The Diagnosis That Saves Time, Leverage, and Capital
You're approaching funding, navigating board pressure, or facing a transition where retention stops being a metric and becomes your narrative to boards and investors. The wrong diagnosis compounds fast.
Getting clarity first saves time, leverage, and capital. I work with founders, CXOs, and investors to diagnose what's actually broken before expensive mistakes lock in.
Executive Clarity Session
A 90-minute, high-intensity session where I diagnose the core pattern beneath your current challenges — before speed locks in mistakes. You leave with clarity on what's actually going on, what decisions matter most, and whether larger transformation work makes sense.
The diagnosis and which decisions move the needle the most.
What's included:
90-minute deep-dive diagnostic session
Pre-session context review so I come prepared
Executive Summary and Decision Map
Diagnosis of the core pattern driving current friction
$ 2.500
Investment
Paid in Full
I designed this for leaders under time pressure who need the correct diagnosis before committing resources to transformation. If you're about to make a major investment , let's pressure-test it first.
Customer Friction Audit
Know whether your retention story holds, what's driving the friction, and what to prioritize - so you control the narrative, not defend it.
A comprehensive assessment of what's driving retention friction and what to prioritize, delivered as a roadmap and board-ready presentation.
What's included:
Qualitative and quantitative mapping of retention patterns and friction
Key stakeholder interviews across functions
AIM framework assessment (proprietary diagnostic methodology)
Diagnostic report with board-level risk implications
90-day roadmap with prioritized recommendations
Executive presentation for leadership, board, and investors
From $ 15.000
Investment
One-Time
This is for leaders preparing for board meetings, funding rounds, or executive evaluation . Walk into those conversations with confidence and clarity, not scrambling to defend gaps.
Embedded Advisory Engagement
I work alongside your leadership until decisions hold.
For leaders who need a specific outcome delivered, not more advice. Three to six months working alongside your team to execute on high-stakes outcomes: GRR improvement , board readiness, organizational redesign, or funding preparation. I build the decision architecture with you, transfer the frameworks, and work alongside you so your team can operate and scale it.
What's included:
3–6 month project-based engagement
Focus areas: GRR improvement, org design, board readiness, funding prep
Weekly strategic sessions with you and key stakeholders
Framework training and knowledge transfer to your team
Decision architecture built for your business context
From $ 30.000
Investment
Project Fee
This is the bridge between diagnosis and execution. The Clarity Session reveals the pattern. The Audit maps what to fix. This engagement builds the decision infrastructure and makes sure your team can run it without me.
Strategic Retainer
For leaders making high-stakes decisions every quarter. A partner, not a project. Regular sessions, on-demand access when decisions can't wait , and board meeting counsel. Pattern recognition from hundreds of companies applied to your context. Someone who will tell you what you need to hear before the decision locks in.
Someone in your corner who's seen how these situations end.
What's included:
Regular strategic sessions on your schedule
On-demand support for urgent decisions and rapid-response counsel
Quarterly Business Reviews with your executive team
Board meeting strategy and preparation (where relevant)
From $12.000
Investment
/month
When you're navigating funding rounds, leadership transitions, or scaling decisions, you need more than periodic check-ins. I limit my client roster so I know your business deeply enough to see what's coming before you're in it.
From Our Clients
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"Ellie brought the structure and discipline we needed. She turned metrics into clear processes, held us accountable, and gave us the confidence and momentum to move faster."
— Leigh Steed-Middleton, Former President, Sedna
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"She was meticulous and decisive, giving me clear yes-or-no feedback with the reasoning behind it. Working with Ellie gave me full confidence that we made the right hire."
— Guru Hariharan, Founder and CEO, CommerceIQ
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"Ellie is transparent, direct, and genuinely cares about people. She thinks like an owner, bringing a systems mindset with proven frameworks that tie customer success to real business outcomes. By translating customer health into measurable results and credible signals for investors, she gives everyone clarity and conviction in their growth decisions."
— Cassie Young, General Partner, Primary Venture Partners
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"Ellie knows her stuff. She's great at helping you define the problem you really need to solve and brings a systematic approach to finding solutions. She's an immediate source of confidence because she pairs deep knowledge with clear, direct communication. What stood out most was her ability to understand the business decision while still showing real empathy for the people involved."
— Patrick Clibborn, CFO & CCO, LawVu
Frequently Asked Questions
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Executive Clarity Sessions can typically be scheduled within one to two weeks. Larger engagements depend on scope and current commitments. I work with a limited number of clients at a time because fit matters more than volume. If timing is urgent, mention it in your first message.
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Start with a conversation. I'll tell you what I think you need,including if it's not me. The Executive Clarity Session also works as a standalone diagnostic that helps clarify whether and how to move forward.
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Yes. About 70% of my work is in that growth stage, but I've worked with earlier-stage companies facing funding prep and larger organizations that scaled past $100M with unresolved customer reality issues. The common thread is stakes, not size.
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Operator depth with investor speed. I've been in the seat making these decisions, and I've been on the investor side seeing how hundreds of companies handle the same moments. I get from data to diagnosis fast, without slowing teams down or hiding behind analysis. And I'll tell you what you need to hear, not what you want to hear.
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It depends on what you need, from a 90-minute session to ongoing strategic partnership. I bring operator depth at investor speed: the rigor you need with the pace your timeline actually requires. I design the architecture and decision scaffolding.
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Yes. I regularly participate in board prep, present findings to boards, and help translate customer reality into terms that resonate in those rooms. That's often where the highest-stakes moments happen.
How to Start
01 Reach out
Tell me what you're navigating and what's at stake. A few sentences is plenty.
02 We talk
I'll tell you whether I can help and what makes sense for your situation.
03 Path forward
You get clarity on the right engagement, and we move.