A fractional revenue execution partner for independent agencies.
Privvy is embedded inside your business — not delivered from outside. Our work is the firm's work, measured by the revenue captured from relationships you already have.
What kind of partner Privvy is.
Privvy is not advisory. Not training. Not a coach. We are a fractional revenue execution partner — embedded inside your agency to identify, structure, and execute on opportunity that already exists in your book.
We work alongside the principals on the conversations and cases that determine whether life insurance and high-value client opportunity is actually captured — not just discussed.
Engagements are private by design. We do not publish client logos, we do not name principals without their permission, and the work that happens in the room stays in the room.
Four disciplines, run in parallel.
Revenue execution rarely turns on one lever. Privvy engagements work across all four, weighted to the agency and the opportunity in front of it.
01
Revenue Strategy
- Pricing architecture & offer design
- Financial model and unit economics
- Retention and renewal strategy
- Founder-led pipeline design
02
Sales & Pipeline
- Proposal architecture and language
- Discovery and qualification rhythm
- CRM, scorecards, and weekly cadence
- Sales handoff away from the founder
03
Operations & Delivery
- Engagement design and delivery rhythm
- Client governance and retention systems
- Team capacity, utilization, and margin
- Account expansion playbooks
04
Leadership & Team
- Org design and second-line leadership
- Compensation and incentive structure
- Operating cadence and decision rights
- Founder time and the right to step out
How we hold the work.
01
Quiet by design.
Engagements are private. Names, numbers, and decks stay between us.
02
Few clients, on purpose.
A small annual roster lets us be present, not a vendor on a slack channel.
03
In the room.
We work alongside the founder and leadership team — not from a deck.
04
Retained, not sold.
Our outcomes are measured by what holds twelve months later, not by the close.
By appointment, anywhere.
Privvy works on-site for the alignment and closeout phases and embedded remotely through execution. Most of our agency partners are in North America; we welcome inquiries from independent agencies elsewhere.
We do not hold a public office. Meetings are by appointment, in-person at a venue of the principal's preference or, more often, in private working sessions over secure video.