Methodology

Ten stages. Nine gates.

A stage does not start until the previous stage’s quality gate passes. Skipping a gate does not save time — it moves the failure later, where it costs more and is visible to the client.

Start with a Teardown See it week by week

Work out what’s wrong → plan it → build it → hand it over

The short version

Two weeks working out how your firm actually wins work. Then we build the missing pieces — who to go after, who you already know, a CRM set up the way you sell, a weekly routine your team can keep. Then we train your people, hand it over, and remove our access.

A “gate” is something we have to be able to show you before moving on.

The arc

Three parts, in order.

Stages 01–02

Work out what’s wrong

  • Founder interviews
  • How you win, read from your data
  • Nine parts of selling, marked
  • A written plan and a fixed price
Stages 03–07

Build it

  • Who to target, and who first
  • Your list of who could buy
  • Who you already know
  • A CRM in your own account
  • The weekly routine
  • A few assistants that draft
Stages 08–10

Hand it over

Train your team until they don’t need usStage 08
Hand over and remove our accessStage 09
Ongoing help, only if you want itStage 10

The exact components depend on the firm — not every engagement includes every stage. What does not change is the gate discipline.

Stage by stage

What happens, and what must be true to move on.

Each gate is a claim we have to be able to demonstrate — not a status update.

#
Stage
Gate that must pass
01
DiscoveryGet what you know out of your head.
Every judgment rule is a direct quote, confirmed by you in writing.
02
Revenue TeardownReconstruct the real motion; deliver the Commercial Blueprint.
Every rating traces to a source. At least one “do not build this”. Scope and fixed price agreed.
03
MarketDefine who counts as a buyer.
The rule is validated against 10 won and 10 lost deals — and revised if it fails.
04
Account universeBuild the list and the relationship map.
Zero invented contact details. Every enriched field records its source.
05
CRMSet it up in your own account.
Five past deals map to the stages without special cases. You own the account.
06
The weekly motionRun it on real work.
Two real weeks operated by your team, not demonstrated by us.
07
AssistantsA few that research and draft.
None can send anything or write to production records. Each passes its own test.
08
TrainingTransfer it to named people.
Every workflow performed unaided by its named owner, with us silent.
09
HandoffTransfer ownership.
You are owner, not admin. Our access revoked and confirmed by you. Your data deleted from our side.
10
Operator AdvisoryOptional ongoing cadence.
We decline renewal if the cadence has not held. A retainer that changes no decisions is theatre.
What makes it hold

Four rules we do not bend.

Your environment

Built where you keep it

Everything is built in your accounts from day one — not migrated to you at the end.

Human gate

Nothing sends itself

Assistants research and draft. Every external message is sent by a person.

Evidence

Sourced or labelled

Every factual claim carries a source, or is labelled a hypothesis. Missing data is reported as missing.

Exit

Designed to leave

If you cannot run it without us, the engagement is not finished — it failed.

The first stage is a Revenue Teardown.

$7,500 fixed, about two weeks, creditable toward Implementation.

See the Revenue Teardown Back to the overview