connected.

Phase 01 → 03
Shipped Revenue Framework →
Every roadmap choice maps to a P&L outcome: new logo, expansion, or retention.
Phase 02 → 03
Revenue Cadence →
Weekly revenue standup and monthly review so course-correction happens before the quarter closes.
Phase 01 → 02
KPI Tree Framework →
Strategy to metrics to named owners. The bridge between the board number and the weekly work.

For the operator vs consultant contrast that defines the model, read fractional operator vs consultant.

Proof

Same three phases. Four outcomes.

Gap found, cadence installed, metric moved

Each engagement ran the same operating model. Here is the diagnostic finding, the cadence installed, and the metric that moved.

Healthcare

A Growth-Stage Healthcare Marketplace

01 Diagnostic

No defensible link from demand to shipped revenue

02 Cadence

Weekly rhythm across sales, ops, and credentialing

03 Execution

More than 60% revenue growth

measurable commercial system

Read case study →

Fintech

A Top-5 National Mortgage Lender

01 Diagnostic

Not-ready leads quoted, then lost

02 Cadence

Home-buying plan with ready-state handoff

03 Execution

40% lead conversion

not-ready to active pipeline

Read case study →

Retail

A Legacy National Retailer

01 Diagnostic

Mobile traffic underperformed every revenue metric

02 Cadence

Shared AOV and conversion KPIs, weekly owners

03 Execution

44% AOV increase

mobile domain

Read case study →

Telecom

A Fortune 10 Telecom & IoT Provider

01 Diagnostic

Fractured registration and stalled IoT launch

02 Cadence

Platform rebuild plus shipped IoT lines

03 Execution

10% revenue lift

20% IoT market share gain

Read case study →

Where to go next

Engagement modelsResultsCase studiesTools and templatesRevenue leakage diagnosticBook a Revenue Strategy Call

The call

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.

Book a Revenue Strategy Call

Fit

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.

FAQ

Frequently Asked Questions

Common questions about the process

Next step

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.

Get the Private Revenue Memo Book a Revenue Strategy Call