The work
Quarterly planning, monthly operational review, and access when a decision cannot wait for the next session.
Deliverables
- Quarterly plan
- Monthly operational review
- Financial and growth dashboards
What's included
- Weekly availability
- Attendance at leadership meetings
- Annual strategy retreat
What happens after you begin
- 01A confirmation email with your intake questions and a link to schedule.
- 02A named point of contact who stays with you the whole way through.
- 03Your working file opens in the client portal so you can follow progress.
Questions
How is this different from monthly consulting?+
Deeper involvement, more frequent contact, and accountability for outcomes over quarters.
At a glance
- Price
- $3,200
- Timeline
- Ongoing
- Revisions
- Continuous
- Level
- Level Four — Strategic Partnership
Per month
Let's Build Your Next StepAsk a question firstNothing is charged until scope is agreed in writing. If this isn't the right fit, we'll say so.
How every engagement is run
The same nine steps apply to this service and to every other one we offer. Nothing here is improvised for the occasion.
- 01Understand the goal
- 02Gather what's needed
- 03Observe before recommending
- 04Explain in plain language
- 05Present realistic options
- 06Deliver high-quality work
- 07Review together
- 08Improve where needed
- 09Leave you something usable
The reasoning behind these steps is written out in our operating philosophy.
What you will always know
- What you purchased
- What is included
- What is not included
- How long it is expected to take
- What information is required from you
- How revisions work
- How communication works
- What the next step will be
If any of these is unclear at any point in an engagement, ask. Answering it is our responsibility, not your burden.