Sales Audit
Evaluate current sales infrastructure
4+ week engagement
Fractional Chief Growth Officer
Build your sales infrastructure and lead your sales team with accountability
1+ year engagement
GTM Playbook
Optimize sales infrastructure and create go-to-market (GTM) strategy
3+ month engagement
Description: Conduct an independent examination on a company’s sales processes and sales team to identify weaknesses and areas for improvement. Once complete I will deliver a report of recommendations and it is the responsibility of the company (client) to execute and place into practice.
Estimated timeline to complete: 4-6 weeks, depending on company size and complexity of different business verticals.
Description: In addition to the sales audit, I will take a deeper dive into the competitive marketplace, product positioning and outline a roadmap for the GTM strategy by business vertical. Once complete I will deliver a report of recommendations and it is the responsibility of the company (client) to execute and place into practice.
Estimated timeline to complete: 3+ months, depending on company size and complexity of different business verticals.
Description: I am now a member of your team and will lead
strategy & sales for the company. My starting point will be the Sales
Audit & GTM Strategy, which I also offer as individual services. The
difference now however, is I will take accountability for execution.
Estimated timeline to complete: 1-Year commitment with option to
extend quarter-to-quarter.
Board of Directors
Board advisor & Board director
1+ year engagement
Due Diligence for M&A
Tailored for the private equity industry for portfolio company investments (consumer sector)
4+ week engagement
Fundraising Strategy
Align your growth strategy to optimal capital needs
6+ week engagement
Description: Leveraging my 22+ years of experience driving sales and strategy in the consumer space, I will provide subject matter expertise & strategy to a company as a board advisor or board director capacity.
Estimated timeline to complete: This will be largely dictated by your company but generally a 12-month term with right to extend.
Description: Leveraging my experience raising millions of dollars for startups as well as providing best-in-class learnings from my participation in the Morgan Stanley Multicultural (MCIL) accelerator program, I can help prepare your company to raise capital or position you for acquisition.
Estimated timeline to complete: 6+ weeks depending on complexity of business.
Description: Leveraging my 22+ years of experience driving sales and strategy in the consumer space, I will provide subject matter expertise to private equity firms, investment bankers and other investors to evaluate a potential acquisition. Goal is to critically challenge assumptions for an independent review of the company asset to ensure there is a strategic alignment with the investment thesis.
Primary focus will be on sales infrastructure (team + processes), pricing, brand positioning, competitive analysis and growth strategy levers post-acquisition.
Estimated timeline to complete: 2+ weeks, this will vary widely based on the deliverables outlined by the buy-side investor.