HOW WE HELP

Four weeks. One ICP your whole company commits to.

A structured, evidence-backed diagnostic — senior-led from kickoff to executive readout. No frameworks borrowed from a binder. No analysts learning on your engagement. One answer, grounded in your data, that sales, marketing, product, and customer success agree on.

4 wks
Kickoff to readout
100%
Senior-led delivery
4
Diagnostic lenses
1
ICP your team commits to
THE FOUR-WEEK DIAGNOSTIC

A structured method — not a workshop.

Each week applies a distinct lens to the question of who you should actually be selling to. Quantitative analysis paired with qualitative depth. Findings build week over week into a single, evidence-backed ICP.

01
WEEK ONE · ANALYZE & ALIGN

We analyze your data and where your leadership team disagrees.

Two workstreams run in parallel. First, we analyze your closed-won and closed-lost deals over the last 4–8 quarters, plus your expansion and retention data. The goal is simple: identify the traits — company type, size, use case, buying behavior — that your best customers actually share. Second, we run structured interviews with your sales, marketing, product, and CS leaders. Where do they each think the ICP is? We map the gaps, and we quantify what those gaps are costing you in pipeline, forecast accuracy, retention, and team friction. By the end of week one, you have a data-backed ICP hypothesis and a clear picture of where your leadership team isn't yet on the same page.

Outputs
  • Closed-won pattern report
  • Loss-side analysis
  • Expansion & retention cohort view
  • Data-driven ICP hypothesis
  • Cross-functional alignment map
  • Divergence cost analysis
02
WEEK TWO · LISTEN

We pressure-test the hypothesis against your customers.

We interview a targeted set of your customers — wins, losses, churned accounts, and high-NRR expansions — to validate or break the hypothesis from week one. What did your best customers actually buy you for? What were the deciding factors in the deals you lost? What patterns show up in the churned accounts you thought you'd keep? This is where the ICP you think you have meets the ICP your customer base actually describes.

Outputs
  • Customer interview synthesis (8–12 conversations)
  • Win/loss decision-driver patterns
  • Churn root-cause analysis
  • Hypothesis confirmation or revision
03
WEEK THREE · SHARPEN

We score the segments and lock the definition.

Now we have the data, the interviews, and the cross-functional input. This is where it converges into an audit-grade view. Every segment in your existing book gets scored against a consistent set of criteria — fit, economics, retention, expansion potential. The segments you should be pursuing, the ones you should be holding, and the ones you should be exiting come into focus. We bring leadership back together for a working session to commit to the sharpened ICP definition before activation.

Outputs
  • ICP audit scorecard
  • Segment prioritization map (pursue / hold / exit)
  • Sharpened ICP candidate
  • Leadership alignment working session
ICP AUDIT SCORECARD · ILLUSTRATIVE

Segment: Mid-market FinOps, 200–800 FTE, Series B–C

Composite Score
82/100
Company profile match
92
Win rate vs. baseline
88
Deal economics (ACV / CAC)
84
Net retention (24-mo)
90
Expansion potential
72
Time-to-value
68
Cross-functional alignment
58
Verdict: Pursue. Strong economics and retention, expansion ceiling worth interrogating, and an alignment gap between sales and CS that needs to close in week four. Each engagement scores every segment in your book on the same axes — so the decision to pursue, hold, or exit is made on one consistent picture, not seven competing ones.
04
WEEK FOUR · ACTIVATE

We deliver the playbook.

A scored ICP definition, segment prioritization, a one-page brief your team commits to, and a 90-day activation plan that turns the new clarity into measurable pipeline movement this quarter. Closing the engagement is a live executive readout — leadership in the room, decisions made, next steps owned.

Outputs
  • Scored ICP definition
  • Segment prioritization map
  • One-page ICP brief
  • 90-day activation plan
  • Executive readout session
  • Post-engagement check-ins
THE RESULT

One ICP. Operating across sales, marketing, and product. Driving revenue for the next two years.

By the end of week four, your leadership team has one ICP they all agree on — backed by data, validated against your losses, and immediately actionable in pipeline, marketing, and product roadmap decisions.

FIT

Who this is — and isn't — for.

We work with growth-stage B2B SaaS companies where ICP clarity is the highest-leverage move on the table. We're not the right fit for every situation, and we'll tell you that on the first call.

A GOOD FIT
Built for B2B SaaS leadership teams who:
  • Are post product-market fit, growing in the $5M–$50M ARR range
  • See uneven growth across segments and want to know why
  • Have data — even imperfect data — in their CRM and product analytics
  • Are willing to commit leadership time across functions for four weeks
  • Want to act on findings, not file a report
NOT A FIT
Probably not the right engagement if:
  • You're pre product-market fit — the diagnostic needs real customer data
  • You want a workshop, not a structured analysis
  • Sales execution, not targeting, is the actual root cause
  • Leadership isn't ready to make changes based on what we find
  • You need a six-month consulting engagement with retainers and resources
PRICING & ADD-ONS

Fixed-fee. Scoped to your complexity.

The diagnostic starts at $20K. Two optional add-ons extend or compress the engagement when it fits. See full pricing and add-on details on the pricing page.

See pricing & add-ons
START HERE

Let's find out if we can help.

A 30-minute call. A direct conversation about your pipeline reality and what's getting in the way. If the diagnostic is what you need next, we'll tell you. If it isn't, we'll tell you that too.