At Lisi Commercialization Advisors, LLC, we appreciate the complexities and unique demands of each prospective venture. That’s why every engagement is tailored to the client, while maintaining a structured strategy development process.

1. Initial Consultation

   Each prospective project begins with a complementary, risk-free consultation either in-person or virtually. We’ll begin with a focused conversation to better understand your concept or product, business objectives, current state, and any commercialization challenges.

2. Engagement Plan Proposal

   Soon after your consultation, we’ll provide you with a detailed project proposal including key objectives, scope of work and deliverables, schedule, and fee structure. This allows us to level-set on a clear and mutually agreed upon plan with distinct roles and responsibilities.

3. Research and Assessment

   After initiating the project, we’ll get to work gathering and analyzing the data critical to the thorough evaluation of your venture. Depending on the nature of our engagement, this may include: market research and sizing, customer and stakeholder analysis, competitive assessment, commercial readiness evaluation, financial and strategic analysis, interviews with leadership, SMEs, and/or potential customers and investors.

4. Strategy Development

   Next, we’ll distill our findings from the Research and Assessment phase into clear recommendations and an actionable commercial strategy. We’ll focus on market prioritization, value proposition development, commercialization pathway, go-to-market approach, required resources, milestones, and actions for risk-mitigation.

5. Executive Report and Recommendations

   We’ll provide you with clear plan that highlights what should happen, when it should happen, prioritization, and what decisions need to be made along the way. We’ll present our findings and recommendations to your leadership team and field any questions. This session is designed to align key stakeholders, clarify our findings and recommendations, test assumptions, resolve any open questions, and confirm immediate next steps. You’ll leave this meeting confident in your path forward and armed with a battle-ready gameplan.

6. Ongoing Advisory Support (Optional)

   Depending on needs and goals, some clients require additional advisory support as they implement their commercialization strategy and as market dynamics evolve. Ongoing advisory services provide access to senior-level guidance without the need for a full-time executive hire. We are willing to provide monthly strategy sessions, roadmap updates, leadership-team participation, launch preparation, partner or investor discussions and pitch preparation, and fractional commercialization leadership. We are happy to work with our clients in setting up tailor-made retainer agreements to equip them with the strategic support necessary to make their venture successful.