OPEN SLOTS - Now accepting 2 to 3 project-based or fractional clients for early 2026.
THE BE YOUR OWN H.E.R.O. SUITE
H.E.R.O. = Human Enabled Revenue Optimizer
A simple, human-powered operating system for small businesses — using the tools you already have.
Most small businesses don’t struggle because the idea is bad, the product is weak, or the service isn’t good enough.
They struggle because the link between Sales, Marketing, and Operations doesn’t exist.
Instead:
- Each function works hard — but works alone
- No one really knows what the others need
- Firefighting replaces planning
- Sales pitches one message
- Marketing posts another
- Ops crosses their fingers and hopes they can deliver
- And when Sales and Marketing are the same person, Sales usually wins by discounting or oversimplifying your real value
So everything becomes:
- Inconsistent
- Reactive
- Overwhelming
- Disconnected
- Exhausting
Everything is a reaction, when what you really want is intention.
The B.Y.O.H. Suite™ fixes that — without expensive software, big teams, or complicated workflows.
Just simple, powerful, human-paced systems you can run every day, every week, every month.
the h.e.r.o. model - 6-tool utility belt
Your business’s utility belt — everything you need, nothing you don’t.
This is the foundation every small business needs before investing in automation, CRMs, or big marketing engines. It organizes how you sell, how you communicate, and how you deliver — visibly, clearly, and sustainably.
The Clarity Scope
Your strategic diagnostic & revenue roadmap.
See exactly where your business is strong, where it’s leaking momentum, and what to fix first for real revenue impact.
What You Get (Tactics & Deliverables):
- Full review of your Sales, Marketing, and Ops processes
- ICP, Anti-ICP, and Demand Signal analysis
- Review of your LinkedIn presence (profile + company page)
- Website “front door” clarity check (messaging alignment only, no redesign)
- Competitive snapshots (light, fast, practical)
- Gap analysis between Sales, Marketing, and Ops
- A prioritized roadmap: Do this now → do this next → do this later
You walk away knowing exactly where to focus your energy for the next 90 days.
The Signal Booster
Your unified messaging system.
One message used everywhere — clear, compelling, consistent.
What You Get (Tactics & Deliverables):
- Core value statement
- Positioning statement
- Simple “What we do & who we help” scripts - Sales, Emails, LinkedIn Outreach, Social
- Elevator pitch (2–3 variations)
- Short messaging for LinkedIn About section / tagline
- Problem → Solution → Proof narrative
- Recommendations for aligning existing website copy to your new message
This becomes your brand voice, ready for website, email, LinkedIn, and sales conversations.
The Pursuit Engine
Your human-powered sales rhythm.
A simple manual system for predictable outreach, follow-up, and pipeline movement — no CRM required.
What You Get (Tactics & Deliverables):
- “What Sales needs from Marketing” clarity list
- CRM-Lite (Excel/Sheets-based mini-CRM)
- Pipeline structure with stage definitions
- Daily and weekly sales cadence
- Follow-up system (who, when, how often)
- Multiple customizable email templates - Product or Service driven
- LinkedIn outreach templates (connection scripts, follow-ups, reactivations)
- Nurture sequence for “not yet ready” leads
- Conversation log + activity tracker
- Prioritization model based on Demand Signals
- Weekly scorecard for pipeline + activity
This is your manual CRM + sequencing system, built for a small team or solo operator.
The Momentum Map (90-Day Edition)
Your simple, steady marketing plan.
A no-burnout, human-paced structure for building visibility and supporting sales. A "lite" Marketing Plan.
What You Get (Tactics & Deliverables):
- “What Marketing needs from Sales” clarity list
- Custom 90-day marketing calendar
- Monthly themes tied to business goals
- Weekly marketing actions (3–5 tasks you can actually finish)
- LinkedIn post starters
- 3–5 light CTA options (near term, offer or seasonal)
- Intro email or update template for your client list
- Recommendations for aligning marketing with your new message
- Light guidance for basic services-web page improvements
This is practical marketing, not a content mill or a funnel factory.
The Flow Framework
Your intake-to-delivery implementation and communication system.
Where Sales, Ops, and Delivery finally work together instead of contradicting each other.
What You Get (Tactics & Deliverables):
- “What Ops needs from Sales & Marketing” clarity list
- Intake → Qualification → Proposal → Onboarding → Delivery map
- Handoff rules (Sales → Ops → Delivery)
- Client onboarding checklist
- Micro-SOPs for your most important repeatable steps
- Simple weekly operations rhythm (what gets reviewed, when, by who)
- Light performance dashboard (activity + conversion + bottlenecks)
- Recommendations to prevent lead loss, churn, or dropped tasks
This is the tool that stops chaos and creates consistency.
The Activation Console
Your launch, training, and support hub.
We don’t just hand you a system — we install it, teach it, and support you as you put it into motion.
What You Get (Tactics & Deliverables):
- Live launch session (overview, tool walkthrough, alignment)
- Full training session (how to use each tool in real time)
- LinkedIn “Quick Fixes” session (tagline, headline, About section tweaks)
- Website alignment walkthrough (what stays, what changes, what to fix later)
- 30-day follow-up review + adjustments
- 14 days of Q&A as you begin using the system
- FUTURE HERO Continuity Checklist™ (Quarterly/Annual DIY evaluation tool)
This ensures the HERO system becomes a habit, not a binder.
Contact Us
Who doesn't love a good teams call !!!
If you're in the Orlando, FL area, let's grab a coffee to discuss how we can help. If you're not nearby, we can connect by phone, email, or a Teams meeting. I'm even open to using carrier pigeon, although they struggle to carry my PowerPoint slides.
booking projects starting 2026
I currently have availability for 30–90 day projects and fractional operations/sales leadership roles.
Click below to schedule a conversation.