How We Work Together
My Approach
I specialize in helping companies navigate the messy reality of operational challenges. Whether you're recovering from a leadership transition, scaling faster than your systems can handle, or dealing with chaos that's costing you money and momentum, I can help.
I don't believe in one-size-fits-all solutions. Before you commit to anything, we'll have a real conversation about what's happening in your business. No pressure, no obligation, just clarity about whether working together makes sense.
The Process
1. Discovery Call (Free, 45-60 minutes)
What happens: We dig into what's going on in your business. I ask questions about your operations, your challenges, what you've already tried, and what success would look like. You get a chance to see how I think and whether my approach resonates.
What you need: Show up ready to talk honestly about what's working and what's not. If there are key stakeholders who should be part of the conversation, bring them along.
What you get:
My initial assessment of your situation and whether I can help
A clear understanding of what working together would look like
Honest feedback about fit - if I'm not the right person, I'll tell you
Useful perspective on your challenges, even if we don't move forward
What happens next: If we're a good fit, I'll put together a customized proposal. If not, I'll tell you honestly and point you toward other resources if I can.
2. Proposal
What happens: Based on our discovery conversation, I put together a proposal tailored to your specific situation, including the approach, scope, timeline, and investment required.
What you need: Time to review the proposal, ask questions, and involve anyone else who needs to weigh in on the decision.
What you get:
Clear scope defining what we'll focus on and how we'll work together
Transparent pricing with no hidden fees
Realistic timeline and key milestones
Defined deliverables (reports, documentation, systems, etc.)
Options at different commitment levels if applicable
Built-in checkpoints to adjust course if we discover something unexpected
What happens next: If the proposal works for you, we sign a contract and get started. If you need adjustments, we discuss them. If it's not the right time or fit, we part ways professionally and I'm here if circumstances change.
3. After We Work Together
The relationship doesn't end when the project does. I check in at 3, 6, and 12 months to see how things are going and make sure you have what you need to keep the momentum going.
What Makes This Different
You're in control.
You decide at every stage whether to move forward. We'll have honest conversations about whether working together makes sense, and there's no pressure to commit until you're ready.
You know what you're getting.
Before you commit, you'll have a clear proposal outlining scope, deliverables, timeline, and investment. If we discover something unexpected during our work together, we'll discuss it before making any changes.
You get options.
Not every problem needs a $50K solution. I'll recommend the level of support that actually fits your situation and budget, even if that means a smaller engagement or pointing you toward resources you can use on your own.
You're working with someone who's been in the chaos.
I've been the VP of Operations dealing with the mess, not just the consultant who swoops in with theories. I know what it's like when everything is on fire, and I build solutions that work in the real world.
Is This Right For Your Team?
This approach works best if you're looking for real solutions, not just quick fixes - and you're ready to invest in building systems that will actually last.
Does that sound like you?
You Might Be Wondering
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That's completely normal and exactly why we start with a discovery call. Part of my job is helping you get clarity on what the real problem is and what kind of support would actually help.
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It depends on what you need. An operations audit might be 2-3 weeks. A leadership transition could be 2-3 months. Ongoing operational support might be 6-12 months. We'll define the timeline together based on your situation.
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I include clear exit provisions in all my contracts. If it's not working for either of us, we can end the engagement professionally. That said, I'm careful about fit upfront specifically to avoid this situation.
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I have deep experience in legal services, marketing agencies, and automotive industries. But the operational challenges I solve exist across industries. If you're dealing with operational chaos, leadership transitions, or revenue recovery issues, industry matters less than the specific problem.
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If things are breaking behind the scenes - processes that don't scale, revenue slipping through the cracks, or systems that only work because one person holds it all together - it's probably time. If you're about to scale significantly or going through a leadership transition, proactive help is worth it. If things are running smoothly and you're just looking for minor optimizations, it might not be the right time.