Project work · no retainer

One problem. One fixed price. Done.

Not every question needs a monthly commitment. Some need one person who knows what they're doing, a defined scope, and a number agreed up front. Most of this work is for manufacturers doing $5M–$500M — the analysis is the same whatever you make.

No retainer · No open-ended hours · Fixed price agreed before work starts

Constraint & Operations Analysis

For owners and operations leaders who know something is limiting the business — but not exactly what, or what it's worth to fix.

Theory-of-constraints thinking applied with real numbers: we find the single biggest limiter on your throughput or profit, measure what it costs you per month, and quote what it takes to remove it.

  • Capacity and work-center analysis from your actual production data
  • Process and scheduling review with Lean/Six Sigma methods
  • Written findings: the constraint, its monthly cost, and ranked fixes
  • Fixed implementation quote — you decide with full information
Start with a free call
Where this comes from

As plant superintendent at PACCAR Winch, Michael built a capacity-planning analysis that drove a 30% productivity gain with no added headcount or capital — by finding and fixing the real constraint instead of the assumed one.

Pricing & Margin Optimization

For businesses that set prices by habit, gut feel, or "cost plus what we've always added."

Most small manufacturers underprice their best work and overprice their way out of winnable business. We model your margins by product and customer, benchmark against the market, and find where price can move.

  • Margin analysis by product line, customer, and channel
  • Competitive and market-share benchmarking
  • Price-move recommendations with modeled profit impact
  • Quote and discount discipline your sales team can actually use
Talk through your pricing
Where this comes from

As marketing manager at PACCAR Winch, Michael led the pricing and margin optimization — grounded in market-share analysis — that lifted net profit by 3%. He has also managed pricing across 400,000+ SKUs for a national industrial distributor.

Market & Opportunity Analysis

For leaders deciding where growth comes from next — new segments, new products, new territories.

Opportunity mapping ranks your markets and accounts by realistic potential, so your next dollar of sales effort goes where it earns the most. Backed by the economic and industry data (EIA, BLS, trade sources) most companies your size never touch.

  • Market sizing and segment prioritization
  • Account-level opportunity mapping for your sales team
  • Demand forecasting from industry and economic indicators
  • ROI / NPV business cases for expansion and product decisions
Map your opportunity
Where this comes from

Michael's opportunity map at PACCAR Winch sized and prioritized the highest-potential accounts across four segments, driving $2.5M in incremental sales. At Hilti, his consumer-potential research justified 15 new account-manager hires.

Sales Forecasting & Revenue Analytics

For businesses where sales, operations, and purchasing each run on a different version of the truth.

A forecast everyone builds to, and reporting that shows what's really in the pipeline. We extract from your systems — ERP, CRM, even AS400-era iron — and build the models and dashboards on top.

  • Sales forecasting aligned with operations and purchasing
  • CRM setup and pipeline analytics (Dynamics 365, Pipedrive, others)
  • Sales, product, and customer reporting — Excel, SQL, Tableau
  • Data extraction from legacy systems (AS400/ODBC) without an IT project
Fix your forecast
Where this comes from

As director of sales at PACCAR Winch, Michael led organizational sales forecasting aligned with operations, improving on-time delivery by 20%. At Hilti he built the company's centralized sales, product, customer, and inventory reporting.

How projects work

Discovery first. Scoped work, fixed quotes.

Every step has a defined deliverable and a price agreed before it starts. Nothing begins without your say-so:

  1. Free intro call

    A conversation about the problem — what's actually going on, what fixing it is worth, and whether we're the right fit. If we are, you get a written proposal that scopes the work and puts a fixed price on it. No charge for the scoping.

  2. Constraint Analysis

    The analytical work itself — pricing study, opportunity map, capacity analysis, forecasting build. You get a Solution & Implementation Plan: what's constraining you, the fix, and the dollars behind it. Priced in your proposal, never an open-ended hourly meter.

  3. Implementation (optional)

    When you want the plan carried out, not just handed over — we build it, or work alongside your team. Fixed quote.

  4. Ongoing Analysis (optional)

    For businesses that want the reporting, dashboards, and forecasts kept live: a monthly analytics retainer sized to your needs.

Prefer to work by the hour? For open-ended advisory — a second opinion on a decision, board or lender prep, or coaching your team through their own analysis — Michael works directly at $200/hour. For a defined problem, the fixed-quote path above almost always costs you less and gives you a firm number up front.

Where projects often lead. Plenty of clients start with one scoped project and move to an ongoing arrangement once they can see what the analysis is worth — that's the Growth track. No obligation either way; a project can just be a project.

Read the full method & deliverables →

Data with integrity makes the best decisions

Not sure which project fits?

That's exactly what the free intro call is for. No cost, no obligation, no retainer — and a straight answer about whether we can help.

Book a free intro call