SAE Consulting

Services

Consulting

Here’s where we work alongside your leaders to solve challenges and move strategy forward.

Training

Here are the workshops that align teams, boost collaboration, and drive practical change.

Fractional Support

Here’s how we provide executive-level operational support—without the cost of a full-time hire.

Consulting Services

SAE Consulting provides hands-on, high-trust consulting for leaders and organizations navigating growth, change, or internal friction. We don’t just offer advice — we engage directly with your challenges, working alongside you to make smart decisions, improve execution, and align your business from the inside out. Whether you need strategic planning, operational clarity, or leadership support, our consulting engagements are tailored to help you lead confidently and move forward.

Who It’s For:
If you’re the person everyone turns to when things go sideways — the one responsible for keeping people aligned, goals on track, and problems off the rails — this is for you. Whether you’re a founder trying to get out of the weeds, a department head leading transformation, or an executive team trying to lead better together, you’ll find a partner who understands both the pressure and the possibilities of your role.

Consulting Areas:

  • Leadership Consulting: One-on-one or small group support for decision-making, alignment, and performance under pressure

  • Management Consulting: System-level improvement, team structure, and accountability

  • Business Consulting: Support across operations, marketing, HR, or service delivery

  • Strategy Consulting: Planning, prioritization, and execution tracking to turn ideas into results

Engagement Options:

  • Short-term issue-specific engagements

  • Project-based consulting

  • Ongoing retainer with flexible depth and duration

Outcomes:

  • Leadership grounded in clarity, not chaos

  • Action plans that stick — with support to carry them out

  • An organization that can keep up with its ambition

Format & Delivery:

  • Virtual, in-person, or hybrid depending on client needs

  • Scope customized to fit organizational stage, goals, and challenges

  • Flexible consulting depth based on issue complexity and leader involvement

Training Services

Align your teams, boost collaboration, and drive practical change.

Strategic Alignment & Goal Setting

Align your team’s vision, priorities, and execution to drive meaningful progress.

Summary:
This workshop helps leadership teams define and align around their strategic goals to drive clarity, accountability, and results. We start by unpacking your organization’s mission and current position, then facilitate a guided conversation to establish measurable objectives that reflect your long-term vision. We explore translating big-picture ideas into operational plans and delegating ownership clearly across the team. This session is ideal for organizations at a growth inflection point, undergoing leadership transitions, or simply needing a reset on priorities. By the end, your team will leave with aligned goals, renewed clarity, and a roadmap for execution.

What You’ll Learn (Core Competencies):

Creating a shared vision | Strategic thinking | Goal setting and prioritization 

Clear communication | Gaining buy-in across teams | Aligning teams with business goals

Building accountability systems | Getting team buy-in | Executing strategy with flexibility

Pain Points Addressed:

  • Lack of direction or unclear goals

  • Poor alignment between leadership and team actions

  • Low accountability and inconsistent follow-through

Who It’s For:

  • Executive and leadership teams.      

  • Project-based teams seeking alignment

  • Startups or scaling companies.        

  • Organizations emerging from change or restructuring

Operations Optimization

Cut through chaos and create systems that scale.

Summary:
This workshop is designed for teams drowning in tasks but struggling to gain traction. It guides participants through identifying workflow inefficiencies, removing bottlenecks, and applying principles of lean operations to increase performance. Through real-time exercises, teams map out current processes, discover pain points, and co-create smoother systems with defined roles, timelines, and checkpoints. The result is a more focused, organized, and agile operational structure that supports strategic execution and reduces burnout. Ideal for growing businesses, service-based teams, or departments managing complex workflows.

What You’ll Learn (Core Competencies):

Process improvement | Streamlining operational systems | Delegating and managing workflows

Improving time efficiency | Data-driven decision making | Improving team communication

Adapting to change quickly | Creating consistent team processes | Using resources more effectively.

Pain Points Addressed:

  • Operational bottlenecks slowing down delivery

  • Teams overwhelmed by too many tasks

  • Resource waste due to unclear workflows or duplication

Who It’s For:

  • Operations and logistics teams

  • Growing businesses struggling with internal coordination

  • Service-based organizations seeking efficiency

  • Teams launching or scaling systems

Creative Problem-Solving & Innovation

Shift your team’s mindset from stuck to solution-oriented.

Summary:
This workshop is a practical and energizing experience designed to unlock fresh thinking and structured innovation within your team. Using guided brainstorming techniques, design thinking principles, and real-world challenges, participants learn how to identify root issues, reframe problems, and experiment with bold ideas. The session encourages psychological safety and creative confidence while driving practical outcomes. Ideal for teams facing roadblocks, recurring issues, or new growth opportunities that require imaginative approaches.

What You’ll Learn (Core Competencies):

Generating new ideas as a team | Taking smart, creative risks | Focusing on practical solutions

Thinking outside the box | Building an innovation strategy | Collaborating across teams

Solving the right problems | Leading with an open mind | Testing new ideas strategically

Pain Points Addressed:

  • Teams stuck in old thinking or circular problem cycles

  • Lack of original ideas and creative output

  • No clear framework to solve or test new ideas

Who It’s For:

  • Cross-functional teams or project groups

  • Product development and innovation teams

  • Leaders seeking fresh approaches to team challenges

  • Organizations seeking to increase adaptability

Leadership & Decision-Making

Build confident, competent leaders ready to act.

Summary:
This workshop strengthens core leadership skills by focusing on the essential practice of making timely, informed decisions. Through hands-on simulations and case scenarios, participants learn to navigate ambiguity, own their leadership style, and make decisions under pressure. The workshop is ideal for new managers, emerging leaders, or experienced professionals ready to lead more decisively. By focusing on courage, clarity, and consistency, we help leaders stop second-guessing and start setting direction for others.

What You’ll Learn (Core Competencies):

Making tough decisions with confidence | Developing leadership skills | Leading through uncertainty

Critical thinking for leaders | Building team autonomy | Setting and prioritizing team goals

Leading with integrity | Emotional intelligence | Delegating with clear expectations | Having difficult conversations

Pain Points Addressed:

  • Decision paralysis or fear of making the wrong call

  • Lack of clarity in leadership roles or expectations

  • Poor delegation or over-dependence on one leader

Who It’s For:

  • Team leads and department heads

  • Mid-level or new managers

  • Cross-functional decision makers

  • Leadership development cohorts

 

Change Management Readiness

Prepare your team to lead through uncertainty and transformation.

Summary:
This workshop empowers leaders and teams to embrace and navigate change with resilience, clarity, and alignment. Through practical frameworks and team exercises, participants will explore why change efforts fail and how to overcome resistance, communicate change effectively, and build trust during transition periods. Whether you’re introducing new systems, scaling operations, or shifting culture, this session prepares your people to respond with adaptability rather than fear. It’s ideal for organizations on the cusp of a major transformation or those recovering from rapid disruption.

What You’ll Learn (Core Competencies):

Leading through change | Aligning stakeholders and teams | Communicating during change

Handling emotions during change | Navigating organizational culture shifts | Managing resistance to change

Planning through uncertainty | Building team resilience | Building team trust | Leading without a title

Pain Points Addressed:

  • Team resistance undermining key initiatives

  • Communication breakdowns during transitions

  • Lack of preparedness to lead through change

Who It’s For:

  • HR and People Operations teams

  • Leadership teams facing organizational change

  • Companies undergoing transition, growth, or restructuring

  • Any team needing to increase change readiness

Cross-Functional Collaboration

Break down silos and build bridges between teams.

Summary:
This workshop equips teams with the tools and mindsets to collaborate effectively across departments, disciplines, or locations. Using real-world team scenarios, we uncover collaboration blockers, clarify shared goals, and introduce new communication norms that strengthen trust and accountability. Participants walk away with better tools to listen, engage diverse viewpoints, and align contributions toward a shared result. This workshop is ideal for hybrid or remote teams, project-based collaborations, or organizations looking to improve cohesion across functions.

What You’ll Learn (Core Competencies):

Communicating across departments | Active listening | Inclusive team collaboration | Breaking down silos

Understanding team interdependencies | Resolving team conflict | Creating shared accountability

Understanding different work styles | Building cross-team trust | Gaining influence across teams

Pain Points Addressed:

  • Siloed thinking or disconnected teams

  • Friction and miscommunication across roles

  • Inefficient handoffs and unclear responsibilities

Who It’s For:

  • Project-based or hybrid teams

  • Departments needing better coordination

  • Organizations scaling or restructuring

  • Cross-functional workgroups or committees

 

Customer Journey & Service Design

Connect your services to what your customers truly need.

Summary:
This hands-on workshop gives teams the tools to visualize and redesign the customer experience from start to finish. Using journey mapping, empathy-based tools, and service design thinking, participants uncover hidden pain points and opportunities across customer touchpoints. The session helps teams break out of internal assumptions and align their operations to create more consistent, valuable, and human-centered experiences. Ideal for any organization that wants to increase customer loyalty, retention, or satisfaction through better service delivery.

What You’ll Learn (Core Competencies):

Customer-focused mindset | Understanding customer needs | Designing better services | Clarifying value to customers 

Improving customer experience | Aligning operations with customer needs | Using customer feedback

Mapping customer and service interactions Cross-functional collaboration | Delivering results customers care about

Pain Points Addressed:

  • Disconnected or inconsistent customer experience

  • Gaps in service delivery

  • Poor customer retention and satisfaction

Who It’s For:

  • Customer experience and service teams

  • Marketing and onboarding teams

  • Frontline managers and operations leaders

  • Any group designing or improving customer-facing experiences

Team Culture & Communication Reset

Rebuild trust, align expectations, and reenergize your team.

Summary:
This workshop is built for teams experiencing friction, disconnection, or confusion after growth, change, or conflict. We guide participants through honest team reflection, values alignment, and communication reset activities that rebuild trust and restore connection. The workshop provides practical tools for giving and receiving feedback, creating communication norms, and setting shared expectations that align with company culture. It’s ideal for leaders looking to rebuild team morale or address lingering issues head-on.

What You’ll Learn (Core Competencies):

Building emotional intelligence in teams | Shaping a positive team culture | Establishing clear communication norms

Creating a trust-based team environment | Resolving conflict on teams | Leading with team values

Giving and receiving feedback | Rebuilding team trust | Boosting team engagement | Managing internal team relationships

Pain Points Addressed:

  • Persistent miscommunication or tension

  • Low morale or team engagement

  • Fragmented culture after growth or turnover

Who It’s For:

  • Teams experiencing tension or low trust

  • Organizations that have grown or restructured quickly

  • Hybrid or remote teams struggling to connect

  • Managers seeking to improve morale and cohesion

Vision Capture & Business Clarity

Turn your passion into a purposeful plan

Summary:
This workshop helps founders, solo professionals, and small teams bring clarity, structure, and intentionality to their work. Through a guided discovery process, participants articulate their venture’s purpose, ideal audience, personal goals, operational needs, and financial benchmarks — all in one cohesive blueprint. Sessions include structured prompts and visual mapping activities that clarify what stakeholders need, what you need from your clients or customers, and how to align operations with your personal priorities and long-term goals. Participants leave with a tangible set of deliverables including a vision statement, target audience profile, marketing outline, revenue considerations, scheduling strategies, and systems improvement action steps. This is ideal for purpose-driven professionals seeking structure without sacrificing flexibility or values.

What You’ll Learn (Core Competencies):

Articulating business vision and purpose | Mapping ideal audiences and services | Aligning values with business decisions

Building operations to support your life | Identifying outreach and referral strategies | Streamlining schedules for energy and focus

Creating deliverables for marketing and positioning | Recognizing high-impact development opportunities

Pain Points Addressed:

  • Conflicting personal and business priorities

  • Unclear ideal audience or inconsistent outreach

  • Misaligned scheduling, operations, or revenue structure

Who It’s For:

  • Founders, solopreneurs, and independent professionals

  • Purpose-driven businesses at an early or pivot point

  • Individuals ready to shift from hustle to intentional growth

  • Anyone needing a business clarity “reset” aligned with their goals

Looking for Something Custom?

While our signature workshops are proven and powerful, we know every team is different. If your organization needs something more specific—whether it’s a tailored blend of our core topics, a deep dive into a particular challenge, or a solution built around your team’s unique dynamics—we’ll design a custom workshop just for you.

Built around your goals. Structured for impact. Delivered with clarity.

Let’s co-create something that meets your moment!

Fractional Operational Support

SAE’s Fractional Operational Support Services deliver the strategic operations leadership your organization needs—on a flexible, part-time basis. Acting as your second-in-command, we provide high-impact support across systems, teams, and processes so you can focus on growth, clients, or vision. Whether you’re in startup mode, scaling fast, or stuck in execution bottlenecks, our operational support will bring clarity, accountability, and traction without the cost or commitment of a full-time hire.

Engagement Options:

  • Part-time weekly or monthly retainer

  • Project-based operational leadership

  • Interim executive support for transitions or launches

Outcomes:

  • Reduced operational bottlenecks and clearer internal roles

  • Stronger execution tied to leadership vision

  • Confidence that the business can run—without constant oversight

Format & Delivery:

  • Virtual or hybrid engagement depending on location
  • Custom scope based on hours, complexity, and duration

  • Available short-term or long-term based on your operational needs

Frequently Asked Questions

What’s your process for working with new clients?

We begin with a discovery call to understand your goals, challenges, and business model. From there, we outline a plan tailored to your needs — whether that’s diagnostics, strategic planning, hands-on implementation, or advisory support.

It varies – some clients need a one-day workshop, others work with us over several weeks or months. Our goal is to deliver meaningful results efficiently, whether we’re guiding a strategic pivot or building long-term systems for growth.

From refining your business model to improving team dynamics, optimizing workflows, or rethinking your strategic direction — we specialize in untangling complexity and making businesses more resilient, productive, and aligned.

Yes — we work with clients through virtual strategy sessions, but can also provide and prefer in-person services for events, workshops, and organizational development.

Absolutely. We’re experienced in working with businesses at turning points — whether that means stabilizing finances, resetting priorities, rebuilding morale, or charting a new course entirely.

Start by booking a free introductory call. We’ll learn more about your goals, assess your needs, and recommend the right path forward — whether it’s a focused project or a deeper partnership.

If you’re serious about improving how your business runs, how your team operates, or how your vision comes to life — and you want a thought partner who listens, challenges, and delivers — then yes, we’d love to talk.

Pricing depends on the scope and complexity of the work. We offer project-based pricing, flat-fee strategy sessions, and ongoing support retainers. After our initial conversation, we’ll provide a transparent proposal with no surprise fees.

Reach out for a Discovery Call

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