06 / Engagement intake

Let's start with the shape of things.

This form comes straight to my inbox. Expect a personal reply within two business days, plus a calendar link if there's a fit.

The client list stays small on purpose, so each engagement gets my full attention. I do the work myself, with no team of analysts and no templated playbook. The recommendations come from having held the roles my clients are in now: early Shopify employee, DTC brand co-founder (hundreds of millions in annual revenue), and software founder with a successful exit.

The people who reach out include DTC and consumer brand founders scaling past $5M (most often past $20M) and SaaS and app founders building in the Shopify ecosystem. Enterprise commerce teams at Fortune 500 companies write in too, and for them the phased, fixed-fee Enterprise Engagements are the right fit. If you can't tell where you land, fill out the form and I'll tell you.

Not sure which tier fits? The engagements page lays out all three with fees and terms, and The Read is there if you want to test the fit first, so you do not have to decide before we talk.

No hard sell. I take on one or two new engagements per quarter. If we're not the right shape for each other, I'll tell you, and where possible, send you somewhere that is.

01
30-minute scoping callWe work through the actual problem, and I don't pitch. Bring the messy version. It's free, and either of us can stop here.
02
The Read, if you want itAn optional way to test the fit first: two weeks, fixed fee from $5,000, and a written read of the business. The fee is credited back if you sign a tier within 30 days.
03
Pick a tierConsulting, Advisory, or Partner, from $6,000 a month, all in US dollars. Fees and terms are published on the engagements page.

Engagement intake

All fields confidential. NDA available on request. No marketing list, promise.

What brings you here? this tailors the form

Ring I · Brands

I run a consumer brand

You're here if the top line is growing, the margin isn't, and the next hire is already overdue.

Ring II · Software

I build commerce software

You're here if the founder is still the best salesperson in the building, and everyone knows it.

Ring III · Enterprise

I'm on an enterprise team

You're here if a challenger took the shelf space last year and the internal answer keeps arriving a quarter late.

Press / Speaking

I'm press, or booking a talk

You're here if you're writing a story or booking a talk.

Any ringTurn this on if a raise or an offer is nine months out and the numbers aren't ready.

Speaking and press has its own form with the questions that matter (event, format, audience, dates). Use the speaking form, or keep going here and I will route it.

01 / Your name

02 / Email

03 / Store URL Optional

I'll look at the store before we talk.

04 / Annual revenue

Last 12 months, or ARR for software. A rough band is fine.

Under $3M $3M–$5M $5M–$20M $20M–$50M $50M–$100M $100M–$500M $500M+ Rather not say

05 / When do you want to start?

Starting now Within 60 days This quarter Just exploring

06 / What's stuck, and why now?

07 / How did you hear about me? Optional

Company Optional

Role Optional

Which tier are you leaning toward? Optional, see the tiers

The Read first Consulting Advisory Partner Enterprise Engagements Not sure yet

We're backed by VC or institutional capital (optional)

Is a sale or raise on the table? Optional

Scaling, no exit Exploring a sale Planning to sell Raising capital Not sure yet

Goals for the next 12 months Optional

Retainers start at $6,000 a month, and The Read at $5,000. Full terms are on the engagements page.

This goes straight to me, with no autoresponder. I reply personally within two business days, with a calendar link if there's a fit. What I keep and why: Privacy.

FIG. · What happens after you hit send

Back to the form ↑

From the form to the work: a personal reply, a free 30-minute call, a seat from the published tiers, then building with your own team, improving what you already run, week by week. The email, call and board are drawn; the curve is an illustration, not a client result.

Engagement intake

Received.