Advisory
Board-seat style review. Periodic check-ins on P&L, systems, progress, and OKRs.
What I Offer
Your business is a unique blend of strengths and challenges, which is why I don't sell a pre-determined course or package. We work together to analyze where you are today and what is blocking you from getting to the next level, and then I help install the right GEAR component with your team. Exactly what you need for right now, and nothing you don't.
The Diagnostic
$4,750
A fixed-scope GEAR Diagnostic: I map your agency's systems and gaps against Execution, Accounts, and Roster. You leave knowing exactly which system needs to go in first, and what a recommended plan looks like based on your existing team. That roadmap is yours whether or not you ever work with me again.
The System
Read left to right. It's a sequence, not a menu.
Gets you in the door by generating new business. If you're reading this, it's probably already working, that's the point where GEAR picks up. It's the readiness gate: if you haven't validated product-market fit and at least $1M in annual revenue, this is your top focus.
KPI: Gross Margin
Installed first, because margin bleed is the most common and most urgent pain. This is the system that makes sure the work you're already winning is actually worth winning.
KPI: Net Revenue Retention
If your sales are having to outrun your churn, this is the solve. Unlocks upsell and expansion revenue you're currently leaving on the table because all the emphasis is on delivering or selling new deals.
KPI: Voluntary Turnover
The most advanced layer, and usually the last one you notice you need. Once Execution and Accounts are solid, the next thing that quietly stalls your growth is the departures that hurt: the ones you didn't see coming and can't easily replace.
I install three of GEAR's four systems — Execution, Accounts, Roster — into your existing team.
How We Work Together
Once the diagnostic tells us which system needs to go in first, how we work together depends on the pace and depth that actually fits your team.
Board-seat style review. Periodic check-ins on P&L, systems, progress, and OKRs.
Ongoing support for you and the operational leaders underneath you, as your team runs the system day to day.
Hands-on installation alongside your team, one GEAR pillar at a time. Limited to one client at a time.
Scope and pricing get set together, based on what the diagnostic finds and what pace makes sense for you.
Anchor this against what the alternative actually costs: a senior operator hire, usually $200K or more a year, who's never built the system you need, only operated one somebody else already built. The diagnostic costs $4,750. Cheap, next to a bad hire.