Let's Fix What’s Not Working
Tell me if this sounds like your Tuesday:
→ Everyone's doing their job, but nothing's actually moving
→ Handoffs are weird—clunky or just don't happen
→ Your forecast is part data, part prayer
→ GTM, CS, and Ops are speaking different languages (and low-key annoyed about it)
→ "We already fixed this" keeps coming back from the dead
→ You're spending more money but getting less traction
→ Internal meetings feel like you need a translator
→ The whole thing only works because people are duct-taping it together
→ You're growing, but it feels shaky as hell
If 3+ of these made you go "oof," you're probably scaling with systems that worked six months ago but can't keep up now. We should probably talk.
How the work works
Strategic Clarity Session
Deep strategy & ops diagnostic to determine what you're actually dealing with. If it’s systemic, we’ll scope the full engagement. If not, you’ll walk away with a focused roadmap.
Week 1: Find What's Actually Broken
Interviews, systems audits, and data review to uncover what's causing the chaos—not just focusing attention on what's loudest.
Week 2: Connect the Dots
Map the friction back to its source. Identify the 2–3 key issues that—when fixed—eliminate dozens of downstream problems.
Week 3: Clear Action Plan
You’ll get a custom 30-60-90 day roadmap:
- Week 1: Stop wasting time on this
- Month 1: Get your momentum back
- Quarter 1: Build systems that don't break
Each action includes: who owns it, how to measure progress, and what happens if you don't do it.
Guaranteed Outcomes
- Clear answer to "who's in charge of what" and why it matters
- Strategic priorities ranked by impact (not urgency)
- 30–60–90 Day Action Map that stops the same conversations from happening
- Confidence in what to fix, what to stop, and what to ignore completely
This is for you if:
- Scaling chaos and decision-making keeps you up at night
- Your team rehashes the same issues—without making headway to resolve them
- You sense the real problem is deeper than what’s on the surface + needs an unbiased read to take back to leadership
- You need direction to stop the bleed ASAP, not a 6-month wait-and-see plan
This isn't for you if:
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- You want confirmation for what you already believe to be true
- You’re not willing to be challenged (with care) to help me help you help your business, team, + customers
- You need implementation support & an order-taker (this diagnostic is the entry to a formal partnership); explore add-on services here
YOUR INVESTMENT →
Uncapped revenue potential
What you'll avoid:
- 6+ months of "trying things" that don't stick
- $120K+ in mis-hires to solve process problems
- Endless meetings about the same unresolved issues
- Another full-time job you don't have capacity for
What you'll gain:
- 3 weeks of embedded strategic diagnostic work
- Dedicated focus spent on of interviews, systems audits, and mapping
- Custom strategic roadmap with clear priorities and metrics
- Direct access to me throughout the engagement
THE WAITING GAME IS COSTING YOU
Client reality check: A $25M SaaS company thought they had a “customer success problem.”
What we found: Sales and CS were using disconnected systems. CS managed $400K in renewals, often defaulting to individual spreadsheets.
The fix: Integrated systems, rebuilt handoffs, trained both teams.
The result: Recovered $3.2M in revenue, reduced chaos by 40%, avoided a six-figure panic hire.
Time to fix: 8 weeks
Time they’d been “dealing with it”: 18 months
Learn more about how I've helped clients stop scaling on luck here.
What Happens Next
- Step 1: Start with a Strategic Clarity Session ($350)
- Step 2: We confirm whether you need the full 3-week container
- Step 3: If it makes sense, move into scoping the embedded diagnostic
- Step 4 (optional): Discuss implementation support, as capacity allows
Not sure if this is the best fit for you right now?
Schedule time, & I’ll point you in the right direction.
