01 / PIPELINE & PARTNERSHIPSMake every opportunity actionable.
For teams with activity but inconsistent qualification, routing, follow-up, or partner coordination.
What the work includes- Map the buyer journey and define lead stages, owners, and next actions.
- Set a CRM and follow-up rhythm for outreach, referrals, and event leads.
- Build partner handoffs and a weekly pipeline review with useful measures.
Typical outputsPipeline map, lead-routing rules, follow-up playbook, partner process, and a working review dashboard.
02 / CUSTOMER ONBOARDING & DELIVERYMake the promise repeatable.
For companies where sales commitments outpace implementation capacity or clients receive uneven communication.
What the work includes- Define the sales-to-delivery handoff, kickoff, milestones, and escalation path.
- Clarify responsibilities across client, operator, and technical teams.
- Create templates and a cadence for status, risks, and next decisions.
Typical outputsOnboarding workflow, milestone tracker, communication templates, and delivery SOPs.
03 / FRACTIONAL OPERATIONSGive execution a steady owner.
For founders balancing sales, partnerships, team coordination, and strategic projects without enough operational capacity.
What the work includes- Set priorities, ownership, KPIs, and a weekly operating meeting.
- Drive follow-through on cross-functional projects and partner commitments.
- Improve workflows and introduce practical tools or automations where they save effort.
Typical outputsA 30/60/90-day roadmap, decision and action tracker, reporting cadence, and documented processes.