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Delivery process

A process with a decision at every stage.

Six stages from first conversation to a system your team runs. Each ends with something you can review, and a decision that is yours to make, including the decision to stop.

The six stages

  1. 01

    Discovery

    A conversation about your offer, your market and how you win work today.

    What happens

    • Your goals and constraints
    • Who buys from you now and why
    • What has and has not worked
    You receive
    A shared understanding of the problem, or an honest view that we are not the right fit.
    Your decision
    Whether an assessment is worth doing.
  2. 02

    Workflow and GTM assessment

    A structured look at the current process, tools and data, from first contact to closed work.

    What happens

    • Map the current pipeline and hand-offs
    • Review CRM, data quality and tools
    • Identify the gaps that cost the most
    You receive
    A written assessment with prioritized findings.
    Your decision
    Which findings to act on first.
  3. 03

    Proposed implementation scope

    A defined scope, timeline and price for the work you choose, with clear exclusions.

    What happens

    • Deliverables and acceptance criteria
    • Measures agreed in advance
    • Responsibilities on both sides
    You receive
    A scope document you can approve, change or decline.
    Your decision
    Approve the scope before any build work begins.
  4. 04

    System setup and integration

    Configuration of workflows, CRM, integrations and reporting in your accounts.

    What happens

    • Build in your tools, under your ownership
    • Connect sources and destinations
    • Document as we go
    You receive
    A working system in a test state.
    Your decision
    Sign off each component as it is completed.
  5. 05

    Testing and handover

    Test against the agreed acceptance criteria, then train the people who will run it.

    What happens

    • Test with real scenarios
    • Fix what fails
    • Training and written guides
    You receive
    A system your team can run without us.
    Your decision
    Accept the handover, or list what is outstanding.
  6. 06

    Optional ongoing support

    Managed operations, periodic reviews or ad hoc help. Only if it is useful.

    What happens

    • Managed GTM operations
    • Monthly or quarterly reviews
    • Changes as your market moves
    You receive
    A system that keeps up with the business.
    Your decision
    Whether, and how, to continue.

Working together

What each side brings

GTM systems only work when someone on your side owns them. These expectations are set out in every scope.

What we need from you

  • A named person who can make decisions and approve outreach
  • Access to the CRM and other tools in scope, in accounts you own
  • A clear offer, and honest information about what has been tried
  • Responsibility for compliance with the laws that apply to your outreach and data

What we will not do

  • Promise a number of leads, meetings or revenue
  • Send anything in your name without your approval rules
  • Use data sources you have not approved
  • Lock your systems into accounts we own

Next step

Start with a discovery conversation

Tell us what you sell and where the process breaks down. If we are not the right fit, we will say so.

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