FOCUSED ADVISORY ENGAGEMENT
3-Month Fractional
Operations & Systems Advisory
You’ve selected the 3-Month Fractional Operations & Systems Advisory. This engagement is designed for a more focused set of operational priorities where your team already has the ability to execute and primarily needs strategic direction, better decisions, and accountability.
Over the next three months, I’ll help keep the work focused on what matters most and make sure the solutions being implemented actually address the right problems.
ENGAGEMENT SPECIFICATION
Your Advisory Engagement
Includes
Three months of focused strategic guidance and oversight around the priorities identified in your Diagnostic.
Explicit Exclusions: This engagement does not include unlimited implementation, custom development, day-to-day project management, staffing, or third-party software costs.
Strategic Advisory Support
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Bi-Weekly Strategic Advisory Calls: 60-minute direct sessions focused on current priorities, key decisions, operational roadblocks, and what needs attention next.
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Focused Roadmap Prioritization: Guidance on which Diagnostic priorities should move forward, what can wait, and where your team should focus its energy first.
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Process & Systems Decision Support: Strategic guidance on workflows, ownership, handoffs, CRM, and operational systems connected to the priorities we're actively working through.
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CRM, Technology, Automation & AI Guidance: Recommendations on where technology, automation, or AI can improve current priorities and where adding more tools would only create more complexity.
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Review of Internal or Vendor Solutions: Independent review of proposed solutions, workflows, builds, or vendor recommendations connected to the work we're prioritizing.
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Leadership Decision Support: A strategic sounding board for operational decisions that affect the areas we're actively improving.
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Bottleneck Identification: Identification of new friction points, dependencies, or operational issues that surface as your team works through the roadmap.
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Accountability & Progress Review: Regular review of what was decided, what has been completed, what is stuck, and what needs to happen next.
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Roadmap Adjustments as Needed: Priorities can shift as work moves forward, so we'll adjust the plan when new information or operational realities change what makes sense.
FINANCIAL TERMS
The Investment
YOUR INVESTMENT
$9,000
Paid in full for the three-month engagement.
Direct Advisory Access · Guaranteed Availability · Fully Retained
SECURE TRANSACTION REPOSITORIES
Secure Checkout
Complete your payment below to move forward with your 3-Month Advisory engagement.
After payment, your Advisory Agreement will be sent to you for signature.
STRATEGIC NEXT STEPS
After Payment
Once your payment is complete, there are just a few setup steps before we officially get started.
01
Advisory Agreement
Your Advisory Agreement will be sent directly to your inbox for electronic signature. Your engagement officially begins once both payment and the signed agreement are complete.
02
Advisory Onboarding
Complete a short onboarding form so I have the current priorities and anything that may have changed since your Diagnostic.
03
Book Your First Client Meeting
Once your Agreement and onboarding are complete, schedule your first Advisory Client Meeting so we can confirm priorities, ownership, and what needs attention first.