Partnerships
Choose the working relationship—not just the payment model.
Cash projects and retainers are the default. Longer-term alignment is considered selectively, based on the business and the work involved.
Cash projects & retainers
A defined scope, agreed compensation and clear delivery responsibilities. The normal starting point for a 90-day engagement.
Cash plus equity
Selective longer-term partnerships where the business, operating role and alignment justify due diligence and separately agreed equity terms.
Equity-only
Exceptional, not a default offer. Requires due diligence, signed terms and a capped time commitment before any work begins.
Before implementation
Understand the company before prescribing the plan.
Review the commercial model, customer journey and existing systems together. Use the evidence to prioritize the work—not a one-size-fits-all playbook.
Customer and offer
Ideal customer profile, buyer versus user, product readiness, differentiators, pricing and subscription structure.
Marketing history
Current paid and unpaid channels, previous experiments, observed results and why an approach was stopped.
Sales and customer journey
Estimated sales cycle, funnel stages, conversion baselines, objections, onboarding and follow-up ownership.
Systems and meaningful data
A list of your software and data sources first. Connections and access are arranged later, within an agreed scope.
Goals and resources
First-90-day success criteria, budget, available team capacity and implementation dependencies.
Ownership and approvals
Named decision-makers, sales responsibility, approval boundaries and a practical operating cadence.
Clear terms protect both sides.
Assess decision ownership, access, financial capacity, operating expectations and the ability to execute together. Any equity arrangement needs written terms and appropriate legal and tax advice.
An exploratory conversation does not create an investment commitment or guarantee acceptance into a partnership.
Start with the bottleneck.
Let’s discuss your business, the systems involved and whether a scoped engagement is the right next step.