Choose a one-time Operations Assessment, a monthly advisory plan, or a fractional engagement.
Services are what we improve. Plans are how involved I am.
A review of your customer lifecycle, from sales handoff through collections.
Typically delivered within two weeks. If you later start a monthly plan, the full fee is credited toward month one.
Best for teams that want a clear starting point.
A monthly health check with clear guidance your team carries out.
Best for teams with the people to do the work.
Everything in Lifecycle Advisory, plus I plan and manage the fixes your team carries out.
Best for teams that know what to fix and need someone to lead it.
Every plan covers the full customer lifecycle, from sales handoff through billing and collections. The difference is how hands-on I am.
Everything in the assessment and both advisory plans, plus hands-on implementation. I own the improvement roadmap and do the work with your team.
If scope grows, we'll agree on any change in writing. Month one includes a full operations review.
Best for teams that need hands-on help building the fixes.
Both include the same monthly health check. The difference is how involved I am after it.
The right fit when you need senior experience to build the foundation before you add headcount.
Plan, build, review, with priorities set together each month.
A full lifecycle review and a prioritized plan.
We agree on priorities, deliverables, and measures.
Two working sessions a week, with hands-on work between them.
Progress summary, health check, and next month's priorities.
More questions? The full FAQ covers services, plans, tools, and AI.
See All FAQsIf you buy the assessment on its own and later start a monthly plan, the $1,500 is credited toward month one. Monthly plans already include the review.
Yes. Every monthly plan starts with a full operations review.
We'll scope it and agree in writing before any extra work begins.
No. Tool costs stay with your company, and I use what you already have wherever possible.
Book a 30-minute call and we'll choose the right starting point together.
Atlanta, Georgia
