Agency owners
Consultants
Coaches
Owner-operators
Solopreneurs
Fractionals
Realtors
Quiet quitters
Subject matter experts
Licensed professionals
Marketers
Sales pros
MBAs
PhDs
Vibe coders
Software engineers
Problem: first-time SaaS builder with successful service business
Resolution: curb overconfidence and help the CEO avoid classic SaaS blindspots
An experienced CEO with a thriving IT audit services company decided it was time to build SaaS. With five years of domain expertise, he was convinced he knew exactly what to build, who would buy, and how the market would be disrupted.
The problem? None of it had been validated. He was shifting from government to commercial clients, targeting Fortune 500s he didn’t understand, and chasing investors instead of customers.
In our 31-minute call, we stepped back. I introduced him to the product adoption lifecycle and challenged him to spend 10–15 hours per week getting closer to his potential users instead of piling on features. He left with a new perspective: balancing product, revenue, and investor strategies and starting with early adopters, not Fortune 500 dream buyers.
He arrived ambitious but blind. He left grounded and focused.
Want to know the exact framework we shared with him?
Problem: service-business expert satisfied in the status quo, sees an unexpected pathway
Resolution: provide structure and clarity to facilitate pivotal decisions that would foster the possibility of scale
During a mastermind chat, a PR agency owner and I stumbled into an unexpected discovery: the way she mined client stories was fragmented and could be dramatically accelerated with AI.
It was a kismet moment. She suddenly saw a new path: continue as a PR owner-operator, or become a founder-CEO with her own scalable AI-enabled platform.
In 22 minutes, we reframed her reality. She left gobsmacked by the potential, ready to reflect deeply on her core desires, revenue goals, and whether she wanted to ride the AI wave as a practitioner or as a product founder.
Sometimes the biggest shifts happen not when you set out to solve them, but when you stumble into clarity.
Curious what we’d see in your fork-in-the-road moment?
Problem: brand-new founder with expertise but no startup roadmap
Resolution: move through the paralysis of “everything feels important” by clarifying the very first step
A brand-new founder came to me referred by his coach. A technical mind with a strong education, he was crystal clear on what he wanted to build; he’d even filed patents. But when it came to starting a business, he was clueless.
In our 34-minute call, we cut through the noise. Instead of trying to tackle everything at once, I helped him identify his immediate next step: refining his target audience. Without that clarity, product planning, revenue models, and go-to-market would all stall.
He left knowing exactly where to start, how to conserve his limited resources, and what we’d build on together in our next call.
Want to know the exact framework we used to get him unstuck?