Services built for where your agency is

Fractional Sales Managementt

Most growing companies hit the same wall: revenue has outgrown the founder's ability to manage sales personally, but the business isn't ready for a $200K+ full-time sales executive. Fractional Sales Management closes that gap.We step in as your acting sales leader — embedded in your business, accountable for your pipeline, and focused on building a sales function that outlasts our engagement.

• Sales process design and CRM implementation/cleanup
• Pipeline management and forecasting
• Hiring, onboarding, and coaching your sales team
• Compensation plan design and quota setting
• Weekly leadership cadence with ownership/executive team
• KPI dashboards and accountability structures

Company Culture Assessment & Plan

Turnover, disengagement, and misalignment don't show up on a P&L line item — but they show up in your margins. Our Culture Assessment identifies exactly where your organization is leaking performance, and delivers a concrete plan to fix it.

The process:

• Discovery — Confidential interviews and surveys across leadership and staff to surface real (not reported) culture dynamics
• Assessment — Benchmarking against high-performing organizational models; identifying gaps in trust, communication, accountability, and alignment
• Plan — A prioritized, actionable roadmap — not a binder that sits on a shelf. Includes specific initiatives, owners, and timelines
• Optional: Implementation support — We can stay engaged to help execute the plan, not just hand it off
• Deliverable: A written Culture Assessment Report and 90-day Action Plan, presented directly to leadership.

Private Pay Program Development

Building a private pay offering from scratch, or fixing one that isn't converting. We help you price it, package it, and position it so it actually competes in your market — instead of guessing at rates and hoping referrals show up.

• Service line design and pricing strategy
• Competitive positioning for your market
• Intake-to-start workflow for private pay clients
• Packaging care tiers and add-on services

Sales & Marketing Strategy

Most agencies rely on whatever referrals show up. We build a repeatable process instead — one that turns community relationships and inbound inquiries into a predictable pipeline, so growth isn't dependent on luck or one referral source drying up.

• Referral partner strategy and outreach cadence
• Inquiry-to-client conversion process
• Sales scripts and objection handling for intake staff
• Local marketing and community presence plan

Leadership Coaching & Staff Training

Growth stalls when everything still runs through the owner. We coach your leadership team so decisions can happen without you, and build training programs that get new hires — office staff and caregivers alike — productive faster.

• Leadership coaching for office and field managers
• Delegation and decision-rights frameworks
• Caregiver onboarding and training programs
• Succession and exit-readiness planning

Operational & Compliance Consulting

Policies, documentation, and day-to-day workflows built to hold up under a state survey — not scrambled together the week before one. We work through intake, scheduling, care plans, and quality audits so compliance becomes routine instead of a fire drill.

• Policy and procedure documentation
• Survey-readiness audits and mock surveys
• Scheduling and care-plan workflow design
• Quality assurance and incident reporting systems