Services

More profitable.
Easier to run.

Three ways to work with Axiom — from a focused diagnostic to a full fractional CSO partnership. All grounded in your financials. All built to give you time back.

Engagement Tiers

Three ways to work with Axiom.

Every engagement starts with clarity — what your numbers actually say, and where the biggest levers are. Choose the tier that fits your stage. Start with Clarity if you're not sure. The results will tell you what comes next.

AI Opportunity Audit
Clarity
$2,500flat fee
~2 weeks
Find out exactly where your time and money are leaking — before spending a dollar on tools or solutions. Most clients say the report alone changes how they run their business.
  • Financial diagnostic — cash flow, cost drivers, margin analysis
  • AI Readiness Scorecard across 6 business dimensions
  • Current-state swimlane process maps (up to 3 core processes)
  • Future-state maps with AI insertion points identified
  • Prioritized opportunity summary with directional ROI estimates
  • Gap analysis with recommended next steps
Start with Clarity
Strategy + AI Implementation
Growth
$7,500project
6–8 weeks
The full build: strategy, implementation, and the AI automations that give you real hours back. This is where owners stop being the bottleneck in their own business.
  • Everything in Clarity, plus:
  • 90-day AI implementation roadmap
  • Tool selection and vendor-agnostic recommendations
  • Hands-on deployment across 2–3 priority functions
  • Automated workflows and SOP documentation
  • Financial model with scenario planning
  • OKR/KPI framework aligned to growth objectives
  • 2 executive strategy sessions
Accelerate Growth
Fractional CSO + Full AI Deployment
Transform
$3,500/mo retainer
Ongoing
Your Fractional CSO — on demand, without the full-time overhead. For owners ready to run a truly scalable business and reclaim the time to lead it.
  • Everything in Growth, plus:
  • Fractional CSO advisory on demand
  • Full AI deployment across all business functions
  • Monthly financial performance reviews
  • Ongoing process optimization and automation
  • Team enablement and AI training
  • M&A support and strategic initiative leadership
  • Bi-weekly executive strategy sessions
Start the conversation
Core Capabilities

Finance-first. AI-accelerated.

Every Axiom engagement begins with the financials — because that's where the clearest picture of your business lives. Each service below includes specific deliverables so you know exactly what you're getting.

01
Financial Management & Analysis
Your numbers tell the story of your business. Axiom uses AI to read that story faster — spend analysis, cash flow modeling, cost driver identification, and management reporting that gives you real visibility into every dollar.
AI layer: Automated dashboards, variance analysis, predictive cash flow modeling.
Key Deliverables
  • —Cash flow diagnostic with 13-week forecast model
  • —Cost driver analysis by business unit or service line
  • —AI-powered management dashboard (live, real-time)
  • —Vendor spend analysis and rationalization report
  • —Monthly financial review cadence and reporting template
02
Strategic Planning & Growth Roadmaps
Corporate strategy, multi-year planning, OKR/KPI design, and go-to-market frameworks built to cascade from the boardroom to the front line. Built around your goal — not a generic template.
AI layer: Market research synthesis, scenario modeling, competitive intelligence.
Key Deliverables
  • —3-year strategic plan with annual milestones
  • —OKR/KPI framework with tracking dashboard
  • —Go-to-market plan with channel and pricing strategy
  • —Competitive landscape and positioning analysis
  • —90-day execution roadmap with owner accountability
03
Operations & Process Optimization
Process mapping, workflow design, inventory management, and vendor accountability frameworks that eliminate waste and create the operational machine your growth requires.
AI layer: Automated workflows via Make.com/Zapier, AI-generated SOPs, operational dashboards.
Key Deliverables
  • —Current-state process maps (swimlane, up to 5 processes)
  • —Future-state design with AI automation points identified
  • —SOP documentation for top 3 operational workflows
  • —Vendor performance scorecard and rationalization plan
  • —Deployed automation (at least 2 live workflows)
04
Fractional CSO & Executive Advisory
On-demand senior strategic counsel without the full-time overhead. Nicole serves as your thinking partner, sounding board, and strategic co-pilot — available when your business needs it most.
AI layer: AI-enabled decision support, rapid research synthesis, board-ready reporting.
Key Deliverables
  • —Monthly strategic review sessions (structured agenda)
  • —Board/investor-ready reporting package
  • —Priority decision briefs with structured recommendation
  • —On-call advisory (email/Slack response within 24 hrs)
  • —Quarterly business review with forward-looking plan
05
M&A Advisory
Inorganic growth strategy, acquisition targeting, due diligence, integration planning, and post-merger change management. Built for businesses pursuing accretive transactions without an M&A team on staff.
AI layer: AI-accelerated due diligence, integration playbook automation, synergy modeling.
Key Deliverables
  • —Acquisition criteria and target identification framework
  • —Due diligence checklist and financial quality-of-earnings support
  • —Integration roadmap with Day 1 / 30 / 90 milestones
  • —Synergy model with financial scenario analysis
  • —Change management and communication plan
Frameworks & Diagnostics

The Portfolio Discipline Framework

A portfolio doesn't drift toward clarity. It drifts toward sprawl.

Disney's ongoing debate over whether to stay in streaming or return to high-margin content licensing is the same question every $10M–$50M service business faces on a smaller scale: does each line on your menu strengthen your core advantage, or dilute it? This framework helps operators, PE/VC teams, and industry leaders evaluate whether their service lines, product offerings, or strategic initiatives are amplifying or eroding their advantage.

01
The Menu Discipline Scorecard
A quick diagnostic for portfolio clarity. Score each dimension from 1 (weak) to 5 (strong).
  • Differentiation Strength — a clear, defensible advantage, or "me too" work added to avoid saying no?
  • Margin Consistency — stable across offerings, or does a new line quietly drag down blended margin?
  • Operational Focus — delivered with excellence, or are competencies stretched thin?
  • Customer Decision Clarity — unmistakable value, or does the menu create confusion and comparison-shopping?
  • Strategic Fit — reinforces the core business, or dilutes it?
Score Interpretation
20–25 — tight, advantage-amplifying
14–19 — drifting, tightening recommended
Below 14 — eroding margin and clarity
02
The Margin Amplification Test
A simple way to see whether an offering strengthens or weakens your economics. Ask five questions of it:
  • —Does it increase average deal size?
  • —Does it increase customer lifetime value?
  • —Does it reduce cost to serve?
  • —Does it improve pricing power?
  • —Does it deepen differentiation?
The read: fewer than three "yes" answers means it's likely diluting margin. Four or five means it's amplifying advantage. Especially useful for PE/VC diligence — it reveals whether growth is coming from strategic focus or menu sprawl.
03
The Portfolio Tightening Roadmap
A step-by-step process for reducing sprawl without reducing revenue.
  • Step 1 — Map the Menu. List every offering, SKU, or service line. Include pricing, margin, volume, and operational complexity.
  • Step 2 — Identify the Anchor Offerings. Which drive the highest margin, strongest differentiation, and most repeatable delivery?
  • Step 3 — Classify Everything Else. Bucket each remaining offering as an Amplifier, a Distractor, or a Diluter.
  • Step 4 — Eliminate or Restructure Diluters. Cut, bundle, or reposition offerings that dilute advantage.
  • Step 5 — Reinforce the Anchors. Invest in depth, not breadth — delivery, pricing, packaging, customer experience.
  • Step 6 — Communicate the New Menu. Customers respond positively to clarity. A tighter menu feels more premium, not less.
04
The "Say No" Decision Rubric
A disciplined way to evaluate new opportunities. Before adding any new offering, ask:
  • —Does this strengthen our core advantage?
  • —Can we deliver it with excellence from day one?
  • —Will it improve margin within 12 months?
  • —Does it simplify the customer decision?
  • —Does it scale without adding operational drag?
The rule: if the answer isn't "yes" to at least four, the correct answer is no. This rubric protects operators from the quiet erosion that comes from "we can do that too."
Where is your portfolio amplifying — and where is it diluting?
A portfolio should amplify your advantage, not dilute it. Clarity scales. Sprawl doesn't.
Download the Framework (PDF) Start with Clarity — $2,500
Not sure which tier fits?
Start with a conversation. We'll figure it out together.
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