The starting point
Discovery Week
Every engagement starts here. No exceptions. Not because it's a sales mechanism; it's the opposite. It's how I make sure I actually understand what's broken before I start telling you how to fix it.
A lot of consultants come in with a framework and fit your problem into it. I come in with questions and build the answer from what I find.
Discovery Week takes roughly five days of structured work. It can run over calendar time (usually one to two weeks depending on access and scheduling), but the diagnostic work is bounded. You get a clear output at the end, not an open-ended engagement. The diagnostic covers the full RevOps picture: not just who's selling what, but how the CRM is set up, what the pipeline actually reflects, where reporting breaks down, how marketing and sales are handing off, and what the tech stack is and isn't doing.
Book Discovery WeekWhat I'm looking at
- Pipeline health: volume, velocity, conversion at each stage
- Win/loss patterns: where and why deals are being lost
- CRM architecture: how it's set up, whether it reflects reality, where it's lying to you
- Revenue reporting: what you can forecast from, and what you can't
- ICP clarity: are you going after the right buyers?
- Messaging and positioning: how the business shows up in market
- Team capability and structure (if there's a sales team)
- Tech stack: what's in use, what's actually being used, what's getting in the way
- Marketing to sales handoff: where the breakdown usually lives
- Forecast accuracy: can you predict your own revenue?
- Founder dependency: where and how much
What you get at the end
A clear, specific revenue roadmap. Prioritised. Actionable. Written in plain English. No vague recommendations. No generic best practice deck. A document you can actually work from.
After Discovery Week
Three paths. One right answer.
Based on what Discovery Week uncovers, one of these three will be the right fit. I'll tell you which one, and if none of them are right, I'll tell you that too.
Project
Fixed-scope build
A defined piece of work with a clear start, end, and deliverable. Good for businesses that know what needs to be built and want it done properly, not endlessly.
- Sales process design and documentation
- ICP definition and buyer journey mapping
- CRM setup and pipeline architecture
- Hiring brief and onboarding framework
- Messaging and positioning work
Typically 6–12 weeks. Fixed fee. Defined output.
Learn more →Fractional
Embedded leadership
I step in as a part-time commercial leader. Embedded, not advisory. In the work, not commenting from a distance. The kind of leadership you'd get from a full-time CRO, without the full-time cost or risk.
- Ongoing revenue strategy and execution
- Team management and development
- Pipeline and forecast oversight
- Board-level reporting and accountability
- Hiring, onboarding, and performance management
Typically 6–18 months. Monthly retainer. Evolves with the business.
Learn more →Advisory
Advisory engagement
For businesses that have the right people to execute, but want an experienced commercial brain in the room. Regular sessions, on-call input, and a sounding board who's done this before.
- Monthly or bi-weekly strategy sessions
- Deal coaching and pipeline review
- Hiring decisions and interview support
- Commercial input on fundraising narratives
- Ad hoc availability for time-sensitive decisions
Flexible cadence. Lighter commitment. Best when the team can execute.
Learn more →Working with me
What every engagement looks like.
I tell you what I actually think
If your pricing is wrong, I'll say so. If the problem is the founder, I'll say that too. Hired disagreement is part of what you're paying for.
I build for handover
Everything I create is designed to outlast my involvement. Process docs, playbooks, CRM structure: they exist so the business can run without me, not so I remain indispensable.
I don't disappear between sessions
If something time-sensitive comes up, you can reach me. Fractional doesn't mean available only on Thursdays. The commitment is real.
I work in small numbers
I only run a few engagements at any one time. That's intentional. Depth of involvement is only possible if I'm not spread across ten clients.
I say no to bad fits
If Discovery Week reveals that what you need isn't what I do, I'll tell you. Wasting your money on the wrong engagement isn't something I'm interested in.
Outcomes matter more than hours
I'm not billing by the hour or padding a statement of work. The engagement succeeds when the business changes. That's what I'm tracking.
Every engagement starts with Discovery Week.
It's the right starting point, for both of us. You get a clear diagnosis. I understand what I'm working with before committing to anything.
Book Discovery Week