Consulting

The Growth Hike

AI operational structures for 1099 sales professionals, growth strategy for the eye care and vision industry, and operational leadership for small business - from 30 years of doing the work, not watching it.

Every engagement starts the same way: Win learns your business from the inside out. For a 1099 rep, that means your territory, your habits, your book. For a practice or small business, it's your people, your market, and your data. No generic frameworks. Operations that fit how you already work - and make it produce more.

Lane 01

1099 AI Sales Operations

For independent eye care equipment sales professionals who want enterprise-grade operations - without changing how they hunt and kill.

What this covers

AI agent design and deployment (n8n, Claude API, automation stacks)
Automated follow-up and touch point consistency
Pipeline and CRM hygiene that runs itself
Territory intelligence and opportunity surfacing
Quoting, scheduling, and admin automation
Connecting AI capability directly to closed revenue

Best for: 1099 and independent sales professionals in eye care, vision, and medical equipment

Lane 02

Eye Care & Vision Industry Growth

For equipment companies and practices in the vision space that need to grow, reposition, or enter new markets.

What this covers

Sales positioning for doctors and practice decision-makers
New technology and product market entry
Distribution channel development and management
Key account strategy and retention
Sales team structure and performance turnaround
Market analysis and competitive positioning

Best for: Eye care equipment manufacturers, vision industry suppliers, practices and clinic networks

Lane 03

Small Business Operational Leadership

For small businesses that need structure, consistency, and growth - without enterprise overhead.

What this covers

Operational turnaround and stabilization
Process design and accountability systems
Sales operations and metrics infrastructure
Go-to-market strategy rebuilds
Interim executive leadership
Automation that fits how your team already works

Best for: Small healthcare and vision businesses, founder-led companies at inflection points

Lane 04

Startups, Global Sourcing & Manufacturing

For PE and VC firms evaluating, building, or scaling portfolio companies that touch product, supply chain, or manufacturing.

What this covers

Startup operational diligence and build-vs-buy assessments
Global sourcing strategy and supplier qualification
Contract manufacturing setup, transitions, and oversight
Supply chain structuring for early-stage product companies
Cost-of-goods modeling and margin engineering
Founder support through product launch and first-revenue scaling

Best for: PE and VC firms, portfolio company operators, founders preparing for raise or launch, healthcare and consumer product startups

Lane 05

Investor & Startup Consultation

Thirty years of healthcare operating experience plus three years founding a digital health startup puts Win in a unique position to help investors vet opportunities - and help founders build companies that survive diligence.

What this covers

Pre-investment diligence: market, team, and operational reality checks
Healthcare and digital health market assessment
Startup vetting for PE, VC, and angel investors
Go-to-market and revenue model validation
Founder coaching through build, launch, and first revenue
Post-investment operational support for portfolio companies

Best for: PE firms, venture capital, angel investors, and early-stage healthcare founders

The Engagement Process

Three phases. No generic frameworks.

Business Discovery

Understanding your business at a structural level: your assumptions, your foundation story, your data, your customer, and what the numbers are actually telling you. No generic frameworks. Real discovery.

Business overview · Foundation story · SWOT analysis · Data review · Customer definition

Strategic Analysis

Customer segmentation, channel partner evaluation, 80/20 analysis, retention deep-dive, sales metrics review, and identifying where your real growth is hiding - and what's in the way.

Customer segmentation · Channel partners · Loss leaders · Sales metrics · Parent/child account structure

Focused Execution

Measurable deliverables. Value propositions built around customer reality. At-risk business stabilized. Biggest opportunities pursued. Teams performing at a higher level.

Measurable deliverables · Value propositions · At-risk stabilization · Growth partner development · Team performance

Ready to build operations that close?

Let's find out if this fits your territory, your practice, or your business.

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