Services
I help small businesses, startups, and growing companies improve their revenue visibility, operating systems, and growth strategy.
1. GTM and Revenue Strategy Assessment
For companies that need clarity on where growth is coming from and where to focus next.
This includes:
- Customer and revenue analysis
- Channel and market assessment
- Customer segmentation
- Sales funnel review
- Growth opportunity identification
- Recommendations on where to focus time, budget, and resources
Best for: founders or leadership teams who feel they are making decisions based on instinct instead of clear evidence.
2. Revenue Operations Cleanup
For companies whose sales, marketing, or customer processes are inconsistent, manual, or difficult to measure.
This includes:
- Sales process review
- CRM and pipeline hygiene assessment
- Lead handoff review
- Funnel stage definitions
- KPI recommendations
- Operating cadence and meeting structure
- Workflow documentation
Best for: businesses that are growing, but feel operationally messy behind the scenes.
3. Dashboard and KPI Buildout
For companies that need a clear, simple way to understand performance.
This includes:
- Executive dashboard design
- Revenue and pipeline reporting
- Marketing and channel performance reporting
- Customer segmentation views
- KPI definition
- Data quality review
- Recommendations for ongoing reporting cadence
Best for: teams that have data in multiple places but lack a reliable source of truth.
4. Business Operations Improvement
For businesses that need help turning a messy process into something scalable.
This includes:
- Process mapping
- Bottleneck identification
- Project planning
- Cross-functional workflow design
- Tool and vendor assessment
- Operating rhythm design
- Implementation support
Best for: small teams where the founder or leadership team is still carrying too much operational complexity.
5. Fractional Strategy and Operations Support
For companies that need ongoing strategic and operational support, but are not ready to hire a full-time strategy, RevOps, or operations leader.
This can include:
- Weekly or biweekly advisory support
- Revenue performance reviews
- Project management
- Executive reporting
- Strategic analysis
- Founder or leadership team support
- GTM planning
Best for: growing companies that need senior-level thinking on a flexible basis.
Contact me today for a free consultation and discover how I can help your organization thrive.
