Work With Me
The Bottleneck Breakthrough Pathways
I design and install AI-powered business systems that free owners from chaos. On this page, you will see the specific ways we can work together—from short strategic sprints to full backend builds and long-term partnerships.
These pathways are designed for established business owners who are serious about building systems, not just chasing quick wins. Most of my clients are in the 300K–5M annual revenue range, but more important than your revenue is that you are committed to eliminating chaos and building a business that can scale without everything depending on you.
These offers are designed for two key stages of business:
+ You are stuck in the weeds, doing too much yourself, and need clarity, systems, and delegation.
+ You are growing, but hitting ceilings around team, tech, or strategic focus. You need optimization and leverage.
These pathways are the deeper, structured versions of what I describe on the homepage as building an AI-ready business operating system using RevitUp as the backbone.
Bottleneck to Breakout™ - Discovery Sprint
Strategic Consulting Sprint + AI Readiness Assessment
This is for you if you need clarity fast: what to fix first, where AI actually fits, and a concrete 90-day plan before you commit to a bigger build.
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 core diagnostic frameworks were developed in collaboration with a partner who has consulted with thousands of businesses and owns over 30 companies with a combined valuation exceeding $100M.
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
This is my core AI-Ready Business Systems Sprint that I describe on the homepage. This is for you if you want to co-build your systems with hands-on guidance and stay in control, but not do everything yourself.
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 cracks
- Manual fulfillment slowing delivery
- Backend operations scattered and inefficient
- Founder stuck in the weeds instead of leading
Bottleneck to Breakout™ – Premium Build
12-Month Done-For-You Backend & AI System Build
This is for you if you want the whole backend handled for you over 12 months so you can focus on leadership, sales, and big decisions.
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 & tech 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
This is for you if you already have a solid backend and want a long-term partner to help optimize, grow, and prepare for exit.
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
This is for you if you already have systems and people to implement, and you primarily want access to the RevitUp platform and AI suite. More Info...
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:
Starting at 497/month and depending on what is needed may include full access to the CRM, 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]