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Select the session that best fits where you're at. Every session opens directly in Calendly. Not sure? Start with the free diagnostic — no strings attached.

Free Diagnostic Audit available — 48h turnaround · $0 cost · No obligation
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Free & Core Services
★ Free · 60 min
Revenue Leak Diagnostic
We run a full 48-hour analysis of your data and return a prioritized report showing where profit is disappearing — specific gaps, dollar values, and what to fix first.
  • Top 3–5 revenue leaks identified
  • Executive summary report
  • Prioritized action matrix
  • 60-min walkthrough of findings
  • Yours to keep — zero obligation
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Profitability Systems
We build the dashboards, reporting infrastructure, and alert systems your team needs to track margin in real time — without hiring a data team.
  • Revenue & margin dashboard build
  • Real-time alert system setup
  • Custom KPI tracking framework
  • Team handoff & documentation
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Strategic Advisory
Fractional CFO-level insight without the full-time hire. For growth decisions, pricing changes, and operational pivots where you need a sharp second opinion.
  • Pricing & margin strategy
  • Growth decision frameworks
  • Operational pivot planning
  • Ongoing advisory retainer option
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Platform & Product Sessions
AeroLogix · Demo · 30 min
AeroLogix Supply Chain Demo
See AeroLogix in action. We'll run your supply chain data through the engine live — optimal order quantities, safety stock, reorder points, and projected annual savings.
  • Live engine demo with your data
  • EOQ & safety stock output
  • Projected savings report
  • API integration walkthrough
  • Deployment timeline & scoping
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Klaviyo Implementation
Full Klaviyo buildout or hands-on training for your team. We cover flows, automation architecture, segmentation, and everything needed to own the platform in-house.
  • Account setup & migration
  • Flow architecture & automation
  • Segmentation & audience strategy
  • A/B testing & campaign optimization
  • Team training & documentation
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Retention Strategy Session
Customer lifecycle audit and LTV optimization plan. We map your retention gaps and build a framework to keep your best customers buying — and spending more every cycle.
  • Customer lifecycle mapping
  • LTV & churn analysis
  • Email & SMS retention framework
  • Actionable 90-day plan
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100% Data Privacy
No Commitment Required
48h Diagnostic Turnaround
Klaviyo & Shopify Certified