
Services
Initiative
$7,000/month | Up to 10 hrs/week ($175/hr)
Best if you need: A high-level expert to own a singular, high-stakes project that has stalled on your plate.
Right for you if: * You have one "Big Rock" (like a CRM migration, a marketing launch, or a sales process audit) that needs a professional architect.
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You don’t need day-to-day management, but you need a specific "road" built correctly the first time.
Sample Scope:
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Lead 1 Strategic Initiative: Complete oversight of a singular project (e.g., Implementing a new Sales CRM, auditing Marketing Automation, or designing a New Hire Onboarding flow).
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System Engineering: Audit and optimize the tech stack for that specific project (Asana, Monday.com, or ActiveCampaign).
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Project Roadmap: Create the "Map" for the project, including milestones, resource allocation, and risk assessment.
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Monthly Executive Summary: A high-level report on project health, ROI, and next steps for the leadership team.
Infastructure
$9,300/month | Up to 15 hrs/week ($155/hr)
Best if you need: A hands-on partner to stabilize your general operations and lead 2–3 key departments toward a synchronized rhythm.
Right for you if: * Your "scrappy" processes are breaking under the weight of your growth.
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Communication between Sales and Marketing is siloed, causing "Cognitive Tax" for the whole team.
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You need a professional to install an EOS-style meeting pulse and accountability loops.
Sample Scope:
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Manage 2–3 Strategic Initiatives: Simultaneous oversight of cross-functional projects (e.g., Sales/Marketing alignment + Operational SOP documentation).
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Operational Rhythm: Facilitate weekly "Level 10" style meetings to identify, discuss, and solve (IDS) organizational roadblocks.
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KPI Dashboarding: Build and manage dashboards to monitor performance across Sales and Operations, leveraging AI to surface trends.
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Team Leadership: Act as the "Buffer" between the Visionary CEO and the department leads to ensure execution stays on the Map.
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Automation Audit: Implement AI-driven workflows to reduce manual mess in lead routing and internal reporting.
Integrated
$11,600/month | Up to 20 hrs/week ($145/hr)
Best if you need: A fully integrated second-in-command to own the "How" of the entire business so you can stay in your "Visionary" zone.
Right for you if: You are the primary bottleneck in your own business.
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You need a partner to translate your 3-year vision into a Monday-morning roadmap for the entire company.
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You need someone to represent you internally and externally, ensuring decisions are implemented even when you aren't in the room.
Sample Scope:
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Whole-Business Oversight: Leading cross-functional teams across Sales, Marketing, Ops, and Finance to ensure seamless execution.
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Executive Delegate: Representing the CEO in internal meetings and external vendor/partner engagements to maintain momentum.
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Strategic Planning: Leading the annual and quarterly planning sessions (V/TO) and breaking them down into 90-day "Rocks" for every department.
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Resource & Budget Alignment: Working with the CFO to ensure the "Road" is funded and staffed correctly for the projected growth.
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Culture of Accountability: Installing company-wide project management frameworks that unify goals and performance tracking.
Strategy
Consulting
Call
In this 60-minute call, we'll address a specific pain point, question, or idea in your business pertaining to your sales and marketing automation. This can include things such as lead magnets, email marketing, proposal process, nurturing contacts, and more.
This is a great opportunity to work through questions such as, "What CRM is best for my business, and which plan do I choose?" or brainstorming ideas like, "how can I make my onboarding process smoother"?
$350
Consulting
Call
In this 60-minute call, we'll address a specific pain point, question, or idea in your business pertaining to your sales and marketing automation. This can include things such as lead magnets, email marketing, proposal process, nurturing contacts, and more.
This is a great opportunity to work through questions such as, "What CRM is best for my business, and which plan do I choose?" or brainstorming ideas like, "how can I make my onboarding process smoother"?
$350
SEED TO GROWTH:
Client Journey Audit
We'll take the ideas forming in your head and create a plan to grow them into reality. We’ll meet to dive into your business, go over your goals, and discuss your current email + automation systems. You'll have the chance to share your unique ideas, questions, and challenges. I will provide an implementation plan with feedback and recommendations based on your needs and a visual map of how your contacts will move through your eco-system once they’re on your email list.. You'll walk away with a clear path to get your automation and email needs taken care of. In addition, you'll have 30 days of follow-up support via email.
Starting at $2,500
Getting Started Projects
LEAD
MAGNET
CREATION
The best way to build a list of engaged, ideal customers is to create an effective, on-message lead magnet.
I've spent years working with clients to build amazing lead magnets (opt-ins) that attract the right people and prepare them for the next steps.
I'd love to work with you to create a lead magnet strategy for your business.
This will include a 30-minute strategy call, an expert review, and then details on how to make your opt-in a powerful tool for growing your list and getting in front of the right people.
Starting at $1,500