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PHASE 01
diagnose
1–2 weeks
pipeline, team, tools and messaging, read with the people doing the work rather than only with leadership.
OUTPUT a ranked list of where to invest first, and what to leave alone.
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PHASE 02
build
2–4 weeks
workflows, sequences, scripts, dashboards and training, built for your deal shape and your team's bandwidth.
OUTPUT a system ready to run. tools configured, team trained, messaging tested.
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PHASE 03
run
ongoing, or sprint-scoped
we operate the motion while your team learns it. weekly cadence, shared dashboards, corrections in real time.
OUTPUT pipeline, meetings and revenue, measured against the plan.
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PHASE 04
hand off
from the first week
every system is documented as it gets built, so your team learns it by doing rather than inheriting a binder at the end.
OUTPUT your team owns the motion. the systems, the data, the playbook, the relationships.
diagnose is the step most engagements skip, because the client arrives with one already.