Shape your engagement

Scope: A bounded question, defined evidence sources and agreed review criteria. The work can examine strategy, pipeline, customer fit or AI readiness.

Consulting role: Review the available evidence, test competing explanations and identify the decisions that deserve attention.

Your role: Provide relevant data and access to key people, clarify the business question and appoint a sponsor to review the findings.

Working cadence: Preparation and interviews are followed by analysis, a findings review and a decision discussion.

Completion or review point: The findings, evidence limits and next-step options are documented, with a clear decision on whether further work is needed.

Possible commercial arrangement: Fixed-fee sprint or project, with scope and evidence requirements agreed.

Example: Assess a pipeline shortfall before changing sales hiring or demand-generation spending.

Scope: Preparation and a facilitated discussion around a defined decision. Stakeholder input and relevant evidence inform the agenda and the choices considered.

Consulting role: Structure the options, facilitate challenge and discussion, and capture decisions, assumptions and unresolved questions.

Your role: Bring the appropriate decision-makers, provide relevant information and agree who will act on the decisions.

Working cadence: Preparation and pre-reads lead into the workshop, followed by confirmation of decisions and responsibilities.

Completion or review point: Decisions or remaining choices are recorded with accountable owners, required evidence and next actions.

Possible commercial arrangement: Fixed fee per offsite or engagement, including the agreed preparation and follow-through.

Example: Help a leadership team decide growth priorities or the commercial implications of an AI initiative.

Scope: Named markets, functions or processes, with defined deliverables and acceptance criteria. Research and design depth follow the decision and evidence required.

Consulting role: Develop and assess options, make assumptions explicit and translate the selected direction into practical requirements and priorities.

Your role: Provide business constraints and evidence, make the required choices and nominate owners for subsequent implementation.

Working cadence: Working sessions and design reviews lead to decision points, refinement and handover.

Completion or review point: The agreed design requirements are addressed, material assumptions are documented and the responsible client owners accept the handover.

Possible commercial arrangement: Fixed project or programme fee for the agreed scope and deliverables.

Example: Design a revenue organisation with role charters, coverage assumptions and a transition plan.

Scope: A selected test with readiness checks, a baseline and agreed acceptance criteria. Any technical build or configuration is explicitly defined.

Consulting role: Design the test, establish measurement and review criteria, and support the agreed evaluation without assuming the result.

Your role: Provide a process owner, authorised data access, suitable users and the resources needed to run the test.

Working cadence: A readiness review precedes the test, with checkpoints and a final evidence review.

Completion or review point: Results are assessed against the agreed criteria and the next investment decision is documented.

Possible commercial arrangement: Fixed project or pilot fee, with delivery responsibilities defined before the test begins.

Example: Evaluate an AI-assisted proposal workflow for answer quality, review effort and practical usability.

Scope: Selected workstreams with defined dependencies, owners, delivery boundaries and acceptance criteria. Configuration or engineering requires an explicit technical scope.

Consulting role: Coordinate and execute the agreed workstreams, track dependencies and resolve implementation issues with the responsible owners.

Your role: Appoint a sponsor, make timely decisions and provide operational owners, access and capacity to implement and sustain the changes.

Working cadence: Workstream reviews and decision checkpoints accompany staged rollout, adoption reviews and handover.

Completion or review point: The agreed changes meet their acceptance criteria, outstanding actions are documented and operational ownership is handed over.

Possible commercial arrangement: Fixed project or programme fee, or a retainer for a defined continuing delivery scope.

Example: Implement selected pricing controls, sales processes and reporting changes within a commercial improvement programme.

Scope: A defined advisory agenda, named sponsors and agreed access to sessions, analysis and decision support. Client leadership retains executive authority and execution ownership.

Consulting role: Challenge assumptions, assess options and provide experienced counsel on the matters included in the advisory agenda.

Your role: Set priorities, prepare relevant background, make decisions and assign responsibility for follow-through inside the business.

Working cadence: Scheduled discussions, agreed support between sessions and periodic reviews of the advisory scope.

Completion or review point: At each scope review, assess the agenda addressed and decide whether to continue, adapt or conclude the relationship.

Possible commercial arrangement: Monthly retainer with agreed access, analysis capacity and boundaries.

Example: Advise a founder on growth priorities, board questions and commercial leadership decisions.

Scope: A named leadership role with an agreed mandate, capacity commitment, reporting line and decision responsibilities.

Consulting role: Lead the specified function, manage agreed priorities and participate in executive decisions within the delegated authority.

Your role: Confirm the mandate, reporting relationships and available resources, and retain the employer and governance responsibilities assigned to the business.

Working cadence: Participation in the client's management routines, with priorities, capacity and transition requirements reviewed together.

Completion or review point: Review delivery against the leadership mandate and complete the agreed transition or handover to the continuing owner.

Possible commercial arrangement: Monthly retainer linked to the defined role, responsibilities and capacity.

Example: Provide interim revenue leadership while the function develops or a permanent leader is recruited.

Scope: Named activities, systems and outputs, with agreed capacity, priorities, service boundaries and access. Configuration and engineering require a separately specified technical workstream.

Consulting role: Perform the agreed recurring work and report progress, exceptions, capacity needs and dependencies.

Your role: Appoint an operational owner, approve priorities, provide authorised access and resolve business decisions or escalations outside the support mandate.

Working cadence: Recurring backlog reviews, reporting and service discussions at the frequency agreed for the work.

Completion or review point: Review delivery against the capacity and service criteria, then agree continuation, changes or an orderly handover.

Possible commercial arrangement: Retainer for agreed capacity and scope; any initial set-up is separately defined.

Example: Maintain a specified revenue operations reporting and process backlog with a named client owner.

Scope: Specified roles or cohorts, capability objectives and assessment standards. Content and assignments are adapted to the participants' work.

Consulting role: Assess needs, design and facilitate the programme, and evaluate applied work against the agreed standards.

Your role: Provide suitable work examples, allocate participant time and ensure managers support practice and follow-through.

Working cadence: Preparation leads into sequenced sessions, work-based application, coaching and assessment.

Completion or review point: Applied work and assessment findings are reviewed, remaining capability gaps are recorded and managers own the continuing reinforcement.

Possible commercial arrangement: Cohort or programme fee, with participant, seller or manager-based units where appropriate to the service.

Example: Develop sales managers' ability to coach pipeline and deal conversations using observed work.