Engagements
There's no business like your business, and no one knows it better than you.
We begin every engagement by understanding your specific objectives.
We use the four challenge spaces to locate where the scale-up gap is hitting hardest, then match that to a proven approach, tailoring the engagement to fit your constraints and requirements.
Diagnostic
Find Your Starting Point
Your Challenge
Cause
What You're Seeing
Our Engagement
Speed
Drag
Sluggish market moves, companywide misalignment, competitive threats left unanswered
Product
Inertia
Waning adoption, feature commoditization, an anemic innovation pipeline
Churn
Friction
Poor customer experience, retention difficulty, outcomes not being delivered
Process
Waste
Excessive time to value, obstructed value streams, ineffective workflows
Culture
ALL
Erosion of trust, lack of entrepreneurial team spirit, poor employee satisfaction, high voluntary turnover
The Work
Engagement Details
We guide leadership teams through the strategic choice-making process developed by Roger Martin — focused on two questions: where to play and how to win. We then help test assumptions and roll out strategy using OKRs, from the top of the organization to the front lines.
Typical outcome: A clear, testable strategy with cross-company alignment and a deployment roadmap.
Needed to scale Global Executive Marketing. Led field enablement strategy design.
Wanted to move into new markets. Facilitated strategy summit resulting in three winning market moves.
We use sprint-based methods to work backwards from customer needs, rapidly generating and testing concepts before committing resources. Whether you're designing something new or redesigning something that's stalled, the goal is the same: move from insight to prototype in days, not months.
Typical outcome: Validated concepts ready for development, with a prioritized innovation pipeline.
Wanted more intuitive product UX. Led four-team experience redesign and testing.
Needed innovation governance. Implemented a strategic innovation framework.
We map the full customer journey — every touchpoint, every interaction — to understand what customers are actually trying to accomplish and where the current experience falls short. This enables your team to design signature experiences and build the kind of loyalty that shows up in retention, expansion, and NPS.
Typical outcome: A current-state and future-state customer value map for key personas, with prioritized improvement opportunities.
Wanted better customer insight. Mapped and realigned sales team to eight unique personas.
Needed insight into low SMB adoption. Revealed and closed 25+ friction points and value gaps.
Our most measurably impactful engagement. We guide teams to map, analyze, and simplify the critical workflows that are creating drag on customer value and company scale. The approach is subtractive — removing wasteful steps to make room for what matters. For companies that want to embed this as a core capability, we help build that too.
Typical outcome: Streamlined workflows with measurable reduction in cycle time, rework, and waste.
Needed better customer support response. Shrunk resolution time 77%.
Wanted to shrink time-to-value. Decreased sales cycle by 50%, decreased implementation time 66%.
We guide senior leadership teams in developing "people/culture fit," discovering and instilling authentic core values representing the unique and non-negotiable behaviors critical to high performance, strategy activation, and meaningful change. For companies seeing culture as a competitive advantage necessary complement to strategy.
Typical outcome: Compelling core value statements, people/culture fit, employee engagement.
"The Lean Optimization approach forced our teams to think differently, for the first time really focus on the root cause of our challenges and identify clear and actionable steps to improve our process. We went from a ticket response time of 7 days to under 7 hours."
— Dave Keil, COO
"The Customer Value Mapping exercise was a highly engaging session, and using this framework gave us a new perspective on our day-to-day interactions with our customers and a long list of items to be done in order to close gaps and drive more savvy and impactful growth!"
— Amit Bareket, Co-Founder
The Format
How Engagements Work
Workshop-based.
Engagements are typically structured as team-focused guided sessions of 1-day sprints or 2-day summits, complete with pre-event prep, expert facilitation, and built around proprietary visual canvases encompassing frameworks described above.
In-person or virtual.
We've run hundreds of sessions in both formats. Remote sessions use digital canvases that replicate the in-person experience.
Your team does the work.
We bring the frameworks, facilitation, and field experience. Your team brings the domain knowledge. The solutions that emerge are ones your people built — which means adoption isn't a separate workstream.
Custom-tailored.
No two companies have the same version of the scale-up gap. Every session is designed around your specific situation, not a generic template.
We offer 1:1 hourly executive coaching and 1:many daily senior leadership team advisory sessions upon request.