This Isn't a Call — It’s the Starting Point

Before any conversations are scheduled, you'll complete a short intake designed to give me the context required to make a responsible recommendation.

A High-Impact Strategy Session Tailored to You

This intake replaces a traditional discovery call. It allows me to review your situation, identify whether there's a real constraint with addressing, and determine what type of paid strategy review – if any – actually makes sense.

What We’ll Do Together

Clarify the Real Constraint

We review your intake to separate symptoms from root cause and identify what is actually determines whether progress is possible.

Determine the Right Level of Engagement

Based on your situation, we assess whether a focused decision review, a deeper constraint snapshot, or no engagement at all is appropriate.

Define the Appropriate Next Step

If it makes sense to proceed, we recommend a specific paid session and explain exactly what that engagement is designed to resolve.

Proceed Only If It's Warranted

You receive a clear recommendation and booking link if there’s a logical next step. If not, we close the loop with clarity and no obligation.

Who This Call Is For

  • Founders and operators facing real constraints, not vague uncertainty

  • Leaders who want a decision, not brainstorming

  • Experts who need clarity before committing time or capital

  • Operators treating their business like an asset, not an experiment

  • Teams who value direct answers, even when the answer is "don't proceed"

Why Work With CP Product Advisory

  • Structured diagnosis before execution

  • Clear, product-led thinking across SaaS, AI, and services

  • Direct, unbiased recommendations, even when the answer is "don't proceed"

  • Focus on leverage, profitability, and decision quality

  • Clients leave with clarity, not dependency

Complete Your Strategic Review Intake Form Below

Form banner image

What Happens After You Complete Your Intake

After you submit the intake, I review it directly to determine whether a paid strategic engagement is warranted and, if so, which format is appropriate.

If a recommendation is made, you will receive an email with the specific engagement that has been recommended along with a booking link to schedule the paid session.

If an engagement is not recommended at this time, you will be notified accordingly. There is no pitch, no obligation to proceed, and no follow-on unless it clearly makes sense to do so.

This process exists to ensure that any next step is intentional, justified, and worth your time.

Ready to Take the Next Step?

Begin with the intake.

I’ll review your context carefully and determine whether a paid strategic engagement makes sense, and which format is most appropriate. If a next step is warranted, you’ll receive a clear recommendation and an invitation to schedule the right conversation.

This process is designed to ensure that when we talk, we’re solving the right problem—together.

Image

Helping Series B-C SaaS founders escape operational chaos and build companies that win.

Legal

Let's Talk

Ready to escape the growth trap?

© Copyright 2026. CP Product Advisory, LLC. All Rights Reserved.