Consulting and Solutions
Strategy, systems, and execution designed to build, stabilize, and scale businesses from early formation to enterprise operations.
Start Here
Every engagement begins with a structured entry point. This ensures clarity, accurate scoping, and appropriate resourcing from the start.
Entry Point for All Engagements
To ensure accuracy, alignment, and effective execution, all new engagements begin with one of the options below. These services establish context, identify constraints, and determine the appropriate path forward.
Select the option that best matches your current needs. Required for all new clients.
This consultation is the required first step for all new clients.
During this session, we review your business at a high level, identify immediate risks and opportunities, and determine the most effective next step based on your goals, scale, and complexity.
This is not a sales call. It is a working session designed to establish clarity and direction.
What’s included
45 to 60 minute structured consultation
Review of current challenges and objectives
Initial assessment across relevant domains
Clear recommendation for next steps
Who this is for
Founders and operators seeking clarity
Businesses preparing to scale or restructure
Organizations facing operational or strategic friction
What happens next
After the session, you will receive a recommendation outlining whether a diagnostic audit, project scope, or ongoing advisory is appropriate.
The Diagnostic Audit provides a deeper, structured review of your organization to establish a clear, defensible scope before implementation or ongoing advisory work.
This service is designed for businesses where scale, complexity, or risk requires a more thorough assessment prior to execution.
What’s included
Structured intake and discovery
Review of operations, people, systems, and governance as applicable
Identification of key risks, constraints, and inefficiencies
Opportunity mapping and prioritization
Written summary with recommended scope and approach
Deliverables
Diagnostic summary document
Recommended engagement structure
High-level timeline and resourcing guidance
Who this is for
Growing or established businesses
Organizations considering operational change
Leadership teams requiring objective assessment
Companies preparing for larger initiatives
What happens next
Based on audit findings, a tailored proposal is presented for implementation, advisory services, or ongoing management.
Engagement Models
Following consultation or diagnostic review, engagements are structured based on scope, scale, and operational requirements. Pricing and delivery are confirmed after discovery.
Advisory Retainers
Ongoing executive and operational advisory delivered on a monthly cadence. Designed for leadership teams that require continuity, access, and structured oversight.
Project Implementations
Defined-scope engagements focused on building, correcting, or restructuring systems, processes, or organizational components with clear milestones.
Ongoing Management
Long-term operational management of defined functions or systems where sustained execution, maintenance, and governance are required.
Large-scale implementations and enterprise initiatives are scoped following discovery and invoiced separately. The online store is used only for entry services and, when applicable, subscriptions.
What Happens Next
After your purchase, we move into structured discovery to confirm scope, priorities, constraints, and the appropriate engagement model.
- Purchase confirmation is issued automatically.
- Our team reviews your request internally.
- We contact you by email to coordinate next steps.
- Discovery is completed through the service you selected.
- Scope is confirmed and work is managed through Monday until close.