7-14 days
Strategy sprint
CEO / founder needs clarity before committing spend or team capacity.
Pressure-test the growth model, KPI tree, ownership map and decision rules.
Services built around execution leaks
No generic transformation menu. Each package starts from a business leak: unclear KPI truth, weak ownership, unstable growth economics, broken attribution or missing cross-functional cadence.
Operating room
KPI truth to owned action
Revenue integrity
+22.3%
revenue per outlet after standardization
Decision cadence
30d
diagnostic to accountable backlog
Signal map
KPI modelownerscadenceimpact
4-8 weeks
System build
The team has ambition and data, but execution is fragmented.
Design the operating cadence, dashboards, backlog, owners, reporting and QA rules.
3-6 months
Fractional ownership
You need an accountable operator without hiring a full-time executive.
Own the cadence as fractional CMO, transformation lead or execution-system owner.
Productized packages
Each package has a clear trigger, outcome and handoff artifact. The goal is to make execution easier to manage after the engagement, not to create dependency.
Best first move
KPI & Execution Diagnostic
7-10 days
Best for: Multi-location business, B2B service, EdTech, retail or operations-heavy team.
Problem: You have reports, but no trusted execution picture.
Outcome: A KPI/OKR map, ownership model, leak list and 30-day action backlog.
Start diagnosticWhat gets delivered
- KPI tree with business definitions and owners
- Data source map across CRM, ads, finance and operations
- Revenue and process leak list with root causes
- 30-day action backlog with priority, owner and evidence
- Prototype executive dashboard or metrics table
System contour
For revenue teams
Growth & Performance System
4-6 weeks
Best for: Marketing exists, but results are unstable and hard to explain.
Problem: Spend, funnel quality and sales outcomes are not managed as one system.
Outcome: An operating growth system with funnel, economics model and review cadence.
Build growth systemWhat gets delivered
- Lead-to-sale-to-retention funnel architecture
- CAC, LTV, ROMI and budget governance model
- Weekly executive reporting brief and decision rules
- Experiment roadmap with owners and kill/scale criteria
- Team workflow with SLAs, check-ins and escalation logic
System contour
For hidden leaks
Revenue Integrity & Attribution
2-4 weeks
Best for: Companies with ads + CRM where leadership cannot trust the revenue picture.
Problem: Attribution, lead quality and pipeline reporting hide where money leaks.
Outcome: A spend-to-revenue bridge with QA rules and an executive view people trust.
Fix attributionWhat gets delivered
- Spend -> lead -> deal/payment bridge
- Attribution logic and QA checks for broken events or fields
- Executive revenue view by channel, location or product
- Tracking fixes list for events, IDs, CRM fields and handoffs
System contour
For accountable execution
Fractional CMO / Transformation Lead
3-6 months
Best for: Leadership needs an owner of outcomes, not another advisor.
Problem: Strategy is approved, but nobody owns the cross-functional execution rhythm.
Outcome: Governance, team discipline, operating cadence and continuous measurable execution.
Discuss ownershipWhat gets delivered
- OKR/KPI governance and weekly operating cadence
- Team leadership, decision logs and action follow-through
- Vendor, agency and budget governance
- Executive reporting loop and operating documentation
System contour
For productized operations
Product / PM Delivery
8-12 weeks
Best for: Teams building an internal platform, client portal or operating product.
Problem: Roadmap, stakeholders and metrics are not connected tightly enough to ship.
Outcome: Roadmap delivery with measurable launch metrics and a feedback loop.
Ship the roadmapWhat gets delivered
- Product strategy, milestones and launch scope
- Stakeholder alignment, specs and delivery rhythm
- Management across dev, design, data and operations
- Launch metrics, iteration loop and handover documentation
System contour
How the work starts
The first conversation should make the next move obvious. We identify the strongest leak and pick a scope that can create visible movement quickly.
Bring the current operating picture
KPI reports, funnel stages, team cadence, owner map, dashboards or even messy spreadsheets are enough.
Choose the smallest serious intervention
Diagnostic, system build or fractional ownership depends on where the execution leak is strongest.
Install cadence and evidence
The work ends with owners, artifacts, weekly rhythm and clear evidence of what moved.
Platforms and channels
The stack changes by company, but the work is always the same: one KPI truth, clear owners and a cadence that moves business outcomes.
PXPlanerix
MEMeta
GOGoogle
HSHubSpot
SFSalesforce
SLSlack
ZOZoom
NONotion
SHShopify
STStripe
INLinkedIn
ATAirtable
PDPipedrive
MCMailchimp
LSLooker Studio
BIPower BI
Need advisory plus product execution?
I combine operating-system design with Planerix implementation when the team needs strategy, data architecture, AI-assisted execution and leadership cadence in one track.