Services that we provide
How the work gets done.
The Engagement Model
Three stages. One clear path.
01
Assess
Duration: 10 minutes
Understand where your current operating model stands and identify the key gaps limiting growth.
Business owners, leaders, and operators who suspect their operations aren't keeping up with growth but aren't sure where the problem is.
What You Receive:
A maturity score across all six operating domains
A clear view of where structural risk is highest
A follow-up summary with context based on your score band
02
Advise
Duration: 2 to 3 weeks
A structured diagnostic that tells you exactly what is broken, why it keeps happening, and what to fix first.
Businesses experiencing margin pressure, delivery inconsistency, leader dependency, or growth that keeps stalling at the same ceiling.
What You Receive:
Full assessment across all six operating domains
Maturity scorecard benchmarked against a defined standard
Root cause findings report
Prioritized recommendations
90-day action plan
Executive readout at close
03
Align
Duration: Scoped per engagement
Hands-on support for businesses ready to act on what the assessment uncovered.
Firms that have completed a MaturityMark diagnostic and want structured support executing the recommended changes.
What You Receive:
Ongoing advisory alongside your leadership team
Workflow and process build-out support
Pricing and commercial structure development
Service Portfolio & Offer Design
Progress checkpoints against the 90-day plan
AI leverage, where it helps, where it doesn't
04
ALSO OFFERED
Duration: Scoped per engagement
Define what you sell. Build the pricing model. Walk away with finished documents. Most B2B services firms have a pricing problem that looks like a sales problem. Services are described differently by everyone on the team, pricing is rebuilt on every proposal, and the founder is still writing most deals. The Sprint produces the service catalog, pricing model, and positioning language that ends all three. Finished documents delivered within 30 business days.
Firms that have completed a MaturityMark™ Diagnostic and need to act on pricing and offer design findings. Also available as a standalone engagement for firms with a clear diagnosis already in hand.
Three Tiers:
What You Receive:
Service Catalog
Every offering defined by tier with scope boundaries, standard deliverables, and explicit exclusions. The document that ends the question of what the firm sells.
Pricing Reference Card
List prices, floor prices, and discount governance rules in a live Excel model. Includes a margin calculator built from actual delivery cost inputs.
Positioning Summary
Elevator pitches, problem statements, and objection responses for each tier. The language every salesperson needs to describe what the firm sells in under 15 seconds.
Ready to define what you sell?
Start with a 30-minute scoping call. A proposal is in your inbox within 48 hours.
BOUTIQUE ADVISORY FIRM
Why Work With Us
At Crestmark Advisory, we empower services firms to scale effectively. We don’t just give advice—we create the systems, workflows, and leadership infrastructure that ensure sustainable growth beyond individual capacity.
