THE METHOD
A commercial engine you can see, score and trust
Two parts: a diagnostic that replaces the industry estimate with your measured number — where your engine leaks, scored on your own data — and an install that closes what it finds, track by track or all at once.
Financial picture
Sales
Marketing
Customer success
ICP / Segmentation — who you sell to, and who you don't.
Pricing & Packaging — how you capture the value you create.
Signal P&L — ranks marketing by revenue produced, not opens and clicks.
Unified Pipeline — one pipeline definition across marketing, sales and finance.
Qualified Pipeline — only deals with a real chance of winning in the number.
GTM Efficiency Index — the one number the board tracks.
The Install builds the working infrastructure the Assessment costed: 6–10 weeks depending on scope, in sequence — foundations before playbooks.
The leak is usually in two places: the foundations, and the seams between functions — not inside any single function. That's where the install concentrates. The three tracks build outward from a connected core; most engines don't need every function rebuilt, they need the functions joined up and the offer made buyable.
Foundations first — and this is often the whole game — one agreed definition of who you sell to (and who you don't), and the pricing & packaging that captures the value you create. For a strong product that can't yet scale, the leak is usually right here. This is work I've done repeatedly in operating roles — at Qt and Telia among others — packaging complex offerings so they're easy to buy.
The three tracks — choose one, two, or all three:
Marketing — the Signal P&L, attribution everyone trusts, every channel scored with a cut / scale / experiment call, and a demand-creation playbook.
Sales — one pipeline definition built into your CRM, a forecast method tied to qualified pipeline, and the sales-motion, qualification and forecast playbooks. I've shaped how offerings get sold — proposal and pricing structures, go-to-market and channel models — from the commercialization side of the handoff.
Customer success — the retention dashboard, , onboarding with measured time-to-value, keep-and-grow playbooks, and a voice-of-customer loop.
The 8 playbooks — at full scope, eight documented motions running by handoff: demand creation, sales motion, qualification, forecast (acquire); onboarding, renewal, expansion, voice-of-customer (protect & expand).
The handoff — a metric definitions glossary, an operating rhythm manual (monthly engine review, weekly pipeline review, quarterly planning), a recorded team walkthrough, and a 2-week support window. Nothing here is revealed at the end — owners review each playbook as it's drafted, so the handoff is a formality, not a reveal.
Not yet — if a CRM in daily use and a regular revenue reporting rhythm aren't in place, that's the starting point. Without them there's no evidence to score, and the assessment can't pay back yet — worth solving first, and cheaper than a diagnostic.
Ready to diagnose — a CRM is in daily use and revenue reporting runs on a rhythm. That's the floor. A finance owner to hold the reconciliation and a leadership forum with revenue on the agenda make the findings land better; if either is missing, the diagnostic can still locate the leak and will usually recommend building them.
Best ROI — add a dedicated commercial owner and a CEO who wants to see inside the engine. Start the install here.
No preparation needed — bring the situation as it is, half-formed is fine. If I'm not the right fix, I'll say so in the first call.
