VANTAGE · 5 Calls
Get perspective. Before you commit to more.
Five calls with you, working through the real strategic question, before you decide whether a bigger engagement makes sense. No workshop day. No board package. Just five focused conversations and a straight recommendation at the end.
15 weeks
consolidation, per call
SPRINT or BUILD
When VANTAGE Fits
Two situations where a lighter first step makes sense.
You're not ready for a full day with your team yet.
PRIME's one-day diagnostic is built around your whole leadership team. Sometimes you want to work through the question yourself first, before you bring the team into the room. VANTAGE is that space.
You want to test the working relationship first.
SPRINT and BUILD are real commitments of time and money. Five calls over three months is a low-risk way to find out how we think together before you commit to either.
What changes after VANTAGE
You have a clearer, sharper version of the question you started with, tested against your own team's answers and your own evidence. You know whether you can carry it forward on your own, or whether it calls for deeper work.
Earned Insight
You've tested your own read of the strategic question against what your leadership team actually thinks, not what you assume they think. You've gone and gotten real evidence for assumptions you'd been treating as fact.
Working Artifacts
Five short memos. One after each call, capturing what surfaced and what to watch before the next one. Not a strategy assessment, not a deliverable package.
How the engagement runs
Five calls, every three weeks. Each runs about 45 minutes of conversation and 15 minutes where both of us consolidate and document what surfaced on the day's call and lay out next steps. Homework between calls carries real weight. The fifth call closes with a direct, verbal recommendation: keep working the question on your own, move to SPRINT, or move straight to BUILD.
What we need from you
VANTAGE works because you do the homework, not because the calls alone are enough. One protected hour every three weeks. Honest answers, including the ones that are uncomfortable to say out loud.
Fee, terms, and engagement window
| Fee | $5,000 (fixed, not hourly) |
| Includes | Five 60-minute calls at roughly three-week intervals (45 minutes of conversation, 15 minutes to consolidate and set homework together), a short written memo after each call |
| Does not include | A written strategy assessment or board-ready package; engagements after VANTAGE |
| Payment terms | 100% due at signing |
| Credit toward next step | 50% of the VANTAGE fee ($2,500) credits toward SPRINT or BUILD whenever you decide to move forward, whether that's after call two or call five. The credit is good through the VANTAGE engagement and for 30 days after your last call. Does not apply toward PRIME. |
| Engagement window | Approximately 15 weeks from signing to fifth call |
Why VANTAGE, not PRIME
PRIME is a one-day diagnostic with separate sessions for you and your team, built around a full leadership team workshop. VANTAGE is more focused on the CEO: articulating your challenges, assumptions, and options. It does not include a team workshop, external validation, or a written assessment, just five deep conversations with you over several months. If you already know you need a rigorous, documented read on where your team stands, PRIME is the right entry point. If the calls point to something bigger, SPRINT or BUILD picks up from there.
Common Questions
Can I get part of my fee back if I only use a few calls?
That's not part of how VANTAGE is priced. In my experience, surfacing, investigating, and validating a major strategic issue from the CEO's perspective alone takes several months, not a call or two. After a few calls, you may conclude that engaging your team is the right next step, whether that means proceeding on your own or starting SPRINT or BUILD.
Does the fee count toward a future engagement?
Half of it, and you don't have to finish all five calls to use it. If you decide to move to SPRINT or BUILD at any point, $2,500 credits toward that engagement, through the VANTAGE engagement and for 30 days after your last call. It does not credit toward PRIME.
Can my leadership team join the calls?
No. VANTAGE is a one-on-one relationship with the CEO. If your leadership team's alignment is the real question, PRIME is built for that.
What if I need to reschedule a call?
Life happens. Give as much notice as you can and we'll find another time within the same week. What matters is keeping the three-week rhythm close to intact, not the exact day.
Is what we discuss confidential?
Yes. VANTAGE doesn't involve your team, stakeholder interviews, or outside validation. What's said on the call stays between us.
After a call or two, you may conclude that VANTAGE won't take you far enough to get the strategic clarity and confidence you need. That's a legitimate outcome. Sometimes a direct move to PRIME or BUILD makes more sense. Sometimes the timing isn't right. Either way, you'll know more than when you started.
Ready to get some perspective?
VANTAGE is the lightest way to start working together. The Fit Call is where we figure out if it's the right place to begin.