One connected process with distinct growth assessments
Fixed-scope diagnostic products designed to build your AI-ready growth foundation. Each assessment is offered individually and delivers value on its own. Run the one that fits your priority today, or connect several for a complete view of where your growth will come from and how to reach it.
One connected process with distinct growth assessments
The Growth Opportunity Assessment sits at the center and sets your direction. Five focused assessments connect around it, each one available on its own. Together they give you a complete, connected picture of your growth opportunity.
01
Growth Opportunity Assessment
02
Audience Audit & Enablement Plan
03
Financial Operations Enablement
04
Marketing & Media Audit
05
AI Enablement Review
06
Org Structure & Support Review
01
Growth Opportunity Assessment
Sets the direction for the assessments below
02
Audience Audit & Enablement Plan
03
Financial Operations Enablement
04
Marketing & Media Audit
05
AI Enablement Review
06
Org Structure & Support Review
Each assessment is offered individually. Run one on its own, or connect them for a complete view of your growth opportunity.
01
Growth Opportunity Assessment
Business Growth, Market Positioning & Brand Opportunities
A top-down diagnostic designed to identify where your next wave of revenue growth will come from. We evaluate your current market share, brand health, and competitive positioning to uncover untapped demand and fix commercial friction.
Key Components
Market & Competitive Intelligence: Benchmarking market share, share of voice, competitive positioning, and messaging across direct and indirect category peers.
Brand Health & Demand Evaluation: Analyzing brand strength, direct-to-site demand, and customer perception.
Opportunity Mapping: Identifying high-growth market segments and establishing a prioritized 90-day growth roadmap.
Client Deliverable: Growth Opportunity Blueprint & Market Position Scorecard
Connects into Business Growth Enablement
02
Audience Audit & Enablement Plan
First-Party Data, Customer Intelligence & Channel Match
A deep dive into your owned customer assets. We analyze how customer data flows across channels, online and offline, to eliminate data decay, improve identity resolution, and maximize customer lifetime value (LTV).
Key Components
First-Party File Health: Auditing CRM records, transaction history, customer recency and frequency, and file decay.
Offline-to-Online Attribution: Evaluating the impact of offline channels such as direct mail on digital customer acquisition, search lift, and site conversions.
Customer Persona & Segmentation: Developing rich customer profiles using internal behavioral data merged with external demographic and interest signals.
Client Deliverable: Audience Health Index & First-Party Data Activation Plan
Connects into Marketing, Media & Audience Strategy
Modular toolkits that modernize financial operations, accelerate M&A integrations, and prepare your data for agentic AI automation inside your ERP.
Key Components
Order to Cash (O2C) Accelerator: Unifies quoting, contracting, billing, and collections across entities. Cleans customer master data, standardizes revenue rules, and cuts DSO for predictable cash flow.
Procure to Pay (P2P) & Spend Control Suite: Harmonizes vendor management, PO compliance, and AP automation. Cuts spend leakage, optimizes working capital, and cleans vendor master data.
Record to Report (R2R) Close Optimization Kit: Standardizes close calendars, consolidation rules, and chart of accounts. Accelerates the financial close with unified, accurate reporting.
Reconciliation Automation & Controls Layer: Automates bank, intercompany, inventory, and revenue reconciliations. Flags exceptions automatically and prepares ERP data for autonomous agentic processing.
Master Data Governance Engine: Standardizes customer, vendor, SKU, and GL data models. Eliminates duplicate records and data chaos to prevent integration delays.
Finance Operations Stabilization Toolkit: Protects daily billing, payroll, AP/AR, and treasury functions during M&A transitions to ensure zero cash flow disruption.
Integration KPI Cockpit: Unified dashboard tracking front of house metrics (pipeline, CSAT) and back of house metrics (DSO, DPO, aging) alongside real time M&A synergy realization.
Systems & Data Integration Roadmaps: Sequences data migration and aligns ERP, CRM, HRIS, and billing platforms into a single scalable architecture.
M&A Change Management Toolkit: Delivers role based training, communications, and 30/60/100 day rollouts across front and back of house teams to drive high process adoption and fast stabilization.
An end-to-end performance audit across paid, organic, and third-party acquisition channels to eliminate wasted ad spend, optimize conversion paths, and lower Customer Acquisition Cost (CAC).
Key Components
Paid Media Performance Deep Dive: Auditing active digital channels (SEM, paid social, display, 3P lead gen) for structure, targeting precision, and cost efficiency.
Organic Demand & Technical SEO Audit: Evaluating technical site execution, conversion funnel friction, page speed, and content and keyword gap coverage.
Conversion Rate Optimization (CRO): Assessing landing page messaging, user flow pathways, and linguistic positioning to lift overall conversion rates.
Client Deliverable: Media Spend Efficiency Audit & Channel Optimization Roadmap
Connects into Marketing, Media & Audience Strategy
05
AI Enablement Review
Data Architecture, AI Readiness & Autonomous Marketing
Preparing your enterprise data infrastructure so artificial intelligence models and automated media algorithms can operate accurately without signal loss or governance risks.
Key Components
Data Pipeline & Hygiene Review: Auditing data warehouses, APIs, and data sources to ensure data is clean, standardized, and structured for AI ingestion.
AI Signal & Infrastructure Scoring: Evaluating server-side tracking (CAPI), first-party data clean rooms, and signal inputs feeding modern algorithmic ad platforms like Meta Advantage+ and Google PMax.
Use Case & Security Roadmap: Identifying practical, high-ROI AI use cases (predictive modeling, automated audience generation) alongside governance and privacy guardrails.
Client Deliverable: AI Infrastructure Scorecard & Data Pipeline Blueprint
Connects into AI & Data Consulting
06
Org Structure & Support Review
Team Capability, Fractional Executive Alignment & Vendor Efficiency
An operational evaluation of your internal team, agency partners, and tech stack to ensure you have the execution capability required to support rapid growth.
Key Components
Resource & Capability Mapping: Auditing internal skills, bandwidth gaps, and operational bottlenecks across technology, marketing, and data teams.
Agency & Vendor Rationalization: Reviewing third-party agency contracts, software tools, and media partners for overlap, cost-inefficiency, and performance accountability.
Fractional Leadership Blueprint: Outlining where embedded, senior-level operational support (Fractional CMO, CTO, CPO) is required to lead transformation without full-time executive overhead.
Client Deliverable: Operational Capability Assessment & Fractional Resource Plan
Connects into Fractional Leadership
Start with an assessment, scale into execution
Start with the assessment that matters most right now. When you are ready to act on the findings, they connect directly into our Business Growth Enablement retainers and Fractional Leadership roles to execute the roadmap, powered by the data you already own.