Services

Engagement modes + packages

Choose the model that matches your stage: start with diagnostics, then move into system delivery and accountable execution ownership.

How work starts

Diagnostic->Roadmap->Delivery->Impact

Execution progress rail

Engagement modes

Project-based

Mode A - Strategy Consulting

For CEO / founders

Growth strategy, unit economics, prioritization, and management model.

3-6 months

Mode B - Fractional Leadership

For teams needing ownership

Fractional CMO / Growth & Performance Lead / Transformation Lead with execution accountability.

PM-style

Mode C - Product / Program Delivery

For teams that need launch discipline

Roadmap, delivery, integrations, analytics, and operational process setup.

Productized packages

Package 1: KPI & Execution Diagnostic

7-10 days

Get Diagnostic

For whom

Multi-location business, B2B service, EdTech, retail

Outcome

Clear KPI/OKR map, data/process gaps, and 30-day action system.

System contour

Delivery confidence86%

Deliverables

  • KPI/OKR map + ownership model
  • Data source map (CRM/Ads/Finance/Ops)
  • Revenue leak list + root causes
  • 30-day execution backlog + quick wins
  • Prototype dashboard / metrics table

Package 2: Growth & Performance System

4-6 weeks

Build performance system

For whom

When marketing exists but results are unstable

Outcome

Operating growth system with funnel, economics model, and decision cadence.

System contour

Delivery confidence82%

Deliverables

  • Funnel architecture (lead -> sale -> retention)
  • Unit economics model (CAC/LTV/ROMI)
  • Weekly executive reporting brief
  • Experiment roadmap and priorities
  • Team workflow (owners, SLA, check-ins)

Package 3: Revenue Integrity & Attribution

2-4 weeks

Fix attribution

For whom

Businesses with ads + CRM where impact is unclear

Outcome

Spend-to-revenue bridge with QA rules and trusted executive view.

System contour

Delivery confidence79%

Deliverables

  • Spend -> lead -> deal/payment bridge
  • Attribution rules and QA checks
  • Executive revenue view by channel/location/product
  • Tracking fixes list (events, IDs, CRM fields)

Package 4: Fractional CMO / Transformation Lead

3-6 months

Discuss a 6-month engagement

For whom

Need an owner of outcomes without full-time hire

Outcome

Governance, team discipline, and continuous measurable execution.

System contour

Delivery confidence88%

Deliverables

  • OKR/KPI governance and cadence
  • Team leadership and execution discipline
  • Vendor/agency and budget governance
  • Reporting and decision-making loop

Package 5: Product / PM Delivery

8-12 weeks

Ship the roadmap

For whom

Build or package product/internal platform

Outcome

Roadmap delivery with measurable launch metrics and feedback loop.

System contour

Delivery confidence81%

Deliverables

  • Product strategy + roadmap + milestones
  • Stakeholder alignment + specs
  • Delivery management (dev/design/data)
  • Launch + metrics + iteration loop

Platforms and channels

Common stack for KPI governance, growth operations and attribution visibility

PXPlanerix
MEMeta
GOGoogle
HSHubSpot
SFSalesforce
SLSlack
ZOZoom
NONotion
SHShopify
STStripe
INLinkedIn
ATAirtable
PDPipedrive
MCMailchimp
LSLooker Studio
BIPower BI

Need hybrid advisory + product execution?

I combine strategic leadership with Planerix implementation for teams that need clear ownership, fast operational cadence, and KPI-level impact.