RECOMMENDED ENGAGEMENT
You’ve selected the 6-Month Fractional Operations & Systems Advisory. This engagement gives us the time and space to work through the interconnected priorities uncovered in your Diagnostic without rushing decisions or fixing one problem only to create another somewhere else.
Over the next six months, I’ll stay involved as your strategic advisor to help prioritize the roadmap, guide systems and process decisions, review progress, and adjust as the business changes.
DELIVERABLES & BOUNDARIES
Your Advisory
Scope
Six months of strategic operational oversight designed to keep the right priorities moving in the right order. I’ll help you make decisions across process, people, systems, technology, automation, and AI while keeping the bigger operational picture in view.
STRATEGIC BOUNDARY
This is a strategic advisory engagement. It does not include unlimited implementation, custom development, day-to-day task execution, or direct team management.
INCLUDED IN THE 6-MONTH ENGAGEMENT
Bi-Weekly Strategic Advisory Calls: 60-minute direct sessions focused on current priorities, key decisions, operational roadblocks, and what needs attention next.
Ongoing Roadmap Prioritization: Regular review of your Diagnostic roadmap to determine what moves forward now, what can wait, and what needs to change as the business evolves.
Process & Systems Decision Support: Guidance on workflow, ownership, handoffs, CRM, and operational systems so changes solve the actual problem instead of creating new ones.
CRM, Technology, Automation & AI Guidance: Strategic recommendations on where technology, automation, or AI can improve the business and where adding more tools would just complicate things.
Review of Internal or Vendor Solutions: Independent review of proposed solutions, builds, workflows, or vendor recommendations before your team invests unnecessary time or money.
Leadership Decision Support: A strategic sounding board for operational decisions that affect people, process, systems, technology, and growth.
Bottleneck Identification: Ongoing identification of new friction points, dependencies, and operational problems that surface as changes are implemented.
Accountability & Progress Review: Regular check-ins on what was decided, what has been completed, what is stuck, and who owns the next step.
Roadmap Adjustments as Priorities Change: Your roadmap stays flexible so we can adjust when new information, business priorities, or operational realities change what makes sense next.
FINANCIAL CLARITY
The Investment
A singular, comprehensive engagement fee structured for total alignment and dedicated advisory over six months.
YOUR INVESTMENT
$24,000
Paid in full for the full 6-month engagement.
Includes bi-weekly advisory sessions, and priority executive access.
SECURE ENROLLMENT
Complete Your Advisory Partnership
Complete your payment below to move forward with your 6-Month Advisory engagement.
After payment, your Advisory Agreement will be sent to you for signature.
WHAT HAPPENS NEXT
After Payment
Once your payment is complete, there are just a few setup steps before we officially get started.
Direct Advisory Concierge Active
Sign Your Advisory Agreement
Immediate • Minute 0Your 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.
Complete Your Advisory Onboarding
Automated • Minute 2You’ll complete a short onboarding form so I have the current context, priorities, and any changes since your Diagnostic.
Strategic Kickoff Session
Calendar BookingOnce your Agreement and onboarding are complete, you’ll schedule your first Advisory Client Meeting. That’s where we’ll confirm priorities, ownership, and what needs attention first.