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Business Transformation Proposal — Pinnacle Solutions

Tom Blackwell · Pinnacle Solutions

Victoria Ashford

Business Transformation Proposal — Pinnacle Solutions

SentValid until March 10th, 2026

Prepared For

Tom Blackwell

Pinnacle Solutions

tom@pinnaclesolutions.io

Executive Summary

A phased consulting engagement to reposition Pinnacle Solutions from project-based IT services to a managed services model, including market analysis, pricing strategy, sales process redesign, and organizational restructuring.

The Challenge

Pinnacle Solutions currently operates on a project-based IT services model that creates unpredictable revenue cycles and limits scalability. Transitioning to a managed services model will establish recurring revenue, improve client retention, and position the company for sustainable growth.

Our Approach

We will execute a three-phase engagement spanning approximately 4.5 months: Discovery & Assessment (2 weeks), Strategy Development (4 weeks), and Implementation Support (3 months). Each phase builds on the previous to ensure a smooth, data-driven transition.

What's Included

Current state assessment and market opportunity analysis

Client retention risk analysis

Managed services pricing model and service tier definitions

Go-to-market strategy and 12-month implementation roadmap

Sales training workshops (3 sessions)

Client migration playbook

Monthly progress reviews and quarterly business review setup

Investment

Service	Description	Price/mo
Phase 1: Discovery & Assessment	2-week comprehensive review of operations, client base, revenue model, and competitive positioning	$3,600
Phase 2: Strategy Development	4-week engagement to build managed services model, pricing tiers, SLA framework, and go-to-market plan	$8,500
Phase 3: Implementation Support	3-month hands-on support including sales training, client migration playbook, and progress reviews	$7,500

Total Monthly Investment

$19,600/mo

Timeline

Weeks 1-2: Discovery & Assessment with stakeholder interviews and data collection. Weeks 3-6: Strategy Development with iterative review cycles. Months 3-5: Implementation Support with hands-on coaching, training, and monthly progress reviews.

Questions? Contact us at victoria@ashfordconsulting.com