Services
Diagnose. Decide. Move Forward.
Most of my work falls into three categories: diagnostic audits that tell you what’s actually wrong, strategic advisory that turns findings into decisions, and ongoing advisory access for the questions that come up between engagements. All bounded. All senior-led. All vendor-neutral.
01 — Diagnose
Audits — see what’s actually there.
A focused, time-bounded review of a specific area of your digital systems. You get a written diagnostic: what’s working, what’s broken, what to prioritize, and what to leave alone for now. Not a 300-page PDF. Not a recommendation to buy whatever I happen to sell.
Focus Areas
Platform Optimization
CMS capability, performance, rendering approach, and vendor dependency relative to where you’re heading.
Integration Architecture
Existing integrations mapped, gaps and redundancies identified, API readiness assessed.
SEO/GEO Foundations
On-page and structural SEO, technical discoverability, and presence in AI-generated search responses. Foundational scope, not link-building or keyword campaign work.
Migration Readiness
Analyzes your current site, team, and content state and readiness to perform a data/content migration to another platform.
AI Readiness
Whether your content, structured data, and technical layer are positioned to surface in AI-generated answers, and what’s missing. If your site and content is ready to support AI-driven features.
When this is for you
- You suspect something is wrong but haven’t been able to name it.
- You know there’s something wrong but you don’t know what to do.
- A previous audit raised questions you couldn’t answer.
- You’re considering a major change (platform migration, integration overhaul, AI adoption) and want clear evidence before committing.
02 — Decide
Advisory — turn the findings into decisions.
When the diagnosis is clear but the path forward isn’t. I help you choose between options — build, buy, replace, or rebuild — by combining diagnostic findings, your forward intent, and twenty years of pattern recognition. Outputs are decision-ready, not deliverable-shaped.
What’s covered
Build/Buy Advisory
Should you build it, buy it, or integrate something existing? Includes vendor evaluation, total-cost framing, and risk profile. Most useful when a discrete decision is on the table.
Solution Architecture & Strategic Advisory
Bigger-picture work: prioritized roadmap, integration strategy, vendor recommendations, forward-looking architecture direction. Most useful when a broader transformation is being shaped.
When this is for you
- You’ve had an audit, mine or someone else’s, and need help acting on it.
- A decision needs to be made and you want a senior, vendor-neutral voice in the room.
- A previous engagement stalled (or derailed) and you need to figure out why and what to do next.
03 — Stay aligned
Ongoing access — when the questions keep coming.
For organizations that have done the audit, made the decisions, and want continued access to senior judgment as new questions arise. A defined retainer with specific access patterns. Not an open-ended “as needed” commitment that gets abused on both sides.
What’s included
- A defined number of calls per month.
- Async question response within an agreed window.
- Continued context. I keep your situation in active memory; you don’t re-onboard me each time.
When this is for you
- You’ve worked with me on an audit or advisory engagement and want to maintain the relationship.
- Your team needs senior backup for specific decisions but doesn’t need a full-time hire.
- You’re in a transition period (post-implementation, mid-strategy) where new questions keep surfacing.
- You’re dealing with technical debt, convoluted content, or other ongoing challenges and need to be resourceful to keep things moving forward.
How this connects
Most engagements follow a pattern.
Most clients enter through an audit. The findings surface decisions that haven’t been made yet: what to fix first, what to keep, what to replace. That naturally leads into an advisory engagement, where the work shifts from diagnosis to decision — comparing options, evaluating vendors, structuring the roadmap.
For organizations that want to stay connected after the engagement, to bring me back into the conversation when the next decision arises, the retainer is the lightweight container for that.
Some clients use one category. Some use all three. The three categories describe different kinds of work. Start with the one that fits what you need.
Fit
Who I work with.
This is for you if
- You’re a leader at a small-to-mid-sized organization making decisions about your digital systems.
- You want senior, vendor-neutral judgment before committing to a major change.
- You’d rather have a written deliverable you can act on than a deck or a Zoom call.
- You take your technology seriously. It’s a system, not a checkbox.
This is not a fit if
- You need implementation hands. I work in advisory, not delivery.
- You’re shopping for the lowest price. My pricing reflects depth of judgment, value of outcomes, and not timesheets.
- You want an agency relationship with multiple workstreams and ongoing campaign execution.
- You’re looking for a consultant who tells you what you want to hear.
Let’s talk
Not sure which engagement fits?
Book a 20-minute discovery call. I’ll listen, ask some direct questions, and tell you honestly whether one of these is the right next step, or whether you need something else.
