THE GROWTH CHALLENGE

Are you experiencing stalled growth, rising costs, longer sales cycles, retention risk, or high churn? These are are signs of GTM silos.

Without a unified system, teams debate where to focus, investors lose confidence, and impact decays after initial projects.

By unifying around a proven Growth Architecture—Diagnose → Design → Deploy → Advisory—you build recurring impact, not one-time wins.

AN INTENTIONAL SYSTEM, BUILT TO ARCHITECT GROWTH.

WHERE WE RECOMMEND STARTING:

1. DIAGNOSE

Growth is slowing, but no one agrees where the leaks are. Misalignment across execs, blind spots in pipeline, sales execution, or retention are preventing the right solutions from being implemented.

Our Go-To-Market Diagnostic (GTMD) and CXO Growth Guidance solutions benchmark your GTM engine with a Growth Index, help normalize your data across the Bowtie, and provide executive-ready insights in 3–5 weeks.

→ Go-To-Market Diagnostic (for Revenue leaders)
→ CXO Growth Guidance (for Executives)

2. DESIGN

Even with clarity, teams lack a unified blueprint or directions forward. Disconnected metrics, too many processes, inconsistent language - these can all halt progress before day-to-day impact is realized.

Our Design Guided Pathways (see below) make sure this impact is realized. Over 12 months, we embed the core systems your team needs to scale: a working blueprint, hardwired into your workflows, so every team is aligned. Guided Pathways are structured as an annual subscription, renewing into our Growth Advisory Service.

→ Bowtie Data Model Guided Pathway
→ SPICED Operating Model Guided Pathway
→ GTM Process Design Guided Pathway
→ Enablement Accelerator Guided Pathway

3. DEPLOY

Strategy only matters if your team can live it every day. Too many companies stop at the whiteboard. The models make sense in theory, but frontline teams never fully adopt them. Reps fall back to old habits, playbooks gather dust, and impact stalls.

Our solutions - from ICP development, to playbooks, to training - turn design into execution.

→ ICP Design
→ Playbooks
→ Training & Coaching
→ Workshops
→ ABM Design
→ Sales Ready Messaging
 
 

HOW WE ASSURE IMPACT:

GROWTH ADVISORY

Growth isn’t a project—it’s a system that compounds over time.

Most consulting ends at delivery, leaving adoption and accountability up to you. Without ongoing support, momentum fades, old habits creep back, and your board is left asking the same tough questions.

With our Growth Advisory Service, you don’t just get a one-off engagement—you get a partner. A Lead Advisor meets with you monthly, runs quarterly reviews, and gives you access to the Growth Knowledge Base curated to your context. You’ll always know where you stand, how to course-correct, and how to stay on track toward compounding growth.

→ Learn more about our Growth Advisory Service

THE ULTIMATE GO-TO-MARKET SUPPORT TEAM

15+ subject matter experts are on your side to help you tackle specialized needs and targeted initiatives.

Walter Velazquez

Key areas of expertise: Revenue Architecture, GTM strategy

Fiona Chiu

Key areas of expertise: Revenue Architecture, Data analysis and modeling, GTM strategy

Jim Hopkins

Key areas of expertise: GTM strategy, Account-based strategy, Demand generation

Daniel Shpak III

Key areas of expertise: Curriculum development

Alia Pirani

Key areas of expertise: Customer Success coaching, Sales coaching, Manager coaching

Melissa Huggett

Key areas of expertise: Sales coaching, Manager coaching, Hosting kickoffs

Walter Velazquez

Key areas of expertise: Revenue Architecture, GTM strategy

certified icon
CERTIFIED SINCE 2022

My areas of expertise

Revenue Architecture - Bowtie Data ModelRevenue Architecture - Growth ModelRevenue Architecture - GTM ModelRevenue Architecture - Operating ModelGTM - Sustainable GrowthGTM - SaaS Benchmark MetricsGTM - Ideal Customer Profile (ICP)GTM - Leadership AlignmentGTM - Technology Stack MaturityGTM - Team CompensationGTM - SaaS Roles and Org Design

Some of my clients

Fiona Chiu

Key areas of expertise: Revenue Architecture, Data analysis and modeling, GTM strategy

certified icon
CERTIFIED SINCE 2021

My areas of expertise

Revenue Architecture - Bowtie Data ModelRevenue Architecture - Growth ModelRevenue Architecture - GTM ModelRevenue Architecture - Operating ModelGTM - Ideal Customer Profile (ICP)GTM - SaaS Benchmark MetricsGTM - SaaS Roles and Org DesignGTM - Team CompensationGTM - Sustainable GrowthRevenue Enablement - Sales Enablement Technology IntegrationCRM TrackingKPI DefinitionAdvance Data Analysis & Modeling

Some of my clients

Jim Hopkins

Key areas of expertise: GTM strategy, Account-based strategy, Demand generation

certified icon
CERTIFIED SINCE 2021

My areas of expertise

GTM - Account PlanningGTM - Account-Based StrategyGTM - Leadership AlignmentGTM - Ideal Customer Profile (ICP)Revenue Architecture - Operating ModelRevenue Enablement - Sales Enablement Technology IntegrationRevenue Enablement - SPICEDRevenue Enablement - Presentation DesignProspecting - Account-Based PlaysProspecting - Effective ResearchProspecting - Provocative MessagingMarketing - Demand GenerationMarketing - Messaging

Some of my clients

Daniel Shpak III

Key areas of expertise: Curriculum development

certified icon
CERTIFIED SINCE 2024

My areas of expertise

Curriculum DevelopmentInstructional DesignVideo Production

Some of my clients

Alia Pirani

Key areas of expertise: Customer Success coaching, Sales coaching, Manager coaching

certified icon
CERTIFIED SINCE 2018

My areas of expertise

Customer Success - ExpansionCustomer Success - Handling Difficult ConversationsCustomer Success - Joint Impact PlanningCustomer Success - OnboardingCustomer Success - RenewalsSales Coaching - Stakeholder ManagementSales Coaching - Trade vs. NegotiateSales Coaching - StorytellingSales Coaching - Relationship MappingSales Coaching - DiagnosingSales Coaching - DiscoveryManager Coaching - Developing a Coaching CadenceManager Coaching - Effective 1:1’sManager Coaching - REKS FrameworkCurriculum DevelopmentRevenue Enablement - Coaching & Skills AdoptionRevenue Enablement - SPICEDGTM - Account PlanningGTM - Hosting Effective KickoffsCustomer ExperienceCustomer AdvocacyAdvocate MarketingCorporate Gift StrategyProfessional ServicesEffective Communication/WritingRemote Learning Experience

Some of my clients

Melissa Huggett

Key areas of expertise: Sales coaching, Manager coaching, Hosting kickoffs

certified icon
CERTIFIED SINCE 2022

My areas of expertise

Sales Coaching - Deal AnalysisSales Coaching - DiagnosingSales Coaching - DiscoverySales Coaching - Effective DemosSales Coaching - Objection HandlingSales Coaching - StorytellingSales Coaching - Stakeholder ManagementSales Coaching - Relationship MappingManager Coaching - Developing a Coaching CadenceManager Coaching - Effective 1:1’sManager Coaching - Effective 1:1’sManager Coaching - Managing with MetricsGTM - Hosting Effective Kickoffs

Some of my clients

RESULTS YOU CAN EXPECT

Real results from an training engagement at a $670M ARR project management SaaS company

60 DAY LEADING INDICATORS

% of reps asking Impact Questions went from 32% to 90%
% of reps asking Critical Event Questions went from 21% to 70%

RESULTS AFTER 90 DAYS
Sales Cycle reduced by11%
Close Rate increase by21%

Real results from an end-to-end operating model implementation at
a $3B ARR public SaaS company

60 DAY LEADING INDICATORS

Increase in application of SPICED methodology to customer discovery calls

RESULTS AFTER 90 DAYS
Increase in ARR116%

FREQUENTLY ASKED QUESTIONS

What is offered under the DIAGNOSE product group?

Within the Diagnose product grouping, our solutions include:

  • Go-to-Market Diagnostic: Receive a  fact-based foundation to align teams, focus investments, and unlock sustainable, compounding growth.
  • CXO Growth Guidance: Receive a strategic growth framework that transforms uncertainty into clarity, aligns the C-suite around shared priorities, and assures investors
    that long-term targets are achievable. This is structured as an annual subscription to ensure ongoing impact, guidance, and up-to-date analysis of actionable data.
What is the difference between a Go-To-Market Diagnostic and CXO Growth Guidance?

Both are ways to diagnose and bring clarity, but they serve different needs:

The Go-To-Market Diagnostic (GTMD) is an operational assessment. It benchmarks your GTM engine, identifies systemic gaps, and provides a prioritized roadmap for improvement. It’s perfect for CROs, RevOps, and revenue leaders who need a clear fact base to guide execution.

CXO Growth Guidance is strategic advisory at the executive level. It aligns CEOs, CFOs, and boards around the top levers for compounding growth, provides investor-ready scenarios, and delivers ongoing executive alignment over time. It’s designed for when the stakes are high—board pressure, funding rounds, or long-term growth planning. It also includes the Growth Advisory Solution.

In short: A GTMD gives you operational clarity; CXO Growth Guidance gives you board-level confidence.

What is offered under the DESIGN product group?

Within the Design product grouping, our solutions include four Guided Pathway offerings.

A Guided Pathway is a 12-month, advisor-led journey designed to install the core elements of your growth engine. Instead of handing you a plan and walking away, we stay to activate, instrument, and iterate alongside your team. Each pathway combines workshops, coaching, and ongoing advisory, so systems don’t just get designed—they actually stick. Think of it as building the growth engine with you, not for you, and staying until it runs on its own.

We offer four Guided Pathways across the Bowtie:

  • Bowtie Data Model Guided Pathway: Receive unified, trusted data model that aligns leadership, empowers RevOps, and creates the foundation for predictable, compounding growth.
  • SPICED Operating Model Guided Pathway: Receive a repeatable operating model that aligns teams on customer value, drives higher win rates and retention, and builds a scalable engine for compounding growth.
  • GTM Process Design Guided Pathway: Receive a clear and consistent GTM process that aligns leadership, enables teams, and provides the structural foundation for predictable, repeatable, and scalable revenue growth.
  • Enablement Accelerator Guided Pathway: Transform fragmented training into a structured system—driving adoption, proving ROI, and aligning GTM teams for predictable, scalable growth.

Each Guided Pathway follows this approximate timeline:

  • Weeks 1-8: Design & Delivery
  • Weeks 9-12: Impact Roadmapping
  • Months 4-12: Ongoing Advisory

Each Guided Pathway renews into an annual Growth Advisory subscription.

What is offered under the DEPLOY product group?

Within the Deploy product grouping, our solutions include:

  • ICP Design: Receive a clear and validated ICP that eliminates wasted effort, improves win rates, and creates the focus needed to drive efficient, scalable growth.
  • Playbooks: Receive role-specific, ready-to-use playbooks that unify language and action, strengthen execution, and accelerate predictable, scalable growth.
  • Training & Coaching: Take part in a structured learning journey—from theory to mastery—that equips GTM teams with standardized frameworks, drives behavior change, and embeds skills for predictable, scalable performance.
  • Workshops: Ensure reps retain more with ongoing frameworks and enablement material unique to their vertical. Choose from 7 out-of-the-box workshop topics or tailor content to your needs.
  • ABM Design: Receive a validated, orchestrated account-based strategy that ensures targeted, personalized outreach, cross-functional alignment, and a clear path to pipeline, velocity, and expansion impact.
  • Sales Ready Messaging: Receive a repeatable conversation framework that elevates customer interactions, improves qualification, and drives more predictable pipeline conversion.

You are eligible, via engagement with any of the above solutions, to access our Growth Advisory Service.

What is included in the Growth Advisory Service?

The Growth Advisory Service is more than “check-in calls.” It’s a 12-month partnership designed to keep your growth system compounding long after the initial project ends. When you subscribe, you get:

  • A dedicated Lead Advisor who meets with you monthly, runs quarterly reviews, and keeps your priorities on track.
  • Access to our Growth Knowledge Base — a curated library of blueprints, frameworks, and assets, tailored to your context by your advisor.
  • On-demand guidance from a pool of 15+ expert advisors for specialized topics, from RevOps design to executive alignment.
  • Quarterly Impact Reviews tied to board cycles, so you always know where you stand and what levers to pull next.

Growth Advisory combines expertise, accountability, and practical resources to turn one-time wins into sustained, measurable impact.

You can learn more about our Growth Advisory Service here.

Where should I begin?

That depends on where you are in your journey:

  • If you’re uncertain where the bottlenecks are → start with a GTM Diagnostic to gain clarity.
  • If you’re in the boardroom needing assurance → begin with CXO Growth Guidance.
  • If you already know the gaps but need a blueprint → begin with a Design Guided Pathway.
  • If you’re ready to activate your teams → start in Deploy, equipping them with playbooks, training, and more.

Wherever you start, tacking on our Growth Advisory Service ensures that impact compounds, not decays. This can also be purchased standalone.

If you have questions, please contact us.

READY TO ARCHITECT YOUR GROWTH?

SPEAK WITH AN ADVISOR