Consulting packages for process optimization & automation.
I offer three optimization packages: Enterprise, Accelerator and Diagnostic. Availability is limited to a first-come, first-served basis.
I. Enterprise
A complete process optimization blueprint with an ongoing strategic partnership, structured as a fractional consulting role.
- Price: Starting at $75,000 (paid monthly)
- Target value: Identify $240K-$600K+ in optimization opportunities
- Timeline: 6 to 12-month execution partnership
What you get
- Complete operational audit analyzing every part of your business to find what’s working, what’s not and what’s missing
- Customized action plan of strategies, ideas and next steps rooted in 18 years of starting, optimizing and selling professional service businesses
- 6 to 12-month execution partnership for ongoing implementation support and optimization.
Best for
- Service businesses doing $3M+ annually
- Teams of 25+ people
- Planning for scale, acquisition or market expansion.
In order to ensure the quality of my work, I only accept two enterprise clients per year. Email for availability.
II. Accelerator
A complete process optimization blueprint with guided implementation.
- Price: $25,000 (half up front)
- Target value: Identify $150K-$500K+ in optimization opportunities
- Timeline: 4-week delivery + 3 month guided implementation
What you get
- Complete operational audit analyzing every part of your business to find what’s working, what’s not and what’s missing
- Customized action plan of strategies, ideas and next steps rooted in 18 years of starting, optimizing and selling professional service businesses
- 3 months of weekly check-ins and email support.
Best for
- Service businesses doing $1M–$3M annually
- Teams of 8–30 people
- Ready to implement systematic change across the business.
In order to ensure the quality of my work, I only accept two accelerator clients per quarter. Email for availability.
III. Diagnostic
A process optimization blueprint focusing on up to two primary areas in your business.
- Price: $6,000 (half up front)
- Target value: Identify $50K-$200K in optimization opportunities
- Timeline: 2-week delivery + 3 month email support
What you get
- Operational audit analyzing up to two priority areas of your business to find what’s working, what’s not and what’s missing
- Customized action plan of strategies, ideas and next steps rooted in 18 years of starting, optimizing and selling professional service businesses
- 3 months of email support.
Best for
- Service businesses doing $500K–$2M annually
- Teams of 3–15 people
- Want expert recommendations but can handle implementation.
In order to ensure the quality of my work, I accept a maximum of four diagnostic clients per month. Email for availability.
