No 500-page strategy doc. A working system, in 90 days.
You have 17 strategy docs already. What you need is someone to grab the pile, put it in buckets, tell you what to do first — and then actually run it. Here's exactly how the engagement works for B2B SaaS and service companies, week by week.
The company grew on founder-led sales. It worked — until it slowed, because founder-led never scales. There's no foundation for a team-led sale: no clear buyer, no positioning the team can repeat, no function that runs without you. Month one builds that foundation. Skip it and you add six months to the timeline.
- Week 1 — Setup. Stakeholder conversations, tool access (CRM, analytics, ad accounts, past strategy docs), a single operational space set up as your source of truth. The "stuff is everywhere" problem gets solved on Day 1.
- Week 2 — Customer intel. Portfolio audit: your best clients, your worst-fit ones, and what the pattern says about who you should be selling to. Customer interviews — your buyers' words, not guesses from inside the building.
- Week 3 — The foundation. Positioning narrowed and made communicable. Buyer profiles documented so sales and marketing both know who to sell and what. Value props turned into pitches your team can actually use.
- Week 4 — Make the calls. A 30/60/90 roadmap with named owners and KPIs. Comms audited and first fixes shipped — homepage, outreach, campaigns in flight. Final company presentation.
You walk out of month one with: a company narrative document the whole team uses, a prioritized 30/60/90 plan, fixes already live, and one operational space instead of scattered docs.
The 30/60/90 gets executed — and I drive it. Which campaign runs, which specialist gets engaged, what inputs get pulled from sales calls. I test before I scale: segments and messages get validated through low-cost outreach before any real budget commitment. Expensive guessing is how GTM budgets evaporate — we don't do that here.
- Your repeatable sales narrative live in market — running in outreach, on the site, in decks your team uses without you in the room
- One lead motion that doesn't depend on you — the highest-leverage one Phase 1 surfaced — stood up and run until it's repeatable
- The marketing-to-sales handoff running weekly: call questions become content, objections become FAQ, demo wins become case material. You stop being the relay.
- Your team executing without waiting on you — I mentor your existing marketers and bring specialists only for named gaps, so they don't self-coordinate
What you see: traction building, your own people executing, and yourself out of the middle of every marketing decision. And one standing rule — shiny-object requests get measured against the 30/60/90. If it doesn't ladder to the goal, it's a no.
We compare results against the goals set on Day 1, stabilize what we built, and add the handoff layer. The point of this whole engagement is that it ends with your team owning the system — not with you dependent on me.
- Training sessions and workshops with your team — working sessions, not a doc dump
- SOPs documenting how marketing runs, tracking set up and live
- An executive summary: what we built, what it produced (in numbers you can show a board), what shifted from the Day-1 baseline
- The next 90 days mapped — what the next quarter looks like with or without me
By Day 90 you have: everything you need to run this without me. Most founders choose to keep me on because the system is working and they want someone keeping the engine tuned. But the decision is yours — and either way, you own everything we built.
If month one doesn't give you clarity you can act on, you've spent weeks — not a year.
Everything lives in your operational space from Week 1 — positioning, playbooks, SOPs, tracking. Yours, whatever you decide at Day 90.
Transparent reports on what's working and what isn't, from week one. You'll always know what I'm doing and why.
One honest filter.
I don't take companies with no runway, and I don't promise revenue numbers — too many external factors, and I'm not God. If bounded scope, visible output, and a team that can finally sell without you sounds right — let's talk.