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ADVISORY

The Workshops Behind the 100-Day Playbook

Four working sessions designed for growth-stage CEOs and operators to turn strategy into execution—fast.

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ICP Workshop

AI-Ready ICP Data Map

Define your ideal customer profile using real data, align leadership on your ICP hypothesis, and prepare your systems for AI scoring.
  • Align Teams Fast:
Sales, Marketing, CS and Product agree on the same ICP traits.
  • Quick Start for Al Scoring:
Structured inputs to guide build of Al models (Zoominfo, 6sense, HubSpot scoring)
  • Quick Start for Al Scoring:
Structured inputs to guide build of Al models (Zoominfo, 6sense, HubSpot scoring)
  • Quick Start for Al Scoring:
Structured inputs to guide build of Al models (Zoominfo, 6sense, HubSpot scoring)
The workshop improves:
  • Team Expansion
  • $ARR
  • #Logos
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SLA Workshop

Build Your RevOps Playbook

Map the hand-offs, fix conversion leaks, and codify the process your revenue engine needs to scale.
  • Align Sales & Marketing:
Around a single SLA, scoring rules, hand-off process and more.
  • Unlock Exiting Pipeline:
Works to convert existing demand to pipeline right away.
  • No Pre-Reqs Required:
Designed to start where your team is.
  • Quick Start for Al Scoring:
Lead → Opp conversion rate improves within first quarter post training.
The workshop improves:
  • $Pipeline
  • Opps
  • CAC
Contribution Workshop

Model Your Bookings Plan

Bring finance, sales, and marketing together to build and commit to a unified bookings plan.
  • Build a 2-Year Growth Plan:
Break bookings targets down to funnel metrics that can be tracked weekly.
  • Squelch Team Infighting:
Replace finger-pointing with shared numbers-based view of pipeline and bookings.
  • Surface Growth Levers:
Scenario plan assumptions and trade-offs to hit targets and adequately fund resources.
  • Enable CFO Governance:
Position Finance to run bookings tracking cadences to track progress to the plan regularly.
The workshop improves:
  • $Pipeline
  • Pipeline Coverage
OKR Workshop

Define Your Path to Exit

Translate growth targets into actionable OKRs, establish governance, and align your SLT and board around what matters most.
  • Establish the Path to Exit:
Tie company-wide priorities directly to the investment thesis and value-creation plan.
  • Focus the Team:
Limit priorities to the strategic moves that expand enterprise value over the long-term.
  • Coordinate the ELT:
Break OKRs into milestones the exec team can track and own.
  • Tell the Growth Story:
Use OKRs as the tool to communicate the growth story you’ll tell to the board and to the next buyer.
The workshop improves:
  • Enterprise Value
  • Exit Metrics
Other Workshops

More Frameworks

With industry experience and proven playbooks, I help leadership teams zero in on the right decisions for their stage and operationalize them quickly for immediate impact.

Full-Funnel Campaign Planning

Remove demand-gen volatility and build a predictable pipeline engine to support sales and customer success.

  • $Pipeline
  • Opps
  • Logos

Customer Journey Map for LTV

Grow LTV by aligning Sales, Marketing, and CS motions to the buyer’s experience.

  • LTV

AI-First GTM Teams

Improve team efficiency with an AI-First GTM Motion

  • CAC
  • ARR:FTE

Book a Workshop

Start aligning your leadership team in under 48 hours.

Book a Workshop