Call frameworks

A repeatable shape for the first call with a new client and every call after it. Use it as a rail, not a script.

1

Open ~5 min

Reconnect, then set the frame for the hour so it doesn't drift into a general catch-up.

"This hour is yours — I want to leave with a clear picture of the business and one thing we're going to move first."

2

Business & founder context ~15–20 min

Where the business is today, where they want it in 12 months, and what's actually in the way.

What only you can do right now that shouldn't require you?
What's the single biggest constraint on growth today — capital, time, people, or process?

3

Define the win ~10 min

Skip "what would make this worth it" — everyone says money in the bank. Make the target specific, and find where your value actually shows up.

How much needs to be raised, by when, from what mix of sources?
What's standing between you and closing raises faster or bigger than you have on your own?
What part of this can you genuinely not do without outside help?

4

Pick the one priority ~10–15 min

Resist working every thread they mention. Rank, commit to one focus for the next 2–4 weeks, park the rest.

5

Close with a next step ~5–10 min

One concrete deliverable or decision before the next call. Confirm the cadence — what's fair game between calls vs. saved for the dedicated hour.

Discovery question bank

Pull from whichever category fits the flow of the conversation. Check questions off as you go — resets per call.

Client log

One running record per client — the priority you worked and what's due next, so nothing depends on memory between calls.

Select a client on the left, or add a new one, to see their call history.

Offer reference

What to say when the terms come up mid-call, and the credibility points worth having ready.

Standard pricing

Executive Advisory

$1,500/mo

2× 1-hour calls/month

$4,500/quarter billed monthly (3-mo commitment)
$3,850 if quarter paid upfront
$15,000 if year paid upfront
New-client promo: $1,000 first month only

Fundraising Advisory

$1,500/mo

Same structure as Executive Advisory

$4,500/quarter billed monthly (3-mo commitment)
$3,850 if quarter paid upfront
$15,000 if year paid upfront
New-client promo: $1,000 first month only

Strategic Offsite

$7,500

One-time, one full day

Friend / founding-client rates are a case-by-case exception — log them in Client Log so pricing exceptions don't get lost.

What's included, every tier

No contract, cancel anytime
Two dedicated 1-hour calls a month
Ad hoc availability between calls — investor calls, events, deck reviews
Access to fundraising tools: data room, deal room, pitch readiness
Support through term sheet, negotiation, and wire

Credibility talking points

Built Stellar Inc. from a kitchen table to a PE exit — $100M annual revenue in 7 years, $55M raised across 3 rounds, 1 market to 15 states, $80M P&L.
Managed a portfolio of ~500,000 homes for the top publicly traded single-family rental operators — deep operational and GC-management experience, not just capital-raising.
Cutco Division Manager: trained 55,000+ sales reps, scaled 1 location to 58, $100M+ in sales, Cutco Hall of Fame.