Phase 02
Post-Discovery Engagement
After Discovery, qualified clients move into an ongoing engagement built around the specific priorities we identified. Advisory, fractional leadership, or implementation — structured around your situation.
Request a ProposalWhat It Is
Consulting that moves the needle.
Post-Discovery is where the plan gets executed. Every engagement is scoped to the specific workstreams and engagement model that fit your situation — not a generic retainer.
We don't sell work for work's sake. If Discovery reveals that you don't need ongoing support, we'll tell you. If you do need us, we'll scope it precisely.
Who Qualifies
Not everyone. By design.
Completed the Discovery Engagement
Leadership team is aligned on the priorities
Owner is committed to the execution cadence
Business has capacity to absorb change
There is genuine will to hold the team accountable
Engagement Models
Three ways to work together.
Advisory Engagement
You keep your team in the driver's seat. We provide weekly strategic guidance, accountability, and decision support.
Best for owners who want an expert in their corner without full integration.
Weekly 60-min calls + async support
Fractional Ops Leadership
We embed as a part-time operator — attending team meetings, leading workstreams, and holding execution accountable directly.
Best for businesses that need someone to actually run the plan, not just advise on it.
4–10 hrs/week on-site or remote
Implementation Sprint
A focused 30–90 day engagement to build and deploy one specific system: sales process, SOP library, reporting dashboard, pricing model, etc.
Best for businesses with a specific, well-defined gap to close.
Scoped by deliverable, not hours
Workstreams
What we actually build.
Every engagement is different. These are the most common workstreams — your proposal will specify which apply.
Sales Process & Pipeline
Define your sales stages, build a CRM workflow, create call scripts and proposal templates, establish a forecast cadence.
Service Delivery Operations
Map your delivery process, identify quality checkpoints, build capacity models, reduce rework and customer escalations.
Finance KPI Cadence
Identify the 5–8 numbers that actually run your business, build a weekly reporting rhythm, and tie financial data to operational decisions.
SOPs & Staffing Structure
Document core processes, define role accountabilities, build onboarding assets, and create a scalable org structure.
Tech Stack Review
Audit your current tools, identify redundancies and gaps, recommend integrations, and build a roadmap to reduce tool overhead.
Reporting Dashboard
Build a single operational view — revenue, pipeline, capacity, margin, and leading indicators — reviewed in your weekly leadership meeting.
Accountability
How we measure results.
We don't run open-ended retainers. Every engagement has a measurement structure baked in from day one.
Weekly Scorecard
5–10 leading and lagging indicators reviewed every week, not monthly.
Monthly Business Review
Full P&L and operational review against the 90-day plan milestones.
Quarterly Reset
Recalibrate priorities, adjust the plan based on what changed, and set the next 90 days.
End-of-Engagement Scorecard
Every engagement closes with a written scorecard: what we committed to, what moved, what's left, and recommendations for what's next. You own the document.
Pricing
Scoped to your situation.
Post-Discovery pricing depends on the engagement model, workstreams, and time commitment. Every proposal is custom.
Request a Proposal
Tell us where you are in the process. We'll respond with a scoped proposal within 2 business days.
Submit Proposal RequestRequires completion of Discovery Engagement or prior conversation with our team.