Five stages, one team. Each stage answers one question and hands the next a concrete deliverable. Start at the beginning, or where you need us most.
Five stages, each with one question and one deliverable. Measurement closes the loop.
01
Diagnose
Typically 2 to 3 weeks
Why did growth stall, and what is it worth to fix?
We review the numbers, interview leadership and front-line teams, and look at your market and competitors. The goal is an honest picture of where you are, before anyone decides where to go.
What we look at
Revenue, margin and pipeline trends
Customers, segments and churn
Market position and competitors
Team, structure and ways of working
What you get
A plateau diagnosis: the three to five real causes
What is within reach and what is not
The size of the opportunity
A recommended path forward
02
Strategy
Typically 4 to 6 weeks
Where is the company going, and what will it say no to?
Working sessions with your leadership team turn the diagnosis into decisions. We define the destination and the principles that guide every choice on the way there.
We use our own frameworks to structure the work. EPIC (Expand, Penetrate, Innovate, Capitalize) organizes a growth strategy into four pillars and coded initiatives. SUCCEED, its successor, adds seven pillars for scaling: products, security, culture, controls, efficiency, footprint and operational excellence, each tied to corporate KPIs. See EPIC and SUCCEED in a real engagement
What we decide together
Mission, vision and values
Three-year strategy and targets
Five- and ten-year direction
Where to play, and where not to
What you get
A one-page strategy anyone can repeat
Annual and three-year targets
Strategic priorities, in order
A leadership team aligned on all of it
The strategy house. Every program is a pillar that holds up the strategy, and every program rests on the same values.
03
Programs
Typically 3 to 4 weeks
What has to be built to get there, and who owns it?
A strategy is only as good as the vehicles that carry it. We turn priorities into a short list of programs, and design how they work together so the whole adds up to the goal.
For every program
A clear objective tied to the strategy
One accountable owner
Two to four KPIs with targets
Milestones for the first 90 days and the first year
What you get
A program map showing how programs connect
Budgets, resources and dependencies
A governance and reporting rhythm
A launch plan for execution
04
Execution
Runs in 90-day cycles
Who does what this quarter, and how do we get traction?
We work inside the programs with your team: setting up the process, coaching the people, and doing the work where a hand is needed. When a program needs specialist skills, we bring them in from our network.
Where we execute
Sales and pipeline
Marketing and demand
Business development and partnerships
Go-to-market and launches
Product design and development
Customer success and retention
How we work
Embedded with your program owners
Weekly working sessions
Playbooks your team keeps after we leave
Specialists added only when needed
05
Measure
Monthly reviews, quarterly resets
Is it working, and what do we change?
Every program reports against its KPIs. Leadership sees one scorecard each month, makes decisions on facts, and resets targets every quarter. Results feed back into the strategy.
Growth scorecardQ3 review
Program
KPI
Progress to target
Status
New market entry
Qualified pipeline
On track
Sales engine rebuild
Win rate
On track
Product line launch
First 20 customers
Watch
Retention program
Net revenue retention
On track
An example of the monthly scorecard leadership reviews. Programs and figures are illustrative.
Start where you need us.
Most clients begin with a diagnosis. From there, you choose how far along the path we go together.
A typical first engagement. Timings depend on your size and scope.
Diagnose and Strategy
Strategy
We diagnose the plateau and set the strategy with your leadership team: mission, vision, values, and the three-, five- and ten-year direction.
Diagnose to Programs
Strategy and programs
We add the program design: objectives, owners, KPIs and how the programs fit together. Your team runs execution.
The full path
End to end
We stay through execution and measurement, working alongside your team and reporting progress until the results are in.
Not sure where to start?
Take the Plateau Check, or tell us where you are and we will recommend the first step.