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
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
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
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