Business Coaching & Consulting
The RISE Framework.
90-day operational sprints for businesses doing $1M to $5M in revenue that are ready to break through $10M with sustainability and profitability.
Full RISE quadrant assessment — Resources, Inspiration, Systems, Engagement
Org chart restructuring with budget for every seat
Core process documentation and SOP architecture
90-day sprint cycles with weekly accountability
Predictive Index assessments for team alignment
Profit margin optimization targeting 20-35% for service businesses
Executive Add-On
AI Chief of Staff
For executive clients, we build a personal AI Chief of Staff that manages your calendar, inbox, and daily operations briefings. Your first hire that never calls in sick.
Ideal For
Established businesses doing $1M to $5M ready to scale to $10M without burning out.
Smart Marketers
Your AI Team.
A custom-built AI workforce that handles your leads, follow-up, scheduling, and reputation 24/7. Not software. Employees that never quit.
AI Receptionist: answers inquiries, qualifies leads, books appointments around the clock
AI Follow-Up Rep: sends personalized follow-up sequences until the lead converts or opts out
AI Review Manager: monitors, responds to, and generates 5-star reviews automatically
AI Appointment Setter: fills your calendar without a human coordinator
Full CRM and pipeline management included
Unlimited funnels, landing pages, and campaign infrastructure
Ideal For
Founder-led service businesses, agencies, and real estate operators who want a team that runs 24/7 without payroll.
Done-For-You
Smart Marketers Agency.
Full-service build-out of your AI team and marketing infrastructure. We configure, deploy, and manage everything so you never have to touch a workflow.
Custom AI agent configuration and deployment
Funnel design and full campaign build-out
Lead generation system setup and management
Full CRM setup and data migration
Ongoing retainer and revenue share options
Monthly performance reporting and optimization
Ideal For
Businesses that want the full Smart Marketers system built and managed without lifting a finger.
Business Brokerage & Advisory
Buy, Scale, or Sell.
Helping clients buy, scale, or prepare to sell their business. Creative deal structuring, valuation advisory, and exit planning for owners ready for their next chapter.
Business valuation and market positioning
Buy-side acquisition advisory
Exit planning and preparation
Creative deal structuring
Operational improvements pre-sale
Confidential marketing to qualified buyers
Ideal For
Business owners considering acquisition, growth through acquisition, or preparing for a profitable exit.
Not Sure Which Service Fits?
Let's talk. A 30-minute strategy session will give us both the clarity to determine the right path forward.



