SmallPond VentureCo.

The Work

We help you think, plan, and execute.

The work we do as your Strategic Operating Partner complements the services of your accountant, lawyer, and marketing agency — and goes further than any of them alone. We bring together customer intelligence, financial foresight, growth strategy, and ops & automation — and we don't just advise, we work alongside you.

Start here

The SmallPond Diagnostic. Every engagement begins with a clear picture.

Before we prescribe anything, we diagnose. The SmallPond Diagnostic is a focused assessment of your business — financials, customers, operations, and tools — that tells you exactly what to tackle first and why. You come away with three specific priorities and an honest recommendation.

How it works

  1. 1

    Take the Snapshot

    A free 2-minute survey that tells us where you are and what you need. Already done? Skip ahead.

  2. 2

    Sign a mutual NDA

    We protect your information before you share anything sensitive.

  3. 3

    Share your materials

    Financials, customer data, ops docs — whatever's relevant to your situation.

  4. 4

    Review your findings

    A 1–2 page written summary plus a live call to walk through what we found and what to do next.

For small business owners

The SmallPond Diagnostic

Financial health, customer patterns, ops gaps, and tool stack.

From $750

For recent acquirers

The Day-1 Diagnostic

Map what you've inherited, surface the immediate cash risks, build your 90-day priority list.

From $750

For early-stage brands

The Financial Diagnostic

Cash flow forecast, burn rate, runway visibility, and the two or three growth levers most worth pulling.

From $1,000
Start with the Diagnostic →Not ready yet? Take the free Snapshot first →

What we cover

Here's what covering the whole field looks like.

01

Customer Intelligence

Who your best customers are and what they're telling you.

Most businesses have more customer data than they realize — and almost none of them are using it. I dig into your customer base to find the patterns that matter: who's buying, who's staying, who's churning, and what it all means for where you invest next.

  • Customer segmentation analysis
  • Ideal customer profile development
  • Voice of the Customer program
  • Customer retention & loyalty assessment
  • Customer journey mapping
  • Loyalty program development

02

Financial Foresight

What your numbers mean and what's coming.

Your bookkeeper keeps the books. I tell you what they mean. Financial Foresight turns your existing financial data into a live picture of your business — cash flow forecast, key ratios, scenario modeling — so you can make decisions from clarity instead of gut feel.

  • Business financial health check-up
  • Break-even analysis
  • Profitability deep dive
  • Budgeting & forecasting
  • Cash flow management
  • Scenario planning

03

Growth Blueprint

Where to grow and how to get there.

Most growth advice is generic. I build your growth roadmap from the ground up — starting with what your business is actually capable of, what the market is telling you, and where the real leverage is. Then we sequence the moves so you're not doing everything at once.

  • Competitive landscape & positioning
  • Pricing strategy
  • Growth opportunity mapping
  • Revenue growth playbook
  • Marketing & customer acquisition strategy
  • Outsourced execution and monitoring
The foundation layer

04

Ops & Automation

Practical AI tools and process automation — built for operators, not IT departments.

You don't have time to figure out how AI fits your business. I do — and I've already done it for businesses like yours. I identify the two or three places AI can quietly take real work off your plate, build it, deploy it, and train your team.

Tier 1 — AI Quick Wins

One-time · ~2–3 weeks · Available now

A focused workflow audit followed by the deployment of 2–3 high-leverage automations. You walk away with working tools and a prioritized roadmap.

Tier 2 — AI-Enabled Operations Build

One-time · ~6–8 weeks · Engagements starting mid-late Q3

A custom operations stack: customer-facing agents, an internal assistant trained on your data, automated reporting and workflows, plus SOPs and training.

Tier 3 — AI Co-Pilot Retainer

Ongoing · Engagements starting mid-late Q3

Once your AI stack is live, I stay on to tune, expand, and build new automations as your business evolves — without the headcount.

One-time engagements

Advisory Packages

All engagements begin with the SmallPond Diagnostic. Start the Snapshot to get your custom proposal.

Package

Starter

Focused engagement on a single pillar.

  • One pillar, deeply
  • Defined scope & timeline
  • Ops & Automation available as add-on
Start the Snapshot →

Package

Intermediate

Two pillars sequenced over a quarter.

  • Two pillars, sequenced
  • Quarter-long engagement
  • Ops & Automation available as add-on
Start the Snapshot →

Package

Advanced

Multi-pillar program with embedded execution.

  • Three or four pillars
  • Embedded execution
  • Ops & Automation available as add-on
Start the Snapshot →

No public pricing — every engagement is scoped to your situation.

Stackable

Add-On Services

Customer Acquisition & Expansion

Strategy + execution support to grow your top of funnel.

Business Acquisitions (M&A)

Sourcing, diligence, and integration support for owners and acquirers.

SaaS Tool Selection & Implementation

Research the landscape, negotiate the deal, build the implementation plan. Distinct from Ops & Automation.

Something else on your mind?

Bring it. If we can help, we'll say so. If we can't, we'll tell you who can.

Get in touch →

Ongoing advisory

Your Strategic Operating Partner, week to week.

This is where I become embedded across all four pillars, working alongside you week to week and accountable for real outcomes. Not a coach who checks in monthly. One partner. Every function. All tiers include Ops & Automation as an execution layer.

Tier 01

Ignitor

10 hrs / month · 3-month minimum

Get unstuck on the highest-leverage moves. Ideal for owners who need a thinking partner without a full embed.

  • Strategic priorities, monthly
  • Async support between calls
  • Includes Ops & Automation as an execution layer
Start the Snapshot →

Tier 02

Co-Pilot

20 hrs / month · 6-month minimum

Embedded across the pillars that matter most. We work the plan together, week to week.

  • Sequenced multi-pillar work
  • Weekly working cadence
  • Includes Ops & Automation as an execution layer
Start the Snapshot →

Tier 03

Owner

40 hrs / month · 12-month minimum

Full Strategic Operating Partner. Every function, every week — accountable for real outcomes.

  • All four pillars, ongoing
  • Embedded weekly + ad-hoc
  • Includes Ops & Automation as an execution layer
Start the Snapshot →

Let's talk about the work we can do for you.

Start the Snapshot →Book a call

Not sure where to start? The SmallPond Snapshot is free and takes 2 minutes.

Start the snapshot →