Guidance That Moves You Forward

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Hands-On Consulting Services

Strategic Operations Sprint: High-Impact Diagnostic
$750.00

The Rapid Diagnostic is a focused, high-impact engagement designed for organizations that need immediate clarity on a specific operational hurdle. Rather than a weeks-long holistic review, this sprint targets your most pressing bottleneck, bridging the immediate gap between your technical data infrastructure and operational workflows.

We provide a fast, objective view of where a specific system is failing to communicate and how to quickly stabilize it.

The Process

  • Targeted Stakeholder Interview: A concentrated working session with core leadership or operations leads to map out the single biggest daily friction point, manual data entry burden, or reporting failure.

  • Focused System Review: A rapid evaluation of the specific tool stack, workflows, or software platforms (such as your CRM or ERP) causing the bottleneck. We look exclusively for immediate integration gaps and data silos.

  • High-Level Operating State: Outlining a simplified version of your ideal operational state for this specific workflow, noting the required data flows, team responsibilities, and necessary technology to fix the issue.

Key Deliverables

At the conclusion of the sprint, you will receive an “Executive Diagnostic Brief & Quick-Win Action Plan.” Instead of a massive 18-month roadmap, this is a concise document detailing the root cause of your targeted bottleneck, 2–3 immediate workflow improvements your team can implement today, and a high-level recommendation for your next major technical investment.

Pricing & Investment

Fixed Sprint Investment: $1,500

  • Timeline: Completed within 1 week.

  • Terms: 50% upfront to reserve the sprint block. 50% when the “Executive Diagnostic Brief & Quick-Win Action Plan” is delivered.

  • Application: If you choose to move forward with a larger project-based engagement (such as a full Data Strategy & Roadmap or a CRM Implementation), 100% of this diagnostic fee is credited toward the larger project.

Early-Stage Founder Note: Flexible pricing structures models are available for qualifying early-stage startups to help scale operations affordably.

Business Operations Sprint: Rapid Process & CRM Diagnostic
$750.00

The Business Operations Sprint is a fast, highly targeted engagement designed to eliminate immediate friction in your daily workflows. Instead of an over-engineered corporate overhaul, this sprint focuses on fixing a specific operational bottleneck.

Whether that is a broken CRM handoff, a manual data entry headache, or a lack of visibility into your team’s performance. We dive in, map the exact breakdown between your staff and your software, and give you an immediate fix.

The Process

  • Workflow Mapping Session: A focused interview with your operations or sales lead to dissect the specific workflow causing the headache.

  • Tech Stack & Configuration Audit: A direct review of how your tools (e.g., HubSpot, Salesforce, Zapier, or internal databases) are currently configured, identifying where data is being lost or siloed.

  • Fix & Strategy Blueprint: We build the solution blueprint. Depending on the complexity, this time is used either to implement a quick automation fix or to document a step-by-step SOP and tool configuration guide for your team to follow without me.

Key Deliverables

  • The Operational Quick-Fix: A live automation, a corrected CRM pipeline stage, or a streamlined workflow built out during the sprint.

  • Quick-Win Action Plan: A concise, 2-page brief detailing the root cause of the operational bottleneck, immediate steps to keep it running smoothly, and recommendations for software consolidation to save on subscription costs.

Pricing & Investment

Fixed Sprint Investment: $1,500

  • Timeline: 1 week from kick-off to delivery.

  • Terms: 50% upfront to reserve the sprint block. 50% on Quick-Fix and/or Quick-Win Action Plan Delivery.

  • The Roll-Over Credit: If the diagnostic reveals a deeper issue that requires a comprehensive workflow automation or full CRM implementation package, 100% of this sprint fee is credited toward that larger project.

Early-Stage Founder Note: Flexible pricing structures models are available for qualifying early-stage startups to help scale operations affordably

Data Architecture Sprint: Rapid Infrastructure & Pipeline Diagnostic
$750.00

The Data Architecture Sprint is a targeted, technical engagement for organizations struggling with data reliability, broken pipelines, or fragmented reporting.

Instead of jumping straight into a massive, months-long data warehouse build, this sprint isolates one specific point of failure in your data ecosystem, such as a failing ETL pipeline, a messy data source, or unacceptably slow dashboard queries. We dive into your technical stack, locate the exact breakdown, and provide a clear path to stabilization.

The Process

  • Architecture Mapping Session: A highly focused technical interview with your data or engineering leads to isolate the specific pipeline, database, or reporting layer that is causing latency or data corruption.

  • Infrastructure & Pipeline Audit: A direct, hands-on review of your current cloud environment and data stack (e.g., Snowflake, AWS, GCP, or your ETL/ELT tools). We track the data flow from origin to destination to find exactly where it breaks or loses integrity.

  • Fix & Strategy Blueprint: Depending on the issue's complexity, this time is used to either apply an immediate technical patch (e.g., optimizing a broken SQL query or fixing a data connector) or to architect a lightweight, immediate data model to resolve the bottleneck.

Key Deliverables

  • The Technical Quick-Fix: A repaired data connector, an optimized pipeline sequence, or a corrected schema deployed during the sprint to immediately restore data flow.

  • Architecture Action Plan: A concise, 2-page brief detailing the root cause of the data failure, the immediate steps taken to stabilize it, and high-level technical recommendations for future Data Warehouse & Lake Design or Master Data Management (MDM) investments.

Pricing & Investment

Fixed Sprint Investment: $1,500

  • Timeline: 1 week from kick-off to delivery.

  • Terms: 50% upfront to reserve the sprint block. 50% on delivery of the Quick-Fix and/or Action Plan.

  • The Roll-Over Credit: If the diagnostic proves the need for a comprehensive Data Warehouse build or dedicated ETL/ELT Pipeline Engineering, 100% of this sprint fee is credited toward that larger project-based engagement.

Early-Stage Founder Note: Flexible pricing structures models are available for qualifying early-stage startups to help scale operations affordably.

Why We Do What We Do

We believe every great idea deserves a clear, simple plan. That’s why we break down complex business challenges into achievable steps.

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