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A fast, data-driven assessment that clarifies how to price, position, and pursue work while checking succession readiness. You get sharp decisions, usable tools, and a one-year plan.
Who it is for
Owners and principals who want a clear plan without a long engagement.
What you get
A clarified value narrative for your signature services that executives can buy easily
Two confidential case-brief templates that show outcomes without breaching NDAs
A fee and packaging framework that moves you away from rate comparisons
A 12-month roadmap with 90-day priorities, owners, and simple KPIs
How it works
Week 1: Discover
Intake, short interviews, and a review of proposals, wins, and losses, fees by phase, and a review of business operating systems (technology).
Week 2: Diagnose
Benchmark a few KPIs, spot margin leaks, and map gaps in positioning, pipeline, and delivery.
Week 3: Design
Draft your value narrative, fee options table, and two case briefs. Iterate with your team.
Week 4: Plan
Finalize the 12-month roadmap, assign owners, and set a 90-day sprint. Handoff workshop included.
Time and logistics
Four 90-minute meetings over four weeks. Remote (on-site when required). Your team’s time: about 6 hours total, not including task assignments between sessions.
A fast, data-driven assessment that clarifies how to price, position, and pursue work while checking succession readiness. You get sharp decisions, usable tools, and a one-year plan.
Who it is for
Owners and principals who want a clear plan without a long engagement.
What you get
A clarified value narrative for your signature services that executives can buy easily
Two confidential case-brief templates that show outcomes without breaching NDAs
A fee and packaging framework that moves you away from rate comparisons
A 12-month roadmap with 90-day priorities, owners, and simple KPIs
How it works
Week 1: Discover
Intake, short interviews, and a review of proposals, wins, and losses, fees by phase, and a review of business operating systems (technology).
Week 2: Diagnose
Benchmark a few KPIs, spot margin leaks, and map gaps in positioning, pipeline, and delivery.
Week 3: Design
Draft your value narrative, fee options table, and two case briefs. Iterate with your team.
Week 4: Plan
Finalize the 12-month roadmap, assign owners, and set a 90-day sprint. Handoff workshop included.
Time and logistics
Four 90-minute meetings over four weeks. Remote (on-site when required). Your team’s time: about 6 hours total, not including task assignments between sessions.