01

DisCovery

A complimentary 60-minute discussion to understand your goals and determine whether we’re the right fit.

02

Engagement Proposal

Scope, deliverable, approach, and success criteria. – delivered 3 days after our initial discovery conversation.  .

03

Diagnose

3-week sprint ($15K)

  • interviews, data reviews,  system and process study
  • Full diagnosis of your current planning efficiency, operating cadence effectiveness, and data maturity.
  • Proposed KPI & OKR structure
  • Proposed data system improvement

04

Retaining Work (Optional)

–  fractional management role ($15K per month for 2 day/week).

  • Lead weekly/monthly/quarterly business review meetings.
  • Lead quarterly replan cycles.
  • Work with IT and finance team to architect data stack and design dashboard automation logic

01

DisCovery

A complimentary 60-minute discussion to understand your goals and determine whether we’re the right fit.

02

Engagement Proposal

Scope, deliverable, approach, and success criteria. – delivered 3 days after our initial discovery conversation.  .

03

Diagnose

3-week sprint ($15K)

  • Interviews (sales, product, finance, operations), data reviews, system and process study
  • Full diagnosis of your current monetization system: pricing, discounting governance, renewal efficiency, NRR management effectiveness
  • Proposed improvement plan on all areas of monetization diagnosed, but with prioritization on where the benefits are high and more imminent.

04

Retaining Work (Optional)

(starting at 8weekis weeks, $60K)

  • Pricing and packing full playbook and capability building
  • Enablement across teams (sales, product, finance, operations)

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