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Workshops

Push Workshops

Guided decision-making for rapid deployment. Available standalone or as part of an embedded engagement.

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ICP Workshop

AI-Ready ICP Data Map

Most teams inherit an ICP or assume they have one. This workshop pressure-tests that assumption and builds the foundation for data-driven validation. Walk away with an AI-Ready ICP Data Map your RevOps team can use to test segments in the CRM, a structured hypothesis to validate, and training on how to run the analysis.

  • Align Teams Fast: Sales, Marketing, CS, and Product agree on the same ICP traits.
  • Quick Start for AI Scoring: Structured inputs to guide build of AI models (Zoominfo, 6sense, HubSpot scoring).
  • Connection to Market Study: Links ICP hypothesis to market study and investment thesis.
  • Training Included: Team training for segmentation analysis so the work continues after the session.

The workshop improves:

  • TAM Expansion
  • $ARR
  • #Logos
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SLA Workshop

Build Your RevOps Playbook

Sales and Marketing alignment accelerates when there’s a shared system for how leads move through the funnel. This workshop builds that system. Walk away with a RevOps Playbook covering funnel stages, SLA rules, and attribution logic, plus a centralized email playbook and lead scoring model your team can enforce immediately.

  • 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
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Contribution Workshop

Model Your Bookings Plan

Every PE-backed company has a bookings number. The Contribution Workshop builds the model that shows how to hit it, connecting pipeline sources, conversion rates, and team capacity into a shared operating plan. Walk away with a GTM Bookings Model, pipeline targets by source (inbound, outbound, partner, expansion), and bottom-up funnel conversion targets the CFO can govern against monthly.

  • 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
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OKR Workshop

Define Your Path to Exit

The ICP, SLA, and Contribution decisions build the commercial engine. OKRs connect that engine to long-term value creation. This workshop helps CEOs set company priorities that move exit metrics, not just operational goals. Walk away with CEO-level OKRs tied to enterprise value, a project plan with tracking cadence, and a communication framework to tell a consistent growth story to the board.

  • 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
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Intensives

Playbook Workshops

Built from proven playbooks and 100+ SaaS engagements, these workshops build early adoption momentum and establish new operating practices in the areas that generate a lift — a fast way to upskill your team for the next stage of growth.

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

Map the buyer experience across Sales, Marketing, and CS to identify expansion triggers, reduce churn risk, and grow lifetime value.

  • LTV

AI-First GTM Teams

Build an AI roadmap tied to company objectives, identify high-impact pilot use cases, and enable the team on practical AI adoption.

  • CAC
  • ARR:FTE

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Start aligning your leadership team in under 48 hours.

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