Consulting

I Help Startups Succeed.

I'm a serial entrepreneur, software technologist, published author, and global speaker (see my bio).

Services

The following are areas I can help startups in:

  • Corporate: Mission, vision, problem & solution definition, accounting (financials, budget, AR/P), legal, distributed teams, CRM (Salesforce, Zoho), dashboards/checklists/SOPs, HR/benefits/handbook, government/taxes/insurances, infrastructure/automation...
  • Product: Technology selection, agile methodology, user stories, product roadmap/features backlog, in-house/outsourced development, release plans, scalability & security, requirements gathering, rapid/ui prototyping, architecture/design/wireframes, continuous integration, domain modeling, defects management...
  • Marketing: Target customers (geography, personas, demographics, domestic/international), messaging, offline/online marketing, collateral, competitive analysis, seasonality/editorial calendar, conferences exhibiting, marketing automation, purchased lists, success stories/case studies, webinars, newsletters, marketing emails, blog, social media, periodic surveys, buyers vs. users, special channels...
  • Sales: Inside/outside reps, sales process/stages, conversion rates/metrics, strategic partners/resellers, international, new vs. renewal subscriptions, hunters & farmers, balanced pipeline (deal size, harvesting, adding, aging/clearing), quotas/comp plans, hub & spoke selling (neighboring customer, referral programs), demos, scripts & templates, weekly sales meetings, call times/blocks, territory, working a plan, tools...
  • Support: On-boarding (provisioning, training), SLAs, top tier customers, webinar/recorded training, knowledgebase, contact types, proactive usage monitoring/follow ups, case management...
  • M&A: Exit prep, pitch deck/book/prospectus, valuation, finding buyers, term sheet, L/E/IOI, due diligence, purchase agreements, earn-out...