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    • Home
    • About
    • How I Work
    • Clients
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  • Home
  • About
  • How I Work
  • Clients
  • Contact
  • Insights

Three Ways To ENGAGE - ALL BUILT AROUND OUTCOMES

  Every engagement starts with a conversation about what’s actually going on — not a scope of work document. From there, most engagements take one of three forms

#1 Professional Development

Professional Development

One to One or Snall Group  Most professionals were never taught to sell. They were trained to deliver excellent work and rewarded for it — until the day someone put a revenue target in front of them. I work with individuals and small groups to build the mindset, the skills, and the habits that make business development feel natural — without turning anyone into someone they’re not.

Best For:

  • Accountants, lawyers, engineers, and consultants with business development targets
  • Partners and senior professionals stepping into revenue-generating roles for the first time
  • Leadership teams that want to build a sales culture without hiring salespeople

Typical format: Structured 1:1 coaching series or facilitated small group program 

#2 CHIEF SALES OFFICER

Retainer Based

I join your leadership team as Fractional Chief Sales Officer — typically one to three days per week — and take ownership of a revenue function or growth initiative. This isn't advisory. I'm in the room, on the calls, and accountable to the numbers.

Best For:

  • Companies that need senior sales or BD leadership but aren’t ready to hire full-time
  • Founders who are still carrying the sales function and need to transition it
  • Organizations rebuilding a revenue team after a leadership departure

Typical engagement: 6 to 15 months

#3 Project Based

Defined Scope

Focused work on a specific problem with a clear beginning, middle, and end. A go-to-market build. A sales process redesign. A competitive positioning project. A workshop series.

Best For:

  • Companies with internal sales leadership that needs external thinking and execution support
  • Leadership teams that want a structured program — not open-ended consulting
  • Situations where the problem is clear and the timeline matters

Typical engagement: 6 to 16 weeks

A Note on Technology

Most fractional advisors bring a playbook. I bring one too — along with the ability to professionalize the business and implement the technology that makes it stick. Sales enablement, pipeline reporting, AI-assisted workflows. The tools and structure that turn a growth strategy into a growth system,  I've also created custom tools for clients where off-the-shelf wasn't good enough — including a deal scorecard application used in active sales operations.  

Link to Sorecard App

Accounting firm scorecard comparing technical expertise and communication scores across three options.

Not sure which fits? That's what the first conversation is for. I'll tell you honestly if I'm the right fit — and if I'm not, I'll point you toward someone who is. 

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