How Brad works with clients
A plain-language look at the kinds of engagements Brad takes on, the general shape they follow, and the questions that come up most before a project starts.
A few common shapes this work takes
Every engagement is scoped to the business rather than sold as a package, but most fall into one of these categories.
Strategy Engagement
A fixed-length project to work through a specific strategic question — where to grow, what to cut, how to reposition — ending in a concrete plan the team owns.
Interim / Fractional Advisory
Ongoing, part-time involvement in leadership decisions during a stretch where a business needs more senior bandwidth than it currently has on staff.
Board & Advisory Role
A standing seat at the table for major decisions, without day-to-day operational responsibility.
Workshop / Intensive
A short, focused session with a leadership team to work through one problem — a planning offsite, a structural decision, a go/no-go call — and leave with next steps.
How an engagement typically runs
The specifics vary by project, but most engagements move through the same general sequence.
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Discovery
An open conversation about what's going on in the business, without a preset agenda. The goal is an honest picture, not a sales pitch.
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Diagnosis
A closer look at the specific area in question — talking to the relevant people, reviewing the relevant numbers and processes — to separate symptoms from root causes.
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Plan
A concrete, prioritized plan built around what the business can actually execute, not a generic playbook.
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Execution support
Depending on the engagement type, either hands-on involvement in getting the plan moving or a lighter-touch advisory role while the internal team executes.
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Review
A checkpoint to see what worked, what didn't, and whether the engagement should continue, shift focus, or wrap up.
Questions that come up early
What size companies does Brad typically work with?
[PLACEHOLDER: typical client profile / company size]
How long does an engagement usually run?
It depends on the type — a workshop can be a single session, while a strategy engagement or fractional advisory role typically runs over several months. Scope and timeline are set during discovery, before any commitment.
What industries does Brad have experience in?
[PLACEHOLDER: verified industry experience / sector background]
How does pricing work?
[PLACEHOLDER: pricing model — project fee, retainer, hourly, or a mix]
What happens after the first conversation?
If it looks like a fit on both sides, the next step is a short written scope covering what the engagement will cover, how long it will run, and what it costs — no pressure to commit on the first call.