From first call to handover.
Every engagement runs through the same five stages. Some clients only need one or two. The deeper retainers run through all five. The point of the structure is to make the work accountable, not bureaucratic.
- 01Discover
A confidential strategy call. We map the project, the team, the market position, and the commercial questions you actually want answered.
Output: a written scope and a recommendation on the right engagement.
- 02Diagnose
Forensic review of the commercial engine. Pipeline data, scripts, viewings, forecasts, commission structure, team capability, reporting cadence.
Output: a prioritised findings report and a 90-day action plan.
- 03Design
We rebuild what is broken and reinforce what is working. Conversion stages, scripts, KPIs, forecast model, and review cadence are redesigned around the project.
Output: a documented commercial spine the team can run on.
- 04Deploy
Implementation done with the team, not handed to them. Weekly pipeline reviews, coaching sessions, founder advisory, and live calibration against forecast.
Output: numbers that move and a team that owns the process.
- 05Defend
Handover. Internal owners take over the cadence. We step back to a lighter advisory line so the discipline survives our exit.
Output: a commercial function that no longer depends on us.