Real Engagements, Real Parameters

01 / Portfolio at a glanceAnchor engagements

Seven engagements that anchor the work.

Each tile links to the detailed case below. A downloadable PDF brief sits with each detailed card: share with stakeholders, save for later.

// FORMAT 01 · SPRINT

Sprints, anchored.

Sprints are how I open most relationships. Short, anchored to scope and fee, ending in a ready-to-decide artifact. Three Sprint engagements follow, exactly as scoped.

ELT-ready AI roadmap, sequenced against a Final Investment Decision.

Defensible AI use-case roadmap ahead of a Final Investment Decision in late 2026. Six weeks of discovery, prioritization, and sequencing. ELT-ready, with ChatGPT Enterprise live.

Duration 6 weeks Mid-March → Late-April 2026

Fee $25–$50k Starting at · fixed scope

Format Sprint Discovery → Prioritize → Plan

Tied to FID Investment decision · Dec 2026

Approach

01

Conduct AI Use-Case & Discovery Workshops

Eight one-hour stakeholder workshops surfaced pain points across People, Process, and Solutions. Notes consolidated into a unified candidate use-case list.
02

Score on Business Value vs. Technical Effort

Each use case rated on cross-enterprise relevance, throughput-vs-cost impact, and FID materiality: then on integration count, current-stack fit, and config-vs-code level of effort.
03

Sequence into a Near/Medium-term Roadmap

2×2 prioritization plotted Do Now / Do Next / Do Later / Defer. Translated into a sequenced AI roadmap with technical dependencies and ELT alignment.

Deliverables

Framework 2×2 Prioritization MatrixBusiness Value vs. Technical Level of Effort with confidence scoring Master
Roadmap Sequenced AI Use-Case RoadmapDo Now / Do Next / Do Later sequencing with technical dependencies 3 horizons
Readout ELT Final Readout DeckDecision-ready portfolio & value framing for the executive committee 19 slides

8 Stakeholder workshops

41 Stakeholders engaged

30 Use cases surfaced

8 Functional teams

Sequencing and ROI for a multi-year CRM and tech-investment roadmap.

Independent advisor sequencing a heavy CRM and data slate: Salesforce CCSS, MDM, Snowflake. 8-week strategic sprint to architecture and ROI case for executive investment.

Duration 8 weeks Phase-2 sprint

Fee $25–$50k Starting at · fixed scope

Format Sprint Independent advisor

Tied to Go-Live Salesforce platform · Aug 2022

Approach

01

Run a People–Process–Tech Maturity Assessment

Directional maturity scoring across knowledge transfer, governance, and roadmap-readiness: surfaced gaps in IT↔Business alignment and adoption leadership.
02

Frame the "north star" and risk surface

Articulated a Program Charter to align stakeholders on vision, value, and governance. Maintained a running risk log scoped to Phase 1, 2, and 3.
03

Sequence the roadmap around technical dependencies

Ordered MDM, Snowflake, and Salesforce work-streams against critical-path interfaces. Translated dependencies into a Roadmap Placemat for executive planning.

Deliverables

Charter CRM Program Charter"North star" vision deck for stakeholder, governance & exec alignment PowerPoint
Workbook Knowledge Transfer WorkbookInternal Salesforce capability building & IT/Business alignment Workbook
Roadmap Future Roadmap PlacematSequenced view of MDM, Snowflake, and Salesforce dependencies 1-pager

3 Phase-keyed risk lanes

5 Core deliverables

10 Use cases in scope

3+ Tech work-streams sequenced

Salesforce strategy, MVP scope, and 5-year cost roadmap ahead of contract.

Four-week sprint to prioritize Salesforce initiatives and frame the ROI case ahead of contract. MVP scope, 5-year roadmap, ROM pricing across consulting and licensing.

Duration 4 weeks Strategy foundation

Fee $25–$50k Starting at · fixed scope

Format Sprint Strategy · MVP · Roadmap

Tied to Contract Q4 investment decision

Approach

01

Anchor on the C-Level Ask

Established four explicit deliverables for sales leadership: strategy foundation, MVP scope, ROM cost guidance, and a realistic 5-year roadmap based on energy-vertical best practices.
02

Sequence the Five-Year Roadmap

Mapped the five-year journey: Strategy → MVP+ → Scale → Extend (Field Service & Partners) → Run. Each year sized for users, editions, and priority.
03

Frame Total Cost of Ownership

Separated consulting (one-time) from licensing (annual recurring) so the sponsor saw a full investment picture before signing: including discount expectations and edition guidance.

Deliverables

Strategy Salesforce Strategy Foundation4-month follow-on engagement scope and MVP build plan Scope
Roadmap 5-Year Cost RoadmapServices + licensing combined view: ROM costs, user counts, edition mix Y1 → Y5
ROI ROI Decision Pack3.5 hrs/user/day saved across 150 sales users → 4.4× projected return Scenario

5 Year roadmap horizon

4.4× Projected ROI illustration

$1.6M Y1–Y2 services ROM

3 MVP capability streams

// FORMAT 02 · ENGAGEMENT

Engagements, anchored.

Multi-month engagements embedded in the operating cadence: typically 3–6 months, milestone-based, oriented around a transformation, integration, or major technology bet.

A 90-day onboarding placemat. Hire to revenue, ahead of M&A.

Mid-acquisition: a redesigned new-seller onboarding program ramping reps to revenue in 90 days, harmonized with corporate onboarding ahead of close. Curriculum architected, modules built with SMEs, v1.0 → v2.0 shipped.

Duration 4 months Pilot · Wave 1 · April cohort

Fee Fixed / T&M Scoped & tied to outcomes

Format Engagement Embedded program leadership

Tied to Pre-M&A Bridge into transaction

Approach

01

Architect the 90-Day Placemat

Built a week-by-week curriculum view across the five sales-cycle stages: Foundation, Prospect, Lead Mgmt, Discovery, Proposal & Contract: extended by Post-Sale and a Capstone "Lit for Production" module.
02

Build Modular, SME-Led Curriculum

Stood up instructor-led + self-service modules: right SMEs delivering right content at the right time across Sales, SE, Marketing, Pricing, Legal, CS.
03

Iterate v1.0 → v2.0 with Manager Enablement

Ran two pilot waves, then refined into v2.0: knowledge-check surveys at Weeks 4/8/12, manager 1:1 job aids, monthly enablement calls, AI transcriptions for missed sessions.

Deliverables

Placemat 90-Day Onboarding PlacematWeek-by-week curriculum view across the 5 sales-cycle stages 12 weeks
Curriculum Modular Course CatalogFoundations, Prospecting, Lead Mgmt, Discovery, Proposals, Post-Sale, Capstone 7 stages
Manager Sales Manager Enablement Pack1:1 job aids, monthly enablement calls, knowledge-check surveys at Weeks 4/8/12 Pack
Capstone "Lit for Production" Capstone ModuleWeek-12 graduation tying the journey together Week 12

2 Pilot waves & April cohort

50+ New sellers ramped

5 Sales-cycle stages

12 Week ramp horizon

Day-1 to first-90 GTM playbook for an acquired cyber-product portfolio.

Post-asset transition: a disciplined GTM to convert an inherited cyber customer base. 193 accounts cohorted by ARR, tailored offers by contract, weekly board-level funnel.

Duration 4 months Day-1 → first-90 days

Fee Fixed / T&M Scoped & measured against outcomes

Format Engagement GTM · commercial · BOD

Tied to Day 1 Post-asset transition

Approach

01

Cohort the Inherited Customer Base

Segmented 193 accounts into four ARR cohorts ($200k+, $75–200k, $25–75k, <$25k). Stratified outreach by cohort, region, and prior engagement.
02

Architect Tailored Commercial Offers

Commercial playbook keyed on size, payment terms, and renewal date. Reps equipped with power positions, objection handling, and competitive kits.
03

Track the Funnel Weekly to Board & ELT

Stood up a weekly activity-funnel cadence: engagement → discos → demos → proposals → won: with BOD appendix support and global channel-partner agreements (BT, HCL, Wipro).

Deliverables

Funnel Weekly Activity FunnelEngagement → Disco → Demo → Proposal → Won, segmented by cohort Weekly
Playbook Commercial Offer MatrixCohort × payment terms × renewal date with discount guardrails & objection-handling kit Matrix
Channel Global Partnership ArchitecturePartner agreements with three top global SIs/MSSPs ~$5.8M ARR
BOD Pack Board Quarterly + Appendix SupportCohort accounts, addressable Y1 ARR, pipeline view, key assumptions Quarterly

193 Inherited accounts

~$20M Target Y1 ARR

134 Discos completed

76% Of target ARR engaged

// FORMAT 03 · FRACTIONAL

Fractional, anchored.

Fractional CXO leadership. A strategic operator bridging vision and execution for growth- and transformation-stage businesses. Typically 6+ months on a defined cadence; confidential by design.

Fractional CXO embedded in a multi-year strategic transformation.

Ongoing fractional CXO role inside a regulated U.S. power utility. The senior strategic voice in leadership cadence, bridging vision to delivery while coaching the next-generation bench.

Duration 6+ months Ongoing · defined cadence

Fee T&E Tied to outcomes or ad-hoc advisory

Format Fractional Embedded executive overlay

Tied to Transformation Multi-year strategic mandate

Approach

01

Embed in the Operating Cadence

Present in the leadership rhythm: strategy reviews, program forums, executive check-ins. Translate ELT direction into program-level outcomes.
02

Bridge Vision to Execution

Sit between strategic intent and tactical delivery, carrying the through-line, surfacing trade-offs early, keeping the program honest about pace and risk.
03

Coach the Bench

Leave a stronger team behind. Deliberate capability-building so the next phase of the transformation can be delivered without the fractional overlay.

Deliverables

Cadence Embedded Operating CadenceWeekly executive presence; decision support inside the leadership rhythm Weekly
Governance Strategic Program GovernanceMilestone surfacing, risk mitigation, vendor and partner orchestration Ongoing
Briefs Executive Decision BriefsConcise, candid reads for the ELT and Board on strategic moments As needed
Coaching Capability-Building CoachingBench development for sustained delivery beyond the engagement Continuous

6+ Months ongoing

2+ Weekly leadership cadences

1 Embedded senior voice

NDA Confidential by design

Senior-advisor overlay across the firm's strategic-account portfolio.

Ongoing fractional overlay inside a PE/M&A-focused advisory firm. Senior CRM, customer, and digital-transformation expertise across the strategic-account portfolio, partner-led pitches, and post-close diligence.

Duration 6+ months Ongoing · defined cadence

Fee T&E Tied to outcomes or ad-hoc advisory

Format Fractional Senior overlay across portfolio

Tied to Portfolio Strategic accounts & partner-led pitches

Approach

01

Overlay the Strategic-Account Portfolio

Sit alongside Partners and Principals on the firm's largest accounts, bringing senior CRM, customer-success, and digital-operations expertise into client-facing rooms.
02

Connect Diligence to Operating Reality

Translate sponsor thesis and partner positioning into operational reality. What's actually achievable in the first 90, 180, 365 days post-close.
03

Build the Firm's Customer Practice

Develop the firm's repeatable Salesforce and customer-strategy playbook so the practice scales beyond any single engagement.

Deliverables

Cadence Strategic-Account Overlay CadenceEmbedded senior expertise across the firm's portfolio reviews Portfolio
Bridge Diligence-to-Operating BridgeTranslate sponsor thesis into 90/180/365-day operational reality Per deal
Practice CRM & Customer Practice BuildRepeatable Salesforce and customer-strategy playbook for the firm Playbook
Senior Senior Reference CallsCredibility on partner-led pitches and post-close operating conversations As needed

6+ Months ongoing

1 Senior overlay voice

Portfolio Of strategic accounts

NDA Confidential by design

Discuss your engagement

If a Sprint feels close to what you need, the next step is a conversation.

Initial conversations are confidential, complimentary, and short. I'll tell you within thirty minutes whether a Sprint, Engagement, or Fractional format is the right fit, and refer you elsewhere if I'm not.

Book a consult See practices

Real engagements, real parameters.

Seven engagements that anchor the work.

Sprints, anchored.

ELT-ready AI roadmap, sequenced against a Final Investment Decision.

Conduct AI Use-Case & Discovery Workshops

Score on Business Value vs. Technical Effort

Sequence into a Near/Medium-term Roadmap

Sequencing and ROI for a multi-year CRM and tech-investment roadmap.

Run a People–Process–Tech Maturity Assessment

Frame the "north star" and risk surface

Sequence the roadmap around technical dependencies

Salesforce strategy, MVP scope, and 5-year cost roadmap ahead of contract.

Anchor on the C-Level Ask

Sequence the Five-Year Roadmap

Frame Total Cost of Ownership

Engagements, anchored.

A 90-day onboarding placemat. Hire to revenue, ahead of M&A.

Architect the 90-Day Placemat

Build Modular, SME-Led Curriculum

Iterate v1.0 → v2.0 with Manager Enablement

Day-1 to first-90 GTM playbook for an acquired cyber-product portfolio.

Cohort the Inherited Customer Base

Architect Tailored Commercial Offers

Track the Funnel Weekly to Board & ELT

Fractional, anchored.

Fractional CXO embedded in a multi-year strategic transformation.

Embed in the Operating Cadence

Bridge Vision to Execution

Coach the Bench

Senior-advisor overlay across the firm's strategic-account portfolio.

Overlay the Strategic-Account Portfolio

Connect Diligence to Operating Reality

Build the Firm's Customer Practice

If a Sprint feels close to what you need, the next step is a conversation.