Every engagement runs through the same four phases. What changes is which service gets activated first, based on what your diagnostic actually found.
We don't start with a recommendation. We start with your funnel data, your ICP, win/loss patterns, and the same 10-question framework behind the GTM diagnostic — run in depth, with your team in the room.
Sales and marketing agree on the same definitions, the same narrative, the same north star metrics — before a single campaign launches. This is usually the fastest-trust-building phase, and often the cheapest.
The system goes live — demand gen, conversion, enablement, or all three, sequenced correctly based on your root cause, not run in parallel just because the contract has room for it.
Intelligence and ecosystem layers compound the result without proportionally more spend — the system keeps running and improving after the initial sprint ends.
PLG, SLG, and hybrid motions also change which service gets activated first. The diagnostic captures both before we ever recommend anything.
| Stage | Most common constraint | What we activate first |
|---|---|---|
| Series A ($1M–$5M ARR) | Strong win rates, insufficient volume — a demand creation gap, often with no real marketing function yet. | Positioning foundation, then a from-scratch demand gen engine. |
| Series B ($5M–$12M ARR) | Declining win rates despite higher volume — usually ICP drift, where the segment you're targeting has quietly shifted. | ICP audit and messaging house rebuild before touching channel spend. |
| Series C ($12M–$20M ARR) | CAC payback expanding at scale — channel saturation, and sales/marketing alignment cracks start to show. | GTM alignment workshop, CAC/LTV audit, and expansion/NRR system in parallel. |
| PLG motion | Trial-to-paid conversion and in-product activation, not top-of-funnel awareness. | Website conversion system and lifecycle email, sequenced before paid spend. |
| SLG motion | Sales cycle length and rep-to-rep messaging inconsistency. | Messaging house, sales enablement kit, and competitive battlecards. |
| Hybrid motion | A clean PQL-to-SQL handoff that nobody owns. | Lead scoring engine rebuild plus a joint GTM alignment workshop. |
Buyers can tell when AI output ships raw, and it costs trust when it does. Here's exactly where AI touches your engagement and where it never does.
The diagnostic runs the same root-cause logic used in Phase 01 — in about 4 minutes, for free.