Pricing
Scoped to what the business needs — not an hourly clock.
Engagement tiers
Three tiers, each scoped by ownership, not a rate card.
Flat fee
Assess
Diagnosed, with a plan to act on
A structured, paid diagnostic. Your marketing and retention processes, assessed together, to find exactly where revenue is being lost, including your current software and martech stack. You leave with a written set of recommendations built for action, not just a list of problems.
Project fee or monthly retainer
Guide
My system, fully applied
The full application of my growth, retention, and client success system to your two or three highest-leverage fixes, built and handed off, with your team trained to run them going forward.
Most common
Retainer · Ongoing
Own
Full accountability
Ongoing leadership, ownership, and reporting over growth, retention, or both — marketing and acquisition, upsells, and client success. I share that ownership with you, running it as one system instead of splitting it across two separate hires, for as long as it's the right fit.
Whichever fits, the first step is the same.
Start the conversationEntry offer
The Business Review Diagnostic
A structured, paid diagnostic — not free consulting. Over two weeks, it maps where your growth and retention numbers actually stand, where the gap is between what you're seeing and what's possible, and what a full engagement would prioritize first.
This is never offered for free. It’s a paid, structured engagement — not a free consulting call dressed up as a sales pitch. The free 45-minute business review exists to find out if the diagnostic is worth doing; the diagnostic itself is where the real work starts.
A flat, fixed fee — quoted upfront, before you commit to anything else.
2-week engagement
- A full review of current acquisition, conversion, and retention data
- A structured gap analysis across growth and retention, not just one or the other
- A written diagnostic report with prioritized recommendations
- A working session to walk through findings and next steps
If you sign on for a retainer within 30 days of the diagnostic, its fee is credited toward your first month.
Mini case studies
Sample engagement structure.
Anonymized examples showing how engagements are structured — one each from the three industries with the most engagement history so far. This section will be updated with real case studies as they're completed.
Landscape design & build
Turning one-time installs into a maintenance book
Challenge — Strong install pipeline, almost no maintenance contract attachment on completed design/build jobs.
Approach — Built a structured maintenance offer into the close of every design/build job, plus a seasonal renewal cadence for the resulting contracts.
Result — Maintenance contract attachment rate improved within two seasons.
B2B SaaS
Closing the leak between trial and renewal
Challenge — Healthy trial signups, but activation and first-renewal numbers were tracked separately from acquisition spend — nobody could see the real payback period.
Approach — Built a combined acquisition-to-renewal dashboard and an AI-assisted onboarding-risk score to flag accounts likely to churn before their first renewal.
Result — First-renewal rate improved and CAC payback period shortened within two quarters.
Healthcare practice
Turning one-time visits into enrolled care plans
Challenge — Steady stream of new-patient visits, but almost no conversion into ongoing care plans or membership programs.
Approach — Built a structured care-plan offer into the close of every new-patient visit, plus a re-engagement cadence for lapsed patients.
Result — Care-plan enrollment became a meaningful share of new-patient conversions within two quarters.
Questions
Common questions before the first call.
An agency is built to execute — run the ads, build the site, produce the content. This is built to decide: what should be built, in what order, and why — the Revenue Operations layer most agencies never touch. Execution still gets staffed or subcontracted as needed, but the accountability for whether it's actually working stays in one place.
Ready to see where the gap actually is?
The diagnostic is the fastest way to find out.