The 4 Phases

Each phase delivers value you keep. But the real power is stacking them: each phase feeds the next.

Month 1

Research & Positioning

The knowledge foundation that powers everything else.

Deliverables

Market research report, ICP documentation, positioning framework, refreshed sales assets. All yours to keep.

What happens

  • search
    Deep market research

    Competitors, alternatives, ecosystem mapping, market positioning. AI agents comb through news, podcasts, reviews, and case studies to understand the landscape.

  • gps_fixed
    ICP refinement

    Your Ideal Customer Profile gets defined with real data, not assumptions. What size companies? Which industries? Which roles make buying decisions? What problems do they have budget to solve?

  • chat_bubble
    Positioning and messaging

    Validated with friendly customers and real conversations, not pulled from thin air.

  • description
    Asset alignment

    Website, pitch decks, LinkedIn profiles, and sales collateral get refreshed so everything speaks the same language.

What you get

  • school
    A structured knowledge base that AI agents can query so every email, call prep, and reply draws from it
  • ads_click
    Sales assets that land with prospects
  • my_location
    Clear targeting: who to reach, why they'll care, how to find them
Months 2-3

Activation & Tooling

The engine that finds and activates high-fit prospects.

Deliverables

Prospect activation system, enriched target lists, campaign templates, performance dashboard.

What happens

  • filter_alt
    Tiered enrichment

    A budget-protecting waterfall. Cheap firmographic checks first, then AI validation for qualitative fit, then deep research to filter out high value targets.

  • person_search
    Ghost Profile discovery

    Besides our 25 data provides the engine can find persona’s who aren't active on LinkedIn by scraping company sites, blogs, forums, and news.

  • campaign
    Multi-source activation

    Act on real buying signals: intent data, event attendance, funding announcements, job changes, social engagement. Reach out when there's a reason, not randomly.

  • science
    Campaign execution

    Continuous A/B testing of messaging and channels. What works gets scaled, what doesn’t gets killed.

What you get

  • filter_list
    A qualified pipeline of verified, interested prospects
  • dns
    Infrastructure that scales with your growth
Months 3-5

Revenue Operations

AI agents embedded directly into your sales workflow.

Deliverables

AI agents embedded in your workflow, documented sales playbooks, call transcription system, multi-channel orchestration.

What happens

  • mail
    Reply Agent

    When a prospect replies, AI pulls full conversation history, queries your knowledge base, and drafts a context-aware response. Generated drafts appear in your drafts folder for review.

  • phone_in_talk
    Call Prep Agent

    Delivers a briefing before every meeting: conversation history, company research, 3 to 5 hooks based on your sales playbook, recommended talking points.

  • summarize
    Post-Meeting Agent

    Every interaction gets transcribed. You get follow-up email drafts, researched answers to unanswered questions, and next-step recommendations.

  • menu_book
    Sales playbook development

    Our team co-runs the first discovery calls. What works gets documented and built into a structured playbook.

  • call_missed_outgoing
    Multi-channel re-activation

    If email goes cold, shift to LinkedIn. If LinkedIn doesn't work, try WhatsApp or phone. Never lose a deal because you got stuck in one blocked channel.

What you get

  • speed
    Sales reps moving faster with less time on admin and more time selling
  • trending_up
    Higher close rates from better prep, faster follow-up, and consistent messaging
  • library_books
    Playbooks that new hires can follow from day one
  • auto_graph
    A system that learns from every interaction
Month 6+

RevOps Intelligence

Harvesting the data foundation built in Phases 1-3 to drive strategy.

Deliverables

Unit economics reporting, win/loss analysis framework, updated playbooks and positioning, ongoing strategic advisory.

What happens

  • calculate
    Unit economics

    Hard data on cost per discovery call, stage-by-stage drop-offs, and true channel ROI.

  • psychology
    Win/loss analysis

    Mining closed deals to see what *actually* drives decisions—price, features, or timing—and feeding that back into targeting.

  • loop
    Conversation-to-content loops

    Surfacing the actual language prospects use in calls to rewrite your positioning and assets.

  • handshake
    Strategic partnership

    Leadership deep-dives on pipeline health, market signal synthesis, and validating new markets before you commit resources.

What you get

  • auto_awesome
    A growth engine that gets smarter every month as data compounds, playbooks improve, and targeting sharpens
  • explore
    Strategic counsel that turns data into direction instead of just dashboards to watch
  • rocket
    The ability to spin up new markets or verticals without starting from scratch

Start Your Journey

Stop guessing. Start building a system that scales.

Book a Blueprint Call