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 — bounded, specific, and ends with something you can actually use.
Pipeline & CRM audit
Deep dive into the CRM: stage definitions, data quality, pipeline hygiene, close-date discipline, and what the numbers actually say versus what people think they say.
Stakeholder interviews
Structured conversations with the founder, sales team, and relevant marketing or CS contacts. Win/loss patterns, process gaps, founder dependency, team capability.
ICP, positioning & messaging
Whether you're targeting the right buyers, how the business shows up in market, and where the message breaks down between what you say and what prospects hear.
Tech stack & handoffs
What's in use versus what's actually being used. Where marketing and sales break down. What the reporting can and can't tell you. Where the tech is getting in the way.
Revenue roadmap
A written, prioritised document: what's broken, why, and in what order to fix it. Specific, actionable, and designed to be worked from — not filed and forgotten.
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 →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 →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 →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.
The tools
Every tool earns its place.
HubSpot, Apollo, Clay, Attio, Close, Fireflies, Claude — the tools I use with clients and in my own practice. Not because they're fashionable, but because they produce better outcomes than the alternatives. The stack follows the motion, not the other way around.
As a HubSpot Solutions Partner and Apollo Partner, I implement both at a technical level — but the configuration always follows the commercial diagnosis, not the default setup.
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