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Skip the retainer and book when you need an objective space to work through key decisions.
Skip the retainer and book when you need an objective space to work through key decisions.
Balanced perspectives. Experienced wisdom. a listening peer.
Balanced perspectives. Experienced wisdom. a listening peer.
The service-to-subscription pivot (and sometimes back again) is a brilliant, high-leverage move for creating a valuable business asset and serving the market you love better than ever.
Our founders are successful entrepreneurs who are already running a successful, human-led, service business but are striving for more. They're intrepid experts who see vibe coding and AI as the catapult for making their subscription and membership dreams a reality. (We agree now's the time, too.)
Whether you’re navigating the transition now or just thinking ahead, reach out. We've walked in your shoes or served a growing owner-operator just. like. you.
Even a half-hour conversation can shift your next step, and we’d be honored to walk alongside you celebrating the hats you've tossed aside and lighting the way to your next milestone.
We believe in you.
We're glad you're here.
30, 60, or 90-minute sessions. On your schedule. At your pace. Because each founder decides and executes differently and every business runs at its own speed with unique resources.
How our sessions compare to other approaches
How our sessions compare to other approaches
Management Consulting sells you the answer to then sell you a solution.
We spend time, showing you how to turn the answers within you into action at your pace.
Executive Coaches sit too far outside your business to help with execution.
We step inside the business to sharpen your decision making from an informed perspective.
Board Members are assigned to protect investors.
We're here by invitation only to shape your vision, support your progress, and protect your interests.
"With Katrena’s guidance, we proved our concept and closed an $18M Seed round. She keeps the whole organization moving forward cohesively."
- Matt Fruge, SquareDash
"Over the last year, we have launched, pivoted, refined, re-launched, and pivoted our tech enabled financial services company again and again. It's been a wild ride, and Katrena has been integral to to keeping the whole organization moving forward cohesively. She is extremely smart and helps me iterate quickly across Administrative, Product/Service Delivery, and Growth pillars of the business. With her guidance, influence, and hard work, we have proven our business concept and gained enough traction to close our $18M Seed round. We are grateful to have her on the team as we charge toward the next milestone. "
Schedule a Session when you're ready To
Schedule a Session when you're ready To
step into a subscription-powered future that serves you and your clients
scale with leverage, not more humans
lead a tech-enabled business with software engineers
serve the industry you know and love in a new way
get started on the right foot
build a legacy to pass down or asset to sell
think seriously about an exit or your retirement
How to Book and What to Expect
How to Book and What to Expect
How to Book
Pick a location (call or virtual meeting)
Tell us the key questions you want to discuss
Tell us who will attend (we recommend founder only)
Pay for the session
Attend appointment
Leave with a gameplan
Rebook anytime
What to Expect
To receive knowledge from experts who have transitioned from service to SaaS
To build a support system that stays with you through the process
To hear fresh perspectives from outside your team and existing peers
To be held accountable
To start navigating complex challenges of building commercial software more easily
To build skills necessary to create and lead the tech-enabled model you envision
To create a solution the world needs
To grow beyond your owner-operator roots and start leading like a founder-CEO
1:1 sessions come with a guarantee. If you're not getting what you need or expect, let us know in the first 15 minutes of the appointment.
"Katrena brings clarity across teams and turns strategic vision into measurable progress. She’s an essential thought partner for any scaling company."
- Edward Collins-Fanner, RecBooks365
"I have been able to work with Katrena with a client that we are helping to scale. I always appreciate the effort and knowledge that she brings to our leadership team discussions. Katrena has been great to collaborate together with. Not only does she keep the business on track, but she elevates how it operates.
From setting the rhythm of the business, to designing cross-functional systems for accountability (OKRs, KPIs, RACIs), she is critical to shaping our client's operations at every level. Her ability to really flush through the each of our key leaders thoughts and ideas — from HR and Product to Finance and Revenue — and how she brings clarity across teams, it really helps to ensure that strategic vision turns into real, measurable progress.
Her ability to plug in across functions, manage programs, recruit specialised talent, and restructure leadership layers when necessary makes her an essential operator and thought partner in any scaling company. I appreciate the way in which she actively listens, which is rare to find.
If you're scaling, need someone with patience, someone that can help provide clarity--I recommend engaging Katrena."
30, 60, or 90-minute sessions. On your schedule. At your pace.
... or need a little more encouragement to jump in?
... or need a little more encouragement to jump in?
No problem.
No problem.
Here are some facts:
Here are some facts:
Top reasons startups fail (source Statista & CB Insights)
- No market need 42%
- Not the right team 23%
- Get outcompeted 19%
- Pricing/cost issues 18%
- Poor marketing 14%
- Product mis-timed 13%
- Lose focus 13%
- Disharmony on team/investors 13%
- Pivot gone bad 10%
- Burnout 8%
- Failure to pivot 7%
Only half of small businesses survive more than five years (source SBA), but 70% of businesses that receive mentoring survive more than 5 years (source UPS study).
We're here to help you beat the odds, and
you're in good company.
We're here to help you beat the odds, and
you're in good company.
One founder is currently ranked in the top quartile of the Inc 5000 list of fastest growing companies
Another founder recently closed a $18M round
A third is running the lifestyle business of his dreams
One savvy operator took a break from heavy investor pitching to win some grants and generate cashflow with services. The win-win is that the deep research required to fulfill the grant will inform his product roadmap in unimaginable ways.
"Hiring Katrena was one of the best decisions I could have made. She’s helped us outperform goals and navigate the rollercoaster of early-stage growth."
- Jasmine Bhatti, Navi Nurses
"Katrena was recommended to me by a trusted startup mentor, and hiring her was the best decision I could have made. She can effortlessly support decision making across a wide variety of topics given her background. As a first-time founder, she has provided me with insightful and honest guidance for over the last year. I have come to trust her implicitly. Katrena has helped my core and I evaluate priorities and tackle strategic decisions while navigating the roller-coaster of early-stage traction and experimentation. My department leaders enjoy having her help to stay focused on the plan as we execute across administrative, product, and growth pillars of the business. With her help, we have continuously outperformed our goals this past year, and I can't wait to see the impact she has on our growth this year. I would highly recommend Katrena for any startup founder who is looking for thoughtful exponential growth."
In a 30-minute session we can answer your questions and set you on the right path
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