Identify and invest in the best growth strategies.
How we work with you
1. Align on shared strategic objectives
Unify behind an integrated set of growth objectives across company, finance, and GTM leadership
Short-list growth opportunities by product, market, segment, or account type
Prioritize revenue growth sources, such as driving net new bookings/logos, gross retention, expansion, or GTM performance optimization
Identify sales strategy & coverage model requirements by team/role
Agree on high-level KPIs and milestones
2. Construct a cohesive data foundation
Build a structured business dataset. Consolidate existing data from disparate GTM or Finance systems. Translate qualitative GTM business information into shared data definitions, metrics, and insights
Assemble a growth opportunity dataset. Use internal + external data to project your TAM. Translate market intelligence and qualitative insights of the GTM team into structured data
Gather productivity data, such as role-based time allocation for lead generation, deal management, or account coverage roles
Align on a cross-functional data model. Determine volume definitions, segmentation, revenue sources, and KPIs. Define conversion metrics across Marketing, Sales, Service and FP&A
3. Model growth sources & scenarios
Build dynamic short-term and long-term scenarios by segment, product, and revenue source
Quantify revenue upside from productivity improvements
Analyze and prioritize your top growth opportunities
4. Model GTM capacity investments
Use GTM business data to identify team actions required for enabling growth outcomes
Structure activities into roles and responsibilities across Marketing, Sales, and Service teams
Build a bottom-up hiring plan that factors in key execution variables, such as ramp, quota performance, and attrition
5. Make joint investment decisions
Evaluate growth investments through a shared GTM/Finance decision-making framework
Ensure you are investing in the right growth initiatives through cross-functional alignment
6. Establish ongoing collaboration
Periodically review GTM effectiveness and the impact of growth investments
Formalize a sustainable GTM-Finance collaboration cadence that fosters cross-functional trust, empathy, and alignment
