Leadership Transition Strategy

Starting at $20,000 | Typical engagement: $22-28K
Pricing varies based on transition complexity, role level, and scope.

Far too many organizations neglect the importance of setting their new leaders up for success, despite decades of research showing how critical it is to long-term success. The reason? New leaders are brought in because current leadership capacity is already stretched. Then everyone assumes the new person will "figure it out"—and six months later, you're dealing with team friction, unclear authority, and mounting frustration on all sides.

Research consistently shows that leadership transitions fail when expectations aren't aligned, authority isn't clarified, and teams don't know what success looks like. Without a structured framework, even great leaders struggle.

Whether you're supporting a transition within your team or you yourself are stepping into a new leadership role, I'll design a 90-day integration framework that stabilizes expectations, clarifies decision rights, and aligns your team from day one—not six months in after expensive mistakes.

Services

Strategic Scaling Plan

Starting at $40,000 | Typical range: $42-95K*
Pricing depends on organizational complexity, growth trajectory, and implementation timeline.
*Packages can be structured as roadmap-only or through full implementation based on your needs and budget.

There is a reason they call them "growing pains," and navigating them is a privilege afforded only to successful organizations (lucky you!). But here's the problem: what got you to $2M won't get you to $10M. The scrappy, figure-it-out-as-we-go approach that worked at 10 people starts breaking down at 30.

It would be nice if a been-there-done-that kind of person could stand with you, holding the map (or flashlight, or whichever metaphor you prefer) to guide you toward a structure that fits your team's unique needs.

I'll help you build the organizational foundation you need before the chaos forces your hand. We work together to diagnose what's broken now and what will crack under scale, design solutions collaboratively with your team, and implement if you want the support. We'll map roles, workflows, and systems into a structure designed for where you're headed—not where you've been—so growth feels intentional instead of terrifying.

Operations Audit and Efficiency Planning

Starting at $16,000 | Typical range: $17-52K*
Pricing scales with team size and organizational complexity.
*Packages can be structured as roadmap-only or through full implementation based on your needs and budget.

You know the feeling: you're buried in the day-to-day and can't find the time (or mental bandwidth) to evaluate whether all of the work you and your team are doing is as efficient and effective as it could and should be. (Spoiler: if you're asking, it's not.)

Every good story has a moment where things start to fray — the plotline wandering, the tension building. You need one of three things:

  1. A magic button that pauses time for everyone but you.

  2. A clone of yourself or your best team members.

  3. A seasoned operator who can provide objective analysis and a realistic path forward.

While we wait for technology to give us one of the first two, I offer the third: a comprehensive diagnostic that identifies exactly where your team's capacity is being wasted, and a prioritized 90-day roadmap to fix it. We'll work together to surface what's broken, design solutions collaboratively with your team, and implement if you want the support. You'll get clear recommendations ranked by impact and effort—so you know what to tackle first and what can wait.

Performance Review Design & Implementation

Starting at $3,500 | Typical engagement: $4,500–7,000
Pricing scales with team size, number of managers, and review cycle complexity.

You already know your reviews aren't great. Maybe ratings are all over the place. Maybe your best people are rated the same as your coasters. Maybe your managers treat the whole thing like a compliance checkbox. Either way, the data coming out of your review process isn't telling you what's actually happening in your organization. And if you can't trust the data, you can't make good decisions with it.

Here's why: research shows that 62% of the variance in performance ratings comes from the rater's own tendencies — not the employee's actual performance. Your reviews are measuring your managers more than your people. And it's not just an academic finding — 90% of HR leaders say they don't believe their own evaluations provide accurate information. Everyone knows the system is broken. Almost no one has fixed the structure that's breaking it.

Using the TRUE Review methodology, I'll design and implement a review system that gives you performance data worth making decisions with. We'll define role-specific metrics so ratings actually reflect the work, train your managers on consistent evaluation standards, and run your first cycle together so I can catch the gaps before they become patterns. By the end, you'll have a system your team can run independently — and data you can actually trust.

Culture Audit

Starting at $40,000 | Typical engagement: $43-58K
Pricing scales with team size, assessment depth, and implementation scope.

Many assume a positive company culture is a nice-to-have, will happen organically, or can be properly maintained with the occasional pizza party or "We're a family" platitudes. All of these assumptions are disastrous to efficiency and productivity. They're also expensive: studies show replacing a single mid-level employee costs 150% of their salary. Culture problems don't just hurt morale—they destroy budgets.

An intentionally curated culture is a vital component of every successful operations strategy. Think of your processes and protocols as the engine, and your culture as the fuel. You can have the world's fastest twin-turbo V8, but without quality fuel, you won't get very far very fast. If you have no fuel, or worse—tainted fuel—you will actively damage your engine and vehicle.

Culture also does not have to mean rainbows and butterflies (but if you want that, it can!). Some teams thrive in gritty, competitive environments. Together, we'll assess your current culture, identify the gaps between stated values and actual behavior, and design a framework that actually fits your team—whether that's high-collaboration or high-competition—making it clear, consistent, and intentional so people know how to thrive.

Tech Stack Audit

Starting at $14,000 | Typical engagement: $15-20K
Pricing depends on number of platforms, integration complexity, and team size.

Most teams are drowning in tools — too many logins, overlapping features, ballooning subscription costs, and a whole lot of frustration. Add AI to the mix, and the confusion multiplies: some teams are barely scratching the surface of what's possible, while others are over-relying on AI outputs without the systems to catch errors or ensure quality.

You probably know you're overspending (or underusing), but sorting it out keeps getting pushed to "someday."

Here's what "someday" costs: industry research shows the average company wastes 30-40% of its SaaS budget on redundant, underutilized, or completely unused tools. For a 30-person company spending $200K annually on software, that's $60-80K walking out the door. And AI misuse? That costs you in ways that don't show up on an invoice—compromised work quality, security vulnerabilities, missed opportunities, and teams that either distrust the technology or lean on it blindly.

I'll audit your complete tech stack—project management, communication, HR, finance, marketing, and more—and map out where tools are helping, where they're hurting, and where you're paying for the same functionality twice. For AI specifically, I'll assess whether you're using it strategically for the right tasks, whether you have guardrails in place to maintain quality and security, and where you're leaving capability (and competitive advantage) on the table.

The outcome? A detailed analysis showing exactly what to keep, what to consolidate, and what to cut, plus an integration roadmap so the tools you do keep actually work together. You'll get a lean stack that supports how your team actually works—and an AI strategy that enhances rather than undermines your standards.

Fractional COO

$15,000 - $18,000/month
6-month minimum commitment

Sometimes there is simply no replacement for a consistent operational leader who is actually in your business—attending meetings, making decisions, building systems, and managing priorities. You don't need a full-time COO, but you do need someone who can do more than advise from the sidelines.

Rather than approaching your unique needs with a set playbook of theoretical frameworks and a deck of stale best practices, I bring a diagnostic lens. Every business has different operational chaos, different team dynamics, different growth pressures—and the systems that fix one won't necessarily fix another. I embed in your business, learn how it actually works (not just how it's supposed to work), and build operational infrastructure collaboratively with your team so they own it, understand it, and can sustain it.

Strategic Advisor

$8,000 - $12,000/month
3-month minimum commitment

Sometimes the biggest operational risk isn't a broken process or a missing system—it's a founder making high-stakes decisions in isolation. You have the team. You have the capacity. What you don't have is a trusted thought partner who knows your business well enough to pressure-test ideas, catch blind spots, and help you think clearly before you commit.

I provide ongoing operational strategy and advisory support—think of it as having a steady thought partner in your corner who knows your business and can help you navigate whatever comes up. "Should we hire for this role or restructure the existing team?" "This process isn't working—what do we do?" "I need someone to gut-check this decision before I present it to the board."

No overhead of a full-time hire. No ramping up a new consultant every time something breaks. Just consistent strategic support with the flexibility to focus on whatever's most urgent.