Every engagement starts the same way: a full diagnostic of your business, dissecting it, understanding it, and finding the specific bullet holes, before any work begins. Execution then runs across six tracks, weighted to whatever that diagnostic says is costing you the most.
We price and build the engagement around knowing a business first: its revenue, its sales process, its marketing, its team, and the business owner's own bottlenecks, all of it on the table before anything gets built. The six tracks below are where that diagnostic leads, so they're a conclusion rather than a menu you pick from in advance. That diagnostic is Forensic Research, the first of the six pillars behind everything we run. See the full methodology →
If you've looked at a fractional CRO or a fractional COO before landing here, this covers the same ground and more: the data, process, and technology alignment people call Revenue Operations (RevOps) sits inside Tracks 01, 02, and 04, run by one embedded executive instead of split across separate hires.
We rebuild your core offer into something you can sell the next day, with pricing, what's included, what gets stripped out, and who it's aimed at all decided with you in the room. It's the same process that took Auto Aesthetics from no formal offer at all to a membership and corporate-VIP structure, and the same process behind Dr. Gina Pritchard's Longevity Mirror Breakthrough program. Then it goes to market inside the engagement instead of sitting in a document waiting for a better quarter.
We build the pipeline and put a real sales process behind it, and we're on the calls directly rather than advising from the sidelines. When a business needs deeper forecasting and qualification work, we bring in Ostiant (ostiant.com) directly, led by Justin Santiago, whose Diagnose, Build, Strengthen methodology has influenced $45M+ in revenue and driven 250%+ peak revenue growth for the businesses he's worked with.
We run live team meetings with your staff, so you're watching how your people should be led instead of reading about it in a document. From there you co-lead while we're still in the room to catch what gets missed, and then you run them without us. This is the track business owners push back on hardest, because handing your team to someone else for a few weeks feels like losing the room, so the handoff is built in from the first meeting rather than promised for later: by month six the seat we're sitting in should be empty, with you or your team lead in it.
A full website build, Google Business Profile setup, search visibility work (SEO, AEO, and GEO, which is how your business gets found in AI answers as well as search results), ongoing social media management, and a team running paid ads on YouTube, Google, and Meta. We deliver all of it through Sozo Marketing (sozomkg.com), led by Renan DeBarros, an AI/AEO/GEO-native agency built on the Sozo Conversion Science Architecture (CSA) System that has generated real revenue for 500+ service businesses.
We write the standard operating procedures and checklists and build the automated workflows that take over the manual repetition currently sitting on the business owner's desk. It's the same discipline behind the automated cleaner payouts, owner statements, and bookkeeping running at Thanks For Staying (Jessica Johnston's short-term rental company), and behind Envaios, the AI orchestration operating system (software that runs multi-step work automatically) that scaled Private Home Cleaning 400% without a new hire. Envaios is its own separate offer, brought in when a business's automation needs call for it rather than bundled into every engagement by default.
A business cannot outgrow the person leading it. When a business owner is the bottleneck, the real fix is usually decision architecture rather than a mindset shift: who owns which calls, and where an issue escalates to once it isn't the business owner's to solve anymore. We work on that structure and on your own thresholds, strongholds, and limiting beliefs inside the engagement, rather than as a module bolted on at the end.
Every client gets standing access to our private calendar. Sessions run at least once a week and more often during active build phases, then taper as the systems in Tracks 01, 04, and 05 start running without us in the room. Needing us less by month six is the point of the whole thing.
Applications come straight to our team. If the fit is there, we reach out to set the diagnostic call.