Common questions

Felix works with software, IT, and technology services firms in the United States — typically founder-led businesses with 5–75 employees who want to look more credible to enterprise buyers and improve profit margins without adding headcount.

If you need a clear picture of where profit is leaking, start with the Premium Report. If your leadership team needs alignment on pricing and collections, the Profit Acceleration Workshop is the right fit. If prospects aren't taking you seriously, begin with the Executive Credibility Audit.

Felix's primary focus is U.S.-based technology services firms. Virtual delivery is available for all engagements, and limited on-site sessions can be arranged for domestic clients.

After you submit a request through the contact form, Felix schedules a 30-minute discovery call to understand your business model, current challenges, and goals. You'll receive a scoped proposal within two business days with clear deliverables, timeline, and investment.

The Premium Report includes a comprehensive profit analysis, competitive positioning review, financial projections, and a 90-day implementation roadmap with prioritized actions. It's delivered as a professional PDF document suitable for leadership and board review.

Most Premium Reports are delivered within five business days after receiving your financial and operational data. Complex multi-entity structures may require an additional two to three days.

Yes. While the workshop follows a proven framework, the agenda is tailored to your firm's specific margin challenges. Pre-work includes a short questionnaire and optional data sharing so the session focuses on your highest-impact levers.

The audit reviews your website, proposal templates, pricing presentation, competitive positioning, payment terms, and follow-up processes. You receive a scored credibility assessment with prioritized recommendations ranked by impact and effort.

The Premium Report is designed as an accessible entry point for firms rebuilding their credibility and profit discipline. It delivers substantial analysis at a fixed price so you can evaluate Felix's approach before committing to larger engagements.

Felix accepts major credit cards, ACH bank transfer, and wire transfer for larger engagements. Invoices are issued upon agreement signing with milestone billing available for workshop and audit projects.

Yes. Workshop and audit engagements can be split into two or three milestone payments tied to deliverable completion. Payment terms are discussed during the proposal phase.

For the Premium Report, if you're not satisfied with the analysis quality, Felix will revise the deliverable once at no charge. For workshops and audits, cancellation with full refund is available up to seven days before the scheduled start date.

The Premium Report requires approximately two hours of data sharing and a 45-minute review call. Workshops need a half-day with leadership. Audits involve one intake call and asynchronous review of your materials — typically under three hours total from your team.

Yes. Felix signs mutual NDAs as standard practice before reviewing any proprietary financial data, client lists, or internal documents.

Felix is an advisor, not an agency. You receive clear, actionable recommendations and frameworks your team can execute. Implementation support can be scoped separately if you need hands-on help with proposals, pricing pages, or collections processes.