How We Work Together

Every partnership begins with clarity.

I don’t sell pre-packaged solutions. Every engagement begins with a discovery call, where we take an honest look at what’s working, what feels heavy, and what freedom could look like for your business.

It’s our chance to see if we’re aligned and if I’m the right architect to help you build what comes next.

 

Step 1: The Impact Intensive ($397)

Your 90-Day Clarity Blueprint

A focused, one-on-one deep dive designed to uncover what’s slowing your growth and map the structure that will set you free.
Together we’ll identify your core operational constraints, gather the information I need to design the systems that restore calm and control, and outline a clear 90-day action plan to move your business forward with purpose.

You’ll walk away with:

  • A precise operational diagnosis of your current systems

  • A 90-day roadmap built around your true priorities

  • A framework for scaling sustainably

  • Clarity on whether OBM partnership is the right next move

Investment: $397
(Most engagements begin here.)

Start with a Discovery Call

Heath’s approach to client work is equal parts intentional and insightful. He doesn’t just ask good questions - he creates the kind of reflective space where real clarity can surface. The way he structures interactions brings a strategic delivery lens that supports momentum without adding pressure, and his use of technology enhances rather than distracts. It’s clear he genuinely cares about building businesses that serve the person behind them, not just the output.
Amy Beman
CEO

Step 2: Ongoing Partnership Options

What Comes After the Intensive

Once your roadmap is built, we decide how best to bring it to life.
Each partnership is custom, guided by what your business actually needs, never a copy-paste template.

OBM Retainer — Full Partnership
Operational leadership for founders who are ready to step out of the weeds. I oversee systems, team, and delivery so you can lead with clarity and focus.

Project Management — Targeted Execution
For specific initiatives like launches, transitions, or infrastructure builds where structure and accountability matter most.

Systems Design — Structural Foundations
Done-for-you builds that remove friction, create consistency, and give your business the rhythm it needs to scale.

Start with a Discovery Call

After We Build Together

Freedom That Scales

The result is not just organization; it is expansion.
You move from managing every detail to leading with calm precision.
Your team operates with confidence, your systems hum, and your energy returns to the work that moves your mission forward.

This is what happens when your systems align with what you are really building.

Scale Without Overwhelm.

Get the systems, structure, and strategy needed to expand the impact of your meaningful work.