Work With Me
The Bottleneck Breakthrough Pathways
Strategic growth offers for business owners earning $300K to $3M who are ready to eliminate chaos, install scalable systems, AI, automations and unlock sustainable momentum.
These offers are designed for two key stages of business:
-$300K–$1M: You’re stuck in the weeds, doing too much yourself, and need clarity, systems, and delegation.
-$1M–$3M: You’re growing—but hitting ceilings around team, tech, or strategic focus. You need optimization and leverage.
Bottleneck Discovery Sprint™
Strategic Consulting Sprint + AI Readiness Assessment
This 4-week sprint diagnoses your biggest growth constraints, reveals hidden opportunities, and delivers a 90-day execution roadmap. It includes a backend audit and an AI readiness assessment to map out your ideal path forward. This is a structured, in-depth session where we analyze your business using proven frameworks to identify profit leaks, automation opportunities, and growth strategies—giving you actionable steps you can implement right away. Our frameworks were developed by one of our collaboration partners who has consulted with thousands of businesses and owns 30 businesses valued over 100 million dollars.
What’s Included:
- Pre-sprint business intake and access to key data.
- Two 90–120 minute strategy sessions (can be done in one half day).
- CRM, lead flow, and backend systems review
- AI readiness assessment
- Custom 90-Day Execution Plan and Bottleneck Growth Roadmap
- Optional RevitUp CRM starter subaccount setup (additional fees may apply)
What We Solve:
-Business depends too much on the founder
-Revenue leaks through broken or manual processes
-Lack of automation and AI support
-No clear roadmap for growth
Bottleneck to Breakout™ – Guided Build
90-Day Done-With-You/ 365 Day Manage & Support Build for CRM + AI Integration
We co-build your scalable backend with CRM, automation, and AI—so you can reclaim your time and position yourself to grow without being the bottleneck.
What’s Included:
- A custom 90-day Bottleneck to Breakout™ roadmap
- Bi-Weekly project check-in calls for 90 Days, monthly after 90 Days.
- RevitUp CRM and automation system build
- SOP templates for onboarding, fulfillment, and lead nurturing
- AI-powered follow-up systems (text-back, SMS bots, appointment bots)
- Founder repositioning strategy and mindset coaching
- Optional VA-assisted implementation
What We Solve:
Leads and sales falling through the cracksManual fulfillment slowing deliveryBackend operations scattered and inefficientFounder stuck in the weeds instead of leading
Bottleneck to Breakout™ – Premium Build
12-Month Done-For-You Backend & AI System Build
A fully managed backend transformation over 12 months. We build your entire CRM, AI automation stack, SOPs, and operations systems—readying your business to scale or sell.
What’s Included:
- Full CRM + AI-powered sales, retention, and support systems
- AI-driven customer journeys (Voice AI bots, follow-up sequences or bots, booking bots, reactivations)
- Departmental SOPs and dashboards
- Monthly strategy sessions + bi-weekly updates
- Quarterly AI + system optimization
- CRM monitoring & tecch management
- 12 months of RevitUp CRM access
- Team onboarding playbooks and hiring support
What We Solve:
- No scalable backend or KPI visibility
- Founder trapped in day-to-day chaos
- Inability to scale fulfillment, team, or sales
- Lack of structure for valuation and exit readiness
Bottleneck Partner Program™
Strategic Growth Partnership with Profit Share or Equity
A long-term strategic partnership for businesses that have completed a build phase and want expert support to scale, optimize profit, and prepare for exit—without losing freedom.
What’s Included:
- Quarterly backend audits and AI upgrades
- New growth system development and optimization
- Profitability reviews and KPI dashboards
- Exit prep and valuation strategy
- Access to new SOPs, automations, and GHL templates
- Continued RevitUp CRM access
- Mini-project rebuilds available as needed
Entry Terms:
Terms are negotiable and consist of a monthly retainer plus a profit share and equity.
What We Solve:
- Scaling without sacrificing lifestyle
- Staying current with evolving AI tools
- Building a business that can run, grow, or exit without you
- Bring in collaboration partners as needed
RevitUp CRM & AI Platform Only
Ongoing Software Access + Support
Every guided or done-with-you build includes full access to RevitUp CRM—our private-label automation platform powered by Go High Level.
What’s Included:
- CRM for lead capture, nurturing, pipeline, and sales
- AI-powered follow-up, booking, and reactivation systems
- Custom dashboards, automations, and workflows
- Tech support + access to new automation templates
- Add-on: mini-projects for custom builds and upgrades
Investment:
$497/month includes unlimited usage full AI suite, SEO, Yext & Ads Manager.
Ready to eliminate bottlenecks and unlock scalable growth?
Which Option is Right for You?
If you're ready to take action, let's connect and find the best path forward. Whether you need quick insights, structured strategy, or a long-term growth partner, my team and I are here to help.
📩 Let’s talk and unlock your next level of business success!
If you do not qualify for the above we have other options which include:
- One-Hour Strategy Sessions
- Half-Day Consultation (Proven Frameworks for Fast Results)
- Traditional Consulting (Fee-for-Service Advisory)
- Consulting for Equity (CFE Model)
- Asynchronous Consulting (On-Demand Strategy & Support
Book a Strategy Session Today!
In just one call, gain the clarity you need to move forward with confidence. Together, we’ll explore:
Where are you? A deep dive into your current challenges and opportunities.
What do you want? Define your goals and vision for growth.
This focused session sets the foundation for actionable next steps tailored to your success.
Phone: 301-396-7309
Email: [email protected]