FAQ

We price our services based on service level tiers which provides teams with transparency and predictable costs while removing the uncertainty of hourly billing. Instead of tracking time, you get clear outcomes, consistent momentum, and strategic partnership. This model also keeps the focus on improving your product, operations, and customer experience rather than managing hours.

All retainers include ongoing strategic partnership, scheduled working sessions, written insights or deliverables, and asynchronous support for questions and reviews. The exact scope varies by pillar and tier, but each engagement provides access to deep insurance expertise, product and CX feedback, and operational guidance. You receive clear, consistent support without surprise charges.

For early-stage teams, I offer alignment sprints which are 30-day, targeted engagements focused on use case validation and go-to-market. These sprints are designed to provide clarity and drive decision-making. For ongoing advisory support, I offer three tiers of support to provide flexibility based on your organizational needs.

For insurtechs, I offer targeted, 30-day alignment sprints for use case validation and GTM. Otherwise, I provide 3 and 6 month advisory programs and longer term fractional engagements. These formats ensure enough time for thoughtful analysis, iteration, and actionable recommendations.

Minimum commitments vary by service. Advisory engagements typically require a 3–6 month commitment, depending on the tier and level of involvement. Fractional COO/CXO engagements require a 6-month minimum due to the depth of operational leadership and continuity involved. These timeframes ensure meaningful progress, measurable outcomes, and sustained impact. I also offer 30-day alignment sprints that are narrowly scoped and designed to provide focused clarity around use case validation and go-to-market alignment.

Retainers include structured working sessions, clear deliverables, and asynchronous access via email or Slack/Teams for ongoing questions and feedback. You’ll have the guidance you need when decisions arise without worrying about tracking hours. The focus is on maintaining momentum and helping your team move forward with clarity and confidence.

Absolutely! Clients may choose to adjust their retainer tier as their product matures, their team grows, or priorities shift. You can increase support during high-impact periods (like a major launch) or reduce intensity when the internal team stabilizes. The structure remains flexible while pricing stays predictable.

As we approach the end of the 3 or 6-month term, we will revisit your goals, evaluate progress, and determine what level of ongoing support, if any, makes sense. Some teams maintain the same tier, others shift into a lighter advisory model, and some transition to deeper operational leadership. The engagement evolves based on your needs.

Yes. While my deepest experience is within the U.S. insurance ecosystems, the frameworks, insights, and operational principles apply broadly. I also support international teams expanding into North America. Standing meetings can be scheduled across time zones as needed.

Fractional leadership provides hands-on operational and CX support at an executive level. We establish priorities, build processes, align teams, and create an operating rhythm that supports growth. Engagements include regular leadership meetings, operational oversight, and involvement in key initiatives. A 6-month commitment ensures stability and meaningful transformation across the business.

Consulting focuses on strategic clarity, insights, analysis, recommendations, and high-level guidance. Fractional leadership goes deeper, involving ownership of execution, cross-functional alignment, and ongoing operational oversight. Consulting answers the question “what should we do?”; fractional leadership ensures “we’re doing it consistently and effectively.” Both are available depending on your stage and needs.