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    Scope

    01Strategy

    Partnering with founders to build the GTM plan. Who to sell to, what to say, and which channels to invest in.

    Positioning
    One sentence that explains why a buyer picks you, tested in live conversations.
    Brand
    The story, voice and visual identity that make the company recognizable and trusted.
    Ecosystem
    Partners, connectors, referrals and champions who go to bat for you, including at events.
    Channels
    Choose where to invest based on buyer behavior and pipeline potential.
    ICP
    Define the companies, buyers and buying situations to prioritize.
    • ICP
    • Buyer personas
    • Positioning
    • Messaging
    • Brand
    • Brand voice
    • Visual identity
    • Category story
    • Narrative
    • Pricing and packaging
    • Offer design
    • Competitive analysis
    • Comparison pages
    • Ecosystem
    • Partnerships
    • Channel strategy
    • Launch plans
    • Market research
    • Customer interviews
    • Win and loss reviews
    • Claude
    • Lovable

    02Demand

    Everything a CMO owns: brand awareness, share of voice and a full-funnel demand engine that turns attention into MQLs and attributable pipeline.

    Brand awareness
    Top-of-funnel reach and share of voice across the channels your buyers already use.
    SEO and GEO
    Pages that rank in search and get cited in AI answers for your buying terms.
    Paid media
    Paid social and search with clear targeting, creative testing and CAC by channel.
    Content and case studies
    Thought leadership, founder posts and proof that move buyers from awareness to consideration.
    Conversion
    A website, landing pages and lifecycle nurture that convert traffic into MQLs, tracked to source.
    • Brand awareness
    • Founder LinkedIn
    • Thought leadership
    • Content calendar
    • Blog
    • Newsletter
    • Case studies
    • Customer stories
    • PR
    • Podcasts
    • SEO
    • AI search
    • Website
    • Landing pages
    • Paid social
    • Paid search
    • Retargeting
    • Events
    • Webinars
    • Community
    • Partner marketing
    • Email nurture
    • Product launches
    • Video
    • Meta Ads
    • Klaviyo
    • beehiiv
    • Lovable

    03Revenue

    Everything a CRO owns: target accounts, a clean pipeline, a sales process that converts and a forecast the board can trust.

    Target accounts
    A named account list with the decision makers and champions inside each one.
    Pipeline
    Qualified opportunities created from outreach, warm intros and inbound, reviewed every week.
    Sales process
    Stages, discovery, demos and close plans that raise win rate and deal velocity.
    Forecast
    A weekly forecast built from real stage data, so the number the founder commits is the number that lands.
    • Target accounts
    • ABM
    • Buying committees
    • Warm intros
    • Referrals
    • Founder outreach
    • Email sequences
    • LinkedIn outreach
    • Sales triggers
    • Intent signals
    • Discovery
    • Demos
    • Proposals
    • Sales decks
    • One-pagers
    • Objection handling
    • Pipeline reviews
    • Win rate
    • Deal velocity
    • Forecast
    • Expansion
    • Renewals
    • Sales enablement
    • Recruiting
    • Clay
    • Lemlist
    • HeyReach
    • LinkedIn

    04Operations

    Everything a COO owns: the systems, processes, hiring and planning cadence that keep the company running and every dollar of pipeline traceable.

    CRM setup
    A CRM set up around how your deals move from first touch to close.
    Integrations
    Website, ads, outbound and billing connected so data lands in one place.
    Automations and routing
    Leads routed to the right owner and followed up the same hour.
    Pipeline and reporting
    Weekly reporting on pipeline created, meetings booked and source of every deal.
    Hiring and planning
    Hiring plans, operating cadence and quarterly planning that keep the team moving in one direction.
    • CRM setup
    • Lead capture
    • Lead scoring
    • Lead routing
    • Enrichment
    • Integrations
    • Automations
    • AI workflows
    • Custom apps
    • Attribution
    • Analytics
    • Dashboards
    • Board reporting
    • Budget
    • Data hygiene
    • Tech stack
    • Hiring plans
    • Onboarding
    • Operating cadence
    • Quarterly planning
    • OKRs
    • Attio
    • Clay
    • Claude