My Services
Let's move fast & fix things.
The work is sequential: diagnose → reset → advise.
Owner-led teams don’t fix execution problems by grabbing at random solutions.
There’s an order to getting this right — and when you follow it, the business stops leaning so hard on you and starts running on something steadier.
Below are the three engagements that make that happen. Each one builds on the last.
Every engagement starts with an Intro Call so I can understand your operating reality and recommend the right sequence for you and your business.
1. The Diagnostic
(The MRI)
Get clarity on what’s actually slowing you down.
This is a short, focused engagement designed to surface the real operating pattern behind the bottlenecks in your business.
It’s where we identify:
- where work is actually getting stuck
- what keeps snapping back to you
- where ownership is unclear
- what’s creating midweek derailments
- the structural changes that would make execution hold
Timeline: 2–3 weeks
Format: Intake form + 2–3 deep-dive diagnostic calls
Deliverables: A 2–3 page Clarity Brief with root-cause analysis, all bottlenecks identified, and a practical, sequenced path forward, including:
- What’s actually happening
- What must change first
- What success looks like
- Whether a Reset makes sense
Good for: Owners who can feel the bottleneck but can’t see the pattern; teams that are capable but under-structured, businesses deciding whether a Reset is necessary
Fee: $2,500–$5,000
2. The Reset
(Systems Rebuild + Rollout Support)
Fix the structures that keep work snapping back to you.
The Reset turns the Diagnostic into a clear, tool-agnostic operating plan — and I guide you through implementing the structural changes that let your team carry more of the load.
This is architecture + sequencing + the weekly guidance that keeps the system from collapsing back into old habits.
Over 8–12 weeks, we will:
- design a custom 90-day roadmap
- clarify ownership across recurring work
- tighten how decisions get made
- install a weekly leadership cadence
- reset how priorities are chosen and protected
- refine delegation pathways so work stops boomeranging
- troubleshoot real-world friction as it comes up
- stabilize new habits long enough for them to stick
Deliverables:
- 90-day roadmap
- ownership clarity
- decision & priority structure
- weekly leadership cadence
- accountability framework
- weekly calls for 8–12 weeks
- light between-call support
Good for: Owners who are the default decision-maker; teams that work hard but can’t maintain momentum; businesses where plans unravel by Wednesday.
Fee: $6,000–$15,000
A note on commitment: This work moves quickly — and it depends on your involvement. Not heroic hours, but real focus. If your next 8–12 weeks are overloaded, we postpone.
3. Strategic Advisory Retainer
(Ongoing Support After the Reset)
Keep decisions clean, priorities stable, and execution on track.
After the Reset — or for teams with a strong operating baseline — the Strategic Advisory Retainer provides support that keeps the business aligned and running without drift.
Each month includes:
- 2–4 high-leverage calls (60 minutes)
- decision support
- structural troubleshooting
- priority protection
- scenario analysis
- guardrails against execution drift
Good for: Owners who want a senior operator in their corner — without embedding one in their business.
Fee: $1,500–$3,500/month
Operational Clarity for Owner-Lead Teams
I help owner-led teams fix the patterns that cause dropped balls and midweek derailments — so the team carries more and you get your time back for the work only you can do.
Human in the Loop: Because Tools Don't Lead Teams
Most AI content is about tools. I talk about the bottlenecks those tools were meant to solve.
© 2025 KAREN SERGEANT • ALL RIGHTS RESERVED