01 - Diagnose
Understand how your business actually performs
We assess how your business generates, converts and retains revenue across a defined set of focus areas that reflect how it actually operates, including how AI is used in practice, where it is creating real productivity, and where it is fragmented or underutilised.
01.1 - Revenue flow
How leads move through pipeline and convert to revenue
01.2 - Channel and sales strategy
Where growth comes from and how efficiently it’s acquired
01.3 - ICP and market fit
Whether you’re targeting and winning the right customers
01.4 - Customer journey
How customers experience your business from sale to delivery
01.5 - Retention and expansion
How revenue is retained, grown and at risk
01.6 - SLA and reporting
How performance is measured, tracked and managed
01.7 - Systems and revenue operations
Whether systems and data support or constrain growth
01.8 - AI usage and readiness
How AI is used across the business and whether it is improving performance across these areas or creating inconsistency and fragmentation
The output is a clear, board-ready view of performance, with practical, prioritised actions you can take immediately.
02 - Design
Define the systems your business needs to scale
We take the highest priority areas from Phase 1 and design the structures needed to support predictable growth. The work is organised into a small number of focused build tracks, each targeting a specific constraint in how your business generates, converts or retains revenue, with AI applied where it meaningfully improves performance.
02.1 - Pipeline & forecast framework
Defined pipeline stages, conversion logic and forecast methodology
02.2 - Channel & sales model
Clear channel strategy, attribution and governance
02.3 - ICP & qualification framework
Refined ICP with structured qualification criteria
02.4 - Customer journey & onboarding
End-to-end journey with clear handoffs and time-to-value
02.5 - Retention & expansion model
Structured approach to renewals, expansion and churn
02.6 - KPI & Reporting Architecture
Defined metrics, ownership and reporting structure
02.7 - Systems & Revenue Operations
CRM and systems aligned to how the business operates
02.8 - AI use case design
Where AI should be applied across the business and how it supports performance across these areas without adding complexity
The output is a set of working frameworks, playbooks and systems, ready to implement and scale.
03 - Embed
Make the model work in practice
We work alongside your team to implement and embed the defined operating model, ensuring it is adopted, used consistently and sustained over time, with AI embedded where it supports performance in practice.
03.1 - Ownership & accountability
Clear roles, responsibilities and performance expectations
03.2 - Operating rhythms
Cadence for pipeline, customer, and performance management
03.3 - Process adoption
Teams working to defined playbooks and ways of operating
03.4 - System alignment
Tools configured and used to support execution
03.5 - Performance management
KPIs tracked, reviewed and actioned consistently
03.6 - Capability & handover
Teams enabled to operate independently without reliance on us
03.7 - AI adoption and usage
AI applied in day to day workflows in a way that supports performance across these areas without creating fragmentation or reliance on disconnected tools