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.
Read the KPI Tree framework or try the Product Thinking tool if you want structure before you pick a model.
Models set scope and investment. The delivery rhythm is always diagnostic, cadence install, execution. Read How I Work for phase-by-phase deliverables, then Case studies and Results for proof.
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
- KPI Tree and Revenue Cadence design
- Async access for time-sensitive decisions
- Monthly board narrative and metric pack structure
Choose this when…
- You have capable leads in product and sales but no shared scorecard or cadence
- A leadership gap is temporary and you need frameworks, not a full embed
- Board or PE wants operating rhythm and KPI trees without a long operator seat
- You need async judgment on pricing, roadmap, or GTM calls between leadership meetings
Proof in this lane
Typical engagement: 3-6 months
Book a callFractional 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
Choose this when…
- KPI ownership is unclear and revenue reviews keep ending without decisions
- Product roadmap and sales execution point in different directions
- Gross margin or funnel conversion is leaking and no one owns the fix
- You need someone in the room running the cadence until the P&L moves
Proof in this lane
Typical engagement: 6-12 months
Book a callGrowth 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)
Choose this when…
- Board or lender deadline in the next quarter and the story has to be credible
- Post-close integration needs one revenue outcome owned end-to-end
- GTM or product-sales reset has to ship in 90 days, not slide
- Turnaround or carve-out where scope and exit date are non-negotiable
Proof in this lane
Fixed scope: 90 days
Book a callWhat 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
- Clear recommendation on next steps. 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.
Before you book
If you want the same mental model I use on calls, start with the KPI Tree framework or run the Product Thinking tool. Both are free on the site and pair with a diagnostic when you are ready.
When you promote these URLs off-site, add UTMs consistent with your analytics dictionary so GA4 can attribute traffic (same pattern as tracked booking links on this site).
Common Questions
What CEOs and PE operating partners ask before we start
Start with a diagnostic
30 minutes. I will tell you the three biggest growth gaps I see, and you will walk away with a clear next step, whether we work together or not.