Industry natives don't just advise — they have a record. Here's ours.
The first thing to know about Eric Sanchez is that he doesn't know how to quit. He will make sure that you are successful.
A multi-state advertising firm was losing 30% of signed clients between intake and retained. We rebuilt the intake workflow, redefined the case criteria, and installed a QA system. Leakage cut in half within 90 days.
A 40-person PI firm had lost three operations managers in two years. We conducted a full leadership audit, implemented the Invested Leadership framework, and coached the managing partner through a role transition. The next operations hire lasted.
A regional PI firm wanted to deploy AI for demand-letter drafting but had no governance framework. We built the protocol, selected the tools, and trained the team — without touching anything that violated bar ethics rules or client privilege.
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30 min · No pitch · Just clarity