How I Work
Three modes of engagement. Every one of them is hands-on, scoped to the actual problem, and delivered by me directly.
Every company's revenue operation has different failure points. One has broken lead handoffs. Another has order-to-cash chaos. Another needs their reporting layer rebuilt from scratch. A pre-packaged solution designed for someone else's problems doesn't fix yours.
Engagements are scoped around what's actually broken. I work directly with your team — via Google Meet or on-site — and deliver documented, measurable progress. Not a junior associate. Not a subcontractor. Me.
Three Modes of Engagement
Fractional / Contract
Embedded Operations1099 or SOW. I come in as your fractional RevOps or SalesOps operator — running the function, managing the systems, owning the outcomes. This is the same work I've done in full-time roles at enterprise software companies for 25+ years, structured as a contract engagement.
Right for companies that need senior operations leadership without the full-time hire, or that need to bridge a gap between leaders. Available part-time (10–20 hrs/week) or near-full-time depending on scope.
Typical scope: Salesforce/HubSpot administration, pipeline management, forecasting, territory design, compensation operations, reporting infrastructure, cross-functional alignment.
Project-Based
Scoped DeliveryDefined problem, defined scope, defined output. Delivered in focused 2-week blocks with documented deliverables at the close of each. At the end of each block we review what was accomplished, measure it against the baseline, and decide together whether to continue or whether the objective is met.
Typical projects: CRM architecture redesign, pipeline and forecasting rebuild, lead handoff process redesign, compensation plan build, reporting and dashboard infrastructure, RevOps team enablement, GTM operating cadence.
Per 2-Week Block
$8,000
Weekly Rate
$4,000
Minimum
2 weeks
✓ Kickoff alignment and scope confirmation
✓ Weekly stakeholder check-in calls
✓ Hands-on implementation work
✓ Process redesign and workflow buildout
✓ System configuration and data work
✓ Team enablement and training as needed
✓ End-of-block deliverable and summary
✓ Email access during engagement
Extended engagement: 4+ blocks (8+ weeks) at $3,750/week ($7,500 per block).
On-site available. Remote delivery via Google Meet is the default. On-site engagements add travel at cost, accommodation at cost, per diem at GSA rate, and $500/day on-site fee. Full quote before engagement begins.
Diagnostic-Led
Full Methodology EngagementWhen you need to understand the full picture before deciding what to fix. I run the RevOps Octopus Methodology across all 207 metrics, facilitated directly with your leadership team across two 2-hour sessions. No forms. No self-service. I ask the questions, challenge the answers, and surface the coordination failures your team can't see from inside the system.
Starts with a 45-minute discovery call so we can align on your operations landscape before the sessions begin. After the sessions, you receive a complete strategic report, executive presentation deck, and 12-month transformation roadmap.
Right for: Transformation planning, post-acquisition integration, scaling inflection points ($10M→$50M+), board/investor operational due diligence.
Starting from a Diagnostic
Project engagements are most effective when they start from a diagnosis — a facilitated Full Methodology session gives both of us a shared, quantified view of what's broken and in what order to address it. No discovery phase needed when the diagnostic is already done.
When the problem is focused
Clear, focused problem — one or two arms underperforming. Short targeted engagement addresses the specific failure directly.
When the problem is systemic
Category-level detail reveals exactly which processes inside each arm are broken. Engagement scope is precise from day one.
After the Full Methodology (207 metrics)
Delivers a 12-month prioritized roadmap. Implementation follows the roadmap directly — I already know the people and the problems. The diagnostic investment applies toward the first block.
On Capacity
Engagements are delivered by me directly. This means I can run 1–2 concurrent implementation engagements. If you're ready to move on a diagnosis or have a project in mind, the conversation about timing starts now.
Remote delivery via Google Meet. On-site available domestically and internationally — travel and expenses quoted separately.
Ready to talk scope?
No pitch decks. A direct conversation about what's happening in your operation, what you need, and whether the timing works.
Book a Discovery Call →