Our Process

This is how we work — transparently, systematically, without surprises.

No bait-and-switch scoping. No hand-wavy timelines. Every step of the engagement is defined before we start, so you know exactly what happens next and why.

Step 1

Qualification

15-minute call to determine fit and direction.

Step 2

Discovery Deep-Dive

2-3 hour live session with Jake analyzing your product and data.

Step 3

Custom Audit Deck

Week 1: opportunity map with revenue impact sizing and ranked fix roadmap.

Step 4

Onboarding

Week 1 of engagement: kick-off workshop and first sprint launched.

The Four Steps

From first conversation to running system. Here's exactly what happens.

01

Qualification — 15 minutes

Before we invest in a full discovery session, we confirm there's a fit. This short call ensures we can deliver value and that the engagement structure is right for your situation.

  • Share your ARR, growth target, and biggest blocker — we come prepared
  • We determine whether Foundation, Growth LAB, or Growth OS is the right fit
  • You walk away with a clear recommendation and a calendar invite for discovery

Why It Matters

We filter for fit early. Not every team needs a retainer, and not every problem needs a multi-month engagement. This call saves both of us time and ensures you get the right vehicle for your specific situation — not a one-size-fits-all pitch.

02

Discovery Deep-Dive — 2–3 hours

A structured session with Jake covering your full product situation. This is where we build the shared understanding that everything else is based on.

  • 5P Analysis: Product DNA, Pricing, People, Problems, Portfolio — a comprehensive diagnostic framework
  • Live data review: We look at your actual analytics, product usage, and customer data together
  • Preliminary diagnosis with a high-level roadmap of what needs to happen and in what order

Why It Matters

Surface-level discovery produces surface-level recommendations. A 2–3 hour deep-dive lets us understand your specific situation — product archetype, revenue model, team dynamics, competitive position — before we propose anything. The diagnosis comes from your data, not our templates.

03

Custom Audit Deck — Week 1

After discovery, we build a comprehensive audit deck that serves as the blueprint for the entire engagement. This is delivered before any recurring work begins.

  • Opportunity map with revenue impact sizing per item — you see the dollar value of each fix before we start
  • Root cause analysis explaining why each problem exists, not just what's wrong
  • Ranked fix roadmap showing what to do first, second, and third — and why that order
  • Guarantee terms clearly stated before any payment is collected

Why It Matters

By the time you see the audit deck, you know exactly what you're getting, how much impact to expect, and when. No surprises. If the opportunity map doesn't justify the investment, we say so — honest guidance is the product.

04

Onboarding — Week 1 of Engagement

The engagement begins properly. We move from planning to execution with a structured kick-off that sets the pace for everything that follows.

  • Data access provisioned: analytics, product, and billing connections set up
  • Team introductions: you meet your dedicated growth team and understand who does what
  • Kick-off workshop: alignment session with your key stakeholders on goals, timing, and communication
  • First sprint launched: the highest-priority item from the ranked roadmap starts producing results immediately

Why It Matters

Engagements that start slow, stay slow. We front-load the setup so that by the end of the first week, the system is installed, the team is aligned, and the first piece of real work is already in motion. You don't pay for setup — you pay for outcomes.

What to Expect

Three promises we keep on every engagement.

01

No bait-and-switch scoping

The work is defined before the contract is signed. If the scope changes, we talk about it openly before anything shifts.

02

Fixed timelines, fixed prices

You know what you're paying, when deliverables arrive, and what a successful engagement looks like — from day one.

03

Honest guidance, always

If an engagement isn't the right fit, we say so. If the opportunity doesn't justify the investment, we say so. Recommendations come from data, not revenue targets.

Ready to see how this works for your product?

Start with a 15-minute qualification call. We'll tell you what's blocking growth, what to do first, and whether we're the right team to help.

Book a Call → See Pricing

No commitment. No sales deck. Just a conversation about your situation.