HOW WE DO IT
We're experts in strategy, and even better at execution
01. START
Brilliantly Blueprint
Our proprietary 15-point gap analysis with actionable insights is built in a pro forma.
- Expert gap analysis with actionable insights
- Format in a working pro forma
- Present to stakeholders for buy-in
- Get started
![team together box@0.5x-things](https://9345425.fs1.hubspotusercontent-na1.net/hub/9345425/hubfs/Image%20assets%20(4Q23)/team%20together%20box@0.5x-things.png?width=300&name=team%20together%20box@0.5x-things.png)
02. BUILD
Foundation
We implement agreed action items including risk management and deploying OKR management structure.
- Strategy & key accounts planning
- Risk assessment & mitigation
- Product/market fit
- Market positioning and sales assets
- KPIs & OKR plan
- Strategic hiring plan
![your muv box@0.5x-things](https://9345425.fs1.hubspotusercontent-na1.net/hub/9345425/hubfs/Image%20assets%20(4Q23)/your%20muv%20box@0.5x-things.png?width=300&name=your%20muv%20box@0.5x-things.png)
03. GROW
Execute
Tap into our extensive network built over three decades and discover the perfect opportunities for your success.
- Engage accounts and partners
- Carrier/Reinsurer engagement
- OKR leadership across growth lever teams
- Team building
- Executive & board reporting
![up and up box-things](https://9345425.fs1.hubspotusercontent-na1.net/hub/9345425/hubfs/Image%20assets%20(4Q23)/up%20and%20up%20box-things.png?width=300&name=up%20and%20up%20box-things.png)
04. SCALE
Leadership
From day 1 we demonstrate acumen and emotional intelligence as executive leaders, work closely with the CEO to help avoid blindspots and navigate driving strategy,
- Help CEO establish strategy council
- Time and productivity coaching
- Investor and partner relations
- Ongoing mentorship and advisory
![speaker boss box@0.5x-things](https://9345425.fs1.hubspotusercontent-na1.net/hub/9345425/hubfs/Image%20assets%20(4Q23)/speaker%20boss%20box@0.5x-things.png?width=300&name=speaker%20boss%20box@0.5x-things.png)