Four ways to work together,
none of them a retainer.
Every engagement is scoped and priced up front. You’re not signing up for an open-ended monthly commitment; you’re buying a specific piece of work with a defined end.
A working session, not a sales call.
Bring one measurement problem you’re stuck on, something like “I can’t tell which marketing channel is actually bringing in customers.” Before we meet, we review your current reporting and spend categories. We spend 90 minutes working the problem together. Then you get a written diagnostic: what’s broken, what it’s most likely costing you, and what fixing it would involve. Delivered within five to seven business days.
Business owners or operators with a specific gap they need to close quickly. Good for testing whether we’re the right fit, or for teams who need one sharp tool before they build the bigger system.
- Review of your current reporting and spend categories before we meet
- 90-minute live working session (video call)
- Written diagnostic covering what’s broken, what it’s likely costing you, and what fixing it involves, delivered within 5–7 business days
- 30-minute debrief call to walk through the findings, within 5 business days of delivery
- Full credit toward any larger engagement you start within 30 days
The full picture, graded and prioritized.
Most businesses have never had someone go through their reporting and ask the blunt question: does any of this tell us something useful? That’s what the Audit is. We go through every major spend and initiative, find the gaps in what you’re currently tracking, and flag where money is likely leaking without anyone noticing. What you get back is a roadmap where every initiative is graded on how well its ROI can be proven and ranked in the order you should tackle it.
CFOs, VPs of Finance, and COOs tired of budget conversations that end with “I think it’s working.” The Audit gives you a real answer, built from the data you already have rather than a pile of new dashboards.
- Full audit of current tracking systems, dashboards, and reporting
- Measurement gap analysis: what you’re not tracking and why it matters
- Wasted spend review: every major initiative graded for ROI evidence
- Prioritized roadmap with specific recommended actions
- Live debrief call to walk through findings and answer questions
- Delivered in 2–3 weeks from kickoff
Should we do this? Answered with evidence.
Every audit looks backward at money already spent. This looks forward at money you haven’t committed yet. When a decision is expensive to reverse, changing how you charge, committing to a major spend, building instead of buying, the cost of getting it wrong is usually larger than the cost of finding out first. We build the case both ways: what the numbers say today, what happened to companies that made the same move, and what each option does to revenue and risk under assumptions you can defend.
Leadership teams facing a decision that’s hard to walk back, and who would rather bring evidence to the board than conviction. Usually a CFO, COO, or founder who already knows the options and needs to know which one holds up.
- Current-state economics: what the business earns and spends today on the thing in question
- Comparative analysis of companies that made the same move, and what happened to them
- Scenario modeling across each option, with revenue, cost, and risk under realistic assumptions
- Research instrument designed where the decision needs primary data you don’t have yet
- 90-minute working session to pressure-test the findings before they’re final
- Written recommendation with the evidence, the assumptions, and what would change the answer
- 30-minute debrief call to walk through the findings, within 5 business days of delivery
We build the system. You run it.
Knowing what to measure is one thing. Building the infrastructure that measures it is the harder part. You need the kind of system your team genuinely uses instead of abandoning. That’s this.
Implementation is where “we know what’s broken” turns into “we have a system that works”. We build dashboards around your real questions, KPI definitions your whole team agrees on, attribution that ties spend to outcomes, and goal frameworks you can run quarterly reviews against.
Where you land in that range comes down to three things: how many source systems we connect, how many KPIs you want defined and maintained, and whether we build inside the BI tool you already own or stand a new one up. The condition of the underlying data moves it too, which is the main reason we scope after an Audit rather than before one.
You get the fixed number in the Audit roadmap, before you commit to anything.
Companies that have done the Audit (or already know the gaps) and are ready to fix the infrastructure. Typically $25M+ with multiple teams, several spend categories, and a finance leader who wants one source of truth.
- Custom dashboards built around the questions you ask
- KPI definitions your whole team actually signs off on
- Attribution setup: tying spend and activity to outcomes
- Goal frameworks for quarterly reviews
- Handoff documentation and team training
- 30-day post-launch check-in included
How every engagement runs.
Same shape every time: a clear brief up front, focused work in defined sprints, and a concrete deliverable at the end. The kind you act on, not the kind that sits in a shared drive.
Brief & Scope
We agree on exactly what we’re measuring, what we’re not, and what a good outcome looks like. No surprises mid-engagement.
Your teamAbout 1 hour, mostly you
Before kickoffData Review
Review of existing tracking, dashboards, reporting, and any relevant financial or operational data. This is the slow part, and its length depends on how quickly your team can pull exports.
Your team3–4 hours from whoever owns reporting, plus read access
Days 1–9Analysis & Grading
Every initiative, spend category, or strategy gets graded: strong ROI evidence, weak evidence, or no basis at all. We don’t soften the grades.
Your teamRoughly 1 hour, answering questions as they come up
Days 10–15Roadmap & Debrief
Prioritized roadmap with specific next actions, delivered in writing. Live debrief call to walk through it together and answer every question.
Your team90 minutes for the debrief call
Days 16–19Implementation (optional)
If you decide to build the system: dashboards, KPIs, attribution, frameworks. Built to spec and handed off with documentation.
Your teamScoped with the build
Weeks 4–12How We Work
Principles we won’t compromise on.
Fixed prices. No scope creep surprises.
Every engagement has a defined scope and a fixed price. If scope changes, we discuss it before it happens.
Honest grades, even when they’re uncomfortable.
If an initiative has weak ROI evidence, we’ll say so. That’s the whole point. You can’t fix what you won’t measure honestly.
Deliverables, not decks.
Frameworks, formulas, dashboards, roadmaps. Things you use the day after we finish, not a PDF you reference once.
No lock-in until you’re sure.
Start with a $2,500 Measurement Diagnostic. See how we work, then decide how far you want to take it.