BREAK FREE. MOVE FAST. WIN BIG
Strategic Growth Solutions for Forward-Thinking Businesses
AO GROWTH ADVISORS
We help growth-minded leaders align teams, accelerate execution, and scale smarter with agile playbooks built for high-stakes environments.
Raise Your Game to Meet the moment
Elite advisors. Steady under fire. Obsessed with results.
Difficulty Aligning Teams on Strategy and FOSTERING a Positive Culture?
Key Outcomes
Clarity
Strategic Alignment
&
Cultural Transformation
Lack of Insight into Industry Best Practices Used by Competitors?
Key Outcomes
INSIGHTS
Agile Playbooks
&
Peer Insights
Pressure from Sponsors to Achieve Growth and Profitability in a Constantly Evolving Market?
Key Outcomes
RESULTS
Sustainable Growth
&
Value Creation
Get The latest Strategic Insights
Join operators who share strategic growth solutions insights and the plays and pivots that are working
The Agile Operator
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Our Services
We help ambitious leaders plan and execute strategic growth solutions through agile playbooks— designed for operators who run their business with clarity and control.
Business Growth
Achieve next level results with
better strategy, planning, and
operational execution.
- Operating Playbooks
- Strategic Planning
- Management Team Health
Professional Growth
- Executive Coaching
- Mastermind Groups
- Leadership Development
Advisory
- Interim Executive
- Advisory & Board Seats
- Corporate Development
Our happy customers
What Our Clients Say
Trusted by business leaders across industries
Jill C.
VP, People Management at EIS
Greg J.
CEO and Founder, Marketing Tech Agency
J. S.
CEO, Multinational Corporation
“The work we did together was foundational to me getting clear on my values and goals. Perhaps you don’t want every leader to quit their job after working with you, but I choose to frame it as helping me find courage to pursue my true vision for myself! It so happened that for me that vision was not in alignment with where I was working.”
our podcast for Operators
hear the plays, pivots, and pressure-tested
Leadership of top operators
Join Jeff Lortz as he shares strategic growth solutions, insights, interviews industry leaders, and breaks down the frameworks that drive business transformation. Get actionable advice from seasoned operators who’ve built and scaled successful organizations.
AI, Private Equity, and the Future of Marketing Leadership
In this episode, Jeff reconnects with Norman, a fellow CMO and operator, to unpack the evolving challenges of leading growth in ...
Direct Mail in a Digital World: Dennis Kelly on Reinventing a $38B Channel
Direct mail might sound like a relic of the past, but as Dennis Kelly, CEO of Postalytics, explains, it's becoming one of the smartest ...
Building Categories, Brands, and Credibility in Cybersecurity with Mike O'Malley
In this episode of Margins and Mandates, Jeff sits down with Mike O'Malley, CMO of Oligo Security, to talk about what it really ...
AI, HR, and the Future of Work: Insights from Pam Boiros
In this episode of Margins and Mandates, Jeff sits down with Pam Boiros, fractional CMO, marketing strategist, and co-founder ...
From Legacy to Lift-Off: Go-to-Market Lessons from SaaS CMO Steve Martin
In this episode, Jeff sits down with Steve Martin, a seasoned CMO who's been in the trenches of SaaS, CRM, and PE-backed ...
Everyone Owns Pipeline: Inside Nasuni’s Co-Sell Culture
In this episode of Margins and Mandates, Jeff sits down with Ryan de la Parra, Head of Global Partner Marketing at Nasuni, ...
From Breach to Brand Trust: Jeff Nulsen on Rebuilding and Scaling with AI
In this episode of Margins and Mandates, Jeff sits down with Jeff Nulsen, a seasoned marketing executive, to unpack how he ...
Human, Data, AI: Johan Abadie’s Blueprint for Modern Demand Generation
In this episode of Margins and Mandates, Jeff reconnects with Johan Abadie, VP of Demand Generation and Revenue Strategy at ...
Trust, Teams, and Tough Markets: How Nate Burke Builds a Marketing Engine
In this episode of Margins and Mandates, Jeff sits down with Nate Burke, CMO at 7 AI, to unpack what it really takes to build and ...
Selling Data to Doubters: Michelle Katz on Marketing to the Legal World
In this episode of Margins and Mandates, host Jeff Lortz sits down with Michelle Katz, founder of From Prospects — a data-driven ...
Margins and Mandates
Margins and Mandates explores how business leaders build resilient, high-performing organizations in demanding markets.
Margins and Mandates Podcast
Never miss an episode + get exclusive insights
"We're not consultants- we're operators with the scars, the playbooks, and the clarity to help your teams level up fast."
Managing Partner
Meet Jeff Lortz, Your Strategic Partner
Accomplished executive leader with extensive
experience driving business transformation
Jeff Lortz brings over two decades of executive leadership experience in Enterprise SaaS, Private Equity, and Digital Transformation. With a distinguished military leadership background, Jeff has successfully led and transformed businesses, driving growth and operational excellence in both public and private companies.
As a CEO and C-suite executive, Jeff has demonstrated expertise in GTM Strategy, Customer Success, Product Innovation, M&A, and Operations. Jeff leverages his extensive business experience and the proven methodologies of FocalPoint Coaching to empower business owners, entrepreneurs, and executives.
Jeff's Coaching Philosophy
Jeff believes in creating a vision for what clients want to achieve both personally and professionally, then using FocalPoint’s tools and support to exceed those goals. His coaching focuses on enhancing strategic planning, productivity, sales effectiveness, and leadership development.
- 20+ years executive leadership in Enterprise SaaS and Private Equity
- Former CEO and C-suite executive with proven transformation results
- Military leadership background with strategic discipline
- Certified FocalPoint Business Coach and strategic advisor
- Expertise in GTM Strategy, M&A, and Digital Transformation
- Track record of driving growth in both public and private companie
Latest Podcast
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