How We work

Tailored engagement levels to deliver predictable growth

OUR APPROACH

Growth depends on four dimensions: People, Process, Planning and Tools.
We call this the 3PT framework.
It provides the foundation for predictable growth and guides every engagement, from Operator to Architect.
The result is a clear operating rhythm and sustained progress — without the cost of a full time executive.

ENGAGEMENT MODEL

Step 1

Growth Diagnostic

Get clarity on where to focus and why.

A structured assessment converts the 3PT framework into a Growth Report — a prioritized roadmap across pipeline, process, people and metrics.

STEP 2

Decision Point

The Growth Report provides the roadmap.

You decide whether to implement it internally, or accelerate results through structured engagement levels — Operator, Builder or Architect.

Step 3

Execution & Results

From plan to performance.

Structured engagement delivers quick wins while building the systems that scale — ensuring clarity, accountability and predictable growth.

Our Promise

Clarity today. Predictable growth tomorrow

ENGAGEMENT TrACKS

STEP 1

The Growth Diagnostic

Before we jump into an engagement, we start with a structured diagnostic:

$1,500

Credited toward your first package.

Questionnaire + Strategy Session

  • Baseline your pipeline, process, and team.

Detailed Growth Report (25+ pages)

  • Strengths, gaps, and a prioritized 90-day action plan.

Clear Next Steps

  • Quick wins you can implement immediately, plus longer-term plays.

Outcome

  • A roadmap you can act on yourself — or partner with us to execute with your team.

Book Your Free Strategy Call

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Decision Point

Choose Your Engagement Level

Once you have the Growth Report, you can either implement it yourself, or partner with us at the level of support you need.
See package options below:

CORE

Operator

Light Touch Support – build consistency and discipline in your sales motion.

$2,500/Mo

1/2 Day per Week

People

  • Rep coaching & 1:1s
  • Rep scorecards (accountability)
  • Weekly founder & team syncs

Process

  • Documented sales process (stages, entry/exit criteria)
  • Deal reviews
  • Pipeline reviews

Planning & Tools

  • Light CRM reporting view

Outcome

  • A solid sales foundation with clear process, clean data, and reps who are accountable to a steady rhythm.

Book Your Free Strategy Call

Get Started

GROWTH

Builder

Structured Growth – install scalable processes, methodology, and pipeline generation.

Includes everything in Operator, plus:

Connect for Details ($)

1 Day per Week

People

  • Onboarding playbooks for new hires
  • Structured performance reviews

Process

  • Define ICP (firmographics, technographics, triggers)
  • Sales process design (outbound, inbound, partner motions)
  • Sales methodology implementation (e.g., MEDDICC, Challenger, SPIN)
  • Sales playbooks (messaging, objections, qualification frameworks)
  • Territory design
  • Speed-to-lead tests
  • Forecasting methodology

Planning & Tools

  • Pipeline growth: Clay + LinkedIn Sales Navigator

Optional Add-On

  • Pipeline growth: Clay + Email outreach

Outcome

  • A repeatable sales engine — driven by ICP clarity, structured playbooks, and forecasting you can depend on.

Book Your Free Strategy Call

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Strategic

Architect

Executive-Level Leadership – scale with automation, forecasting, and board-ready insights.

Includes everything in Builder, plus:

Connect for Details ($)

2 Days per Week

People

  • Sales org design (roles, structure, hiring roadmap)
  • Compensation plan design
  • Leadership coaching
  • Recruiting & hiring support

Process

  • Unit economics review
  • Annual budget planning
  • Advanced forecasting discipline (board-level accuracy)
  • GTM joint planning (Sales, Marketing, CS)
  • Advanced methodology reinforcement (coaching + adoption metrics)

Planning & Tools

  • Annual planning
  • Pipeline growth: Clay + LinkedIn outreach
  • Bow Tie dashboards in Looker

Optional Add-Ons

  • Pipeline growth: Clay + Email outreach
  • RevOps automation (contact enrichment, deduplication, dashboard build)
  • Tool stack:
    Atrium (rep analytics + manager dashboards)
    Ebsta (pipeline health & forecast accuracy)
    Aligned (buyer collaboration rooms)

Outcome:

  • Full-spectrum sales leadership — aligning people, process, and economics to give executives and investors confidence to scale.

Book Your Free Strategy Call

Get Started

GROW YOUR Business

Fractional Sales Leadership that Delivers Structure, Process, and Results

Book Your Free Strategy Call

Get Started