How We Help
Four progressive tiers designed to build internal capability while delivering immediate value. Enter at any tier. Progression is natural, not forced.
Start with Office Hours
Not ready for a full engagement? Office Hours is the perfect entry point. Get expert guidance on specific challenges, test our approach, and build foundation before committing to larger initiatives.
The Difference
Traditional consulting creates dependency—you hire experts, they deliver solutions, you hire them again when things break. This cycle is profitable for consultants but destructive for organizations.
Our Approach
Our scoping engagements lead to ongoing work when the value is obvious, not because we create urgency. Others take our roadmaps and build internally—exactly as it should be. Your capability growth is our success metric.
Why a Small Team Can Deliver This
Traditional consulting firms need large teams because every engagement starts from scratch. We built a platform—unified intelligence, relationship memory, and methodology content—that gives each practitioner enterprise-scale capability. You get human expertise multiplied by integrated systems, not diluted across dozens of junior consultants.
Service Tiers
Each tier shows what you get, investment range, and ideal readiness stage. The goal is clarity, not conversion.
Build Literacy
Foundation for transformation through AI fluency and strategic intelligence
You can't transform what you don't understand. Build Literacy creates the cognitive foundation that makes all other transformation possible—the shared language and understanding that enables effective collaboration.
Value-First Office Hours (Base Seat)
Individual support for CRM admins needing regular HubSpot guidance. 3 live sessions per week.
- 3 live sessions per week
- Standard question queue
- 10-15 min screen share troubleshooting
- Private Slack community access
AI Skills Bootcamp
Intensive workshop to build AI literacy and practical skills for your team.
- Practical AI prompting
- Use case identification
- Tool selection guidance
- Team capability assessment
Value-First Office Hours (Strategy Seat)
Team lead support including quarterly 1:1 strategy sessions and priority access.
- Everything in Base Seat
- Quarterly 60-min 1:1 strategy sessions
- Priority question queue access
- 20-30 min extended screen share sessions
Value-First Office Hours (Partnership Seat)
Executive partnership with monthly strategy sessions and direct access to leadership.
- Everything in Strategy Seat
- Monthly 90-min strategy sessions
- Executive priority queue
- Direct Slack access to Chris & Ryan
Value-First Coaching
$1,600 – $2,500Individual coaching for practitioners exploring Value-First thinking, building AI orchestration skills, and preparing for organizational change. 8-12 sessions focused on personal capability development.
Best for readiness stages:
Stage 01-03: Audience, Researcher, Hand Raiser
Assess & Plan
Strategic clarity and roadmap development before implementation
Most transformation efforts fail not from poor execution, but from solving the wrong problems. Tier 2 answers the critical questions: What's actually broken? What would better look like? What's the path from here to there?
Practitioner Coaching
1:1 coaching for HubSpot practitioners to build strategic capability.
- Bi-weekly coaching sessions
- Skill development plan
- Real-world project guidance
- Career pathing support
Organizational Assessment (Scoping Tier 1)
Strategic direction without major commitment. 3-5 stakeholder interviews and AI-assisted analysis.
- 3-5 stakeholder interviews
- AI-assisted strategic analysis
- High-level transformation opportunities
- Current State Brief (15-20 pages)
Comprehensive Scoping (Scoping Tier 2)
Full assessment with technical validation. 5-7 stakeholder sessions and complete roadmap.
- 5-7 stakeholder sessions
- Technical validation & architecture
- Advanced AI pattern recognition
- Complete Transformation Roadmap (20-30 pages)
Implementation Planning (Scoping Tier 3)
Complete execution framework ready for action. 7-10 sessions and deep technical specs.
- 7-10 stakeholder sessions + workshops
- Deep technical specs
- Advanced AI scenario modeling
- Complete execution framework (100+ pages)
Best for readiness stages:
Stage 03-05: Hand Raiser, Buyer, Value Creator
Implement
Platform implementation and transformation execution
Implementation without strategic foundation creates expensive technical debt. Implementation with clear vision creates leverage that compounds over time. Tier 3 is where strategy becomes operational reality.
Foundation CVP
Core HubSpot Customer Value Platform implementation for teams getting started.
- Core system configuration
- Essential data migration
- Basic workflow automation
- Standard team training
Complete CVP
Comprehensive implementation replacing fragmented tools with a unified platform.
- Full system configuration
- Complex data migration
- Advanced automation
- Custom reporting dashboards
Enterprise CVP
Enterprise-grade implementation for complex organizations with multiple business units.
- Multi-hub configuration
- Enterprise architecture
- Custom integration development
- Change management program
Best for readiness stages:
Stage 04-06: Buyer, Value Creator, Adopter
Transform
Ongoing partnership for sustained transformation and optimization
Transformation isn't a project with an end date. Markets shift, teams grow, products evolve. Organizations that treat transformation as ongoing capability building outperform those that treat it as a one-time initiative.
Platform Partnership (Foundation)
Ongoing platform optimization and technical support.
- Monthly optimization reviews
- Unlimited technical support
- Workflow enhancement
- Slack channel access
Growth Partnership (Strategic)
Complete transformation support including strategy and capability development.
- Everything in Foundation
- Strategic advisory sessions
- Team capability development
- Quarterly strategic planning
Transformation Partnership (Enterprise)
Comprehensive partnership for complex, multi-team transformation initiatives.
- Everything in Strategic
- Dedicated strategic partner
- Multi-team coordination
- Executive leadership coaching
Best for readiness stages:
Stage 06-08: Adopter, Advocate, Champion
How to Choose Your Starting Point
Start with Tier 1 if:
- • Your team lacks shared understanding of what's possible
- • You're exploring but not ready for major investment
- • You need to build internal buy-in first
Start with Tier 2 if:
- • You know transformation is needed but lack clarity
- • You've identified problems but need the right solutions
- • Most common entry point for ready organizations
Start with Tier 3 if:
- • You have clear vision and roadmap already
- • You're ready to invest in implementation
- • You need execution expertise and capability transfer
Start with Tier 4 if:
- • You're committed to ongoing transformation
- • You want strategic partnership, not just delivery
- • You've validated our approach through earlier tiers
Can You Skip Tiers?
Yes. Tiers aren't gates, they're guidance. Some enter at Tier 2 and never need Tier 1. Others jump straight to Tier 3 with clear internal vision.
However: Most benefit from Tier 2 strategic clarity before Tier 3 implementation. Rushing to implementation without foundation is the expensive path.
Understand the Foundation
Our services are built on a comprehensive framework. Learn the concepts that drive transformation.
Ready to Explore?
Start with a conversation. No sales pressure—just strategic dialogue about what makes sense for where you are.
Most organizations begin with Value-First Scoping • No implementation pressure