Services · 01 / Project

Fixed-scope build. Clear start, end, and deliverable.

For founders who know something specific needs to be built and want it done properly, not endlessly.

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What it is

A defined scope. A fixed fee. A real output.

Project engagements are scoped based on what Discovery Week reveals. We agree on exactly what's being built, the timeline, and the fixed fee before anything starts. No scope creep, no billing surprises.

The output is designed to be maintained without me. Every deliverable includes the documentation, context, and training your team needs to actually use it, not just receive it. A playbook that gets filed and forgotten is worthless. Everything I build is built to be used.

Duration and fee are scope-dependent, agreed after Discovery Week. I usually run one or two Project engagements concurrently.

Most Project engagements have a RevOps dimension, sometimes it's the whole point. A CRM that's been set up wrong from the start, a pipeline that reflects no one's actual process, reporting that can't produce a reliable forecast. Fixing that isn't a separate workstream from building the sales process. It's usually what makes everything else work.

Good fit if you…

  • Have a specific gap that needs filling, not a full rebuild
  • Have internal resource to execute once the framework is built
  • Want a fixed cost and a defined outcome
  • Aren't ready for an ongoing engagement yet
  • Have tried to build this yourself and ended up with something that doesn't hold

What a Project typically builds

  • Sales process design: stage definitions, exit criteria, handover points
  • ICP and buyer persona documentation
  • Discovery and qualification frameworks
  • Proposal and closing process design
  • CRM architecture: pipeline stages, fields, reporting dashboards
  • Objection handling guides and competitive battlecards
  • Onboarding playbook for new sales hires
  • Hiring criteria and interview process for sales roles
  • Messaging and positioning documents
  • Forecast model and cadence design
  • Revenue reporting structure and templates
  • Marketing to sales handoff design

The starting point

Every Project starts with Discovery Week. It's how I make sure the scope is built around what actually needs fixing, not what looks like the problem from the outside.

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Other engagement types

Not the right fit? These might be.

02 / Fractional

Embedded leadership

Part-time CRO. Full engagement. Ongoing ownership of the revenue function: leadership, pipeline, infrastructure.

Learn more →

03 / Advisory

Advisory

For businesses that have the execution capability but want an experienced commercial brain for the decisions that matter.

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AI & RevOps

AI in the revenue function

How AI tools fit into the revenue function, and how I use them to deliver faster, better output within engagements.

Learn more →

Every engagement starts with Discovery Week.

It's how we figure out exactly what needs building and scope the Project properly. Start there.

Book Discovery Week