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
