Results & Proof.
What we install in 30 days: five operating processes, the Partner Journey Atlas™, 50 pre-qualified prospects, a dashboard & data spec, and an owner who can run it.
30 days to program live
5 runbooks installed
50 prioritized prospects
1 owner trained
1 dashboard & data spec
30 days to program live
5 runbooks installed
50 prioritized prospects
1 owner trained
1 dashboard & data spec
Security SaaS (Mid-market): Day-30 foundation, 60–90d lift
Day-30
Processes, Atlas™, 50 targets
Weeks 6–12
7 partner-sourced meetings
First win
Warm-intro assist
Starting Point
Sales-led growth, no formal partner motion, ad-hoc “referrals,” no shared definitions or views.
What We Installed in 30 Days
- Five operating processes with checklists: Prospecting, Recruiting, Onboarding, Engagement Rhythm™, Enablement.
- Partner Journey Atlas™ (workflows, templates, glossary, operating calendar, versioning).
- Dashboard & data spec (KPI definitions, required fields, saved views, hygiene rules, test scripts).
- 50 pre-qualified prospects with contacts, rationale, and a “first 20 to contact” shortlist.
- Owner enablement: two live sessions; recorded Atlas walkthrough for always-on reference.
Day-30 Proof
- Processes published; Atlas™ live and shared; dashboards spec signed off with test screenshots.
- Priority partner list activated internally (talk tracks and intro handoff template ready).
- Operating calendar live; single source of truth established and named.
Fintech (Growth): Governance & visibility unlock early wins
Day-30
Dashboards spec’d & tested
Weeks 6–12
2 co-sell assists
Trend
Cleaner source tagging
Starting Point
Informal referrals, no attribution definitions, and no repeatable engagement rhythm.
What We Installed in 30 Days
- Engagement Rhythm™ with weekly operating review and simple scorecards.
- Attribution and KPI definitions embedded in the data spec with hygiene rules.
- Templates pack: warm-intro handoff, quarterly plan & review (QBR/JBP), enablement checklists.
- Runbooks v1 across recruiting, onboarding, and enablement with “done” checks.
- 50 pre-qualified prospects organized by segment and priority.
Day-30 Proof
- Dashboards definitions approved; test scripts executed with screenshot proofs.
- Quarterly review template adopted; owner trained and calendar active.
- “First 20 to contact” queue handed to SDR/owner with talk tracks.
DevTools (Seed): Zero-to-one partner motion, fast
Day-30
Processes live + Atlas™
50
Prospects w/ contacts
Weeks 8–12
5 first meetings
Starting Point
AE one-offs and inbound “asks.” No target list, no definitions, no partner workflows.
What We Installed in 30 Days
- Five runbooks (v1) with checklists and “done” criteria; single source of truth established.
- Partner Journey Atlas™ with workflows, templates, operating calendar, and change-log.
- Dashboard & data spec with KPI definitions, required fields, saved views, and tests.
- 50 pre-qualified prospects, prioritized with a “first 20 to contact” shortlist.
- Live training (2×60) + recorded Atlas walkthrough for the owner and team.
Day-30 Proof
- Processes published; Atlas™ live; dashboards spec approved with test screenshots.
- Owner operating cadence active; outreach sequence kicked off to priority targets.
- Templates deployed for warm intros and quarterly planning.
Proof points reflect Day-30 deliverables and 60–90-day leading indicators. Client identities are anonymized; screenshots and counts are redacted or summarized where appropriate.