Decision support for leaders who need clarity fast.


You don’t need more discussion.
You need a decision - captured clearly, with ownership attached.


The Exec Memo is decision advisory delivered as a written executive memo -

designed for high-stakes moments when the situation is complex, incentives clash, and the organisation needs a call that holds.

The Exec Memo is decision advisory delivered as a written executive memo -

designed for high-stakes moments when the situation is complex, incentives clash, and the organisation needs a call that holds.

I focus on turning complex situations into clear business action.

I’ve spent my career in cybersecurity and data protection, supporting senior stakeholders through renewals, escalations, and high-pressure customer moments.


I’m known for calm ownership, clear communication, and helping teams align when incentives clash and decisions can’t drift.


The Exec Memo is the distillation of that work - a structured way to capture the decision, the trade-offs, and what happens next, in writing.


What it is

Laptop, mug of coffee, notepad, pen, and phone on wooden table.
  • A short, structured decision process - ending in a written Exec Memo.

    The Exec Memo turns messy context into a decision your team can execute.


    You bring the situation: competing priorities, incomplete information, stakeholder pressure, real commercial or customer risk.


    I return a crisp executive memo that captures:


    • The decision to be made
    • The key assumptions and rationale
    • The options and trade-offs on the table
    • The risks being accepted
    • Clear owners, next actions, and timelines

    So the organisation stops re-litigating - and starts moving. This work is grounded in years of senior stakeholder experience across cybersecurity, data protection, renewals, and high-pressure escalation environments, where clarity and ownership aren’t optional.

who this is for

Justin Tate of The Exec Memo  wearing glasses and suit, looking at the camera. He's in an office setting.
  • Built for founders and leadership teams in B2B SaaS facing decisions that can’t drift.

    The Exec Memo is designed for senior teams (typically Series A–B, 50–300 employees) who are accountable for outcomes and need to make high-stakes calls under uncertainty.


    Common roles include:


    • CEO / Founder
    • CRO / VP Sales
    • VP Customer Success / CX
    • CISO / VP Security
    • Best-fit environments:
    • Security, compliance-heavy, or regulated SaaS
    • Fast-moving teams where decisions carry board or customer risk
    • Organisations where alignment matters as much as speed

    It’s also a fit for mid-market and enterprise teams where there’s a clear executive sponsor and a contained decision to resolve.

What it is

Laptop, mug of coffee, notepad, pen, and phone on wooden table.
  • A short, structured decision process - ending in a written Exec Memo.

    The Exec Memo turns messy context into a decision your team can execute.


    You bring the situation: competing priorities, incomplete information, stakeholder pressure, real commercial or customer risk.


    I return a crisp executive memo that captures:


    • The decision to be made
    • The key assumptions and rationale
    • The options and trade-offs on the table
    • The risks being accepted
    • Clear owners, next actions, and timelines

    So the organisation stops re-litigating - and starts moving. This work is grounded in years of senior stakeholder experience across cybersecurity, data protection, renewals, and high-pressure escalation environments, where clarity and ownership aren’t optional.

who this is for

Justin Tate of The Exec Memo  wearing glasses and suit, looking at the camera. He's in an office setting.
  • Built for founders and leadership teams in B2B SaaS.

    The Exec Memo is designed for senior teams (typically Series A–B, 50–300 employees) who are accountable for outcomes and need to make high-stakes calls under uncertainty.


    Common roles include:


    • CEO / Founder
    • CRO / VP Sales
    • VP Customer Success / CX
    • CISO / VP Security
    • Best-fit environments:
    • Security, compliance-heavy, or regulated SaaS
    • Fast-moving teams where decisions carry board or customer risk
    • Organisations where alignment matters as much as speed

    It’s also a fit for mid-market and enterprise teams where there’s a clear executive sponsor and a contained decision to resolve.

When it’s most useful

Justin Tate of The Exec Memo  in a gray blazer stands near an open wooden door and a glass-paned door. Interior, neutral lighting.
  • Best used when the cost of delay is real.

    This work is for moments where progress quietly stalls - not because people aren’t capable, but because the situation is genuinely complex.


    The same conversation repeats. Agreement drifts. Ownership blurs.


    Leaders typically reach out when:


    • The discussion keeps happening with different conclusions
    • People align in the room, then reopen the debate afterwards
    • Data is incomplete or conflicting, but the decision can’t wait
    • Competing incentives stall momentum
    • Everyone has input — but nobody owns the call

    Example decision topics include:


    • Do we redraw scope, absorb the cost, or walk away from the customer?
    • Do we change pricing now or wait?
    • Do we restructure the team - and who owns what after?
    • Do we ship, delay, or kill a politically loaded roadmap item?
    • What do we commit to the board next week?

Just a quick 15 minute call to determine if we are the right fit...

When it’s most useful

Justin Tate of The Exec Memo  in a gray blazer stands near an open wooden door and a glass-paned door. Interior, neutral lighting.
  • Most useful when the cost of delay is already real — commercially, operationally, or reputationally.

    This work is for moments where progress quietly stalls - not because people aren’t capable, but because the situation is genuinely complex.


    The same conversation repeats. Agreement drifts. Ownership blurs.


    Leaders typically reach out when:


    • The discussion keeps happening with different conclusions
    • People align in the room, then reopen the debate afterwards
    • Data is incomplete or conflicting, but the decision can’t wait
    • Competing incentives stall momentum
    • Everyone has input — but nobody owns the call

    Example decision topics include:


    • Do we redraw scope, absorb the cost, or walk away from the customer?
    • Do we change pricing now or wait?
    • Do we restructure the team - and who owns what after?
    • Do we ship, delay, or kill a politically loaded roadmap item?
    • What do we commit to the board next week?

A short call to understand the situation and confirm if this is the right support.
No pitch. No pressure.

Just a quick 15 minute call to determine if we are the right fit...

Most clients start with an Advisory Session, then move into a Decision Sprint if needed

Engagement options & pricing

Choose the level of support based on the shape of the decision, not just the size of the budget.


Most clients come to this when the cost of delay is already higher than the cost of making the call properly.

A bit more about what to expect.

What you receive
  • Every engagement ends in a written Exec Memo

    The deliverable is always an Exec Memo - typically 1–3 pages - capturing:


    • the decision
    • context and assumptions
    • options considered
    • trade-offs and accepted risks
    • owners, actions, and timelines

    It’s designed to be shared, referred back to, and used - not filed away.


    A decision that isn’t written down rarely holds. This is how momentum sticks.


the process
  • Calm, structured, and fast.

    • Intake – define the decision, constraints, and stakeholders

    • Review – gather the relevant context and surface the tensions that matter

    • Memo draft – turn the situation into a clear recommendation

    • Commitment – align ownership, next actions, and what the business is now actually doing

    • Follow-through – optional support to stop drift after the decision lands

fit and boundaries
  • Decision support - not open-ended consulting.

    The Exec Memo is not:


    • coaching or therapy
    • open-ended workshops
    • long-term embedded delivery
    • implementation work


    It is practical, discreet decision support for senior teams - designed to end loops and create ownership.


What you receive
  • Every engagement ends in writing.

    The deliverable is always an Exec Memo - typically 1–3 pages - capturing:


    • the decision
    • context and assumptions
    • options considered
    • trade-offs and accepted risks
    • owners, actions, and timelines

    A decision that isn’t written down rarely holds. This is how momentum sticks.


the process
  • Calm, structured, and fast.

    • Intake - define the decision, constraints, and stakeholders

    • Discovery - rapid interviews and review of available context

    • Draft memo - recommendation while context is fresh

    • Commit - decision session to align ownership and next actions

    • Follow-up (optional) - prevent drift after the decision lands


    The goal is simple: clarity, commitment, execution.


fit and boundaries
  • Decision support - not generic consulting.

    The Exec Memo is not:


    • coaching or therapy
    • open-ended workshops
    • long-term embedded delivery
    • implementation work


    It is practical, discreet decision support for senior teams - designed to end loops and create ownership.


Confidentiality. Work is treated as confidential by default. Client names and details are only used with explicit permission.


Frequently Asked Questions

  • What is an Exec Memo?

    A short written document (typically 1–3 pages) that captures the decision, the key trade-offs, the risks being accepted, and clear ownership for next steps.

    It’s designed to stop re-litigation and create momentum.

  • Is this consulting or coaching?

    Neither in the traditional sense.

    This is focused decision support — practical, discreet, and outcome-driven — ending in a written call your team can act on.

  • Why not solve this internally?

    Often you can.

    The challenge is when incentives clash, ownership is unclear, or the same issue keeps resurfacing.

    An external perspective helps clarify the trade-offs and lock a decision in place.

  • Who is this best suited for?

    Founders and senior leaders in B2B SaaS, particularly in security, data protection, and regulated environments where decisions carry customer, commercial, or board-level risk.

  • What do we actually get?

    A clear, written Exec Memo that sets out the decision, the trade-offs, and what happens next — something your team can act on without reopening the debate.

  • How quickly can you start?

    Advisory Sessions can usually be scheduled within a few days.

    Decision Sprints typically begin within 1–2 weeks, depending on stakeholder availability.

  • What do you need from us to begin?

    Very little.

    A short intake call, any relevant context you already have, and access to the key stakeholders involved in the decision.

  • What if the decision ultimately rests with me?

    The Exec Memo doesn’t remove accountability - it strengthens it.

    The process makes the trade-offs explicit, so when the call sits with you, you’re making it with full clarity.

Thank you for contacting us.We’ll get back to you as soon as possible.

We got it.

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Ready to begin?

You don’t have to take the next step alone — reaching out is already part of the work.

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