01 - Discover
Map the business model, channels, journeys, data and current decisions.
- Stakeholder interviews
- Campaign, tracking and CRM audit
- Reading of margins, CAC, retention and pipeline
Method
A method designed to produce better decisions.
We do not start by choosing a channel. We start by understanding the economics of the problem, the quality of the data and the team’s constraints.
02 - Frame
Turn findings into explicit priorities, with a shared definition of performance.
- North Star and secondary metrics
- Measurement plan and attribution rules
- Backlog prioritized by impact, confidence and effort
03 - Build
Connect campaigns, data, CRM and work processes into an usable architecture.
- Account and audience structure
- Events, naming and dashboards
- Automation and marketing-sales handoffs
04 - Test
Install an experimentation rhythm that separates useful learning from noise.
- Documented hypotheses
- Stop criteria and observation windows
- Review rituals and recorded decisions
05 - Scale
Increase investment only when operational capacity and economics allow it.
- Budget scenarios and guardrails
- Lead quality and processing capacity
- Continuous improvement and transfer plan
Start with diagnosis, not the solution.
A first conversation is used to understand the system, constraints and urgency level. Not to sell a generic package.
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