MEMBERSHIP

INTRODUCTION

I partner with mid-sized firms to streamline operations, enhance team effectiveness, and drive strategic execution — all through flexible membership tiers designed for where you are now and where you're going next.

Essentials Plan - $1000

Perfect for: Firms wanting quick wins and process improvements.

  • Monthly Process Audit & Playbook

  • Quarterly Strategy Review

  • Email Support (48-hour response)

Growth Plan - $2500

Ideal for: Firms ready to improve operations and empower teams.

  • All Essentials Plan services

  • Bi-weekly Coaching Calls

  • Implementation Guidance for Process Improvements

  • Custom KPI Dashboard

  • Priority Email Support (24-hour response)

Enterprise Partner - Book a Call

Best for: Firms seeking a full-service operational partner.

  • All Growth Plan services

  • Dedicated Fractional Process Consultant (10 hours/month)

  • Unlimited Process Playbooks

  • Quarterly Executive Workshops

  • 12/5 Slack Channel for On-Demand Support