Product, GTM & consulting work, plus what I build on the side.

Scorecard workbook; workflow, data-cleanup and automation templates; recorded walkthrough; one 30-min live Q&A

Credited in full on upgrade to any hands-on package

Stakeholder interviews; system-by-system fit and usage review; data quality and duplication audit; written report with prioritized next steps

Fully credited toward any outcome package

Workflow reconfiguration; data cleanup and household de-duplication; automation setup; reporting templates and staff training

Absorbs Operational Audit + Data & Reporting Framework; assessment fee credited

Requirements from real workflows; vendor shortlist and negotiation support; data migration and configuration; go-live timed to season

Vendor shortlist chosen for fit, not through any partnership

Full workflow and data architecture design; platform selection; implementation and integration; documentation, training, first-season support

Absorbs Auxiliary Program Expansion; includes assessment as phase one

Standalone add-on — decide: SKU or in-package line

Post-engagement support

90-minute working session: is your product a fit for camps/schools, who buys, budget cycles, and a go/no-go read

Credited toward Market Landscape Briefing if booked within 30 days

Written briefing on the camps/schools/auxiliary market: buyer roles & decision-makers, procurement & board approval cycles, seasonality (enrolment, summer, fiscal year-end), competitor map, and common objections

Includes the Landscape Briefing plus positioning & messaging for operators, pricing/packaging fit for program budgets, ideal-customer target list, outreach scripts, and a 90-day entry plan

Design a low-risk pilot with 1–3 camps/schools: scope, success metrics, pilot agreement terms, onboarding plan, and a results case study to sell from

Ongoing guidance as you enter the market: monthly strategy calls, deal/proposal reviews, conference & association guidance, and curated warm introductions

Intro success fees quoted separately

Not yet built — flagged gap

Credited toward any Sales Framework engagement

One pillar: Results→Pipeline→Activity Alignment, ICP & Market Fit, Messaging & Sales Motion, or Systems & Data Infrastructure

Pick one of the four pillars

All four pillars, sequenced; CRM configuration; playbooks; 30-day post-launch check-in

Existing partner framework

Existing partner framework

Existing partner framework

Per existing Referral Revenue Model workbook (unchanged)

Existing app pattern rebranded; client supplies content/assets; no custom integrations; fixed revision count; hosting DIY or on retainer

Clone of existing app pattern, client-supplied content, set revisions

Single-purpose web app; Supabase backend; Vercel/Netlify hosting; basic auth or password gate; email/form notifications; one admin view

Credited toward the build it leads to

Multi-user auth and roles; relational data model; admin dashboard; 1–2 integrations (payments, calendar, email, CRM); custom domain; UX polish

Multi-tenant; subscription billing; multi-system integrations; analytics; onboarding flows; documentation

Hosting management; uptime monitoring; small changes and fixes; dependency updates

Resolves the two conflicting Camps & Schools price sets and the $150 vs $175 hourly discrepancy.

Scope definitions used to place a client’s spec into a tier — same text shown inline above, collected here for quick scanning.

Full systems-and-data assessment for day camps, overnight camps, YMCA/agency non-profits, and faith-based camps.

Intro — organization type (pick one)

• Day camp
• Overnight camp
• YMCA / agency non-profit
• Faith-based camp

Step 1 — systems inventory (5 categories, pick one option each, scored 0–3)

• Registration & enrollment
• Family & participant records
• Communication
• Payments & billing
• Reporting & planning

Each category's 4 options: A purpose-built platform (3) · A general-purpose tool (2) · Spreadsheets and email (1) · Nothing in place (0).

Step 2 — usage statements (7, scale: Not at all / Rarely / Partly / Consistently)

• Family and participant information is entered once and reused everywhere it is needed.
• Routine work such as confirmations, reminders, and forms chasing runs automatically.
• Staff can find what they need without asking the one person who owns the spreadsheet.
• Session, group, or cabin placement and health forms are handled inside our system, not on paper.
• We can pull accurate enrollment or registration numbers for any season or year in minutes.
• We use our own data to make capacity, staffing, and pricing decisions.
• Returning families are identified and re-engaged from our records, not from memory.

Result type

Three scores out of 3 — System fit, Day-to-day efficiency, Data leverage — plus a per-category breakdown of the 5 inventory areas, a written headline and explanation, and a recommended package from: Self-Guided Toolkit, Systems & Data Assessment, Leverage & Enhance, Evaluate & Switch, Start From Scratch. Downloadable PDF, emailed to the visitor.

Lead gate

First name, last name, work email, organization — all required before results unlock.

Same systems-and-data assessment as the camps version, re-worded for independent schools, with two extra unscored profile questions.

Intro profile (unscored — feeds the summary only)

• Grade range (pick one): K–6 · K–8 · K–12 · Other (free text)
• Program types (select all that apply): Summer programs · Year-round auxiliary programs · After-school care · Other (free text)

Step 1 — systems inventory (same 5 categories as Camps, school-worded context, scored 0–3)

• Registration & enrollment — “How families move from inquiry to application to enrolled.”
• Family & participant records — “Student and household records across years and siblings.”
• Communication — “Admissions follow-up, re-enrollment reminders, family updates.”
• Payments & billing — “Tuition, deposits, payment plans, financial aid tracking.”
• Reporting & planning — “Funnel numbers, yield, retention, budget planning.”

Step 2 — usage statements (7, same scale as Camps)

• Family and participant information is entered once and reused everywhere it is needed.
• Routine work such as confirmations, reminders, and forms chasing runs automatically.
• Staff can find what they need without asking the one person who owns the spreadsheet.
• Our admissions funnel, from inquiry to enrolled, is tracked end to end in one place.
• We can pull accurate enrollment or registration numbers for any season or year in minutes.
• We use our own data to make capacity, staffing, and pricing decisions.
• Returning families are identified and re-engaged from our records, not from memory.

Result type

Same 3 scores (System fit, Day-to-day efficiency, Data leverage) plus category breakdown and a recommendation from the same 5 packages, worded for schools. Downloadable PDF, emailed to the visitor.

Lead gate

First name, last name, work email, school name — all required before results unlock.

Market-entry readiness check for vendors evaluating or entering the camps/independent-schools market.

Step 1 — market-entry readiness categories (5, pick one option each, scored 0–3)

• Understanding the buyer
• Product-market validation
• Pricing & packaging fit
• Go-to-market materials
• Referral & trust channels

Step 2 — statements (6, scale: Not at all / Rarely / Partly / Consistently)

• We can explain, in one sentence, why a camp or school director should care about our product.
• We know which budget line and approval chain a purchase like ours goes through.
• We have a realistic, costed plan for a first pilot with a camp or school.
• At least one camp or school is actively using or piloting our product.
• We are in active, late-stage conversations with a paying camp or school prospect.
• We get inbound interest from camps or schools without us driving every conversation.

Result type

Three scores — Market fit, Go-to-market readiness, Market traction — plus a category breakdown and a recommendation from the 5 Vendor Market-Entry Advisory offerings (Strategy Session, Market Landscape Briefing, Go-to-Market Entry Sprint, Pilot Program Design & Launch Support, Vendor Advisory Retainer). Downloadable PDF, emailed to the visitor — no prices anywhere on the public tool.

Lead gate

First name, last name, work email, company — all required before results unlock.

Sales-readiness snapshot for small businesses, scored out of 50 across five categories.

Categories & questions (5 × 3 = 15 total, each scored on a 3–4 option scale)

• Product–Market Fit: Do you have paying customers? · How clear is your ideal customer profile? · How clearly is your differentiation articulated?
• Sales Process: Who owns sales today? · How defined is the sales process? · How strong is pipeline visibility today?
• Go-to-Market Clarity: How repeatable are your lead sources? · How defined is your sales cycle? · How defined are your pricing and packaging?
• Resources: What tooling is in place for CRM? · How much budget is allocated to sales buildout? · What is your hiring plan?
• Expectations Alignment: How fast is consistent new revenue expected? · What level of forecasting certainty is expected? · How often should goals and OKRs be reviewed?

Result type

Each category scores 0–10 (5 × 10 = 50 max). Three bands: 0–20 “Sales Foundation Build” (Build the foundation first) · 21–35 “Sales Framework Implementation” (You have momentum, now make it repeatable) · 36–50 “Scaling Engine Advisory” (The engine works, time to scale it). Downloadable PDF, emailed to the visitor.

Lead gate

First name, last name, work email, business name — all required before results unlock.

Lightweight funnel into the full Camps assessment — a 6-item checklist, no scoring, nothing sent or stored.

Checklist items

• Families call or email us to fix their own registrations.
• Critical season data lives in spreadsheets beside the system.
• Leadership asks for numbers we have to assemble by hand.
• Two tools hold the same information and disagree.
• Only one person knows how the system is configured.
• A contract renewal is coming and we are not sure it fits.

Result type

No score — a plain-language readout built from the first items checked (“We would start with…, then…”) plus a count (“N of 6 selected…”). Links through to the full Camps assessment.

Same mechanism as the camps self-check, worded for independent schools.

Checklist items

• Families call or email us to fix their own applications or enrollment forms.
• Critical student or tuition data lives in spreadsheets beside the system.
• Leadership or the board asks for numbers we have to assemble by hand.
• Two tools hold the same student or family information and disagree.
• Only one person knows how the system is configured.
• A contract renewal is coming and we are not sure it fits.

Result type

Same readout mechanism as the camps version. Links through to the full Independent Schools assessment.

4-area rating tool for small businesses — a quicker front door than the full Readiness Calculator.

Areas & prompts (each rated Not yet / Partly / Solid)

• Sales process — Is the path from first contact to signature written down?
• CRM and pipeline — Does your pipeline reflect reality without a weekly cleanup?
• Pricing — Can anyone on the team quote a price the same way you would?
• Go-to-market content — Are proposals and one-pagers reusable, or rebuilt each time?

Result type

Scored out of 8, shown as a percentage with a progress bar, plus a qualitative verdict: ≥75% “Strong foundation…” · ≥40% “A working engine with real gaps…” · below that “Most of this is still improvised…” Nothing sent or stored. Links through to the full Readiness Calculator.

A one-off, private stakeholder questionnaire built specifically for St. Andrew’s Episcopal School’s platform-migration decision — not a general site offering, and not linked from navigation. Reached only via a direct link with a ?track= parameter.

Track: Leadership (Jay & Web Watkins) — 9 questions

• Do fall, spring, and summer cover it, or is there more to your program calendar we should know about?
• Beyond the Chrome report-generation slowdown, what other day-to-day problems has Campsite caused this year?
• If you could keep exactly one thing about Campsite no matter what platform you move to, what would it be?
• What’s a dealbreaker — a gap that would rule a platform out entirely, regardless of price or reputation?
• From your 2024 Camp Brain demo notes: were there specific features Camp Brain lacked that Campsite has? List anything you can recall.
• How does aftercare / recurring billing work today for your auxiliary programs, and has that ever caused issues?
• Given the December 1st Campsite contract expiration, which feels closer to right for St. Andrew’s? (choice: Aggressive — go live for spring registration / Pragmatic — extend Campsite, phase in for summer or fall / Not sure yet)
• What other systems does your department rely on day to day beyond registration (SIS, email, forms, payments, etc.)?
• Anything else you want Jeff to know before the vendor conversations start?

Track: IT (IT Director / IT team) — 8 questions

• What’s the school’s primary Student Information System (SIS), and would single sign-on with it matter to you?
• What data security or compliance requirements should we know about (student data privacy, internal IT policy, etc.)?
• Do you need direct API or database access to whatever platform is selected, or is standard export/import enough? (choice: API/database access needed / Export-import is enough / Not sure yet)
• Any browser, device, or network constraints your team enforces that a new platform would need to work within?
• What level of ongoing support or maintenance would you expect to handle in-house vs. rely on the vendor for?
• Does your team already use integration tools like Zapier, Make.com, or custom scripts to connect systems? If so, which?
• Any concerns about migrating historical data out of Campsite that we should plan for?
• Anything else you want factored into the technical requirements?

Track: Business Office — 7 questions

• What financial system does the business office use today (QuickBooks, Blackbaud, Sage Intacct, other)?
• Confirm: does the school’s accounting operate on an accrual basis? Any nuances we should know?
• What specific reports do you currently pull from Campsite, and how often?
• Walk us through how billing, refunds, and reconciliation work today between Campsite and your financial system.
• Jay mentioned the school may accept some short-term cost from running two systems at once during a transition. From the business office’s side, what’s a redundancy cost or budget range you’d be comfortable with?
• What’s the internal approval process for signing a new software contract (who needs to sign off, how long does it typically take)?
• Anything else the business office needs addressed before signing off on a platform change?

Result type & submission

No score — free-text and multiple-choice answers only. On submit, logs as a Note activity on St. Andrew’s HubSpot company record (id 221316507599) and emails a backup copy via Resend.

Lead gate

Name, email, and role required — no company field, since the company is fixed to St. Andrew’s Episcopal School.