One flywheel. Three scales of execution.
The Performance Intelligence Flywheel™ runs on firms of any size. What changes is how we deploy it — the pace, the depth, and the capacity we bring. Pick the scale that matches your firm. We'll build the engagement around your flywheel motion priorities.
Boutique. Growth. Enterprise.
Same methodology. Different velocity and depth at each scale.
Boutique
Most firms at this scale have no dedicated learning and development function. We become it. A condensed, founder-led build of the flywheel from zero — fast, high-touch, and calibrated to a lean team.
Flywheel Motion Priority
Heavy on Surface and Teach. Build the behavioral baseline and turn it into a teachable curriculum. Compound kicks in as new hires arrive.
Engagement Shape
90 to 120-day focused build. Mike is directly involved every week. You end with a system you own and can run without us in the room.
What You Get
- Custom curriculum architected from your top producers' behavior
- Practice and scoring built on the platforms you already use
- Manager coaching rhythm your leadership team can sustain
- New-advisor ramp playbook ready for the next hire
- Optional ongoing advisor retainer after the build
Growth
You likely have training already. It is probably generic and probably not producing the retention or production numbers you need. We replace rote with reps — customized experiential learning layered on top of what you already run.
Flywheel Motion Priority
Full flywheel, with particular depth in Teach, Push, and Compound. Surface and Signal provide the intelligence loop back to leadership.
Engagement Shape
Six to twelve-month engagement, phased rollout. Retainer extension common after the first cycle. Can include a fractional strategic advisor component.
What You Get
- Custom experiential learning upgrade on your existing stack
- Cross-practice behavioral baseline (consistency across acquired teams)
- Acquisition integration playbook for M&A-driven growth
- Leadership performance dashboard built for your executives
- Quarterly executive intelligence reports
Enterprise
You already have a mature training system, an internal L&D function, and a real technology stack. Now you need the intelligence layer. We bring the measurement and compounding system, plug into existing training, CRM, and risk infrastructure, and deliver scored outputs at multi-region scale.
Flywheel Motion Priority
Orchestrated across all five motions. Signal and Push are where we add the most leverage at this scale — pulling field intelligence into the C-suite and coaching your senior managers.
Engagement Shape
Twelve-month-plus engagement, multi-region rollout, embedded with your internal L&D and enablement teams. Executive advisory cadence throughout.
What You Get
- Intelligence layer on top of your existing training and enablement
- Compliance-graded scoring rubrics for regulated conversations
- Multi-region rollout architecture
- Executive intelligence reporting calibrated to your leadership cadence
- Direct C-suite working sessions
Fractional Strategic Advisor
For firms at any size that need senior strategic leadership embedded part-time. This is the Push motion of the flywheel, extended across an ongoing engagement.
Eight to sixteen hours per week, embedded with your leadership team. Mike does not parachute in to write a report. He sits with your senior team, uses the Surface and Teach outputs to coach managers in real time, and holds the strategic rhythm that compounds growth across the team.
When It Fits
- • Post-product-market-fit growth-stage firms
- • Firms acquiring practices or rolling up
- • Leadership teams scaling past founder-led process
- • Senior leaders who need a peer-level thought partner
Focus Areas
- • Leadership team effectiveness & coaching
- • Sales methodology & revenue operations
- • Performance measurement & accountability
- • Strategic talent and succession planning
"I'm not a consultant who reads about how big companies work. I built and ran these systems at Merrill Lynch, a top-tier wirehouse, and ExxonMobil. I bring that inside your team, part-time."
Not sure which scale fits?
Start with the diagnostic. Four questions, two minutes, and you'll see which motion of the flywheel to run first. If it's worth a conversation, book 30 minutes with Mike after.
Start your diagnosticFree. No email required for the result.