INVESTMENT
Three ways in.
Same rigor every time. Different depth depending on where you are.
THE DIAGNOSTIC
Starter
When you need clarity before committing.
A working session with your numbers against customized strategic metrics that tell you whether the business is healthy, growing, and defensible. You leave with a prioritized list of what to fix in the next thirty days, in writing.
Most founders use this to validate a decision they're already considering. A few use it to find out they were about to make the wrong one.
EXAMPLE · STARTER DELIVERABLE
Financial Health Read
A representative version — details change per engagement.
Built By You & Co.
| Metric | Current | Benchmark | Status |
|---|---|---|---|
| Monthly recurring revenue | $4,500 | $3,000–$6,000 | ↑ On track |
| Gross margin | 38% | 50%+ | → Watch |
| Close rate | 31% | 20%+ | ↑ Recovered |
| Runway (months) | 8 | 6+ | ↑ Strong |
| Customer acquisition cost | $127 | <$150 | → Watch |
| Net revenue retention | 104% | 100%+ | ↑ On track |
Top 3 priorities for next 30 days
- 01Lift gross margin to 45%+ by renegotiating top three vendor contracts.
- 02Document CAC payback timing per channel — paid mix is masking a watch metric.
- 03Convert pipeline >30 days old into either signed work or a declined file.
Example content. Numbers, names, and specifics are illustrative.
Most founders use this to validate a decision they're already considering. A few use it to find out they were about to make the wrong one.
MOST COMMON · THE FULL BUILD
Foundation
When the business needs a real backbone.
Three to four weeks. We build your financial model from the ground up, a customized strategic roadmap with milestones and owners, and a tech stack sized for where you actually are. Thirty days after delivery we meet again to see how the model is performing in real life.
This is where most of the practice lives. It's the work that earns everything that comes after it.
EXAMPLE · FOUNDATION DELIVERABLE
Stack Integration Map
A sample view of the operating infrastructure installed during a Foundation engagement.
Built By You & Co.
A sample of active integrations
Live connections — free, set up today
Example content. Numbers, names, and specifics are illustrative.
This is where most of the practice lives. It's the work that earns everything that comes after it.
ONGOING · THE RETAINER
Advisory
When the model needs to stay alive.
Two strategy sessions a month, async support between, and quarterly reviews against the projections we built together. Less about producing new outputs, more about keeping the existing ones honest.
The best Advisory clients graduate within a year. They have the data story, they have the rhythm, and they don't need me anymore. That's the goal.
EXAMPLE · ADVISORY DELIVERABLE
Monthly Close Dashboard
A sample view of the monthly actuals and variance tracking reviewed in Advisory engagements.
Example content. Numbers, names, and specifics are illustrative.
The best Advisory clients graduate within a year. They have the data story, they have the rhythm, and they don't need me anymore. That's the goal.
Not sure which shape fits?
Every engagement starts with a discovery call, whether or not you end up working with me. Thirty minutes. You'll leave with a clearer sense of what you need — even if it's not me. If another shape of help fits better, I'll say so.