PF

FinPulse Capital — H2 Product Strategy & Design Engineering

Prepared for: Marcus Vance

Executive Scope of WorkPrepared for Valued Client

Executive Advisory & Operating Model Transformation

Accelerating operational efficiency and revenue expansion.

Roadmap & Sprints

Advisory Engagement Phases

Systematic 90-day execution framework.

Month 1Weeks 1-4

Organizational Diagnostic & Market Audit

Stakeholder interviewsFinancial model analysisGap analysis report
Month 2Weeks 5-8

Strategy Formulation & OKR Realignment

New operating modelCompensation & incentive realignmentExecutive playbook
Month 3Weeks 9-12

Implementation Governance & Change Management

Leadership coachingPilot rollout reviewQuarterly KPI scorecard
Investment & Tiers

Advisory Investment Options

Tailored engagement models for executive leadership.

Strategy Diagnostic Sprint (4 Weeks)

$12,000

Intensive organizational audit with concrete strategic roadmaps.

What's Included:
  • Complete Diagnostic Report
  • Leadership Alignment Workshop
  • Executive Recommendations Playbook
Highest Impact

Fractional Advisory Retainer (Quarterly)

$25,000

Embedded advisory partner with bi-weekly executive coaching and board governance.

What's Included:
  • Everything in Diagnostic Sprint
  • Weekly Executive Strategy Sessions
  • Direct Slack & Phone Access to Advisor
  • Board Presentation Deck Prep
  • Quarterly OKR Governance
Proposal Authorization & Sign-off

Authorize Strategic Engagement

Sign to schedule the initial Executive Discovery Session.

Selected Proposal Package

Fractional Advisory Retainer (Quarterly)

Total Investment

$25,000

All conversations and organizational findings are strictly protected under mutual non-disclosure.

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