Core Services

---

• Strategic Kickoff and Momentum Experience with team
• Leadership of weekly Leadership Team meetings
• Accountability and integration across the leadership team
• Business Operating System implementation
• Online platform for leadership team alignment and results
• 1:1 Executive Coaching with Founder/CEO
• Typical Engagement: 6-12 months, with guarantee of results

“Before Dan joined our leadership team as a fractional integrator, we had a lot of ambition but lacked alignment on a clear path forward.  While we shared a general sense of where we wanted to go, each leader had their own perspective on how to get there, and we didn’t have a concrete plan to guide our efforts. Dan’s ability to bring alignment, clarity, and focus to our leadership team has been transformative. He asked the tough questions we needed to answer, created a structured framework to define our 3-5 year goals, and guided us through building a realistic, actionable plan to achieve them.

What sets Dan apart however is his unique mix of strategic expertise and practical accountability—he doesn’t just hand over advice; he walks alongside our team every week to ensure progress. Since working with Dan, we’ve gone from spinning our wheels to moving forward together with purpose.  Our meetings are focused, our goals are aligned, and we’re actually executing on the initiatives that will drive over $50M in growth. For any founder who feels their leadership team is too busy to take on a process like this or is unsure if it's worth it, I can confidently say that the clarity, alignment, and momentum Dan brings are invaluable. The investment of time and energy has already paid off in ways we didn’t expect.”

- Chief Marketing Officer, Mid-Market Data Analytics

“When I was introduced to Dan, we had a leadership team that was very new to the company and new to working together. We were high on enthusiasm but unsure about how to prioritize goals, hold each other accountable, etc. Dan joined our leadership team as a fractional integrator and helped us refine our strategy and ‘how we win’. As a group, we aligned on a weekly cadence focused on solving problems and mutual accountability. Dan accelerated the growth of our leadership team and vaulted us months ahead on our growth timeline, far beyond what we would have been able to do without his leadership.”

Two hallmarks of leadership are ‘simplify’ and ‘clarify’. Dan has a gift of weaving those two tenets into the strategy, goals, and messaging of your leadership team. I recommend Dan to any company that is serious about building a stronger leadership team and fueling organizational growth.”

- Operating Partner & CEO, PE-backed Manufacturing

• Executive Discovery and Facilitation
• Executive Role Clarity and Succession
• Operating Systems (Rocket Fuel, 4DX, OKR's, EOS)
• New Market Launch / M&A Integration
• Operational Leadership and Strategy
• Strategic Analytics
• RevOps / Sales Enablement
• Investment varies by project

"Six years into building a business from the ground up, I hired Clear Compass to help me develop long term goals and a strategic game plan to arrive there as quickly and efficiently as possible. Within one year, Dan had equipped me to double our sales and raise our net profit margin by 15%. Our cash flow has never been better. If I ever build another organization, he will be by my side from day one."

– CEO/Owner, Client Services industry

“I have hired Dan six or more times to help various for-profit and non-profit leadership teams gain clarity - deploying their vision into action steps for the next “hill.” Every time, we gain the clarity we are seeking and begin accelerating as an aligned team.”

- Serial entrepreneur, Commercial Real Estate

"My partners and I hired Clear Compass to help us navigate some complex succession planning conversations at a key inflection point for our firm. We've worked with a number of outside advisors, but none brought the level of natural rapport, keen insight, and winsome challenge that Dan did. I'm so glad we had him walking alongside us and encouraging us through this transition and beyond. I'm really grateful not only for his knowledge and wisdom, but for the heart he brought to all of it as well. I would definitely recommend reaching out."

- Managing Partner, Professional Services

"Dan is helping take our company to another level. His insight and strategic analysis are a perfect fit for our young organization. I would recommend him to any entrepreneur who is striving for excellence. I wish I had his insight four years ago.”

– President, Commercial Real Estate Firm

  "After running a successful business for over 10 years, I engaged Clear Compass to analyze the company and help take our team to the next level. Dan is in the business of creating "ah-ha" moments for business owners, and in just a few short sessions, we gained real clarity and saw immediate impact. While many advisors just talk, or waste your time with "fill-in-the-blank" consulting culminating in a pretty notebook but no real results, Dan has this unique ability to go straight to the missing link that will give you the results you knew were possible but always seemed just out of reach. He gives you a focused and simple plan that is immediately actionable, and has brought huge upside to both morale and our bottom line."

- CEO, Wholesale Distribution industry