Weeks 1 to 2
Phase 1: Discovery and audit
- Meet reps and listen to real sales calls
- Audit CRM: account counts, duplicates, field hygiene
- Map the full funnel: volume and conversion at each stage
How we work
A process built around handover
Most GTM projects fail because someone builds before understanding the business. We do the opposite.
Weeks 3 to 4
Phase 2: Design
- Audit the tool stack and every stakeholder's piece of it
- Define ICP, TAM, scoring approach, and rules of engagement with your sales leadership
- Agree success metrics and a baseline
Month 2 onward
Phase 3: Build
- Data foundation first
- Then signals, then outreach and agents
- Short sprints with visible weekly progress
End of engagement
Phase 4: Optimize and hand over
- Document every workflow
- Train your team
- Transfer ownership of all accounts, workflows, and credentials
What you can expect from us
- A single point of contact
- Weekly update, biweekly review
- A written scope with defined deliverables
- Full documentation, no lock-in
What we need from you
- Access to CRM and tools
- A sales lead available for input on ICP and rules
- Willingness to act on what the system surfaces
The best systems fail if no one uses them. We build enablement into every project.
Find out what's holding your pipeline back.
In a free GTM audit, we review your data, stack, and funnel and tell you the three highest-impact fixes, whether or not you hire us.
Book a free GTM audit