How We work

Tailored engagement levels to deliver predictable growth

OUR APPROACH

Predictable growth comes from getting four things right: People, Process, Planning, and Tools.
We call this the 3PT framework. It guides every engagement by bringing structure to GTM execution, leadership decision-making, and team accountability.
Our approach is also informed by GTM OS principles, helping leadership teams align around the decisions that create focus, consistency, and sustainable growth.

The GTM Operating System Is a Proven Framework to Connect Strategy to Execution

The GTM OS is a proprietary eight-pillar framework designed to align go-to-market strategy for B2B teams. As a certified GTM Partner, we can help you implement it to achieve alignment, connect strategy to execution, and accelerate growth.

How do you give your team clarity, alignment and trust?
Which GTM metrics drive the health of your business?
How else can you upserve your customers?
How do customers experience your ROI?
GTM Operating System Framework
Where can you grow the most?
Which product(s) create the highest customer value?
How will you engage your customer with a differentiated POV?
Which GTM motions get you to your revenue goal faster?

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:

$3,000

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

Get Started

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

  • Documented Sales Process
  • Pipeline Management
  • Sales Coaching
  • Lightweight Reporting
  • Accountability
  • Team Meetings
  • Operating Rhythm

Growth

Builder

  • Operator Package +
  • ICP + Targeting
  • Sales process design
  • Pipeline/Channel Strategy
  • Forecasting
  • Territory Design
  • Onboarding
  • Sales Playbook
  • Lead Quality Audit
  • Performance Review
  • Metrics & KPIs

Strategic

Architect

  • Builder Package +
  • Comp Plan Design
  • Org Design
  • Comp Plan Design
  • RevOps Automation
  • CRM Reporting Overhaul
  • Unit Economics Review
  • Board/Exec Reporting
  • Strategic Projects
  • Leadership Coaching

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

Get Started

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