When this is the right service
Pick this when the product strategy isn't connecting to revenue:
- The board has asked for a growth thesis with numbers, not adjectives.
- A new CEO, CGO, or CPO is in seat and needs to ship a plan, fast.
- The team can't agree on which product bet to double down on.
- A pivot, fundraise, or PE hold-period reset requires a defendable thesis fast.
- Several pilots are running and none are connected to a revenue path.
What you get
One board-ready growth thesis with the artifacts to act on it the day after the readout.
- ICP definition — named segments, buyer roles, and disqualification criteria.
- Market opportunity sizing — addressable market, penetration scenarios, and unit economics.
- Value proposition — by segment, with the proof points required to win.
- Pricing & packaging hypothesis — tested against at least 5 buyer conversations.
- Activation plan — milestones, named owners, and decision gates.
- CEO / board readout — a deck and a 30-minute walkthrough you can re-use with investors.
Methodology
Four phases. Each phase has a named owner, a single output, and a decision gate before the next phase begins.
Phase 1 — Focus the bet. Executive interviews, market scan, customer conversations. Output: which 2–3 bets matter and why, with leadership signed off on the cut list.
Phase 2 — Develop the strategy. ICP, value proposition, pricing & packaging, and a tested commercial hypothesis. Output: a strategy your teams can build to.
Phase 3 — Plan the activation. Capability assessment, the activation plan, named owners, decision gates. Output: a board-ready plan everyone can execute against.
Phase 4 — Readout & handoff. Board-ready deck, 30-minute walkthrough, and a 30-day check-in scheduled. Output: a thesis your CEO can defend and your board can fund.
Proof
FAQ
How is this scoped? Fixed-scope, milestone-billed against named deliverables. We do not bill hourly. If scope changes mid-engagement, we re-quote in writing — we do not pad invoices.
How is this different from a McKinsey/Bain study? We are senior operators, not generalist consultants. The output is a plan your team can execute, not a deck that sits on a shelf. We are also built for growth-stage companies, not Fortune 500 budgets.
What size company is this for? Series B–D, PE-backed portfolio companies, or growth-stage healthcare/fintech/ad-tech/SaaS businesses with $20M–$200M revenue.
What happens after the engagement ends? Most clients move into one of two things: a GTM System build to operationalize the plan, or an AI Optimization engagement if the plan depends on AI/data work. There is no obligation either way.