◈ Start Here 🏚 Enterprise 🤖 ARIA-X AI 📊 SMB 👤 In-House ⚙ IT Enablement 📈 REIM ⚡ FIELD-X 🏥 CARE-X 🤝 BRAP 📡 SOLVE-X 📈 BDA-X
Bolden Advisory Services LLC

Complete Services Menu

Ten practice areas. 40+ individual services. One integrated advisory system — from SMB growth diagnostics to enterprise C-suite engagement, AI adoption, healthcare revenue, and technology practice acceleration.

11Practice Areas
40+Services & Tools
FreeEntry Point
70/30Outcome Structure
Free Entry diagnostics & tools $97–$149/mo Tool subscriptions $2,500–$4,800 Project advisory $8,500/mo Full advisory retainer
70/30 outcome structure on all engagements — book your free assessment →
Level 0 — Start Here

Strategic Business Assessment

Before selecting a practice, diagnose the real constraint. The Strategic Assessment Gateway applies three evidence-based frameworks — Rumelt’s Kernel of Strategy, Watkins’ STARS Model, and McKinsey 7-S — to identify root causes and route you to the right practice(s) with precision.

All Segments · Level 0 Gateway Explore Gateway →
Self-Service · Free
Strategic Assessment Tool

20-minute scored diagnostic. 7-S alignment, Rumelt kernel, STARS situation. Immediate practice pathway recommendation.

  • 7-S dimensional scores + gap analysis
  • Rumelt strategy kernel audit
  • STARS situation classification
  • Top 2–4 practice recommendations
Advisory Engagement
30-60-90 Alignment Assessment

Facilitated diagnostic with full stakeholder interviews, 7-S assessment, STARS mapping, and a prioritized 90-day action roadmap.

  • Rumelt Kernel Diagnostic Report
  • McKinsey 7-S Scorecard
  • Resource Prioritization Matrix
  • 30-60-90 Day Execution Plan
Executive Program
Strategic Clarity + 12-Month Roadmap

Full diagnostic plus board-ready strategy documentation, practice pathway activation plan, and 12-month roadmap with quarterly milestones.

  • All Advisory deliverables included
  • Board-ready strategy presentation
  • 12-month practice activation roadmap
  • Quarterly milestone framework
Practice 01

Enterprise Revenue Advisory

Full-cycle revenue acceleration for enterprise B2B organizations — territory strategy, pipeline architecture, executive engagement, and deal execution frameworks for complex sales environments.

Enterprise · Complex Sales Explore Practice →
Foundational · Free
Revenue Health Diagnostic
5-pillar assessment of your current revenue engine: pipeline coverage, territory whitespace, sales process, forecasting accuracy, and team capability.
  • Pipeline gap analysis
  • Territory whitespace map
  • 90-day priority recommendations
Project Advisory · $2,500
Territory & Account Strategy
Build a defensible territory plan with whitespace intelligence, ICP scoring, and account prioritization framework. Includes TAM analysis and competitive positioning.
  • Whitespace intelligence report
  • ICP scoring model
  • Top-50 account priority list
  • Competitive positioning map
Project Advisory · $4,800
Pipeline Architecture & Deal Execution
90-day pipeline buildout: MEDDPICC qualification framework, stage-gate discipline, executive sponsor mapping, and multi-stakeholder engagement playbook for complex deals.
  • MEDDPICC deal review sessions
  • Executive engagement playbook
  • Pipeline velocity framework
  • Forecast model + KPI dashboard
Full Advisory · $8,500/mo
Fractional CRO Engagement
Embedded senior advisor driving revenue strategy, sales leadership, team performance, and board-level reporting. Full access to all Bolden practice expertise and ARIA-X AI tools.
  • Weekly sales leadership sessions
  • Board-level reporting package
  • Hiring + team assessment
  • All tools + practices included
Tool Subscription · $49/mo
MEDDPICC Deal Blueprint
Interactive deal qualification tool with MEDDPICC scoring, champion identification, economic buyer mapping, and competitive displacement framework.
  • Live deal scoring dashboard
  • Stakeholder influence map
  • Win/loss debrief template
Tool Subscription · $29/mo
Territory Assessment Tool
8-slider whitespace scoring tool for territory planning: account density, competitive saturation, vertical penetration, and partner coverage.
  • Whitespace score by segment
  • Priority account recommendations
  • Downloadable territory plan
Practice 02

ARIA-X — AI Revenue & Growth Advisory

Structured AI adoption across five revenue domains: sales intelligence, marketing automation, video production, social media, and creative content — built on the ARIA-X methodology with documented ROI gates.

AI-Powered · 5 Domains Explore Practice →
Free Entry · No Cost
AI Readiness Scan
45-minute diagnostic across five AI adoption domains — current tool usage, data readiness, team capability, and highest-ROI AI integration opportunities.
  • 5-domain readiness score
  • Top 3 AI quick wins identified
  • 90-day adoption roadmap
Project Advisory · $3,500
Sales AI Integration
AI-powered pipeline intelligence, automated prospecting workflows, and conversation analysis. Integrate AI tools into your existing CRM and outreach stack with measurable results.
  • AI tool stack assessment + selection
  • Outreach automation buildout
  • CRM intelligence integration
  • 60-day adoption measurement
Project Advisory · $4,800
Marketing AI Acceleration
Deploy AI across content creation, campaign optimization, lead scoring, and personalization. Build marketing systems that improve with data rather than requiring more headcount.
  • AI content engine buildout
  • Campaign optimization framework
  • AI-powered lead scoring model
  • Performance tracking dashboard
Project Advisory · $3,200
AI Video & Social Production
Build a systematic AI-powered video and social content engine — from strategy and scripting through production, repurposing, and distribution optimization.
  • Content strategy + brand voice
  • AI video production workflow
  • Social distribution calendar
  • 30-day production sprint
Full Advisory · $8,500/mo
ARIA-X Full Adoption Program
End-to-end AI transformation across all five revenue domains. Strategy, implementation, training, measurement, and ongoing optimization with a dedicated ARIA-X advisor.
  • All 5 domains deployed
  • Team training + certification
  • Monthly ROI reporting
  • Quarterly program review
Tool Subscription · $49/mo
AI Revenue Gap Analyzer
Interactive assessment identifying which revenue functions have the highest AI adoption ROI — with priority scoring, tool recommendations, and implementation sequencing.
  • Gap score by function
  • AI tool recommendation matrix
  • ROI projection by adoption path
Practice 03

SMB & Commercial Growth Advisory

Revenue acceleration for small and mid-size businesses — from diagnostic to growth planning, AI-powered marketing, pipeline management, and operational efficiency. Built for business owners without large sales infrastructure.

SMB · Commercial · $1M–$25M Explore Practice →
Free Entry · No Cost
SMB Business Health Diagnostic
15-minute business health assessment: revenue trends, customer acquisition costs, repeat purchase rate, and top 3 growth levers for your specific business model.
  • Business health score
  • Revenue growth opportunities
  • Immediate action recommendations
Tool Subscription · $97/mo
SMB Growth Dashboard
Interactive business performance dashboard: revenue tracking, pipeline management, marketing ROI, and customer retention metrics — built for non-technical business owners.
  • Revenue + pipeline tracking
  • Customer health scoring
  • Monthly growth report
Project Advisory · $2,500
SMB Growth Accelerator
90-day structured growth plan: customer acquisition strategy, pricing optimization, referral engine design, and AI marketing integration. For businesses ready to break through a growth plateau.
  • Customer acquisition playbook
  • Pricing analysis + recommendations
  • Referral program design
  • 90-day measurement framework
Project Advisory · $4,800
SMB AI Marketing Engine
Build a systematic AI-powered marketing function: content automation, local SEO, email sequences, social presence, and lead tracking — operational within 60 days.
  • AI content engine setup
  • Email automation sequences
  • Local SEO + social strategy
  • Lead tracking dashboard
Practice 04

In-House Leader Advisory

For sales leaders, revenue leaders, and VP-level executives who need strategic advisory without hiring a full advisory firm — covering performance management, career acceleration, negotiation, and board presentation preparation.

VP · Director · Individual Explore Practice →
Project Advisory · $1,500
30-60-90 Day Leadership Plan
Structured onboarding and performance plan for new sales leaders or leaders taking expanded scope. Prioritized initiatives, stakeholder mapping, and early-win identification.
  • Stakeholder influence map
  • Priority initiative plan
  • 30/60/90 milestone framework
  • Team assessment framework
Project Advisory · $2,500
Board & Exec Presentation Coaching
Prepare for board presentations, earnings calls, executive QBRs, or investor meetings. Messaging, data narrative, objection preparation, and delivery coaching.
  • Presentation architecture review
  • Narrative + messaging refinement
  • Q&A preparation and rehearsal
  • Data visualization guidance
Project Advisory · $2,000
Compensation Negotiation Strategy
Build your compensation negotiation strategy with market benchmarking, OTE structuring, equity analysis, and documented leverage frameworks for enterprise offers.
  • Market comp benchmarking
  • Negotiation strategy + scripts
  • OTE + equity framework
  • Offer evaluation scorecard
Tool Subscription · $29/mo
Pipeline & Funnel Alignment Tool
Visualize pipeline health, stage conversion rates, and coverage ratios. Identify where deals stall and what the funnel needs to hit the number — built for sales leaders presenting to boards.
  • Stage conversion waterfall
  • Pipeline coverage analysis
  • Board-ready export
Practice 05

IT Enablement & Value Realization (BIVRF)

Cross-practice advisory helping enterprise and SLED organizations extract measurable value from existing technology investments — through the BIVRF methodology: Baseline, Identify, Value, Realize, Framework.

Enterprise · SLED · IT Leadership Explore Practice →
Entry Point · Free
Art of the Possible Session
60-minute executive briefing on what your current technology investments could deliver with the right enablement strategy. No pitch — just documented opportunity mapping.
  • Technology value gap assessment
  • Quick-win opportunity list
  • Enablement priority framework
Project Advisory · $3,500
BIVRF Value Baseline Assessment
Baseline your organization's current technology utilization, identify adoption gaps, and map where ROI is being left on the table across existing platform investments.
  • Platform utilization analysis
  • Adoption gap heat map
  • ROI opportunity quantification
  • 30-page assessment report
Project Advisory · $4,800
Value Realization Program
90-day structured enablement program: training design, adoption acceleration, ROI tracking, and stakeholder reporting. Builds a self-sustaining value realization function inside the organization.
  • Training curriculum design
  • Adoption acceleration playbook
  • Executive ROI dashboard
  • 90-day KPI reporting package
Tool · $39/mo
IT Value Realization Dashboard
Track technology ROI across your platform portfolio — adoption rates, productivity gains, cost avoidance, and value realization progress against baseline benchmarks.
  • Platform-by-platform ROI tracking
  • Adoption velocity metrics
  • Executive summary export
Practice 06

REIM — Revenue Acceleration Practice

Systematic revenue acceleration through the REIM-LSM methodology: Lead generation, Sales velocity, and Market penetration — combining warm introductions, referral networks, and structured pipeline development for B2B organizations.

B2B · Revenue Ops · Pipeline Explore Practice →
Free Assessment · No Cost
Revenue Acceleration Scan
REIM-LSM diagnostic: Lead, Sales, and Market scoring across your current pipeline. Identifies highest-leverage acceleration opportunities within 30 days.
  • REIM-LSM health score
  • Top 3 acceleration levers
  • 30-day quick-win plan
Project Advisory · $2,500
Referral Triangle Architecture
Design and activate a structured referral engine: identify referral sources, build incentive frameworks, and create systematic introduction workflows that compound over time.
  • Referral source mapping
  • Incentive structure design
  • Introduction workflow system
  • 90-day activation plan
Project Advisory · $4,800
5-Touch Revenue Engine
Build a systematic multi-touch outreach program combining warm introductions, event presence, content, referrals, and direct outreach — coordinated across a 90-day execution calendar.
  • 5-touch outreach architecture
  • Content + event calendar
  • Outreach sequence templates
  • Pipeline tracking + measurement
Tool · $29/mo
REIM Pipeline Velocity Tracker
Visualize pipeline velocity by source, stage, and engagement type. Identify where your pipeline slows and which acceleration levers produce the highest ROI.
  • Velocity by pipeline source
  • Stage conversion analysis
  • Acceleration opportunity alerts
Practice 07

FIELD-X — Channel & SLED Advisory

C-suite access, field co-presence, and whitespace intelligence for VARs, SIs, and OEM partners competing in SLED markets. Partners report 4× improvement in C-suite meeting conversion within 90 days.

SLED · Channel · VAR/SI Explore Practice →
Free Entry · SLED Diagnostic
SLED Whitespace Assessment
Score your current SLED market position across 8 dimensions: geographic coverage, procurement relationships, competitive density, partner ecosystem, and C-suite access.
  • 8-dimension whitespace score
  • Top opportunity jurisdictions
  • Priority action recommendations
Project Advisory · $2,500
SLED Market Intelligence Report
30-page market intelligence report covering target jurisdiction procurement cycles, active contracts, competitive landscape, and partnership ecosystem for your practice focus area.
  • Procurement cycle mapping
  • Active contract opportunities
  • Competitive positioning analysis
  • Partnership ecosystem map
Project Advisory · $4,800
C-Suite Field Co-Presence Program
90-day field engagement: C-suite introduction facilitation, joint account meetings, procurement navigation, and local partner activation across target SLED jurisdictions.
  • C-suite meeting facilitation
  • Procurement relationship building
  • Local partner co-sell activation
  • 90-day pipeline documentation
Full Advisory · $8,500/mo
FIELD-X Channel Advisory Retainer
Ongoing SLED and channel advisory: territory intelligence, deal co-piloting, partner ecosystem management, RFP response strategy, and C-suite engagement across all target jurisdictions.
  • Monthly territory intelligence
  • Deal co-piloting sessions
  • RFP response strategy
  • All FIELD-X tools included
Tool · $39/mo
SLED Opportunity Mapping Tool
Interactive whitespace scorer for SLED market planning — 8 sliders across key opportunity dimensions with talking points, discovery questions, and procurement navigation guidance.
  • Jurisdiction opportunity scoring
  • Auto-generated talking points
  • Procurement calendar integration
Practice 08

CARE-X — Healthcare Practice Revenue Advisory

Revenue acceleration for dental, cosmetic, optometry, and specialty medical practices across Washington and Oregon — patient acquisition, pipeline management, retention programs, and practice growth strategy for the Pacific Northwest market.

Healthcare · Dental · Optometry Explore Practice →
Free Entry · Practice Audit
Practice Revenue Diagnostic
Free 30-minute practice revenue assessment: new patient acquisition rate, existing patient retention, case acceptance, and revenue per visit — benchmarked against PNW market data.
  • Revenue health score
  • PNW market benchmarks
  • Top 3 growth opportunities
Project Advisory · $2,500
Patient Acquisition Program
Build a systematic patient acquisition engine: digital marketing, referral programs, community partnerships, and scheduling optimization for King, Pierce, Snohomish, Spokane, Clark, and Multnomah Counties.
  • Local market analysis by county
  • Digital marketing strategy
  • Referral program design
  • 90-day acquisition plan
Project Advisory · $3,200
Patient Retention & Reactivation
Systematize patient retention: recall programs, hygiene reactivation, case completion follow-up, patient satisfaction tracking, and value-based communication strategies.
  • Recall system design
  • Reactivation campaign sequences
  • Patient satisfaction tracking
  • Revenue per visit optimization
Full Advisory · $4,800/mo
Practice Growth Advisory Retainer
Ongoing practice revenue advisory: monthly performance review, acquisition program management, staff training, and expansion planning for multi-location growth.
  • Monthly KPI review sessions
  • Staff training support
  • Multi-location planning
  • All CARE-X tools included
Tool · $29/mo
Practice Market Targeting Tool
Interactive market targeting tool for PNW healthcare practices — demographic analysis, competition mapping, and location scoring across WA and OR target markets by specialty.
  • Market opportunity scoring
  • Demographics + competition map
  • Location recommendation report
Practice 09

BRAP — Bolden Revenue Alliance Program

A structured referral engine and C-suite alliance program spanning six verticals: Real Estate, Financial Services, Mortgage, OEM, VAR, and SMB. Roundtable facilitation, pipeline training, and partner revenue sharing architecture.

Referral · Alliance · 6 Verticals Explore Practice →
Free Entry · Discovery
Alliance Fit Assessment
30-minute diagnostic to assess your referral network potential, partnership alignment, and highest-value alliance categories across the six BRAP verticals.
  • Network strength assessment
  • Partnership alignment scoring
  • Top 3 alliance opportunities
Project Advisory · $2,500
Referral Engine Architecture
Design your referral program from scratch: identify alliance partners, structure incentives, build the introduction workflow, and create tracking systems that make referrals systematic rather than opportunistic.
  • Alliance partner identification
  • Incentive structure design
  • Introduction workflow + templates
  • Referral tracking framework
Program · $4,800
C-Suite Roundtable Program
Design and facilitate a quarterly C-suite roundtable series — attendee recruitment, facilitation guide, topic design, and post-roundtable pipeline development for 10–15 senior executives per session.
  • Roundtable design + facilitation
  • Executive attendee recruitment
  • Post-event deal development
  • Pipeline attribution tracking
Program · $3,500
Pipeline Training Curriculum
Train your team and alliance partners to identify, qualify, and develop pipeline opportunities across BRAP verticals — with playbooks, roleplay frameworks, and certification materials.
  • 6-module training curriculum
  • Vertical-specific playbooks
  • Roleplay + certification program
  • Partner onboarding materials
Practice 10 · New

SOLVE-X — Technology Practice Acceleration

Accelerate Observability, Security, and AIOps practice revenue for VARs, SIs, and cloud partners through warm introductions, Art of the Possible events, and C-suite engagement strategy in the Pacific Northwest's $179B technology market.

Obs · Security · AIOps · PNW Explore Practice →
Free Entry · Assessment
Practice Readiness Assessment
45-minute diagnostic: current practice maturity, target market coverage, WA competitive position, and a prioritized 90-day opportunity map for Observability, Security, or AIOps.
  • Practice maturity score
  • WA market opportunity map
  • Priority 90-day recommendations
Tier 1 · $2,500
Practice Intelligence & Blueprint
30-page practice blueprint: market sizing, buyer personas, competitive landscape, and partner ecosystem for your technology practice in the Pacific Northwest.
  • 30-page practice blueprint
  • Buyer persona profiles
  • Target account list (50+)
  • Partner ecosystem map
Tier 2 · $4,800 · Most Requested
Practice Accelerator
90-day practice acceleration: blueprint, event introduction engine, 8–15 warm introductions at events, one SOLVE-X format event, and post-event deal architecture. 70/30 outcome structure.
  • All Tier 1 deliverables
  • 8–15 warm introductions
  • One SOLVE-X event (your format)
  • 90-day pipeline tracking
Tier 3 · $8,500/mo
Full SOLVE-X Program
All five modules: Practice Intelligence, Event Introduction Engine, Art of the Possible Events, C-Suite Engagement Strategy, and Local Partner Ecosystem. Monthly events, ongoing introductions, dedicated advisor.
  • All 5 SOLVE-X modules
  • Monthly SOLVE-X events
  • C-suite engagement strategy
  • Partner ecosystem program
Event Format · Custom
Solve for X Workshop
The SOLVE-X signature event: 3-hour structured problem-solving workshop for 15–20 qualified buyers. Not a pitch — a proof of practice. Average pipeline per workshop: $2.4M–$5.8M.
  • Attendee targeting + recruitment
  • Facilitation guide + problem framing
  • Post-workshop deal qualification
  • Pipeline attribution documentation
Free Tool
SOLVE-X ROI Calculator
Model the projected ROI of a SOLVE-X engagement — input your deal size, event count, and conversion rates; receive projected pipeline, revenue, and benchmark comparison against cold outreach.
  • Pipeline projection by source
  • Cold vs. warm vs. SOLVE-X comparison
  • 12-month compounding model
Practice 11 — BDA-X

BDA-X — Business Development Advisory

Formal BD assessment, strategy, alignment, and system creation for SMB, SLED, and Enterprise. Vertical focus, segment development, and whale account pursuit — all grounded in research-backed ROI. PNW territory emphasis beginning in WA.

BD Operating System Explore Practice →
Diagnostic
BD Assessment & Readiness Diagnostic
Structured BD readiness evaluation across 8 dimensions: process maturity, market intelligence, account strategy, BD-sales alignment, territory coverage, executive access, technology, and pipeline generation. Scored output with priority gap list.
  • 8-dimension readiness score (0–100)
  • Priority gap analysis with recommendations
  • ROI opportunity estimate (research-grounded)
  • BD system roadmap (30/60/90-day)
Strategy
BD Strategy & Market Architecture
Design the BD strategy for your segment, vertical, or whale account targets. Includes market mapping, named account prioritization, competitive whitespace analysis, and a documented BD approach by segment. PNW territory focus available.
  • Target market & account architecture
  • Named account list (25–50 accounts scored)
  • Competitive whitespace map
  • BD motion by segment (Segment / Vertical / Whale)
Alignment
Sales-BD Alignment Framework
Align your BD and sales functions around shared target accounts, handoff criteria, and pipeline accountability. Forrester research: BD/sales/marketing alignment = 24% faster revenue growth and 27% faster profit growth.
  • Shared target account list & ICP documentation
  • BD-to-sales handoff protocol
  • Joint account planning template
  • Weekly BD-Sales review cadence setup
System Build
BD System Creation & Process Design
Build the BD operating system: documented process, CRM configuration for BD, outreach cadences, activity tracking, and reporting dashboards. McKinsey: formal BD systems produce 2.3× faster revenue growth vs. ad-hoc development.
  • Documented BD process playbook
  • CRM BD configuration & stage setup
  • Outreach cadence library by segment
  • BD activity dashboard & KPI tracking
Whale Accounts
Whale Account & Named Account Strategy
Formal strategy for your highest-value target accounts ($250K–$5M+ opportunity). Multi-stakeholder mapping, C-suite engagement plan, and multi-touch BD cadence. HBR: whale account strategies yield 40% higher deal values and 62% shorter cycles.
  • Top 10–15 whale account plans
  • Stakeholder org maps per account
  • C-suite engagement strategy
  • Multi-touch BD cadence per account
Territory
Vertical, Segment & Territory Playbooks
Custom BD playbooks by vertical (Healthcare, Tech, Real Estate, Gov/SLED) or geographic territory. PNW-specific: Seattle tech corridor, JBLM/SLED corridor, Boeing ecosystem, Amazon/Microsoft partner BD, King/Pierce/Snohomish/Spokane commercial.
  • Territory whitespace map
  • Vertical BD playbook (messaging, entry points, key contacts)
  • PNW account universe & corridor targeting
  • Quarterly territory coverage plan