Every engagement is different, but most clients find that their needs fit one of three models. All work begins with a conversation to make sure the scope and approach are right for your situation.

Operational Assessment

Scoped upfront. Delivered against clear outcomes.

A focused 3-week engagement that gives you a clear picture of where things stand and what needs to change. I conduct structured interviews, review key processes and data, and deliver a prioritized findings report with actionable recommendations.

Right for you if: You need an outside perspective before committing to a larger change, or want to validate what your team is already telling you.

Deliverable: Written assessment and recommendations report

Timeline: 3 weeks

Investment: $7,500

Defined Project Engagement

Fixed scope. Fixed fee. Fast value. Real outcomes.

For leaders who have identified a specific problem and need a structured approach to solving it. We define the scope, timeline, and deliverables upfront so there are no surprises. Typical projects include redesigning a customer success motion, improving support operations, building a retention model, or leading a technology or integration initiative.

Right for you if: You know what needs to be fixed and want a senior operator to own the work and deliver results.

Deliverable: Defined per engagement

Timeline: 4 to 8 weeks typically

Investment: Starting at $20,000

Fractional and Interim Leadership

Senior leadership capacity, on your terms.

Ongoing embedded support for organizations navigating transition, growth, or a leadership gap. I work alongside your team on a fractional or interim basis, bringing senior operational leadership without the cost or commitment of a full-time hire. Scope and time commitment are tailored to what you actually need.

Right for you if: You need more than advice but are not ready or able to add a full-time senior leader.

Engagement structure: Monthly, scoped to your needs

Investment: Contact for pricing