How we work

Close to the business.
Close to the work.

We agree on the problem worth solving, build around it and work with your team to make the change useful.

An engagement with a clear purpose.

Understand the constraint

We look at the business, the work and where progress gets stuck. The first conversation helps establish fit.

A shared problem and a useful starting point.

Agree the work

We define the responsibility, deliverables, people involved and how progress will be assessed.

A written scope that matches the actual need.

Build and operate together

I work alongside your team on the process, commercial decisions or AI workflow. We inspect real use and refine.

Practical work, visible decisions and clear ownership.

Make it yours

We build understanding as well as systems, then agree what the team takes forward and where support is still useful.

A clear handoff or a deliberately chosen next phase.

01 / Fixed engagement

Diagnose — $2,500 fixed · 2–4 weeks

Price: $2,500 fixed.

Diagnose is not credited toward a retainer. You keep the baseline, the one constraint, the first play and the written plan, whether or not you continue.

Review up to 30 recent opportunities (or all available if fewer)
Interview founder + sales owner
Inspect stages, conversion, and follow-up
Agree one constraint; establish baseline
Deliver prioritized 90-day execution scope
Useful as a standalone purchase

02 / Operating retainer

Operate retainer — $5,000, $10,000 or $20,000 a month · 3-month minimum, then month-to-month

Time: 3-month minimum, then month-to-month. 30-day exit for either side after the first 3 months.

Price: $5,000, $10,000 or $20,000 a month. Your tier is agreed in writing at the end of Diagnose, based on team size and scope.

Weekly 45-minute founder/sales-owner pipeline inspection
One qualification + follow-up play installed and used by the team
Weekly deal coaching on a bounded sample of opportunities
CRM stage/exit criteria, required next steps, agreed forecast discipline
Friday one-page scorecard (baseline → current → movement → blockers → owner/date)
Monthly CEO/board-ready summary
Team enablement, named process owner, day-90 transfer / continuation decision

one business unit · one primary sales motion · one CRM · one accountable internal sales owner · initial team roughly 2–6 sellers.

Not included (separate scope)

Cold outbound / net-new demand generation
Acting as a permanent closer
Recruiting execution
CRM migration
Custom software

Client sellers own prospect contact and execution. We use your existing tools.

Scope and cadence

What you can expect

A defined operating scope with a clear owner on each side. Before we start, we confirm the scope, working cadence and responsibilities on both sides.

Scope: One BU · one primary sales motion · one CRM · one internal sales owner · ~2–6 sellers.
Cadence: Weekly 45-minute inspection, weekly deal coaching, a Friday scorecard and a monthly CEO summary. Hours are logged and visible.
Agent work: An AI agent team supports the operating cadence: daily follow-through drafts, CRM hygiene checks, and Friday inspection prep. I review and approve before anything goes to your buyers or your team. Agent-operated, human-accountable — approve-and-send, not autonomous.
Exit / next step: Operate begins with an initial three-month commitment, then continues month to month with 30 days’ notice to end. At day 90 of Operate, review transfer or continuation.

I don't sell revenue guarantees.

Agents are how we run the work. They are not the product we sell.

03 / Your side of the work

What the team brings

This is a working engagement, not an outsourced sales function. Your team participates in the process it will run.

Name an internal sales owner who can coordinate the work and operating decisions.
Authorize relevant access to the CRM and deal information needed for the agreed sales motion.
Take part in working sessions and the weekly operating cadence with the founder or CEO, sales owner and relevant team members.
Collaborate on follow-up ownership so the agreed play has clear people and next steps.

04 / Before you decide

Questions worth settling

Bring the real constraint, the current follow-up owner and the decision you need to make.

Book a 30-minute fit call

A 30-minute fit call to explore fit, scope and budget.

Who is this for?

Venture- and PE-backed B2B companies at $2M–$20M with an existing sales team that needs a bounded process installed and run. The engagement is scoped for one BU, one primary sales motion, one CRM, one internal sales owner and approximately 2–6 sellers.

Can we buy Diagnose on its own?

Yes. Diagnose is a $2,500 fixed engagement over 2–4 weeks and is available standalone. Continuing into Operate is optional.

What does it cost, and what is the commitment?

Diagnose is $2,500 fixed. Operate is $5,000, $10,000 or $20,000 a month with an initial three-month commitment, then month-to-month with 30 days’ notice to end. Your tier is agreed in writing at the end of Diagnose, based on team size and scope. They are separate engagements. Diagnose is not credited toward a retainer.

When does the Operate clock start?

Diagnose runs separately over 2–4 weeks. If you choose Operate, its initial three-month term starts with that separate Operate engagement. Day 90 refers to day 90 of Operate, not day 90 from the start of Diagnose.

What does our team contribute?

Name an internal sales owner, provide authorized access to relevant CRM and deal information, participate in the working sessions and operating cadence, and collaborate on follow-up ownership. The work is done with your existing team.

What is outside the scope?

Buying lists, LinkedIn automation and being your closer forever are not included. Diagnose does not include implementation or tool setup. The published Operate scope is bounded to the business unit, motion, CRM, owner and seller range described above.

Does an AI agent contact my team or buyers on its own?

No. Agents support follow-through drafts, CRM hygiene checks and Friday inspection preparation. Jordan reviews and approves before anything goes to your buyers or team: approve-and-send, not autonomous.

What happens at transfer or continuation?

At day 90 of Operate, review team ownership and the next constraint. The work can transition to your team, or you can agree the next constraint and continuation scope together. Continuation is a decision, not an automatic promise of additional scope.

5-minute Constraint Check, not the paid Diagnose Resources

A good fit starts with shared ownership

One conversation. No deck. Thirty minutes.

You tell me where deals are dying. I tell you whether I can help and what it would cost. If I can't, I'll say so and point you somewhere better.