Engagements move through four steps. Each gates the next — I only take the next step when both sides are confident there's real work to do.
30 minutes. You tell me what you're trying to plan against, what's currently breaking, and what you'd need to feel good about your next board meeting.
I tell you whether this is the right fit for your situation — and if it isn't, I'll point you somewhere that is.
Two weeks. I run cohort analysis on your real data, identify two to four specific value levers in your business, and quantify them.
You walk away with a five-to-ten page findings memo and a clear picture of what an engagement would deliver. Credited toward setup if you sign on within 30 days.
Setup plus monthly retainer, scoped to what the diagnostic surfaced — not to a generic menu.
Year-one cost is benchmarked against the identified value levers, so the ROI math is specific to your business and defensible on its own merits.
Twelve-month term. Setup delivers an analytical findings report, a working planning system configured to your data, and a baseline forecast in about six weeks.
The monthly retainer keeps the system refreshed, adjusted to reality, and decision-ready — with standing meetings sized to your cadence.
The planning system is configured to your data, your dimensional structure, and your decision rhythm. It isn't a deliverable handed over and walked away from — it's a living system, refreshed each cycle, with judgment applied where the math runs out.
That's the difference between a forecast you file and numbers you can stand behind.
