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First we measure and understand. Then we write the plan. Finally we direct whoever executes it and review the result against the starting point.

The three phases

  1. Phase 1: Diagnostic and Strategy

    Understand the market and the problem before proposing anything. The baseline is set.

    Includes

    • Market assessment
    • Operational definition of the problem
    • Segmentation and ICP
    • Map of decision-makers and channels
    • Positioning and strategic thesis
    • KPI framework and baseline

    Deliverable: Strategy document and presentation to leadership.

  2. Phase 2: Playbook

    The strategy becomes actions with an owner, cost, KPI and date.

    Includes

    • Method layer and local layer
    • Action sheets
    • Dashboard
    • Governance
    • Execution budget per period

    Deliverable: Playbook and kickoff.

  3. Phase 3: Strategic direction

    We direct third-party execution and review results against the baseline.

    Includes

    • Direction of third-party execution
    • Periodic review
    • Committee with leadership
    • Replanning

    Deliverable: Periodic report and committee.

Three phases, three contracts, no skipping. Each phase is contracted separately, and the next one does not start until the previous one is closed.

Three phases, three contracts

  1. 1Phase 1

    Diagnostic and Strategy

    Strategy document and presentation to leadership.

    Leadership decision

  2. 2Phase 2

    Playbook

    Playbook and kickoff.

    Leadership decision

  3. 3Phase 3

    Strategic direction

    Periodic report and committee.

    Leadership decision

Each phase ends in a leadership decision. No skipping.

Diagnostic and Strategy

Deliverable: Strategy document and presentation to leadership.

It is the phase most often skipped, and the one that costs the most to skip. Before proposing anything, we understand the market, define the problem in operational terms and set the baseline: what is measured today, from which source and who holds it.

What we do

  • Market assessment: size, dynamics, competition, barriers and window of opportunity.
  • Operational definition of the problem: what is happening, where, and what it costs to leave it unsolved.
  • Segmentation and ICP: prioritized segments and ideal customer profile.
  • Map of decision-makers and channels: who makes the purchase decision and how to reach them.
  • Positioning and strategic thesis: where to compete and with what promise.
  • KPI framework and baseline: what will be measured before anything moves.

What you get

A strategy document and a presentation to leadership. With it, you can decide whether to continue with us, continue with someone else or stop. The document is yours.

Playbook

Deliverable: Playbook and kickoff.

The strategy is translated into concrete actions. Every action has an owner, cost, KPI and date. The playbook has two layers: the method layer, which doesn't change, and the local layer, which adapts to the market, the channel and the team.

What we do

  • Action sheets with owner, cost, KPI and date.
  • A dashboard connected to the baseline from the previous phase.
  • Governance: who decides what, in which committee and at what cadence.
  • Execution budget per period.

What you get

The playbook and the kickoff: the first wave of actions briefed to whoever will execute it, whether that is your team, your agency or your suppliers.

Strategic direction

Deliverable: Periodic report and committee.

We direct the execution that others carry out. We don't produce the assets or launch the campaigns: we brief, review and correct. Each period, the result is measured against the baseline and whatever isn't working is replanned.

What we do

  • Direction of third-party execution: in-house team, agency or suppliers.
  • Periodic review: result against baseline and deviations.
  • Committee with leadership, at the cadence agreed in the playbook.
  • Replanning of whatever falls short.

What you get

A periodic report and a steering committee. You know what has been done, what has happened and what changes in the next period.

Who does what

  1. 01Clientdecides
  2. 02Alocallaodirects
  3. 03Third partiesexecute
Periodic report
The division of roles we don’t negotiate.

Four principles we don't negotiate

  1. Measurement before action

    Baseline first. Without a measured starting point, there is no result anyone can defend.

  2. Diagnostic before playbook

    We don't write a plan for a problem we haven't defined.

  3. Signed measurement from day one

    We sign what is measured, how and how often it is reviewed. Results are always read against the starting point.

  4. The client decides, we direct, third parties execute

    Everyone knows their role. We don't execute what we direct.

The toolkit

Ten tools with their own names. Each phase uses its own, and each one leaves a deliverable.

What we need from you in the first meeting

There is no need to prepare a presentation. These three things need to be in place.

  1. Data: whatever you have, even if it's incomplete. Sales, customers, channels, what is measured today and what isn't.
  2. A single point of contact: one person with the authority to decide and the time to respond.
  3. Access to decision-makers: leadership has to attend the diagnostic presentation. If it isn't, the diagnostic is useless.

Frequently asked questions

Not without a diagnostic. A playbook for a problem that hasn't been defined is a document, not a plan. If you already have a recent diagnostic done by someone else, we review it and, if it is solid, we start from there.

No. They are three contracts. At the end of each phase, you decide whether to continue. The strategy document and the playbook are yours even if you don't continue with us.

Because we sign it before we start: what is measured, from which source, against which baseline and how often it is reviewed. Every period you receive the report with results against that starting point.

Whoever executes them today: your team, your agency or your suppliers. We design them, brief them and review the result. See what we don't do.

It depends on the size of the problem and the availability of data. We scope it in the proposal, after the first meeting, with a fixed timeline.

Phase one starts with a conversation.

Tell us what is happening. We'll tell you whether a diagnostic makes sense and what we would need to carry it out.

Book a diagnostic