The operating model, without a full-time hire yet.
If you're a board or CEO evaluating a full-time CRO/CGO seat, the Track Record and Frameworks pages are the ones to read. This page is for a different kind of conversation — bringing the same AI-lean operating model and RevOps discipline into your company on a project, fractional, or interim basis.
RevOps / CRM Single-Source-of-Truth Audit
A bounded, scoped engagement built from Framework 05: designate one platform as the system of record, map every field and every data-entry point, and install the ongoing hygiene — opt-in validation, ping tests, dedupe cycles — that keeps it trustworthy. You get a clear diagnostic, a fix plan, and (where scoped) hands-on implementation.
Good fit if: dashboards don’t agree with each other, your CRM has grown messy, or you’re about to point AI at data you don’t fully trust yet.
AI-Lean Operating Model Workshop + Roadmap
A role-by-role redesign of your marketing and revenue org chart around AI as the default execution layer — what stays human, what becomes tool-first, and a realistic sequence to get there without a re-org shock.
Good fit if: you're scaling revenue and don't want headcount to scale 1:1 with it.
Fractional CRO / CGO / Head of Growth
Embedded, part-time ownership of the revenue engine — marketing, the RevOps/CRM spine underneath it, and the AI layer running both. Senior judgment on the org before it justifies a full-time seat.
Good fit if: you need the operating discipline of a CRO without the full-time cost yet.
Interim / Contract Head of Marketing or RevOps
Near full-time bridge coverage through a transition — a departure, a reorg, or the gap before your next permanent leader is in seat — running the same operating model at a higher time commitment.
Good fit if: you need someone to hold the seat and keep the engine running while you search.
Board / Advisory Seats, and Corporate Training
A monthly sounding board for a PE portfolio company or startup exec team working through the same problems — plus sessions on the AI-lean model or RevOps discipline for teams and conferences, drawing on an IBM Unica-certified trainer background (youngest ever certified).
Good fit if: you want ongoing outside perspective, not a full engagement.
Start with a conversation — we'll scope it together.
Every engagement above is scoped to what you actually need, not a fixed package. The fastest way to talk it through is LinkedIn.