Growth Is Boundless

Your business has unlimited potential — you just need the right map

Core Services 

Fractional Chief Strategy Officer

Get strategic guidance without the overhead of a full-time executive. As your Fractional CSO, I help align your growth plan, refine your service offerings, and build systems for scalable revenue. You’ll make confident, high-impact decisions backed by real-world experience and a deep understanding of the Salesforce consulting landscape.

Work directly with someone who’s built the business you’re building and knows the challenges firsthand. In weekly coaching sessions, we’ll tackle your biggest bottlenecks—whether it’s hiring, sales, delivery, or operations—with strategies tailored to your growth stage. You’ll get personalized support, clear next steps, and accountability to move faster, make better decisions, and reduce guesswork.

1:1 Coaching
On-line Training Course

This online training course helps professional service providers sell with confidence and clarity. You’ll learn how to generate more leads, position your value, lead effective sales conversations, and close deals without being pushy. It includes proven frameworks, real-world examples, and repeatable systems tailored to service-based businesses—giving you the tools to grow revenue and scale sustainably.

What do we work on together?

Financial Planning & Capital Investments

  • Identify when and where to reinvest profits for highest ROI

  • Understand your runway and plan for slow or seasonal periods

  • Evaluate funding options to support hiring, marketing, or expansion

  • Long term planning for sale of company or management system to create a passive investment income

Team Building & Development

  • Identify roles to hire that unlock firm-wide growth

  • Build a recruiting and onboarding process that scales

  • Retain top talent with clarity, culture, a rewarding work environment

  • Structure creative compensation plans to align company KPIs with employee pay

Winning Salesforce AE Referrals

  • Break into new relationships with AEs in a competitive environment

  • Build trust with AEs to generate steady referral flow

  • Move up the food chain to be the top pick for Salesforce VPs & managers

  • Strengthen partnerships through mutual value and wins

Up-selling Existing Clients

  • Identify client needs that lead to natural upsells

  • Structure proposals & contracts for long-term recurring revenue

  • Frame upsells as high-value business solutions

  • Track upsell success and build a repeatable playbook for system audits

Lead Generation & Outbound Sales

  • Build repeatable outbound systems that fill your pipeline

  • Improve messaging to reach ideal Salesforce clients faster

  • Build an inbound lead pipeline with content marketing, LinkedIn, SEO and smart lead magnets

  • Create a free ‘system evaluation’ playbook for converting leads to customers

Delivery & Client Success

  • Build delivery processes that exceed client expectations

  • Create scalable systems to ensure consistent outcomes

  • Turn client success into retention and referrals

  • Optimize systems for tracking hours, monthly plans, and consultant success

Client Engagement Process

  1. Complete Intake Forms

  2. Discovery Sessions

  3. Business Analysis 

  4. Custom Tailored Plan

  5. Strategy Sessions

  6. Implementation of Plan

  7. Accountability & Ongoing Support

  8. Ongoing Optimization of Business