Process, week
by week
Thirteen weeks from kickoff to the first quarter review. Each week has a deliverable you can check and a fixed amount of your time we need.
Diagnose, weeks 1 and 2
Week 1
Kickoff with your founder and sales lead. We book six customer interviews and get read access to your CRM.
From you: 2 hours of your time
Week 2
Interviews done and transcribed. CRM audit: where deals come from, where they stall, and what the forecast misses.
From you: 1 hour: the findings call
Build, weeks 3 to 6
Week 3
The account list, the partner map or the new deal stages, depending on your scope. You approve every segment.
From you: 45 minutes of review
Week 4
Sequences, partner terms or dashboards written. Domains warming in your name.
From you: 45 minutes of review
Weeks 5 and 6
Everything tested on a small batch first. Nothing goes to your whole market until the small batch works.
From you: 30 minutes, Thursday
Run, weeks 7 to 12
Weeks 7 to 9
Programs live. Meetings land on AE calendars. Thursday reply review, Monday pipeline review.
From you: 50 minutes a week
Weeks 10 to 12
We double what works and stop what does not. Your SDR or AE shadows the program so it can stay in-house.
From you: 50 minutes a week
Review, week 13
Week 13
Quarter review with the founder: pipeline created against plan, cost per meeting, and a written plan for the next 90 days.
From you: 90 minutes, with your board deck
The meetings that keep it honest
Monday pipeline review
30 minutes
Every open deal, its next step and its date. The forecast is read from the dashboard, not from memory.
Thursday reply review
20 minutes
Every reply to the sequences, read together. Objections become new copy the same week.
Monthly report
first Monday
One page: meetings, pipeline, cost per meeting and what changes next month.
Quarter review
90 minutes
With the founder. What to keep, what to stop, and the next 90-day plan in writing.
How fast we answer
- A brief from this site
- Within 5 minutes, 8 AM to 6 PM Central, with a calendar and a case close to yours.
- Email from a client
- The same business day.
- Your shared Slack channel
- Within 2 business hours.
- After day 90
- Month to month, 30 days notice. If you leave, everything is already in your accounts.