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Growth & process consulting

Something is slowing your business down. Let's figure out what it is.

Maybe you are getting inquiries but not enough customers. Marketing feels scattered. Follow-up is inconsistent. A process takes too much time. Or you simply know something could work better, but you are not sure what to fix first.
I help look at the situation, find the likely bottleneck, and turn it into a practical set of priorities and next steps.
Focused session from $150
Business clarity review from $495
Small-business growth and process consulting for marketing, customer conversion, workflows, systems, and business launches.

Raleigh & Triangle area + remote consulting

M A FEW SCATTERED THINGS Leads Website Follow-up Offer Tasks Tools SORTED, IT READS LIKE THIS Problem Priority ✓ noted Next Step ✓ scheduled

You may know the symptoms. The real problem may be somewhere else.

Maybe sales are slow, but the real issue is the offer.
Maybe leads are coming in, but nobody follows up consistently.
Maybe you are spending time on marketing, but customers still do not understand why they should choose you.
Maybe the business has grown, but the way the work gets organized has not grown with it.
Sometimes several small problems are connected.
I help connect those dots before you spend more time or money fixing the wrong thing.
You are doing marketing, but getting too little response
People ask questions, but too few become customers
Your offer is harder to explain than it should be
Follow-up is inconsistent
Customers get confused or drop off
Too much work depends on memory or manual effort
A launch or new idea feels scattered
There are too many possible priorities
You suspect AI or automation could help, but do not know where to start

What we can look at together

Your offer & message

Is it clear what you sell, who it is for, and why someone should choose you?

Marketing that is not getting enough response

Where are people finding you? What happens next? Where might interest be dropping off?

Leads that do not turn into customers

What happens after someone calls, fills out a form, sends a message, or asks for information?

Customer experience

Where are customers confused, waiting too long, dropping out, or having to work too hard?

Workflows that take too much time

What is repetitive, manual, disorganized, or dependent on one person remembering everything?

Launches, changes & new ideas

What actually needs to happen first? What can wait? How should the work be sequenced?
AI & Automation. Where useful, I can also identify repetitive or information-heavy work that may be simplified with AI or automation. AI is a capability here, not a standalone service.

Start with what you know about the problem

You may already know what needs fixing, or you may only know that something is not working as well as it should. Both are good places to start.
Path 01

Find the bottleneck

01

Business clarity review

Something needs improvement, but you are not yet sure where the underlying problem is.
Details & pricing
01

Business clarity review

Something needs improvement, but you are not yet sure where the underlying problem is.
Details & pricing
Best for
An established small business where marketing, customer follow-up, workflows, or business systems may be connected, and you need to know what deserves attention first.
Depending on the situation, we may look at
Offer, positioning, and messaging
Website and digital presence
Marketing activity and lead sources
Inquiries and customer follow-up
Lead conversion
CRM and customer tracking
Reviews, referrals, and retention
Key workflows
Repetitive or manual work
Owner dependencies
Tools and business systems
You receive
A strategic review of the agreed priority areas
The most important bottlenecks or opportunities I see
Clear priorities
Practical recommendations
A now / next / later plan
A findings review session
From $495
Scope is confirmed before the work begins.
For more complex businesses
02

Growth & systems audit

A deeper review when several parts of the business may be connected and a narrower diagnostic would not be enough.
Explore the audit
02

Growth & systems audit

A deeper review when several parts of the business may be connected and a narrower diagnostic would not be enough.
Explore the audit
Best for
A business that has grown more complex, has several recurring problems, or needs a broader diagnosis before investing in another round of changes.
Depending on the agreed scope, we may examine

Marketing and growth

Offers and positioning
Messaging and website
Marketing channels
Lead generation and visibility

Customers and revenue leakage

Lead sources
Inquiry handling
Response and follow-up
Conversion
CRM
Booking or proposal flow
Reviews, referrals, retention, reactivation

Business processes

Key workflows
Owner dependencies
Bottlenecks and weak handoffs
Duplicated or repetitive work
Project and information flow

Tools and systems

CRM
Spreadsheets and forms
Project-management tools
Communication and information organization
Useful AI or automation opportunities
Unnecessary or duplicated tools
You receive
Broader business diagnosis
Major growth and process bottlenecks
Areas where opportunities may be lost
Areas where effort may be wasted
Prioritized recommendations
Implementation priorities
30 / 60 / 90-day improvement roadmap
Findings workshop
From $1,250
Final scope and price are agreed after an initial conversation.
Path 02

Fix the bottleneck

03

Focused improvement project

You already know what needs to work better. We turn that issue into a defined improvement project.
Examples & pricing
03

Focused improvement project

You already know what needs to work better. We turn that issue into a defined improvement project.
Examples & pricing
Best for
Problems like an offer that is difficult to explain, leads that are not followed up consistently, a website that is not turning enough interest into inquiries, scattered CRM or customer information, a workflow that takes too much time, weak review or referral processes, repetitive manual work, or a launch that needs better structure.
Possible projects include
Offer and messaging improvement
Website or landing-page improvement
Lead follow-up
Customer journey improvement
CRM structure
Reviews and referrals
Workflow redesign
Marketing prioritization
Launch planning
Practical AI and automation
Before the work starts, we agree on
Problem
What specifically is not working.
Outcome
What should be true when the work is done.
Scope
What is included, and what is not.
Deliverables
What you receive.
Timeline
When the work happens.
Price
Agreed before anything starts.
Projects from $500
Final price depends on the agreed outcome and scope.
Path 03

Build the right things first

04

Business launch roadmap

Starting a business, launching a service, or pursuing a new direction? Build what is actually needed to start selling and learning from real customers.
What’s included & pricing
04

Business launch roadmap

Starting a business, launching a service, or pursuing a new direction? Build what is actually needed to start selling and learning from real customers.
What’s included & pricing
Best for
New businesses, early-stage founders, or existing businesses preparing a substantial new offer or service.
Depending on the business, we may work through
Target customer
Offer and service structure
Pricing direction
Positioning and messaging
Website or landing-page requirements
Initial customer-acquisition channels
Local or digital visibility
Inquiry and follow-up process
CRM or basic customer tracking
Reviews and credibility
Scheduling and payments
Essential business tools
Practical AI or automation opportunities
You receive a prioritized launch roadmap
Now
What is essential before or immediately after launch.
Next
What should be added once selling begins.
Later
What may become useful after real market feedback.
Don't build yet
Things likely to consume time or money before they are genuinely necessary.
The goal is to get enough of the business into place to start selling and learning without spending months building things that may not yet be needed.
From $850
Final scope is agreed after an initial conversation.
Have one specific business question?

Quick problem-solving session

$150
60-minute working session
A focused session around one business, marketing, growth, or process question.
Questions people bring
Why are my leads not converting?
Which marketing channel should I prioritize?
Does my offer make sense?
Do I really need a CRM?
How should I promote this new service?
What should I fix on my website first?
Which growth idea deserves attention first?
Includes. Short intake, review of a few relevant materials, 60-minute working session, short written recap, and 3 to 5 recommended next actions.

Already know exactly what needs to be done?

If you already know the task and mainly need help executing, organizing, researching, setting it up, or coordinating the work, Practical Marketing & Business Support may be a better fit.

Clarity. Structure. Momentum.

A simple way to work through a messy problem

01

Clarity

What is actually happening? What matters most? What may only be a symptom?
02

Structure

What are the real options, dependencies, priorities, and decisions?
03

Momentum

What should happen next, who needs to do it, and what can wait?

Once we know what needs to change

A recommendation is more useful when there is a practical way to act on it.
After a review, audit, or roadmap, you can implement the recommendations yourself, use your existing team or vendors, bring in a specialist, or use Mymentum for selected hands-on execution and project coordination.
Diagnose
Prioritize
Improve
Implement
Review
Hands-on implementation is scoped separately when it falls outside the consulting engagement.
Want an outside perspective over time?

Growth & process advisory

Ongoing support for owners who want regular senior input without adding a full-time marketing or growth role.
What it can cover
Want an outside perspective over time?

Growth & process advisory

Ongoing support for owners who want regular senior input without adding a full-time marketing or growth role.
What it can cover
Support may include
Marketing and growth priorities
Business decisions
New bottleneck identification
Results review
Customer experience improvements
Process improvements
Growth experiments
Offer and messaging decisions
Vendor or tool evaluation
AI and automation opportunities
Launch guidance
Review of work produced by internal teams or contractors
Custom monthly advisory plans

Why work with me

An outside perspective with practical business experience.

20+ years of business experience
Strong research & problem-solving
Broad business perspective
Practical implementation mindset
I bring more than 20 years of experience across marketing, business operations, projects, launches, events, vendors, CRM-related work, and growth initiatives.
That experience helps me look beyond one isolated symptom. I ask practical questions, connect the moving pieces, research what I do not know, and bring the problem back to a manageable set of choices.
The goal is a clearer understanding of what deserves attention and what should happen next.

Start here

What is not working as well as it should?

You do not need to diagnose the problem before contacting me.
Tell me what is happening, what you have already tried, and where you feel stuck.
I’ll review it and let you know whether a focused session, a clarity review, a deeper audit, a launch roadmap, or another type of support makes the most sense.

Raleigh, NC and Triangle area. Remote consulting available.

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