Work with me

Three ways to work together. Each one built on the last.

Everything starts with the Blueprint, so we both know what’s realistic before you commit to more. If the numbers support it, the Foundation Sprint draws out and documents your expertise. The ongoing partnership keeps the system built on it working and current.

The path:Profit Compass Blueprint, one hour→Foundation Sprint, 90 days→Ongoing partnership, every quarter after

Start here

Profit Compass Blueprint

$1,497Fully credited toward the Foundation Sprint

For finding out what your expertise is worth, and what to do first, before you build anything.

  • One hour with me, using your real numbers
  • Your Profit Compass and D.I.B.S. exposure score
  • Your dormant revenue, with the math shown
  • A 90-day plan
  • What your system would be built from
  • Delivered within 24 hours, with the recording
Book the Blueprint

Then

Foundation Sprint

$15K–$25K90 days, scoped in the Blueprint

For drawing out your expertise, documenting it, and putting it to work.

  • All three phases and nine steps of the method
  • Your signature method, named and documented
  • Your buyer blueprint and redesigned offers
  • A reactivation campaign, run with you
  • The first systems built on your method
  • Your team taught to use them
Starts with the BlueprintSee how the method works

Ongoing

Ongoing partnership

Scoped after the SprintA set rhythm, every quarter

For keeping the system you own current, and your team getting better at using it. You’re not buying my hours. You’re keeping an asset working.

  • Revenue, reactivation and referral steps run again each quarter
  • Your system updated with what you’ve learned and what clients are asking
  • A team training session each quarter
  • Your system extended as your firm grows, up to your own private app
  • Direct access to me
Starts after the Foundation SprintExplore the system
The commitment

Before you commit, the Blueprint estimates the dormant revenue in your business, using your own numbers. For most firms I work with, it’s $20K to $50K. The Foundation Sprint is built to identify that revenue within the first 30 days and start capturing it. If it isn’t identified by day 30, the clock on your 90 days stops, at no extra cost, until it is.

What the Sprint asks of you

Your expertise and a few hours a week. I do the rest.

3 to 5 hours a weekFocused conversation with me. That’s where your expertise gets drawn out.
No homeworkNo forms, questionnaires or templates to fill in. I handle the documentation, mapping and build.
Your approvalNothing is published or sent without you. You decide what goes out under your name.

Why I keep it small

Three to four clients at a time. That’s the point.

Drawing out someone’s judgment can’t be delegated or rushed, so I cap how many firms I work with. Here’s what that means for you.

Full attentionYour expertise gets my focus every week, not a slot in a crowded calendar.
No hand-offsNo account managers or junior associates. Every session is with me.
Built for your firmYour system is fitted to how you think, not adapted from a template used across dozens of clients.
$250K–$1Min multi-year contracts. Shelley D. Smith, Fortune 500 culture coach.
$4Min new assets under management. Jon Peters, retirement advisor, 35+ years.
$37K+in client revenue from a single voice note, cleaned up in 30 minutes.
See the full results

Who it’s for

Built for firms that have already proven they work.

A strong fit

  • You’ve been operating five years or more, with the client conversations to show for it
  • Your clients pay a premium for your expertise, even if it’s never been written down
  • Your engagements are worth $10K or more
  • You’re the bottleneck, and ready not to be

Not a fit yet

  • You’re pre-revenue, with nothing yet to draw out
  • You want a tool installed, not your expertise documented
  • You want AI to publish without human review

Common questions

Before you decide.

Can I start with the Foundation Sprint?

Every engagement starts with the Blueprint. It’s how we both find out whether the Sprint is realistic for your business before you commit to it, and the $1,497 is credited in full if you go ahead.

How much of my time does the Sprint take?

Three to five hours a week of focused conversation with me. No homework, forms or questionnaires. I handle the documentation, mapping and system-building.

What happens after the 90 days?

You keep everything the Sprint produced. If you want your system kept current and extended, the ongoing partnership is scoped from what the Sprint uncovered. If not, you leave with documented expertise and working systems that are yours.

Is the partnership a retainer for your time?

No. You’re not buying my hours or a role on your team. You’re keeping a system you own current. Each quarter has a set rhythm: the revenue, reactivation and referral steps run again, the system is updated, and your team gets a training session. It’s scoped after the Sprint, based on how many systems you have and how many people use them.

Who will I work with?

Me. I take on three to four clients at a time, so each one gets my full attention, with no hand-offs or junior associates.

Not ready for the Blueprint?

The D.I.B.S. scorecard

Six minutes. See where your expertise is trapped, and what it’s costing you.

Free

Your results are sent to this address. No payment, no sales call.

I take on three to four clients at a time. The person you talk to is the person doing the work.