Services & pricing

Six services. One system. Prices on the page.

Every engagement is scoped to a deliverable and ends with something that runs without us. The first two steps have fixed prices; builds are quoted in writing after the diagnostic. If you only need one piece, take one piece.

Start here

Four ways in, from a phone call to a quarter.

Most clients start with the strategy session. It is priced so that the decision to talk is easy, and the written read is yours either way.

Step 1

1-hour strategy session

$500

One focused problem: a distribution question, a go-to-market gap, a workers' comp or PEO market read. You bring the problem; thirty years of pattern-matching comes with the call. You leave with a written read and three moves.

Book a session →
Step 2

Half-day working session

$1,500

Four working hours on something bigger: positioning, channel strategy, or putting AI to work inside real operations. One deliverable you can act on the next morning.

Request a session
Step 3

90-day GTM build

ScopedFixed fee, quoted in writing after Diagnose

The full Diagnose → Design → Build → Run program: positioning, channel design, stack, automations, first quarter of content, and a trained team. Priced to the scope, never to the hour.

Inquire
Step 4

Fractional CRO

QuarterlyLimited seats

A revenue leader in your operating rhythm for a quarter at a time. Limited to engagements that do not compete with my CRO role.

Ask about availability
The six services

Who each one is for, what you get, and what it costs.

01 · Strategy

Market read & positioning

Who it's for

MGAs, MGUs, PEOs and program administrators who need to know which lane each program sits in before they spend on growth, and agencies deciding which programs to lead with.

What you get

  • Lane read by line and state against the quarterly indices
  • One-sentence positioning your producers can repeat
  • Appetite statement by class and state, written for brokers and for AI search
  • Message map and proof points
  • Three moves for the next quarter, with owners

How long

1 to 2 weeks

Starting point$500 for the 1-hour session; $1,500 for the half-day working session.

Most engagements start here. The written read is yours whether or not you continue.

Read the current market read →

02 · Distribution

Distribution architecture

Who it's for

Programs opening a wholesale, retail, PEO-broker or referral channel, and programs whose existing channel has stalled or is producing the wrong business.

What you get

  • Channel map: who sells what, to whom, in which states
  • Compensation waterfall and appointment rules
  • Submission-protection and conflict rules
  • Recruit → Activate → Develop → Retain partner program
  • Partner scorecard and quarterly review cadence

How long

3 to 4 weeks (Design phase)

Starting pointScoped after the Diagnose phase; fixed fee for the design, quoted in writing.

Designed on paper before it is sold, so the first ten partners are not the experiment.

See distribution builds we have run →

03 · Go-to-market

GTM operating system

Who it's for

Programs that have a market read and a channel but no machine: outreach happens when someone has time, content goes out once, and nobody can say which partner sent which submission.

What you get

  • Named target lists built from Apollo, Sales Navigator, FMCSA data and your submission history
  • Content spine: one cornerstone asset per quarter, cut into posts, emails and scripts
  • LinkedIn, email, voice and social sequences timed to the renewal calendar
  • CRM pipeline with source, owner and stage; inbound alias routing
  • Weekly scoreboard and attribution to bound premium

How long

6 weeks (Build phase) plus a Run quarter

Starting pointScoped to the stack and team after Diagnose; typical builds run 90 days end to end.

Built on tools you own. We hand over the keys, the documentation and a trained team.

See the stack we run →

04 · AI & automation

AI that does real work

Who it's for

Programs and agencies drowning in repetitive work — submission intake, follow-up, research, reporting — who want AI doing it without AI misstating appetite to a broker.

What you get

  • Governed knowledge base: appetite, claims experience, approved language
  • n8n and Zapier workflows for intake, nurture, renewal campaigns and re-engagement
  • Voice agents that answer program questions 24/7 (Retell + ElevenLabs)
  • FMCSA and bureau data pipelines (the DOT Intel model)
  • Approval gates wherever money, a relationship or your reputation moves

How long

Inside a Build, or 4 to 6 weeks standalone

Starting pointScoped by workflow; we quote each automation with the hours it returns.

Every automation has a human signature where it matters. We have shipped these for our own programs first.

See what we have built →

05 · Enablement

Producer & wholesaler training

Who it's for

Program teams, wholesalers and retail agencies whose producers can quote the product but cannot run the conversation — discovery, objection handling, tough-account positioning.

What you get

  • Role-based curriculum: retail producer, wholesale broker, employer-facing
  • Learn → Practice → Apply → Improve structure with certification
  • Role-play scripts and field tools
  • Delivered as video plus a credentialed portal (the Bind Lab model)
  • Train-the-trainer so it survives staff turnover

How long

4 to 8 weeks to first cohort

Starting pointPer-cohort or per-seat pricing, quoted after a free 30-minute scoping call.

Built on thirty years of SPIN, Strategic, Conceptual and High-Payoff Selling in the field, not a course catalog.

Browse the training library →

06 · Leadership

Fractional CRO & advisory

Who it's for

Founders and operators who need a revenue leader at the table for a quarter at a time — operating rhythm, pipeline reviews, partner escalations, hiring and comp — without a full-time hire.

What you get

  • Weekly operating rhythm and pipeline review
  • Partner and broker escalations handled
  • Hiring profiles, comp design and onboarding for producers and BDMs
  • Board- and investor-ready revenue narrative
  • Honest read of what is working, in writing, monthly

How long

Quarter at a time

Starting pointQuarterly retainer; limited seats, and never in competition with the PEO workers' comp program where I serve as CRO.

Also available as light-touch advisory or a board seat for insurtech, MGA and PEO businesses, as bandwidth allows.

About Ronnie →

How an engagement runs

Diagnose, design, build, run.

Four phases, each with a fixed length, a deliverable, and a decision point where you can stop. The full reasoning is in the research brief.

Diagnose

Weeks 1–2

Lane read by line and state, submission history, partner map, stack audit. Deliverable: the written read and three moves.

Design

Weeks 3–4

Positioning, appetite statement, target lists, content spine, renewal calendar, metrics. Deliverable: the operating plan with owners and numbers.

Build

Weeks 5–10

CRM, data, sequences, automations and knowledge base stood up and tested. Deliverable: a running system and a trained team.

Run

Weeks 11+

Weekly scoreboard, monthly tuning, quarterly market read. Fractional or handed off. Deliverable: bound premium you can attribute.

Questions buyers ask first

Before you book.

Who do you work with?
MGAs, MGUs, program administrators, PEOs, wholesale brokers, retail agencies and insurtechs selling into commercial lines — with a center of gravity in workers' comp, commercial auto and trucking, and the blue-collar classes that sit in both. We do not prospect carriers on anyone's behalf, and we do not take engagements that compete with the PEO workers' comp program where I serve as CRO.
What does an engagement cost?
The strategy session is $500 and the half-day working session is $1,500, fixed. Design and Build work is quoted as a fixed fee in writing after the Diagnose phase, because the price depends on your stack, your team and how many lanes you write in. Fractional CRO is a quarterly retainer. You will never get an hourly invoice from us.
What happens in the first 30 days?
Weeks one and two are Diagnose: we read your lanes against the quarterly indices, go through submission history and win/loss, map partners, and audit the stack. You get a written read and three moves. Weeks three and four are Design: positioning, appetite statement, named target lists, the content spine and renewal calendar, and the metrics we will hold ourselves to. At the end of week four you decide whether to build.
Do you do the work, or advise on it?
Both, and we are explicit about which. Diagnose and Design are advisory with written deliverables. Build is hands-on: we stand up the CRM, data, sequences, automations and knowledge base, and train your team on them. Run is either a fractional seat in your operating rhythm or a documented handoff.
How is AI used, and who is accountable for what it says?
AI drafts, researches, routes and reports from a governed knowledge base of your appetite, claims experience and approved language. A named specialist signs anything a prospect sees, and every automation has an approval gate wherever money, a relationship or your reputation moves. We have run this rule on our own programs since 2024.
Will this fit alongside your CRO role?
Seven16 engagements are limited and project-scoped for that reason. We take a small number at a time, say no to conflicts, and tell you up front if timing does not work.
Next step

Start with the strategy session.

One hour, $500, a written read and three moves. If the two-speed thesis changes your plan, you will know by the end of the call.

Book a free 30-minute call first → Read the research brief