Advisory

When you need
an operator,
not an outsider.

Project-scoped engagements with senior practitioners who've actually run the work. Brokerages, ESPs, utilities, and large customers — scoped to a deliverable, billed on a fixed fee, finished on a date.

01 · Operators
Practitioners,
not pitchers.

The person scoping the work is the person doing it. No junior layer between you and the bench. We've sat in the seat we're advising on.

02 · Fixed-Fee
Scoped at top,
billed at bottom.

Engagements are quoted as a number, not an hourly drip. No surprise invoices. No expanding scope. The work either finishes on the agreed terms or we make it right.

03 · Independent
No supplier
owns us.

No kickbacks, no roadmap influence from outside. Vendor short lists are based on fit, not finder's fees. Recommendations are usable because they're clean.

04 · Software-Aware
Memo plus
the build.

When the engagement needs software to operationalize the recommendation, we can build it — extending the Suite or shipping standalone. Strategy and execution from the same bench.

Engagement Types

Four shapes of work
we keep getting asked for.

Most engagements fall into one of these four. The framing is consistent — who, what, how long, what you get — so you can tell quickly whether a conversation is worth having.

ADV-01
6–10 Weeks

New Offer
Launch

For
ESPs and consultancies adding a service line — efficiency, demand response, distributed energy, supply, sustainability — to an existing book.
Deliverable
Go-to-market plan, target customer profile, vendor short list, pricing structure, first-90-day execution plan.
Fee
FIXED · SCOPED ON CALL

Most service-line launches don't fail because the market wasn't there — they fail because the launch was rushed past the parts that don't feel urgent until they break. We scope what "ready" actually looks like for your team and walk the launch to it.

Discuss This Engagement
ADV-02
8–12 Weeks

Brokerage
Restructure

For
Energy brokerages reshaping book, team, tech stack, or commission model — typically post-growth or post-acquisition.
Deliverable
Book diagnostic, tech stack recommendation, commission model evaluation, team structure plan, transition roadmap.
Fee
FIXED · SCOPED ON CALL

Growth surfaces structure problems faster than anything else. We've seen what works at 5 reps, 50 reps, and 500 customers — which transitions break, which hold, and which decisions you only get to make once before they become permanent.

Discuss This Engagement
ADV-03
10–14 Weeks

Utility Third-Party
Channel

For
Utilities and co-ops standing up or restructuring third-party channels — efficiency program implementers, retail supplier programs, DER aggregators.
Deliverable
Channel strategy, partner qualification framework, program design, regulatory considerations, performance measurement system.
Fee
FIXED · SCOPED ON CALL

Third-party channels work when the utility and the partner are aligned on what good looks like — and break the moment they're not. Sitting on both sides of that table is the only way to design programs that stay aligned. We have.

Discuss This Engagement
ADV-04
8–12 Weeks

Internal Energy
Function

For
Large customers — multi-site enterprises, manufacturers, real estate operators — building or rebuilding an internal energy management capability.
Deliverable
Org design, technology selection, vendor management framework, reporting structure, year-one playbook.
Fee
FIXED · SCOPED ON CALL

Enterprise energy doesn't run itself. Building the function in-house pays back when it's actually set up to function — clear ownership, the right tools, defensible vendor decisions. We design it so your team operates it after we leave.

Discuss This Engagement
How It Works

From email to deliverable
in four steps.

The path from first inbound to final handoff. The shape doesn't change between engagements — only the scope of what's inside it does.

01

Discovery Call

A free, no-deck conversation. We learn what you're trying to accomplish, what you've already tried, and who else is in the room. You learn whether we're the right team for the work — and we'll tell you directly if we're not.

30 MIN Free · Zoom or phone
02

Scope Memo

A written scope memo — engagement shape, deliverables list, timeline, fixed fee, the operators on the bench. No surprises. You either green-light it or tell us what to adjust before we open the work.

5 BIZ DAYS One revision included
03

Kickoff & Build

Engagement runs on a defined cadence — weekly working sessions, async between. Senior operator on call throughout. No junior layer routing your questions back to the bench. The deliverable evolves in the open, not behind a curtain.

WEEKLY Working sessions
04

Handoff & Followup

Deliverable in hand. Clean handoff to your team. No surprise invoices, no expanding scope at the finish line. Optional 30-day followup window where we're available for clarification questions — at no additional charge.

+30 DAYS Followup window
What You Walk Away With

Deliverables
your team can use.

Engagements produce real artifacts — written, structured, and built to survive our exit. Each engagement type mixes a couple of these, scoped to the work.

01

Strategic
Memo

Written document. Position, decision framework, recommendation. Designed to circulate inside your organization without needing to be re-explained at every step.

02

Decision
Framework

A structured way to make the recurring decision the engagement was about. Built to survive our exit — your team uses it next quarter without us in the room.

03

Vendor /
Partner Eval

Short list of vendors or partners scored against your criteria. Independent — we don't take kickbacks — so the list is the list. Includes a recommended path, not a Magic Quadrant.

04

Software /
Build

Where the engagement calls for it — and only there — we extend the Suite or ship something standalone. Most engagements don't need this. The ones that do, get it without a second vendor.

Start the Conversation

Tell us what
you're scoping.

Thirty minutes, no slides. We'll listen to the shape of the work, ask the questions that matter, and tell you whether we're the right team. If we're not, we'll point you somewhere better. That's the call.