Services
These are the shapes of work I take on most often, evidence of how I operate rather than a fixed menu. Every engagement starts as a conversation about a specific problem, not a package off a shelf. Book a meeting to talk through what you need.
Chief of Staff, Embedded
Working directly alongside a CEO or executive team as their Chief of Staff.
Who this is for: companies whose CEO or executive team has outgrown informal coordination, typically past a Series B, past 100+ employees, or navigating a leadership transition, and need someone who owns the operating system between what leadership decides and what the organization does.
What’s included:
Running the executive planning and review cadence end to end
Structuring ambiguous business problems into decision-ready options
Owning cross-functional initiatives that have no natural departmental home
A trusted second set of eyes on strategic and organizational decisions
I’ve run this exact role for 6.2 years as Chief of Staff to a CEO, including at a $4bn revenue, 14,000-person organization.
Format: full-time hire or a defined embedded engagement, scoped at the outset. Book a meeting to discuss fit.
Strategy & Annual Operating Plan
Turning company strategy into an operating plan the organization can actually execute.
Who this is for: executive teams heading into a planning cycle without a structured process to cascade strategy into team-level goals, or whose current plan lives in a slide deck nobody reopens after Q1.
What’s included:
Annual operating plan design, cascaded from corporate strategy down to team-level KRAs and KPIs
OKR and KPI cascade design, so every team’s goals trace back to the company’s
A planning calendar and governance model, so the process repeats without a rebuild every year
I’ve built and run this process at organizations ranging from venture-backed scale-ups to a 14,000-employee operator.
Format: typically a 4-8 week engagement ahead of your planning cycle, scoped on a call. Book a meeting.
Executive & Board Communications
Structuring the materials an executive team uses to communicate upward and outward.
Who this is for: teams whose board decks, QBRs, or investor updates take too many people too many hours to assemble, and read as a summary of what happened rather than a basis for a decision.
What’s included:
Board reporting redesign, from raw data to a deck a director can actually act on
QBR and leadership offsite structuring
Investor and stakeholder update frameworks
Everything is built to be decision-ready, not just descriptive.
Format: one-time redesign, or ongoing quarterly support. Book a meeting.
Performance Management & Business Reviews
Building the review discipline that tells you honestly whether the plan is working.
Who this is for: companies with a plan but no consistent way to track it, where business reviews vary in format meeting to meeting, or where dashboards exist but nobody fully trusts the numbers.
What’s included:
Business review cadence and format design, monthly, quarterly, whatever fits how you operate
Dashboard and KPI tracking structure, aligned to the plan set in the Strategy & Annual Operating Plan engagement
Escalation logic: what triggers a decision, not just a status update
Format: initial design sprint, then optional ongoing support. Book a meeting.
GTM & Revenue Operations Diagnostic
A structured review of the revenue engine, and where it’s leaking value.
Who this is for: commercial leaders who don’t fully trust the pipeline numbers, or who’ve noticed forecast accuracy has drifted from what actually closes.
What’s included:
Pipeline health audit: stage definitions, data hygiene, stale-deal rules
Forecast accuracy review against actual close rates
Pricing and deal desk mechanics review
A prioritized fix list, not just a diagnosis
Format: typically a 2-3 week diagnostic sprint. Output is a findings report with recommended next steps. Book a meeting.
Custom Engagement
For anything that doesn’t fit neatly into the five above.
Most of the work I take on starts as a conversation about a specific problem rather than a fixed package. If what you need is close to one of the five services above but not quite, or something else entirely, book a meeting and we’ll scope it together.