FOR SCALE.
At the inflection point of scale,
we help you build the infrastructure you need for growth.
Operations for scale.
Every organization makes a conscious choice of what size foundation to build in their first phases—an Operations: Revenue ratio.
But the speed of scaling often outstrips that ratio quickly, and organizations are left falling off their scaffolding.
Our main offering is to help put a plan in place for a new and improved foundation that will catch the revenue growth projected by a scaling company—enabling growth, revenue attainment, and longterm efficacy.
- Discovery and analysis
- Documented recommendations, including priorities, order of operations, timelines, resourcing, systems
- Project manager (provided if needed)
- Change management design
Systems for efficiency.
A wise CFO will procure systems in direct ratio to their headcount modeling.
But when is maturity hindered by lack of automation?
When is spend on systems unwise?
In what order should systems be procured?
And are some systems better as "starter packs" than "built for scale"?
We can answer these questions and craft a plan of what to buy (or not) and when.
- Discovery and analysis
- Timeline and systems recommendations
- Pros and cons and reviews
- Prioritization workshopping
CX for retention.
Most product-focused organizations begin with sales in mind, then—with some growth— begin to expect Sales to be the end-all/be-all for all things retention.
Once that stops working, they determine it's time for a Client Success/Client Experience department. But there are so many factors, how does one begin to craft such a team?
We can help.
- Recommended structure based on your industry
- Recommended hiring plan
- Job descriptions
- Interview questions
- Training recommendations
- Compensation and variable modeling
- Capacity planning
- Capability modeling
Resourcing for growth.
There is a fine line between building teams too fast (resulting in a RIF) and building teams too slow (resulting in burnout and attrition).
Add to that the cultural chaos of "old guard" versus "proven leadership," and the resource planning required for scale can be ominous.
There is a path forward, and we can help.
- Discovery and analysis
- Strategy and resource modeling
- Recommendations for investment and divestment
- Individual leadership training and coaching
- New leadership cultural integration
- Progression and succession planning
We also can help with...
Team Coaching
- 1:1, 1:few, or 1:many
- New manager training
- Leadership coaching
- Cultural preservation/improvement recommendations
- Change management coaching when bringing in external leadership
Customer Enablement
- Initial onboarding
- Design recommendations
- Modality choices
- eLearning options
- Systems implementation partnership approach
- Product certification approach
- Outsourcing/Insourcing recommendations
Sales, CX, and Rev Ops
- Recommend timing, size, scale, and resourcing of your Sales, CX, or Rev Ops department
- Training on expectations, requirements, and potential for innovations
- Capability modeling
- Capacity planning
- Metrics and data transformation workshops
RFP/Proposal Operations
- Team structure
- Library structure
- Systems recommendations
- Outsourcing/Insourcing recommendations
- Project management approach
- Milestone recommendations
AI Integration
- Identify where and how to integrate AI into your teams
- Train on writing better AI prompts for daily use
- Determine immediate efficiencies AI can uncover in your teams
- Evaluate better ways to conduct training —including onboarding and change management—with AI
- Facilitate knowledge transfer with AI
