ADVISORY

Embedded Execution Support

Move quickly to accelerate pipeline and revenue with hands-on, weekly-managed execution. 30–60–90 day plans align teams, close execution gaps, and scale existing growth levers, leaving a system your team can sustain.

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Trusted by Top PE Partners & Over 100 SaaS Clients
How We Engage

Embedded Execution Support. Fractional by Design.

Start with a 360 audit, execute a focused Growth Sprint, and measure outcomes—pipeline & bookings—with the PUSH order of operations. Stop at Diagnose or keep us embedded to run the plan.

1

DIAGNOSE
WITH 360 AUDIT

The commercial audit helps us identify our starting point. Deliverables include: 360 GTM Scorecard, Recommendations & Findings and Project Plan. Audits take ~2-4 Weeks.

2

EXECUTE WITH QUICK
GROWTH SPRINT

We turn the project plan into a Growth Sprint by forming a cross-functional Tiger Team and working through the project plan. Deliverables vary based on plan. Growth Sprints last ~4-12 Weeks.

3

MEASURE TO
OUTCOMES

Throughout the sprint we measure the KPls directly tied to our activities as well as the resulting lift in pipeline and bookings.

Diagnose & Develop a Plan

The Commercial Audit

A focused 2–4 week assessment scored across 6 focus areas and ~20 execution levers. The audit surfaces growth levers, pinpoints execution gaps, and sequences decisions using the Push Order of Operations. Deliverables include: Audit Detail, Company Scorecard, Recommendations, and a Project Plan

1

Org

Role Definitions • Cross-Team Alignment • Performance Management

2

Market & Messaging

Ideal Customer Profile (ICP) • Personas & Positioning • Website

3

Demand & Pipeline

SLA • Inbound • Outbound • Partner Program • PLG / Self-Serve

4

Selling & Bookings

Contribution • Territories & Quotas • Value Selling • Sales Enablement

5

Customer & Expansion

Loyalty & Retention • Advocacy & Health • Expansion

6

RevOps, AI & Tools

Forecasting • Tooling • AI Adoption • Reporting

What this Looks Like

Every engagement is scoped to your organization’s stage and priorities.

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Diagnose with a Commercial Audit

2–4 weeks

Deliverables: 360 GTM Scorecard, Recommendations & Findings, Project Plan.

Purpose: establish starting point and sequence the next best decisions.

Execute with a Growth Sprint

4–12 weeks

Measure to Outcomes — ongoing through the sprint

Start with the Four Decisions

Four questions that align execution across teams

Commercial strategy is a sequence of decisions, not a task list. When operationalized, these four decisions interlock to align marketing, sales, customer success, and finance for predictable growth.

Who do we sell to?
Align on the buyers most likely to convert and renew.1
Ideal Customer Profile (ICP)

Execution: Segmentation Analysis; ICP Definition; Account Scoring; Personas & Positioning

Measurement: Company Benchmarks; Market Penetration

Outcome: Lead Quality Improves

How do we sell to them?
Turn demand into pipeline and bookings.2
SLA (Demand Engine)

Execution: Lead Handoff Rules; Qualification Criteria; SLA Governance; Conversion Process

Measurement: MQL→SQL Rate; Stage Velocity; SLA Adherence

Outcome: Pipeline Improves

Where do we find them?
Commit to where pipeline and bookings come from.3
Contribution

Execution: Bottom-Up Targets; Pipeline Source Mix; Territories & Quotas; Campaign Plan

Measurement: Bookings vs. Plan by Source; Pipeline Coverage

Outcome: Bookings Improve

How do we sustain it?
Set the priorities that compound growth over the hold.4
OKRs

Execution: Company Objectives; OKR Project Plan; Growth Narrative; Exit Dashboard

Measurement: OKR Attainment; Revenue per FTE; Exit Readiness

Outcome: Enterprise Value Improves

Different by Design

Embedded execution support to lift pipeline and bookings, not slide decks that gather dust, a sales-only fractional CRO, or a project factory detached from GTM execution.

Growth AdvisorFractional CROConsulting FirmGoolsby
ScopeBroad GTM Strategy (not bookings-tied)Sales org leadership, quotas (often positioned as GTM-wide)Campaigns or transformation projectsSales & Marketing support to lift pipeline and bookings
ApproachDecks & Playbooks; execution left to CRO/CMORuns Sales; Marketing & RevOps typically siloed or underdevelopedHeavy deliverablesDiagnose, embed with team to execute, track results
InvolvementAdvisory OnyEmbedded, but sales-focusedProject-based, detached from GTM executionHands-on, weekly syncs, milestone accountability
FrameworksAnecdotal playbooksStrong sales playbooks, not cross-functionalProprietary, may not be SaaS- or Industry-specificPush Framework, built from 100+ SaaS engagements
OutcomesInsights, strategy slidesImproved sales management, inconsistent growthDeliverables, slower ROIPipeline & bookings lift

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We’ll choose the path that’s right for you.