Frequently Asked Questions
Executive Business Consulting
Getting Started
Founders/owners doing real revenue who want truth, strategy, and implementation—not theory.
Cash-flow strain, weak lead gen, pricing/margins, brand confusion, operational chaos, hiring/accountability gaps, and growth strategy.
A clear plan, measurable KPIs, fixed priorities, cleaner operations, stronger cash flow, better marketing/sales systems, and a leadership cadence that sticks.
- Discovery Call
- Diagnostic & KPI baseline
- 90-Day Action Plan
- Weekly execution & reporting.
Strategy, brand/positioning, marketing/sales funnels, pricing, org structure, SOPs, dashboards, hiring frameworks, leadership coaching, and implementation oversight.
Yes—advisory only under business consulting. No advance fees for brokerage services (per CA DRE). Listing/selling is a separate engagement with required disclosures.
I design the strategy, offers, funnels, and content frameworks. My team (or yours) executes; I manage quality and metrics.
I prepare strategy, pitch, and investor materials. I am not a broker-dealer and do not sell securities.
Services & Scope
Strategy, brand/positioning, marketing/sales funnels, pricing, org structure, SOPs, dashboards, hiring frameworks, leadership coaching, and implementation oversight.
Yes—advisory only under business consulting. No advance fees for brokerage services (per CA DRE). Listing/selling is a separate engagement with required disclosures.
I design the strategy, offers, funnels, and content frameworks. My team (or yours) executes; I manage quality and metrics.
I prepare strategy, pitch, and investor materials. I am not a broker-dealer and do not sell securities.
Process & Deliverables
A written plan with KPIs, a 90-day sprint roadmap, weekly progress reports, SOP templates, hiring scorecards, and revenue/cash dashboards.
Weekly or biweekly working sessions + async check-ins and KPI reports.
Scorecards, owner/leader commitments, weekly “Done/Doing/Blocked,” and red-flag escalations with clear deadlines.
Pricing & Billing
- Business Consulting: Typically retainer-based (project-scoped) or hourly.
- Real Estate Advisory (non-brokerage): Hourly.
- Personal Financial Coaching: Hourly.
(Rates vary by scope/complexity; I’ll quote transparently before work begins.)
Yes for consulting sessions and retainers (drawn against tracked time). Detailed timesheets provided.
24-hour notice to reschedule sessions. No-shows are billable.
Yes—quarterly and 12-month advisory with preferred pricing and deeper implementation support.
Implementation
I do both. Strategy + hands-on implementation with you and your team until results are live.
Absolutely. I’ll align everyone to the plan, set metrics, and manage the cadence.
Yes—when needed (design, media, paid ads, web/dev, legal/tax coordination). I remain your primary point of accountability.
Yes—quarterly and 12-month advisory with preferred pricing and deeper implementation support.
Marketing & Sales
ICP clarity → offers that convert → multi-channel funnels (SEO, content, email, events, partnerships, paid) with rigorous testing and tracking.
Yes—value-based pricing, tiered offers, attach rates, CAC/LTV math, and cash-flow-first packaging.
Operations & People
Yes—documented processes, RACI ownership, and training loops.
Yes—role scorecards, interview rubrics, onboarding plans, and leadership rhythms.
Data, Tools & Reporting
Whatever fits your stack (CRM, PM, analytics). If you lack tools, I’ll recommend options aligned to budget and simplicity.
Cash runway, MRR/ARR or monthly revenue, gross margin, CAC, LTV, pipeline velocity, fulfillment throughput, and churn/retention.
Legal, Compliance & Ethics
Yes—I act solely in your best interest. No hidden agendas or commissions.
I identify issues and coordinate solutions. Formal legal/tax advice requires a separate engagement and signed letter of engagement.
No advance fees for brokerage services (CA DRE). Real-estate advisory can be part of business consulting; listing/selling is separate with all required disclosures.
Disclosed in writing. I avoid or manage them with your consent.
Confidentiality & IP
Yes. Client information is confidential.
You own the deliverables created for your business upon payment. I may reuse non-proprietary frameworks.
No advance fees for brokerage services (CA DRE). Real-estate advisory can be part of business consulting; listing/selling is separate with all required disclosures.
Disclosed in writing. I avoid or manage them with your consent.
Timelines & Access
Most clients see traction in 30–45 days, with significant gains inside 90 days—assuming timely access to data and decision-makers.
Primarily remote. On-site available when it accelerates outcomes (travel billed at cost).
Results & Guarantees
I guarantee effort, expertise, and execution discipline. Market results depend on implementation, offer/market fit, and your team’s follow-through—so we control what we can, measure what we can’t, and iterate quickly.
We’ll know quickly. I’ll recommend a better path or a different provider.
Industries & Fit
Real estate, mortgage/finance, media/publishing, professional services, retail/food concepts, and mission-driven organizations.
Yes—provided there’s a committed founder, a real budget, and willingness to execute.
Communication & Cadence
Weekly working session + Slack/email for quick issues. Urgent items get same-day responses during business hours.
Me directly. Specialists plug in as needed, but I remain accountable for outcomes.
Fees, Referrals & Independence
No—unless disclosed in writing and approved by you. Fiduciary first.
Sometimes, but only when aligned and documented separately (no conflict with advisory).
Prep Checklist (Before Day 1)
- Last 12–24 months P&L & balance sheet
- Current offers/pricing, customer list, top channels
- Org chart, roles, and contractor list
- Current KPIs/dashboards (if any)
- Access to website/CRM/ads/accounts
- Top priorities & non-negotiables
Ready to Move?
Final Note
Business ownership isn’t easy — and you shouldn’t have to do it alone.
If these answers sparked new questions or confirmed what you’ve been feeling, let’s talk.
I’ll help you clarify your strategy, strengthen your systems, and scale
your business with confidence and integrity.
Eric Lawrence Frazier, MBA
Principal Advisor – Eric Lawrence Frazier Advisory Services
CA DRE #01143484 | NMLS #461807
3739 6th Street Riverside, CA 92506
Acronym Reference Glossary
- CA DRE | California Department of Real Estate | State licensing authority for real estate brokers and agents.
- NMLS | Nationwide Multistate Licensing System & Registry | Federal database tracking mortgage loan originator licenses.
- P&L | Profit and Loss Statement | Financial report showing revenue, costs, and profit over time.
- KPI | Key Performance Indicator | Measurable value tracking progress toward a business goal.
- SOP | Standard Operating Procedure | Step-by-step documentation of routine processes.
- CRM | Customer Relationship Management system | Software that manages leads, clients, and sales pipelines.
- CAC | Customer Acquisition Cost | Total marketing/sales cost to gain one new customer.
- LTV | Lifetime Value | Average total revenue a single customer generates over their relationship with the business.
- MRR / ARR | Monthly Recurring Revenue / Annual Recurring Revenue | Predictable income from subscriptions or retainer clients.
- ICP | Ideal Customer Profile | The description of your perfect-fit client, based on data and results.
- RACI | Responsible, Accountable, Consulted, Informed | Framework for defining ownership in projects or tasks.
- ROI | Return on Investment | Measurement of profitability compared to cost of investment.
- HR | Human Resources | Department or function overseeing hiring, compliance, and people management.
- SEO | Search Engine Optimization | Strategy for ranking higher on Google and other search engines.
- FYI | For Your Information | Standard informational reference (often internal).
- SLA | Service Level Agreement | Contract defining performance standards or deliverables.
- Q&A | Question and Answer | Used interchangeably with FAQ sections.
- FAQ | Frequently Asked Questions | Structured list of common client questions with clear answers.
- CRM | Customer Relationship Management | A platform to track client data and interactions.
- ARR | Annual Recurring Revenue | Total yearly revenue generated from recurring services.
- NDA | Non-Disclosure Agreement | Legal contract protecting confidential information.
- LLC | Limited Liability Company | A flexible business entity offering liability protection.
- S-Corp / C-Corp | Subchapter S / Subchapter C Corporation | IRS tax designations determining how a corporation is taxed.
- IRS | Internal Revenue Service | Federal tax collection agency.
- HRV | Human Resource Value (contextually) | Used in leadership metrics to measure staff contribution/retention.
- ARR | Annual Recurring Revenue | Predictable yearly revenue from ongoing clients or subscribers.