SCALE CxO
Approach

Assess first. Then build what matters most.

Engagements start with evidence, not assumptions. A fixed-fee assessment identifies the highest-leverage gaps, and the work that follows is scoped to close them.

  1. Step 1

    Operating assessment

    4–6 weeks · fixed fee

    A diagnostic of your GTM and client operations: tech stack, team structure, process, and measurement. Interviews, system reviews, and your own data.

  2. Step 2

    Prioritized roadmap

    Delivered with the assessment

    A scored maturity view across every area and a sequenced plan that names the few changes worth making first, with the metrics that will show they worked.

  3. Step 3

    Fractional execution

    Retainer · typically one-third time

    I lead the implementation as part of your leadership team, with monthly strategic reviews and board-ready reporting on progress.

Open to advisory or board roles, and equity participation for the right fit.

What the assessment covers

A scored view of the whole lifecycle

Each area is scored on a five-point maturity scale, so you can see where you stand today and track progress over time.

1Ad Hoc
2Developing
3Defined
4Managed
5Optimized

Pre-sale GTM

  • ICP and value proposition
  • Demand generation and lead management
  • Sales process, pipeline, and execution
  • GTM systems and data quality
  • Sales and marketing alignment

Post-sale client lifecycle

  • Onboarding
  • Adoption
  • Renewals and expansion
  • Health scoring
  • Advocacy

Organization

  • Org structure and roles
  • Operating cadence and accountability
  • Where AI and automation fit
Who I work with

B2B recurring-revenue companies where the client relationship drives performance

Typically SaaS and subscription businesses between roughly $5M and $30M ARR, PE-backed, VC-backed, or founder-led.

  • Churn is a surprise. Renewal status is a question, not a forecast.
  • Costs are outrunning revenue. Teams are growing faster than the business they support.
  • The CEO needs an operating partner. A visionary leader running EOS without a strong Integrator.
  • Acquisitions are outpacing integration. Inconsistent processes and no unified reporting.
  • The leadership team is stretched between running today's business and executing the next 90 days.
  • A permanent COO hire is on the horizon and you want interim or fractional leadership first.

Let's see whether an assessment makes sense for you.

A short conversation is enough to know whether there's a fit and what an assessment would focus on.

Book a call Send a message