How I Work

A transparent, collaborative engagement model designed to deliver strategic clarity and sustainable growth.

The Engagement Model

I believe in transparency, speed, and impact. Here's exactly how we work together:

1

Initial Conversation

We start with a 30-45 minute call to understand your situation, challenges, and goals. No sales pitch�just an honest conversation about fit.

2

Diagnostic Phase

If we're aligned, I spend 1-2 weeks in deep discovery: reviewing your product, market, customers, current marketing, analytics, and team. I interview key stakeholders, audit your tech stack, and analyze competitive positioning.

3

Strategy Delivery

I present a comprehensive growth strategy: positioning, ICP, messaging framework, channel priorities, 90-day roadmap, and quick wins. This becomes our shared blueprint.

Ongoing Collaboration

Weekly Strategy Calls

60-minute video calls where we review progress, make decisions, solve problems, and plan the week ahead. These are working sessions, not status updates.

Async Communication

Daily access via Slack or email for questions, feedback, and quick guidance. I respond within 24 hours (usually much faster).

Team Collaboration

I work directly with your team�reviewing their work, coaching on strategic thinking, and helping them prioritize. I'm an extension of your leadership, not an outsider.

Executive Reporting

Monthly dashboards and reports showing progress on key metrics: pipeline, CAC, conversion rates, channel performance, and strategic milestones.

What I Expect from You

For this to work, I need a few things from your side:

  • Access: To your analytics, CRM, marketing tools, and key team members. I can't help if I'm working in the dark.
  • Responsiveness: Quick turnaround on questions and decisions. Delays kill momentum.
  • Honesty: Tell me what's really happening�the good, bad, and ugly. Sugar-coating wastes everyone's time.
  • Willingness to experiment: Not everything will work on the first try. We test, learn, and iterate.
  • Implementation capacity: Whether it's your internal team, contractors, or agencies, someone needs to execute the strategy. I provide direction, but I'm not a production team.

My Collaboration Style

Direct & Honest

I'll tell you what I see, even if it's not what you want to hear. If your positioning is weak, I'll say so. If you're wasting budget, I'll show you where. Honesty is the only feedback worth paying for.

Data-Driven but Human

I love data, but I don't worship it. Numbers tell you what's happening, but understanding why requires judgment, empathy, and market intuition.

Bias to Action

I'd rather ship something and learn than debate endlessly. We move fast, measure outcomes, and course-correct based on evidence.

Focus on Impact

I don't care about vanity metrics or activity. I care about pipeline, revenue, and sustainable growth. Everything else is a distraction.

Tools & Tech Stack

I'm tool-agnostic and adapt to your existing stack. Typical tools I work with:

Analytics & Data

  • Google Analytics, Mixpanel, Amplitude
  • Looker, Tableau, Metabase
  • Custom dashboards in Notion, Airtable

CRM & Marketing Automation

  • HubSpot, Salesforce, Pipedrive
  • Marketo, Pardot, ActiveCampaign
  • Customer.io, Intercom

Content & Collaboration

  • Notion, Coda, Confluence
  • Figma, Canva
  • Slack, Microsoft Teams

AI Tools

  • ChatGPT, Claude, custom GPTs
  • Perplexity, Lex, Jasper
  • Make, Zapier for workflows

Typical Engagement Timeline

Phase Timeline Focus
Discovery Weeks 1-2 Deep-dive audit, stakeholder interviews, market analysis, identify gaps and quick wins
Strategy Weeks 3-4 Build positioning, messaging, ICP definition, channel strategy, 90-day roadmap
Quick Wins Weeks 5-8 Implement high-impact, low-effort improvements while building foundation
Systems Build Months 2-4 Deploy AI-powered workflows, content systems, automation, analytics dashboards
Optimization Months 4-6+ Continuous improvement, experimentation, budget optimization, team coaching

Ready to Get Started?

Let's have a conversation about your growth challenges and see if we're a good fit.

Book a Call