STRATEGY FOR LEADERS

Plans Leaders Can Trust

We shape strategy, operations, and board-ready messages that fit real budgets and real teams. Clear steps, sharp decks, and a plan people can use on Monday.

Heritage strategy room with brass compass, folios, model and misty terrace at dawn

Metric 01

120+

plans and roadmaps built

Metric 02

18 yrs

in strategy and ops

Metric 03

4.8/5

client rating

HOW IT WORKS

Four Steps to Clarity

We set priorities, map risks, and give leaders a simple plan for the next 90 days.

Leather strategy folios and brass accents on an oak table in warm window light.

4-week scope

Strategy Consulting

From $8,000

We set priorities, map risks, and give leaders a simple plan for the next 90 days.

Brass-tagged planning trays and folder stacks aligned on a stone surface in a moody planning room.

6-week plan

Operational Planning

From $6,500

Travertine, oak, leather and stone swatches fanned across a materials ledge

2-week sprint

Brand Positioning

From $7,500

Investor presentation portfolio with brass clip and blank dividers on a walnut credenza.
013-week deck

Investor Decks

From $12,000

We turn your story, numbers, and ask into a clear investor deck.

Fountain pen, folded cards, and sealed envelopes on a walnut tray in warm afternoon light.
02Monthly retainer

Executive Communications

From $5,500

We write board notes, leadership emails, and talk tracks.

Brass roadmap markers and a green ribbon on travertine, lit diagonally through haze.
0390-day plan

Growth Roadmaps

From $14,500

We plan phases, goals, and checks so growth does not stall.

WHAT WE DO

Services for Busy Teams

We meet your team, review the current state, and name the gaps before any plan starts.

Vintage recorder, headphones and leather notebook on a stone shelf in soft side light.
01

Listen First

We meet your team, review the current state, and name the gaps before any plan starts.

Oak tokens and brass pins on a felt board with ivory task tiles in a neat process sequence.
02

Map the Work

We sort the tasks, owners, and dates so the next move is clear and the load is fair.

Cream strategy boards, bone folder, pen and tabbed folio on a soft plaster sweep.
03

Build the Assets

We write the deck, notes, or roadmap your team can use right away.

Brass compass, revised folios, sealed envelope, and folded cloth on a stone tray seen overhead
04

Review and Guide

We check what landed, adjust the plan, and stay close through rollout.

CASE STUDIES

Work That Shows Results

One strategy call Business scan memo 90-day action list One deck cleanup Monthly check-in

3-month retainer3-month retainer

Starter

From $4,500/mo

  • One strategy call
  • Business scan memo
  • 90-day action list
  • One deck cleanup
  • Monthly check-in
Most popular6-month retainer

Signature

From $11,500/mo

  • Two strategy calls
  • Growth roadmap update
  • Ops scorecard setup
  • Investor deck edits
  • Executive note drafts
  • Leadership review
Quarterly scopeQuarterly scope

Scale

From $24,000/mo

  • Weekly leadership calls
  • Board pack support
  • Cross-team rollout plan
  • Brand message guide
  • KPI and pacing model
  • Funding prep support

WHAT CLIENTS SAY

Client Notes

Lifted close rates and cut the sales cycle by 22 days.

A travertine ledge with tiered acrylic pricing blocks and a sealed proposal folio in moody green light.

SaaS

Pricing reset for a B2B SaaS team

Lifted close rates and cut the sales cycle by 22 days.

Leather board-pack folio, steel sample cube and machined part on a walnut tray in warm workshop light

Manufacturing

Board pack for a growing manufacturing firm

Cream deck sleeves, frosted vial and sage swatch book on oak, finished brand kit.

Health Tech

Brand shift for a health tech startup

Topographic route model with brass pins and closed black folios on a stone surface.

Private Equity

Growth map for a private equity team

Ivory message cards and store-model cubes in a lacquered tray on a walnut counter.

Retail

Executive message for a retail group

Brass seal, pen nib, and oak paperweight on travertine with deep green leather.

Corporate strategy

Mara Ellison

Brass workflow tokens, black time block, and aligned markers on a walnut strategy table.

Planning and KPIs

Julian Cross

Close-up of swatches, ink bottles, and colour chips on a worn oak shelf.

Positioning and decks

Nina Hartwell

Macro still life of a fountain pen, wax seal stamp, and tied note cards on slate stone

Board notes and scripts

Owen Patel

Proof

Customer notes

Verified

They turned a messy plan into a clear board pack in two weeks.

Brass seal, pen nib, and oak paperweight on travertine with deep green leather.

Maya Thornton

COO, Northline Foods

Verified

Our pitch deck finally matched the numbers and the story.

Brass workflow tokens, black time block, and aligned markers on a walnut strategy table.

Evan Delacruz

Founder, Slate Harbor

Verified

Calm advice, sharp writing, and a team that kept us moving.

Close-up of swatches, ink bottles, and colour chips on a worn oak shelf.

Priya Sen

VP Strategy, Valea Health

Service area

Greater Boston

Boston, Cambridge, Newton, Waltham

Beacon Hill rooftops and the Charles River in sunrise mist with calm copy space

Area 01

Greater Boston

Boston, Cambridge, Newton, Waltham

Lower Manhattan skyline over the East River, with a pale concrete ledge in warm summer haze.

Area 02

New York Metro

Manhattan, Brooklyn, Jersey City, Newark

Washington Monument in golden haze above the Potomac with calm open water below

Area 03

Mid-Atlantic

Washington, Baltimore, Arlington, Alexandria

Hazy aerial of an interstate ribbon through treetops and low hills at sunset.

Area 04

Remote Across US

Chicago, Atlanta, Austin, Seattle

The Map

Questions

Common Questions

Quick answers before visitors choose a product, service, or next step.

01What do you help with?+

We help with strategy, operations, positioning, investor decks, executive notes, and growth plans for active teams.

02Who is a good fit?+

Founders, SMEs, and corporate teams that need a clear plan, a clean deck, and help getting work moving.

03How do projects start?+

We start with a call, then review the business, set scope, and map the first steps before any draft work begins.

04Do you work on decks?+

Yes. We shape the story, tighten the numbers, and edit slides so the deck is ready for meetings and reviews.

05Can you support our team?+

Yes. We can lead the work, guide your team, or split tasks with your internal leads when the clock is tight.

06Do you offer monthly support?+

Yes. Retainers cover planning, deck updates, executive notes, and check-ins that keep the work on track.

Short Notes on Strategy

Get short notes on planning, decks, and executive messages, written for founders and team leads.