06 / Engagement intake · Form A DOC TSC-2026/02 · SHEET B · REV. 01

Let's start with the shape of things.

This form goes directly to me, not to a routing layer. Expect a personal reply within two business days, and a calendar link if there's a fit.

I work with a deliberately small number of clients. That's intentional. Each engagement gets my full attention, not a team of analysts, not a templated playbook. Every recommendation I make is grounded in having operated in 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 range of people who reach out includes DTC and consumer brand founders scaling past $5M, most often past $20M, SaaS and app founders building in the Shopify ecosystem, and enterprise commerce teams at Fortune 500 companies, for whom the phased, fixed-fee Enterprise Engagements are the right shape. If you're not sure whether you're the right fit, 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 every new engagement starts with The Read either way, 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 callA working conversation, not a sales call. Bring the messy version. Free, and either of us can stop here.
02
The ReadThe first paid step, if we both want to keep going. Two weeks, fixed fee from $5,000, a written read of the business. 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.

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FORM A, Engagement Intake

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

What brings you here? this tailors the form

Consumer Commerce

DTC, retail, brand, GMV scaling.

Consumer SaaS

ARR, pricing, GTM, Shopify ecosystem.

Enterprise

Innovation, defence, brand portfolio.

Press / Speaking

Editorial, podcasts, keynotes.

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 / Company

04 / Role

05 / Annual revenue Pick one · ARR if you sell software

Under $3M $3M–$20M $20M–$50M $50M–$100M $100M–$500M $500M+

06 / Timeline Pick one

Starting now Within 60 days This quarter Just exploring

07 / 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)

08 / What's the problem, and why reach out now?

09 / Where are you strongest? Optional

10 / Goals for the next 12 months Optional

11 / Is a sale or raise on the table? Optional

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

12 / If a sale or raise is on your mind, what's driving it? Optional

13 / Urgent vs longer-term Optional

14 / How did you find me? Optional

Submitting routes directly to me, no automation. Personal reply within two business days. Calendar link if there's a fit.

Received.