Product Assessment

The Levers

Product teams can become ineffective. We uncover the product and AI opportunities that materially move your business.

In 2 weeks, I audit your product and customer journey to pinpoint what's driving growth and where it's breaking down. No big presentations. No 90-day discovery. Just a focused plan for what to fix, where AI fits, and what to ship next.

Six angles. One path forward.

01

Product Strategy & Market

  • Market positioning and competitive landscape
  • ICP alignment and segmentation
  • Product-market fit signals
  • Pricing and packaging analysis

Strategic clarity on where to compete and how to win

02

Product Growth & User Behavior

  • Activation and onboarding funnels
  • Conversion and retention metrics
  • User journey analysis
  • Growth experiment prioritization

A ranked list of growth levers with expected impact

03

Product Talent

  • Team structure and role coverage
  • PM competency assessment
  • Leadership gaps and succession
  • Hiring roadmap

Talent plan aligned to your growth targets

04

Product Operations

  • Development lifecycle and velocity
  • Roadmap process and prioritization
  • Cross-functional alignment
  • Technical debt assessment

Execution framework that ships faster without burning out

05

Product Marketing (GTM)

  • Go-to-market alignment
  • Messaging and positioning
  • Launch process and effectiveness
  • Sales enablement gaps

GTM engine that converts product value into revenue

06

AI & Automation

  • AI opportunity assessment
  • Practical applications that move revenue/margin
  • Build vs. buy recommendations
  • Integration planning

A prioritized AI plan tied to revenue and margin, not hype

How it works

A structured, time-boxed process built from dozens of assessments across PE-backed B2B technology companies.

01

Week 1-2: Deep dive

I embed with your team, analyze data, interview stakeholders, audit processes. I've run this across dozens of engagements. I know where to look.

02

Week 3: The map

You get a clear, prioritized action plan. The levers that matter most, ranked by impact and effort.

03

Week 4+: Execute

I can stay to lead execution, or hand off to your team with full documentation.

Frequently Asked Questions

Ready to Find Your Levers?

Every engagement starts with understanding where you're stuck and what's possible. In weeks, you'll have a clear map of what to fix and why.