Who is your ideal client?
For advising, my ideal client is the leader of a service-based SMB or an early-stage SaaS company. I can best help those doing at least $100k in MRR but there is no minimum requirement.
During an engagement, I work with the founder and leadership team – especially those directly in charge of growth including marketing, sales, and business development.
My ideal coaching client is someone seeking clarity on what’s next—whether that’s launching their next startup or simply finding joy in gardening and hanging out with their dogs. It’s about uncovering what truly matters and aligning their actions with their goals, whatever they may be.
How many clients do you work with at a time?
I typically work with no more than 4 clients at a time.
How long does an advising engagement last?
Typically advisory engagements last 9-12 months. However, my minimum commitment is only three months.
I believe the key to a successful coaching engagement is finding the right fit. Clear alignment allows us to set meaningful value goals for each three-month sprint and maintain sharp, effective communication—ensuring measurable progress and tangible results.
Do you have an advising “system”?
I don’t follow a rigid advising “system” because context is everything. The unique needs of the business, founder, product, team, and goals dictate the approach. My first priority is to listen, understand, and gain a deep grasp of the situation before offering recommendations or helping shape a fresh perspective.
That said, for strategic planning and advising engagements, I use a structured process to ensure clarity and measurable progress:
- Establishing a Baseline: Setting a clear starting point to track progress and results.
- Defining or Refining Mission and Vision: Articulating a clear purpose and direction.
- Creating Measurable Strategic Priorities: Focusing on what truly matters for growth and success.
- Outlining Vital Steps: Breaking down each priority into actionable steps.
- Setting Key Initiatives and 12-Month Objectives: Turning strategy into action with clear, time-bound goals.
- Assigning Target Dates, Owners, and Metrics: Ensuring accountability and measuring success.
- Forecasting, Tracking, and Following Up: Staying adaptive and responsive to maintain momentum.
This framework provides structure while leaving room for flexibility, ensuring the advice fits the context and delivers results.
For coaching engagements, I like to begin with a comprehensive discovery session to get to know you better—your goals, challenges, and what drives you. Depending on the situation, I may also recommend a 360 review, where I connect with your leadership team, close family members, or friends. This deeper dive helps uncover unique opportunities and insights to shape our work together.
Do you have other team members who can help us?
Yes, I have a network of trusted experts who can support our work if needed. Whether it’s an operations veteran, a customer success specialist, or a high-performing sales leader, I can bring the right people into the engagement. Their involvement is included in your fee, so there are no surprises or additional costs.
What does a typical session look like?
A few days before a session, I send a few questions for you to contemplate and provide answers to. I do this so we can maximize the time we spend together. These questions might be:
- What progress have you made or what results have you produced since our last meeting?
- Have you had any new realizations or big questions form?
- What are the biggest 1-2 things keeping you up at night?
How do we get started?
We start by having a discovery call. If after our call we agree there is a mutual fit, I send over a simple agreement to set expectations and require the first month’s payment before getting started.
Once that payment is complete, we schedule our first 90-minute meeting where I work to understand your challenges and the outcomes you’re looking to achieve.
How often do we meet?
I typically meet with clients weekly. Additionally, you can text or email me anytime at your convenience. Usually, I will respond immediately, but always within a few hours.
If something is emergent, I will work with you to get on a call ASAP.
Do you do in-person meetings?
Yes, I do in-person meetings when they make the most sense—especially for things like strategic planning, which often benefits from having everyone in the same room for several hours or even a couple of days. That said, to maintain momentum and make the most of our time, I encourage phone calls and virtual meetings for most sessions.
How long is a session?
After our 90-minute introductory call, our typical session will be 60 minutes but there are no hard and fast rules. If the session needs more time, we will take it. Or, if I need to join a larger virtual meeting for 10-15 minutes or just have a quick call, I can.
How often can I reach out?
You can reach out as often as needed. The point of our relationship is for me to provide strategic guidance when you need it. Some clients reach out once per week, while others reach out daily. Don’t be shy to text or call me.
When are you available?
I typically make myself available Monday-Friday, between 10-6 Central time. However, I can usually accommodate you if you need me outside of those hours.
How do we schedule our sessions?
I will provide you with a Calendly link that gives you access to my schedule. You pick the times available that work best for you.
How else do you help between sessions?
Between sessions, I’m here to support you in a variety of ways. I can review plans, help navigate key decisions, refine GTM strategies, offer advice on compensation planning, or provide feedback on marketing plans and sales playbooks.
I can also leverage my network to make introductions to operators and individual contributors who can add value to your business. Additionally, I can assist with evaluating partnership opportunities, reviewing terms, and navigating contracts to ensure you’re set up for success.
Is there anything that you do not do as an advisor?
As an advisor, I don’t do traditional consulting work that comes with deliverables. So, I don’t build playbooks, pitch decks, or process documents.
I always recommend someone from the client side attend advisor meetings to help capture what is discussed. Otherwise, I use Fireflies to capture notes from all Zoom sessions.
If I need something in between sessions, how quickly can you respond?
I try to have a < 24-hour response time. If something requires a faster response, the best way to reach out is by text.
When can I provide you with direct feedback?
I welcome and encourage candid feedback early and often—it’s essential for making our work as effective as possible. I commit to providing the same level of honest communication in return.
In fact, I aim for overcommunication to ensure we stay aligned, maintain mutual accountability, and keep expectations clear every step of the way.
What is your rate?
$10,000 per month. All packages come with 4x monthly meetings (60 minutes) and access via phone, email, and text 10-6 Central, Monday through Friday.
How do I set up a call to learn more?
To get the process started, you can click the button below to submit an inquiry.