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For agencies and their clients

Your clients trust you to build it.
I help their teams run with it.

You've earned your clients' trust as the partner who builds their products. I help you extend that relationship with live, hands-on training for the people who'll own the product day to day. Phase Won doesn't build software, so I never compete for your clients' development work.

Why agencies work with Phase Won

  • Your client stays yours. You make the introduction, and you stay the lead on the account. I'll keep you informed about what we're doing and how the team is progressing.
  • I don't sell build work. Phase Won teaches and facilitates. When a client asks who should build the next release, I send them back to you.
  • I've done the job your client's team is learning. I spent 20+ years leading product teams, including years in healthcare software at ZOLL Medical, DaVita, and health tech start-ups. I teach from what holds up in practice, not just from the framework.
  • The credentials are real. Phase Won is a Scrum Alliance® Licensed Training Partner, so certification courses end in an official Scrum Alliance credential.

When to bring me in

  • At kickoff. The client's team learns scrum and agile ways of working alongside your engagement, so your sprint reviews and planning sessions run smoothly from the start.
  • Before handoff. The client's product owners learn to run the backlog, set priorities, and work with stakeholders, so they're ready to own the product when you hand it over.
  • When the client needs to decide what to build next. A facilitated workshop helps the client's leaders agree on priorities, which gives your team a clear, well-defined next phase.

What your clients can book

Every course runs as a private cohort for the client's team, on-site or live online. Client cohorts are always customized for the client, with examples and exercises built around their product and their work.

OfferingBest forGroup sizeTypical price
Agile EssentialsGetting a whole team or department speaking the same agile language8 to 20$2,000 to $3,000
Certified ScrumMaster®Certifying the people who'll lead scrum on the client's teams8 to 20$6,000 to $8,000
Intro to Agile Product ManagementNew product owners and product managers learning how to decide what to build8 to 20Quoted per cohort
AI for Product OwnersProduct owners putting AI to work within the client's own data policies8 to 20$2,000 to $3,000
Custom workshopsFacilitated sessions tailored to the client's needs, from agreeing on priorities to planning the next phaseThe client's leaders or product teamScoped to the engagement
Product coachingMaking the new way of working stick after a courseOne person or a whole teamScoped to the engagement

Prices are flat cohort rates, so the cost per person drops as the group grows. Individual team members can also join a public class at any time. See the class calendar.

Two ways to work together

Refer a client

You introduce the client and join the first call if you'd like to. I scope, sell, and deliver the training, and Phase Won invoices the client directly. Phase Won thanks you with a referral fee on the work.

Include training in your engagement

You offer training as a phase within your own engagement and bill the client. I design and deliver that phase at a partner rate, and your client sees Phase Won named as your training partner.

I'm happy to walk through the details on a short call.

How it works

  1. We talk about your client. In a 20-minute call, you tell me about the team, the product, and where they're headed.
  2. I send a proposal. You'll have a short scope and price within two business days, ready to share with the client.
  3. I deliver the training. Participants get course materials and Miro boards through the Wonder Portal, Phase Won's participant site.
  4. We debrief. I share what I saw in the team and where they could use more support, so you can plan the next phase with your client.

Try it first

Want to see how I teach before you introduce me to a client? Every partner agency is welcome to one complimentary seat in a public class for someone on your team or a client's team.

Common questions

Will you try to sell my client development work?

No. Phase Won doesn't build software. If a client asks me about development help, I'll point them back to you.

Can my client's team attend remotely?

Yes. Every course runs live online or on-site anywhere in the US.

Can you tailor a course to my client's product?

Yes. Before a private cohort, I'll meet with you and the client so the examples and exercises reflect their real work.

Who invoices the client?

It depends on how we work together. For a referral, Phase Won invoices the client directly. For training inside your engagement, you invoice the client and Phase Won invoices you.

What if my client needs something other than a course?

I also run custom workshops for product and leadership teams. We can talk through what the client needs on our first call.

Have a client who could use this?

Tell me about the team and what they're trying to do. I'll suggest the right course or format, and you'll have a proposal within two business days.

Let's Talk