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• Pre-session intake describing the decision, constraints, available data, and desired result.
• Focused review of the relevant pipeline, pricing, hiring, market, management, or workflow evidence supplied by the client.
• Root-cause discussion separating the visible symptom from the underlying constraint.
• Alternatives and trade-off comparison, including financial, staffing, execution, and timing implications.
• Recommended decision, immediate next actions, and practical success measures.
• Short written decision recap for the 90-minute session; one written action plan with owners, dates, and dependencies for the sprint.
• Identification of any larger system defect that warrants a separate implementation engagement.

Base scope to confirm: One principal business question; one decision-maker; client supplies relevant records before the session. Focused sprint includes up to two working meetings and one revision of the action plan.

Not included: No implementation, recruiting, system configuration, legal opinions, financial assurance, or ongoing access.

• One-page hypothesis map: who buys, which costly problem exists, why now, and what must be true.
• Ranked ideal-customer profiles, buyer roles, urgency signals, and exclusion criteria.
• Offer, pricing logic, competitor, and value-proposition review; identify differentiators that can be evidenced.
• Validation plan specifying interview questions, outreach/test method, decision gates, and target sample.
• Up to three CEH-facilitated buyer conversations when client introductions and participation allow; otherwise review documented outreach/testing evidence.
• Buyer journey and proposed sales motion from first contact through qualification, proposal, and decision.
• Initial targeting and channel recommendations, including referrals, partnerships, associations, or direct outreach.
• Findings register separating verified evidence, untested assumptions, and contradictory responses.
• Go / revise / pause recommendation with a 90-day test-and-launch roadmap and measurable milestones.

Base scope to confirm: One offer in one primary segment and geography; client provides market access and participates in buyer tests. A defined test replaces unsupported promises of interview attendance.

Not included: No guaranteed sales, full campaign management, product development, paid media, or market-wide research.

• ICP, segment priorities, and a ranked initial target-account list built from client and agreed public information.
• Documented opportunity path: prospect, contact, discovery, qualification, proposal, follow-up, win/loss, and account growth.
• Channel-specific prospecting plan spanning relevant calls, email, referrals, events, site visits, and introductions.
• Message bank for introductions, outreach, discovery, next-step commitments, objection responses, and reactivation.
• Account-coverage and relationship map for the top priority prospects and existing clients.
• Follow-up service standard and next-action rules with sample sequences and exceptions.
• Weekly owner schedule with protected prospecting time, activity targets, and follow-through checklist.
• Lightweight pipeline, management dashboard, and opportunity-review template in the agreed existing tool.
• Live review of current prospects, two observed execution/coaching sessions, and revisions based on use.
• Owner sales playbook documenting how work is performed and what must be transferable to a future employee.

Base scope to confirm: One owner, one primary offer, one basic pipeline; client carries out outreach and owns selling decisions.

Not included: No outsourced selling, full CRM migration, mass list purchase, advertising, or recruitment.

• Current-state discovery and process map identifying account ownership, pipeline events, and management needs.
• Configured account/contact and opportunity structure in the agreed existing CRM or CEH-supported system.
• One sales pipeline with named stages, entry/exit criteria, required data, and loss reasons.
• Account ownership, coverage, last-touch / next-action, task, and meeting tracking standards.
• Up to two core dashboards covering pipeline health, activity, next actions, and account coverage.
• Up to three native/no-code reminder or workflow automations supported by current plan and platform.
• Field dictionary, sample clean records, data-entry SOPs, and role-specific user quick guides.
• Weekly manager review agenda, scorecard, and inspection checklist linked to live CRM information.
• Two role-based training sessions, test scenarios, defect log, fixes, and named internal system owner.
• Launch verification and 14-calendar-day limited defect support on agreed configurations.

Base scope to confirm: One business unit, one pipeline, up to five users and standard native configuration; client supplies clean/import-ready base data.

Not included: No large migration, custom code, proprietary integrations, licensing, historical data cleanup, or new software subscription.

• Quarterly business-building roadmap with documented priorities, decisions, dependencies, and stage gates.
• Business model, offer, ICP, competitive position, revenue model, and sequencing review.
• Professional-setup coordination checklist for entity, banking, licenses, tax, insurance, bookkeeping, and permits; external specialists execute regulated work.
• Working startup cash plan, overhead assumptions, pricing and margin framework, break-even targets, and management metrics.
• Lead-to-job/client service blueprint including intake, estimating, proposals, scheduling, fulfillment, customer updates, quality, change orders, and collections.
• Software architecture and operating-file structure for CRM, service/field tools, communication, invoicing, and reporting.
• Brand and launch priority plan covering positioning, website needs, Google Business Profile, collateral, referrals, and outreach.
• Owner-led sales infrastructure: target accounts, relationship plan, pipeline, follow-up standards, proposals, and account growth.
• Organization and hiring sequence: role charters, compensation assumptions, onboarding standards, accountability, and delegation.
• Construction/trades module when applicable: job costing, bid/no-bid, GC prequalification, fleet/tools, vendor rules, and service-to-project handoffs.
• Monthly management review of cash, AR, margin, capacity, revenue, leads, pipeline, staffing, owner workload, and risks.
• Continuously updated operating blueprint, decision log, KPI scorecard, and 12-month post-engagement roadmap.

Base scope to confirm: Base partnership includes up to 12 consulting/working hours per month, one entity, and one primary location; time is for direction, co-design, and selected bounded assets—not unrestricted done-for-you execution.

Not included: Entity/legal filings, tax advice, licensed services, full website development, ad management, system rebuilds, bookkeeping, payroll, recruiting placement, and unrestricted execution are separate.

• Operations interview and workflow inventory covering customer, office, fulfillment, handoff, quality, and management work.
• Current-state versus desired-state process maps identifying delays, rework, ownership gaps, and avoidable founder tasks.
• Roles and decision-rights map, including normal approvals and exception escalation.
• Priority ranking of operating standards by customer impact, risk, and frequency.
• Up to six written SOPs with purpose, owner, inputs, steps, quality measures, exceptions, and version metadata.
• Up to six associated checklists/forms/templates using the company’s actual work examples.
• Simple quality-control checkpoints for delivery, handoff, customer updates, and issue correction.
• Operating scorecard with a small set of throughput, errors, cycle time, and service metrics.
• Weekly operations meeting agenda, action tracker, and change-management procedure.
• Two staff training/workflow walkthrough sessions; observe trial runs and correct unclear instructions.
• Maintenance register showing SOP owners, review dates, updates, and onboarding use.

Base scope to confirm: One operating department or integrated customer workflow; up to six priority processes, six SOPs, six templates, and two staff sessions.

Not included: No ERP implementation, full accounting cleanup, site safety engineering, HR/legal policy certification, or multi-site rollout.

• Cost-input inventory and client-approved assumptions for wages, labor burden, truck/fleet, indirect labor, materials, and overhead.
• Analysis of current service rates, project estimates, markups, discounts, and actual results where data exists.
• Pricing calculator for one service line with transparent assumptions and editable controls.
• Job-cost tracking template mapping estimated versus actual labor, materials, subcontractors, and change orders.
• Margin and contribution reporting definition, with break-even and minimum-price discussion.
• Bid/no-bid and approval criteria for low-margin, risky, or atypical work.
• Change-order capture and pricing SOP, plus scope/estimate handoff checklist.
• Cash collection terms and AR visibility checkpoints coordinated with client finance support.
• Two example job or service-type calculations and sensitivity analysis on major cost assumptions.
• Owner/estimator training, monthly margin review agenda, and documented update owner.

Base scope to confirm: One service line and up to two job types; client supplies sufficiently accurate costing and financial records. Figures require client/accountant validation.

Not included: No bookkeeping, CPA attestation, tax or valuation advice, guaranteed profit, or full estimating-software deployment.

• Structured intake with sales leadership and up to three relevant role-holder interviews.
• Current roles, sales management responsibility, and decision ownership review.
• End-to-end sales motion assessment: prospecting, qualification, follow-up, quoting, closing, and account growth.
• Pipeline-stage, stalled-opportunity, last/next-action, and forecast visibility sample review.
• CRM adoption and data-quality snapshot, including reporting usability and administrative friction.
• Activity, conversion, aging, and account-coverage KPI baseline to extent reliable records permit.
• Management cadence review of meetings, one-on-ones, coaching, and accountability.
• ICP, target-account quality, messaging, and channel-focus assessment.
• Sales-system health scorecard with high-impact bottlenecks and supporting evidence.
• Executive readout and prioritized 90-day corrective roadmap with actions, owners, and indicative effort.

Base scope to confirm: One business unit; up to five user/stakeholder interviews including intake; selected sample of 15 opportunities; client provides existing reports.

Not included: No wholesale CRM build, employee disciplinary action, major analytics reconstruction, or implementation.

• Interview/decision map of current lead flow, account types, sales roles, and approval authority.
• Sales role charters and RACI-style responsibility/decision table.
• Account ownership policy for new, house, dormant, transferred, and shared accounts.
• Lead assignment and reassignment triggers with escalation decision tree.
• Territory, vertical, service-line, or segment allocation guidance when applicable.
• Handoff/referral rules for multi-person deals, cross-functional support, and shared opportunities.
• Activity, pipeline, and account-coverage expectations by role.
• Commission/compensation design recommendations, subject to employer payroll/legal validation.
• Manager enforcement scorecard, exception log, and a standing governance review.
• Final rules document and team rollout briefing.

Base scope to confirm: One sales team (up to five sellers) and one compensation architecture for review; complex plan modeling is separate.

Not included: No employment-law determination, payroll programming, compensation guarantees, or full team reset.

• Opportunity sample framework across recently won, lost, and stalled deals.
• Review of up to 20 opportunities for age, stage changes, next actions, and source quality.
• Analysis of qualification, buyer access, timing, need, proof, and decision criteria.
• Review of discovery notes, proposal timing, price/value communication, and follow-up patterns.
• Stakeholder coverage assessment where buyer organization details are available.
• Win/loss category framework separating market fit, execution, competition, timing, and no decision.
• Priority recovery list for up to five live opportunities, with realistic intervention actions.
• Recommended stage exit criteria and deal-inspection checklist.
• Manager pipeline review agenda and escalation triggers for aged/no-next-step deals.
• Executive brief with identified patterns, evidence limits, and a sequenced conversion plan.

Base scope to confirm: One sales pipeline and up to 20 opportunity records; interviews with external buyers available as separately scoped service.

Not included: No guarantee of recovered revenue, direct negotiation, full CRM migration, or all-deal manual cleanup.

• Configuration and adoption audit, field inventory, pipeline map, and friction log.
• Data quality assessment and prioritized remediation plan identifying what is fixable within scope.
• Stage definitions and advancement criteria with minimal required fields.
• Ownership, lead routing, handoff, and follow-up workflow corrections in the current system.
• One revised pipeline, up to two manager dashboards, and up to three supported native automations.
• Pre-change backup/export approach, test records, rollback plan, and change approval.
• Record-entry standards for account, contact, opportunity, activity, source, and next action.
• Role-specific guides, live rep/manager training, and adoption expectations.
• Working scorecard and weekly manager review routine.
• Acceptance-test checklist, defect tracker, stabilization recommendations, and 14-day defect correction window.

Base scope to confirm: One existing CRM instance, one sales pipeline, up to five users; up to 500 client-prepared records for limited structural correction, not wholesale cleansing.

Not included: No large-scale cleansing, system replacement, custom code, migration between platforms, complex integrations, or license fees.

• Time-and-friction workflow audit of prospecting, meeting prep, follow-up, CRM entry, and reporting.
• Human-only, AI-assisted, and automation-safe task classification based on risk and value.
• Prioritized automation backlog with owners, estimated time saved, dependencies, and exceptions.
• Implementation of up to two low-complexity native/no-code workflows using approved current tools.
• Templates/prompts for preparation, summaries, and outreach drafts with required human checks.
• Approved data-use boundary: permissions, confidential data handling, retention assumptions, and review controls.
• Test cases for normal input, missing input, wrong output, user correction, and failure/recovery paths.
• Before/after measurement of minutes per task and completion reliability where client data allow.
• Workflow SOPs, maintenance instructions, change log, and named internal automation owner.
• One team training, one manager test review, and phased improvement roadmap.

Base scope to confirm: Up to two no-code automations in one existing stack; access/license tiers must permit configuration; client approves workflows and data policy.

Not included: No unattended high-risk decisions, custom software, paid AI seats, sensitive data ingestion without approval, or guaranteed accuracy.

• People/process/pipeline/market/management/technology diagnostic with baseline scorecard.
• ICP and target-account recalibration; priority outreach and coverage expectations.
• Clear roles, account-ownership rules, handoffs, activity standards, and exception procedures.
• Validated opportunity stages, qualification and follow-up requirements, and weekly sales rhythm.
• Updated core sales playbook and essential outreach, discovery, and review templates.
• Working KPI scorecards and manager meeting/one-on-one structure.
• Limited agreed CRM workflow, required-field, and dashboard corrections supporting the reset.
• Role-specific workshops with scenario practice, live opportunity coaching, and manager reinforcement.
• Progress reviews at weeks 4, 8, and 12 against baseline and behavior standards.
• Manager operating manual, 30-day stabilization plan, and ownership handoff.

Base scope to confirm: One sales team of up to five reps and one manager; one core pipeline and limited configuration fixes; two workshops and up to four live coaching sessions.

Not included: No complex CRM redesign, company-wide HR restructuring, unlimited coaching, or recruiting.

• Manager-role charter with daily, weekly, monthly, and quarterly decisions.
• KPI map distinguishing effort, effectiveness, conversion, pipeline quality, and outcomes.
• Working weekly sales-meeting, opportunity review, and one-on-one agendas.
• Pipeline inspection and forecast-risk checklist with specific next-step standards.
• Coaching conversation and skill-diagnosis guide for prospecting, discovery, and account management.
• Practice scripts and rubric for difficult performance conversations and missed expectations.
• Live observation of at least one manager-led team meeting and one one-on-one.
• Performance scorecard, action tracker, and simple recognition/accountability routine.
• Training on delegation, exception escalation, and coaching versus taking over deals.
• Final manager operating manual and 30-day reinforcement calendar.

Base scope to confirm: One manager and one team/process context; six working sessions; employer retains HR authority and performance decisions.

Not included: No employee dismissal decision, counseling, HR investigation, or indefinite managerial coverage.

• Role and outcome agreement identifying target market, responsibilities, activity standards, and support contacts.
• ICP, account qualification, prioritization, and practical territory/lead-source orientation.
• Relationship selling, discovery, objection handling, and value-based conversation practice.
• Prospecting training across agreed outreach, referrals, networking, and face-to-face channels.
• Follow-up timing, next-step commitments, and professionalism standards.
• Opportunity stages, CRM/data hygiene, meeting notes, and task workflow.
• Daily/weekly scheduling method with a realistic activity and pipeline review cadence.
• Outreach templates, discovery checklist, and sample account plan.
• Role-play evaluations, two live-work coaching reviews, and targeted corrective practice.
• Competency scorecard, gap report, and manager reinforcement guide.

Base scope to confirm: One employee; employer already has a defined offer, manager, target market, and basic sales process. Industry/product training supplied by employer.

Not included: No full role design, employee guarantee, complex CRM installation, or manager replacement.

• Performance diagnostic covering lead quality, target selection, activities, skills, pipeline, tools, and manager support.
• Written gap analysis distinguishing controllable behaviors, process problems, and possible role-fit issues.
• Employer-reviewed 30/60/90-day development plan and clear, achievable measurement criteria.
• Weekly rep coaching agenda and scheduled checkpoints with manager involvement.
• Live-deal and prospecting reviews targeting the greatest gaps in execution.
• Outreach, discovery, follow-up, account development, and time-management corrective drills as needed.
• CRM/scorecard measures and documented observations throughout the engagement.
• Coaching notes and written progress summaries at days 30, 60, and 90.
• Manager feedback guidance and continuation strategy for any observed improvement.
• End-state evidence summary with options for further development, role redesign, or employer review.

Base scope to confirm: One rep, one supervising manager, scheduled weekly coaching; employer owns formal employment process and determines personnel action.

Not included: No promise to retain or terminate, no HR/legal adjudication, no medical/disability determination, or guaranteed quota attainment.

• Current association, sponsorship, meeting, and event portfolio review.
• Prioritized association and event scoring based on buyer concentration, influence, cost, and participation.
• Named relationship targets across buyers, referral partners, influencers, and connectors.
• Pre-event preparation sheet, introduction plan, and natural conversation framework.
• Post-event next-action and follow-up standards with sample language and calendar rhythm.
• Referral and strategic introduction process tied to real mutual value.
• CRM relationship fields and attribution/participation tracking guidance.
• Board/committee involvement assessment where credibility and access warrant deeper contribution.
• Event ROI dashboard using leading relationship indicators and attributable opportunities—not forced direct-sale attribution.
• 90-day relationship plan, membership keep/exit/reallocate recommendations, and manager review cadence.

Base scope to confirm: Up to four organizations and six recent/planned events; client pays dues, attends meetings, and executes introductions.

Not included: No attendance guarantee, appointment setting guarantee, sponsorship purchase, or assured board appointment.

• Pre-session needs assessment and selected behavioral learning objectives.
• Modular agenda suited to the team’s market, role mix, and selling cycle.
• Available modules: relationship selling, prospecting, account strategy, executive selling, networking, referrals, discovery, follow-up, pipeline, sales management, and account expansion.
• Customized examples, exercises, discussions, and scenarios from the client’s business.
• Facilitated role-play with competence checks, feedback, and revised language.
• Topic-specific scripts, quick guides, templates, or checklists.
• Pre/post confidence or skills assessment and observable application targets.
• Manager reinforcement guide and 30-day practice assignment.
• Multi-session option: spaced practice, between-session work, and performance check-ins.

Base scope to confirm: Half-day or full-day base includes one team of up to 12 attendees and one topic cluster; multi-session work requires a scoped session count.

Not included: No CRM build, unlimited customization, ongoing coaching, travel/lodging, or company-wide transformation.

• Customer-journey map from inquiry through estimate, purchase, fulfillment, closeout, issue resolution, and repeat contact.
• Voice-of-customer sampling from complaints, reviews, surveys, and client-provided examples.
• Service standards for response times, updates, approvals, missed expectations, and escalation.
• Lead-to-operations and operations-to-customer handoff checklist.
• Up to six customer-facing communication templates for milestones and difficult moments.
• Closeout/quality confirmation routine and issue-resolution decision tree.
• Segmented review-request, referral, and reactivation process compliant with applicable platform policies.
• Customer experience scorecard defining response performance, resolution time, repeat work, and referral activity.
• Role ownership and two employee walkthrough/training sessions.
• 30/60/90-day management improvement cadence and updated customer-experience SOP.

Base scope to confirm: One primary customer journey and one location/team; client handles customer contacts and any promotions.

Not included: No call-center operation, advertising, paid reputation management, incentives for positive-only reviews, or software development.

• Founder time and interruption audit separating leadership work from repeatable operating work.
• Decision/approval map with authority thresholds and exception escalation rules.
• Role charters for up to three key seats with outcomes and performance measures.
• Prioritization of recurring owner-held workflows suitable for staged delegation.
• Up to six delegation protocols with procedure, standard, resources, decision rights, and reporting requirement.
• Capacity and skills review identifying training gaps and role overload before handoff.
• Staged transfer plan with shadow, supervised, and independent execution milestones.
• Weekly leadership/operations dashboard showing outcomes and unresolved exceptions.
• Manager coaching on feedback, documented standards, and avoiding reversal of delegation.
• Two observed delegated-work trials, correction log, and a 90-day continuation roadmap.

Base scope to confirm: One owner plus up to three identified positions; internal staff must be available and authorized to receive work.

Not included: No full executive search, organizational reengineering across locations, legal authority drafting, or guaranteed removal of founder involvement.

• Founder-dependency map of relationships, approvals, deal rescue, pricing discretion, and knowledge bottlenecks.
• Interviews/workshops documenting the founder’s discovery, buyer-reading, follow-up, positioning, and closing methods.
• Key-account and stakeholder maps showing relationship history and coverage gaps.
• Sales role/decision authority chart and escalation/consultation rules for executive involvement.
• Standardized opportunity flow, qualification, messaging, and account-management playbook.
• CRM capture fields and account handoff checklist preserving context and next actions.
• Written transition plan for up to ten priority accounts and currently active opportunities.
• Team enablement sessions and observed independent account/deal reviews.
• Founder withdrawal sequence with clear retention of strategic executive touchpoints.
• Scorecard tracking handoff, customer continuity, owner intervention, and rep-led progression.

Base scope to confirm: One founder, up to two salespeople, one sales unit, and ten transition accounts; complex CRM installation is additional.

Not included: No guaranteed client retention, employment actions, broad data migration, or transfer of legal account ownership.

• Initial sales direction, 90-day priorities, ICP/target review, and agreed revenue operating metrics.
• Manager-level pipeline, account coverage, forecast, and opportunity strategy review.
• Rep coaching and next-action accountability based on actual selling activity.
• Owner/executive decision brief explaining progress, risk, bottlenecks, and recommended interventions.
• Territory, hiring, compensation, onboarding, and role guidance as business needs evolve.
• Quarterly plan review with priorities adjusted to capacity, market response, and team results.
• Advisory tier: up to 12 working hours/month, two leadership sessions, monthly scorecard, and targeted async follow-up.
• Embedded tier: up to 25 working hours/month, weekly team/pipeline leadership, structured coaching, and monthly owner review.
• Both tiers: documented decisions, accountability owner, manager handoff assets, and improvement register.

Base scope to confirm: One sales business unit with up to five reps at base tier limits; additional teams, major travel, hiring execution, or expansion work increase fees. Reserved working hours, not continuous availability.

Not included: No guaranteed revenue, salesperson replacement, HR employer authority, 24/7 access, or hands-on software development.

• Role business case, success profile, job description, outcome scorecard, and reporting relationships.
• Compensation/commission recommendations and employer review checklist.
• ICP, target accounts, territories, account ownership, and first-year pipeline assumptions.
• Operating sales process, qualification rules, outreach standards, and core playbook.
• Interview scorecard and selection criteria; coordinate with separate recruiter when selected.
• CRM user setup, workflow orientation, training environment, and basic activity dashboard.
• Prestart checklist, equipment/access checklist, and manager responsibilities.
• 30/60/90/120-day ramp with knowledge, activity, pipeline, and competency milestones.
• New-hire training, practice scenarios, and scheduled live coaching on actual prospecting/deals.
• Manager coaching and check-ins to inspect skill, opportunity progress, and role fit.
• End-of-ramp evidence review and 60-day manager-owned continuation plan.

Base scope to confirm: One non-executive salesperson, one primary business unit; day-120 clock begins on confirmed employment start; no candidate start means post-hire coaching has not begun.

Not included: Candidate sourcing/search, placement guarantee, full CRM implementation, large data builds, and employment-law advice.

• Phase 1 - diagnose demand, customer economics, founder dependence, organizational needs, and available delivery capacity.
• Phase 1 - sales department architecture with team seats, accountability, lead ownership, territories, and compensation framework.
• Phase 2 - ICP, account strategies, prospecting standards, qualification, buyer journey, and coverage rules.
• Phase 2 - standardized opportunity process with pipeline stages, proposal discipline, next-step management, and handoffs.
• Phase 2 - one configured sales CRM pipeline or CEH-supported operating system, data definitions, and manager reports.
• Phase 3 - sales playbook, selected SOPs, outreach language, forms, and core handoff/communication templates.
• Phase 3 - hiring readiness, interview materials, new-rep onboarding curriculum, and manager training for agreed roles.
• Phase 3 - activity, conversion, forecast, account coverage, and team scorecards.
• Phase 4 - initial rollout, team coaching, management meeting cadence, and measured adjustment.
• Phase 4 - ownership transfer, internal manager competency checks, escalation guide, and 90-day sustainability plan.
• Monthly executive checkpoints with phase acceptance milestones and approved work backlog.

Base scope to confirm: Base assumes one business unit, one manager/owner, up to two salespeople, one pipeline, and up to 20 CEH working hours/month. Recruiting placement, platform migrations, and additional sites are separate.

Not included: No unlimited staff recruiting, field sales labor, campaign execution, advanced development, or external software costs.

• Account prioritization by gross profit, future potential, strategic value, reliance, and competitive risk.
• Deep-dive profiles for up to six named strategic accounts.
• Stakeholder maps covering economic buyer, influencers, technical users, champions, and executive contacts.
• Installed-base/service penetration review and whitespace hypotheses.
• Relationship strength, concentration, and single-thread exposure scorecards.
• Executive coverage and mutual-value engagement plan for each account.
• Account-specific cross-sell, expansion, recurring-service, and referral objectives.
• Quarterly business review or strategic check-in template appropriate to the relationship.
• Owners, dated next actions, opportunity milestones, and relationship quality measures.
• Manager portfolio review agenda and account continuity/handoff documentation.

Base scope to confirm: Up to six priority accounts, one business unit; client supplies account data and participates in outreach and relationship meetings.

Not included: No enterprise-wide account management rollout, guaranteed renewals, direct contracting, or unrestricted meeting attendance.

• Customer base data review and practical segmentation by activity, spend, margin, fit, and service penetration.
• Broad opportunity screening for up to 50 customer records supplied by the client.
• Priority action plans for up to 15 accounts with the strongest expansion or reactivation case.
• Dormant-account reactivation triggers, customer-specific reasons to reconnect, and sample outreach.
• Cross-sell, upsell, recurring-service, and multi-location/service-line whitespace map.
• Referral and warm-introduction request strategy appropriate to the relationship.
• Stakeholder mapping and secondary-contact development for priority accounts.
• CRM account flags, next-action rules, and follow-up sequence for the expansion motion.
• Two live coaching reviews and updated conversations based on response quality.
• 90-day campaign calendar, owned activity scorecard, and conversion learning loop.

Base scope to confirm: Client supplies usable list/data and owns outreach; one existing client base, 50 screened accounts, and 15 detailed action plans.

Not included: No guaranteed wins, bulk cold-email campaigns, complex data cleansing, or deep six-account strategic plans.

• Expansion thesis and opportunity-selection scorecard covering market fit, demand, competition, accessibility, and margin.
• Selected segment/geography profile and estimated addressable target criteria with assumptions disclosed.
• Buyer committee, purchase process, qualification, procurement expectations, and sales-cycle map.
• Competitive differentiation and service/offer adjustment recommendations.
• Initial ranked target universe of up to 30 accounts using agreed sourcing and data-quality standards.
• Direct sales, partnerships, channels, association, and strategic referral access plan.
• New-buyer messaging and discovery/qualification framework.
• Sales-to-operations capacity and service readiness assessment; identify constraints to fulfilling incremental business.
• Pilot outreach/test plan with client-executed buyer contact and CEH review of response evidence.
• Sales funnel, KPI, lead-source, and early market traction dashboard.
• Resource/hiring and launch economics assumptions with financial decision gates.
• 90-day continuation plan with scale / revise / stop decision criteria.

Base scope to confirm: One market entry hypothesis, one geography or vertical, one primary commercial offering; client executes outreach and covers data/tool fees.

Not included: No full regional sales force, sales guarantees, paid media, large statistical market study, or territory management.

• Commercial readiness assessment of capability, buyer outcomes, service limitations, and current delivery economics.
• Segment/use-case selection and documented ICP with buying triggers, stakeholder roles, and exclusions.
• Buyer journey, procurement/onboarding requirements, contracting and insurance coordination checklist.
• B2B offer architecture and pricing/packaging recommendations tied to margin and buyer value.
• Positioning, proof-point inventory, case-study requirements, and commercial sales narrative.
• Initial ranked target universe of up to 25 accounts and related referral/channel map.
• Prospecting, networking, relationship development, and follow-up playbook.
• B2B pipeline and CRM fields, qualification standards, proposal checklist, and next-action discipline.
• Sales-to-estimating, operations, implementation, and account-service handoff processes.
• Owner-led or seller-led staffing recommendation and role readiness checklist.
• Pilot execution design, review of real buyer responses, and refinement of assumptions.
• Commercial launch scorecard and a 90-day expansion or correction roadmap.

Base scope to confirm: One B2B offer in one priority vertical; native CRM adjustments and pilot guidance included; client runs prospect outreach and delivery.

Not included: No legal contract drafting, licensing procurement, bid submission outsourcing, advanced integration, advertising, or commercial sales guarantee.

• Commercial readiness diagnostic covering labor capacity, financial controls, insurance/bonding coordination, licensing, and service scope.
• Commercial ideal-client profile and targeting for selected GC, property, facility, or owner-direct segments.
• Initial ranked list of up to 20 prospective buyers/GCs and relationship entry channels.
• Prequalification document and vendor onboarding checklist with required owner/accountant/broker inputs.
• Bid/no-bid matrix covering scope, margin, payment terms, schedule, capacity, and subcontract risk.
• Commercial estimating and proposal workflow with scope exclusions, allowances, assumptions, and approval checkpoints.
• Change-order request, documentation, authorization, and billing procedure.
• Sales-to-estimator-to-project-manager handoff and job startup checklist.
• AR/payment risk review, collections milestones, retainage tracking considerations, and job-cost feedback loop.
• Commercial relationship plan for GCs, PMs, chief engineers, owners, and referral partners.
• Commercial pipeline stages, bid calendar, follow-up cadence, and status dashboard.
• Two sample pursuit/bid workflow simulations and 90-day controlled-entry plan.

Base scope to confirm: One trade/service line, one geographic entry market, one primary buyer segment; technical estimating and contract review remain with qualified client personnel.

Not included: No guarantee of prequalification, bonding/insurance placement, engineering, legal contract approval, actual bid preparation, or job award.

• Location thesis, target customers, competitive context, service model, and market-entry rationale.
• Branch readiness scorecard covering owner/manager bandwidth, central support, staffing, systems, and fulfillment.
• Preliminary launch budget, capacity assumptions, breakeven indicators, and milestone approval gates.
• Branch organization plan and hiring/onboarding sequence with role charters.
• Local sales, account development, partner/referral, and market-awareness strategy.
• Core service delivery and customer-experience SOPs adapted from existing company standards.
• Central versus branch decision rights, reporting, inventory/tools, purchasing, and escalation rules.
• Local CRM/operating dashboard and territory/account governance outline.
• Launch checklist including finance, communications, facilities, vendor, permit, and insurance coordination.
• Quality and brand consistency checks with a branch manager scorecard.
• 30/60/90-day launch plan, risk register, and future branch replication template.

Base scope to confirm: One prospective location, one operating model, and planning/selected foundational assets; client and licensed advisers validate real estate, compliance, and finance.

Not included: No property brokerage, construction management, lending, permits, franchise legal work, real-estate valuation, or on-site launch staffing.

• One approved role brief, compensation range, expected outcomes, must-haves, and realistic candidate profile.
• Sourcing and outreach plan for one role and one defined labor market.
• Candidate screening rubric aligned to job requirements and demonstrated selling behaviors.
• Interview questions, structured scoring, and evidence-based selection matrix.
• Coordination of candidate sourcing, qualification conversations, and shortlist presentation.
• Interview workflow and employer decision meetings with documented candidate comparisons.
• Offer negotiation coordination and start-date/acceptance checklist when requested.
• Candidate status log, confidentiality expectations, and secure handling of applicant information.
• Search outcome review; handoff to employee onboarding/ramp if hire occurs.

Base scope to confirm: One non-executive role in one market; standard active-search window and candidate/replacement terms set in signed recruiting agreement. Employer makes all hiring decisions.

Not included: No executive search, unlimited relaunch, guaranteed candidate volume, employer-of-record function, background checks, relocation, or legally binding HR advice.

• Kickoff review of the completed system, accepted deliverables, named client process owner, and adoption risks.
• Single improvement backlog with priority, owner, due date, and acceptance measure.
• Two structured working/coaching sessions per month using real process, pipeline, or operational examples.
• Monthly KPI and adoption review comparing current execution with the agreed operating standard.
• Manager/owner support for sticking points, accountability, staff reinforcement, and change prioritization.
• Minor within-scope workflow/template refinements documented in a controlled change log.
• SOP usage and maintenance check to confirm internal ownership is functioning.
• Monthly executive recap with unresolved issues, measures, and action owners.
• Final independent-operation review and next-quarter improvement plan.

Base scope to confirm: Up to six CEH working hours/month, one primary operating system/team, scheduled interactions; unused hours do not automatically carry forward.

Not included: No fractional management, unlimited helpdesk support, major system rebuilds, recruiting, custom integrations, or ongoing delivery after month three without renewal.