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Who I work with

My advice and expertise are a good fit for organizations that meet one or more of these criteria:​​

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  • Agencies, MSPs, IT or other services/solutions firm looking to expand into Salesforce or other mature technology markets (ServiceNow, Snowflake, AWS, etc.)

  • Partners with at least a $1.5M run rate – can be Salesforce SI partners or partners aligned to other technology platforms

  • Partners with OSP potential (Salesforce-specific)

  • Boutique Salesforce shops (Tableau, Mulesoft, Marketing Cloud, CPQ, Commerce Cloud) looking to expand their Go-to-Market

  • Successful competitive (Adobe, Hubspot, ServiceNow, Zendesk, etc.) or complimentary (Snowflake, Databricks, Amazon, NetSuite) practices looking to expand their Go-to-Market

  • Agencies, MSPs, and IT service firms looking to acquire or grow a technology services practice

  • Private Equity firms and potential acquirers of Salesforce or other technology practices, looking to build integration strategies that create successful investment outcomes

Engagement packages

Engagements are based on length of time as well as percentage of time per month. Have questions? Let's connect and I can customize an engagement package that is right for your needs.

8 Week
Engagement

Perfect for GTM planning, short-term projects or Executive Mentorship

  • ​Designed to offer rapid support for the near-term
     

  • Can be effective at helping your organization get organized or get a smaller project done
     

  • This can roll into a longer term engagement afterwards, but doesn’t need to

3 to 6 Month
Engagement

Perfect for Executive Advisory or Executive Mentorship

  • ​Designed to offer consistent support for the near-term
     

  • Choose what percentage of my time you need per month — in 20%, 40% or 60% increments
     
  • Mentorship and executive advisory programs run in renewable 3- to 6-month contracts of weekly or bi-weekly one-hour calls
     
  • Can include Go-to-Market Strategy and/or Merger & Acquisition Advice
     

  • Can be renewed

MOST POPULAR

6 to 18+ Month Engagement

Perfect for Fractional Alliances and Executive Advisory

  • ​Designed for longer-term support as a fractional leader or manager

  • Includes day-to-day tactical work and reporting
     

  • I represent your company as if I were an employee — leading a team or as an IC
     

  • Can include Go-to-Market Strategy and/or Merger & Acquisition Advice
     

  • Can be renewed

Ready to get started?

Let's connect to see how we can work together.

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