Re-org Advisement
Review current org structure, strategic needs for 2027, and proposed changes. Coached on ideal structure vs. current team. Supported development of related communications.

We'll discuss the right amount of time for your situation, usually a set number of hourly calls. Engagement may focus on one area at a time or whatever pops up that week.
I'll review source materials and we'll talk through the challenges. I'll provide recommendations and we'll walk through them via async video or together on a call.
Depending on your needs, I can provide you with research, template and process starting points, and more to set you up for ongoing success.
.jpg?width=1280&height=720&name=light-bulbs-1125016_1280%20-%20Edited%20-%20Edited%20(1).jpg)
Review current org structure, strategic needs for 2027, and proposed changes. Coached on ideal structure vs. current team. Supported development of related communications.
The VC firm and CEO suggested significant marketing cuts. Researched benchmarks on marketing spend and breakdown by category to ensure event investment was leveraged well.
The team was using HubSpot for effective reporting. We discussed what should be elevated to the CEO to show marketing's performance and value.
Marketing or sales leaders, in-house or fractional, who need a clear plan for their demand gen setup, reporting, team, or budget, and want an experienced sounding board while they build it.
Three one-hour coaching calls, a review of your current setup, and written recommendations. Depending on what you need, that can include a maturity roadmap, a dashboard plan, scorecards, process documents, org charts, or job descriptions.
HubSpot setup and reporting, CEO dashboards, campaign tracking, campaign and annual planning processes, org design and hiring, budget benchmarks, making the case to executives, and practical AI use.
Usually three to four weeks. You have 90 days to use your calls.
$3,600, paid half at signing and half 30 days later. ACH, check, or credit card.
Yes. Everything made for you belongs to you.
Yes. Confidentiality is also built into the agreement.
Yes, secure ones, to record and transcribe calls and to support the work. Your information is never used to train public models and is never shared without your permission.
Yes. I reply to email within three business days.
We can add sessions or move to ongoing advisory support. I'll quote that separately.
That's normal. We adjust the focus of the remaining calls to fit what matters now.
