Who is your ideal client?
My ideal client is 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 the engagement, I work with the founder and leadership team – especially those directly in charge of growth including marketing, sales, and business development.
How many clients do you work with at a time?
I typically work with no more than 4 companies at a time.
How long does an advising engagement last?
Typically engagements last 9-12 months. However, my minimum commitment is only three months.
I believe fit is the most important factor in determining the success of any engagement. I also believe setting value goals for each three-month sprint, along with crisp communication, ensures we are making progress and getting results.
Do you have an advising “system”?
No. I believe the situation dictates the tactics. In other words, each relationship requires a different strategy given the age of the business, the founder, product, team, and goals.
My job is to listen and learn as much as possible before making recommendations.
Do you have other team members who can help us?
Yes. Whether you need help from an operations veteran, an expert in customer success, or a high-performing sales leader, I can bring them into our engagement. Any participation by these teammates is included in your engagement fee with me so you do not incur any unexpected expenses.
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 each client 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. Some things like strategic planning just take time and work much better when everyone is in the same room for several hours, or even sometimes a couple of days. However, in the spirit of momentum, I encourage phone calls and virtual meetings for most sessions.
How long is a session?
Typically 60 minutes but there are no hard and fast rules. If the session needs more time, it’s not a problem. 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 10-5 Central time. However, if you need me outside of those hours, I can usually accommodate.
How do we schedule our sessions?
I will provide you with a Calendly link that gives you access to my schedule.
How else do you help between sessions?
I can review a plan, talk through a decision, discuss GTM strategies, offer comp planning advice, give feedback on marketing plans and sales playbooks, and much more.
I can help make introductions to my network of operators and individual contributors. I can also review partnership opportunities and help with terms and contracts.
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 meetings to help capture what is discussed.
If I need something in between sessions, how quickly can you respond?
I always 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 encourage you to provide candid feedback as early and often as possible, and I commit to doing the same.
In fact, I prefer striving to overcommunicate with the goal of ensuring mutual accountability and staying clear on expectations.
How much time do I have to make a decision to move forward or not?
As much as you need. There is no urgency for you to make a decision to work with me. I prefer working with the right leader and the right company at the right time.
What is your rate?
$5,000 per month. All packages come with 4x monthly meetings (60 minutes) and access via phone, email, and text 10-5 Central, Monday thru 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.