01
Positioning & Messaging Architecture
The category you are competing in, the claim you can defend, and the words every team uses for it.
ArtifactPositioning Platform & Messaging House
Add-ons
The capability next to the one you already engaged.
Add-ons are bundles that sit alongside the core suite — a full marketing function, a selling system, a retention motion, a care and service operation, a studio, an operating layer, a channel, an AI strategy practice. Each one is built around the executive seat it supports, engaged as a single add-on, and delivered by the same practice running your core work.
8Add-on bundles
64Services
64Named artifacts
OpenAsk for one that is not here
The containers
Eight bundles, and an open door
Open a bundle to see every service in it and a mock-up of the work product each one produces. They are bundled deliberately — the artifacts reference each other, which is what makes the add-on worth more than the parts.
—
—
When to add it. Engage it when there is no CMO yet, when the CMO has a team but not the bench, or when a funding round, a launch or a category shift has outgrown what the current function can carry.
02
Demand Generation Program
A channel mix modeled against pipeline targets, then run — paid, organic, lifecycle and field.
ArtifactDemand Program Plan & Channel Mix Model
03
Content Engine & Editorial Operations
A publishing cadence that runs without heroics — briefs, owners, review gates and a calendar that holds.
ArtifactEditorial Calendar & Content Engine Map
04
Product Marketing & Launch Management
Tiered launches with a readiness bar, so nothing ships to market ahead of the story or the enablement.
ArtifactLaunch Runbook & Readiness Board
05
Analyst & Influencer Relations
A briefing program aimed at the evaluations your buyers actually read, with coverage tracked against it.
ArtifactAnalyst Briefing Deck & Coverage Tracker
06
Website, SEO & Digital Presence
The page system, the search surface and the conversion path, rebuilt around what the buyer is trying to do.
ArtifactSite Architecture & Conversion Map
07
Field, Event & Partner Marketing
An event portfolio chosen on pipeline math rather than habit, with the follow-up designed before the booth is booked.
ArtifactEvent Portfolio Plan & Pipeline Model
08
Marketing Measurement & Attribution
One set of definitions, one dashboard, and an honest read on what the spend is returning.
ArtifactMarketing Performance Dashboard
Add the Marketing Suite to an engagement
The bundle is engaged as one add-on alongside the core solution you are already running. Tell us which seat it supports and we will come back with the shape of it.
When to add it. Engage it when reps are improvising, when win rates vary more by person than by segment, or when a new segment, product or motion has to be sold before anyone has sold it.
01
ICP, Segmentation & Territory Design
Who you can actually win, sized and divided so coverage matches where the money is.
ArtifactICP Definition & Territory Map
02
Sales Plays & Battlecard System
A named play per motion, each with the trap-setting questions, the proof and the competitive answer.
ArtifactPlay Library & Competitive Battlecards
03
Pipeline Generation & Outbound Motion
Sequenced outbound built on a real point of view, with the cadence and the hand-off rules written down.
ArtifactOutbound Sequence Kit & Cadence Model
04
Sales Enablement & Onboarding
A ramp path with certification gates, so a new rep is dangerous in weeks rather than quarters.
ArtifactEnablement Curriculum & Ramp Plan
05
Deal Desk, Pricing & Proposal Support
Approval thresholds, discount guardrails and a proposal set that stops re-inventing the same deal.
ArtifactPricing Model & Proposal Template Set
06
ABM & Target Account Programs
A named account list with a running engagement score, worked by marketing and sales off the same board.
ArtifactTarget Account Board & Engagement Score
07
Forecast, Pipeline Hygiene & QBR
Stage definitions that mean something, inspection that catches drift, and a QBR worth the room.
ArtifactForecast Model & QBR Pack
08
Win / Loss & Competitive Intelligence
Interviews with the people who decided, turned into changes the field can actually use.
ArtifactWin / Loss Program & Competitive Brief
Add the Sales Support Add-on to an engagement
The bundle is engaged as one add-on alongside the core solution you are already running. Tell us which seat it supports and we will come back with the shape of it.
When to add it. Engage it when churn is showing up as a surprise, when onboarding takes longer than the first renewal cycle, or when expansion is happening by accident.
01
Onboarding & Time-to-Value Design
The first ninety days rebuilt around the moment value actually lands, not the moment provisioning finishes.
ArtifactOnboarding Journey & Time-to-Value Plan
02
Customer Health Scoring
A score built from behavior rather than sentiment, with the thresholds that trigger someone to act.
ArtifactHealth Score Model & Risk Board
03
Churn-Save & Renewal Plays
Named plays per risk pattern, run on a clock, with the escalation path agreed before it is needed.
ArtifactSave Play Library & Renewal Runbook
04
Expansion & Cross-Sell Motion
Whitespace mapped per account, and the trigger that says when to raise it.
ArtifactExpansion Map & Whitespace Model
05
Executive Business Review System
A review the customer's executive wants to attend, because it shows value delivered against what they bought.
ArtifactEBR Pack & Value Ledger
06
Voice of Customer & NPS Program
A listening program with a closed loop — every signal routed to an owner and a decision.
ArtifactVoC Program Design & Closed-Loop Flow
07
Support Deflection & Self-Service
The content and search surface that answers before a ticket opens — without spending the relationship.
ArtifactSelf-Service Content Map & Deflection Model
08
CS Operating Model & Coverage
Segment-appropriate coverage, ratios that hold, and a playbook a new CSM can run on day one.
ArtifactCoverage Model & CSM Playbook
Add the Customer Success & Retention to an engagement
The bundle is engaged as one add-on alongside the core solution you are already running. Tell us which seat it supports and we will come back with the shape of it.
When to add it. Engage it when volume is rising faster than headcount, when the same issues keep reaching a person, or when service is measured on handle time while customers are measuring whether the problem got solved.
01
Service Strategy & Channel Design
Which contacts belong in which channel, and what each channel is expected to resolve without a hand-off.
ArtifactService Blueprint & Channel Strategy
02
Contact Center Operating Model & Workforce Management
Forecast, schedule and intraday control built so coverage tracks demand rather than last quarter’s headcount.
ArtifactOperating Model & Workforce Capacity Plan
03
Tiered Support, Triage & Escalation Design
What tier one owns, what it never touches, and the escalation path agreed before a customer needs it.
ArtifactTier Model & Escalation Runbook
04
Knowledge Management & Self-Service Deflection
One source of truth agents and customers read from, with the top contact drivers answered before they become tickets.
ArtifactKnowledge Architecture & Deflection Plan
05
Agent Desktop & Service Technology
CRM, routing, telephony and the agent desktop arranged around the task, so the answer sits on one screen.
ArtifactAgent Desktop Design & Service Stack Map
06
Quality Assurance, Coaching & Agent Development
A scorecard that measures resolution rather than script adherence, with coaching and a career path attached to it.
ArtifactQA Framework & Coaching Program
07
Case Management, SLA & Complaint Handling
Priorities, response commitments and an owner per queue — including the complaints that have to be closed by a person.
ArtifactSLA Model & Complaint Handling Standard
08
Voice of the Customer, CSAT & Cost-to-Serve
What customers say, what each contact costs to serve, and which drivers to remove first.
ArtifactVoC Program & Cost-to-Serve Model
Add the Customer Care & Servicing to an engagement
The bundle is engaged as one add-on alongside the core solution you are already running. Tell us which seat it supports and we will come back with the shape of it.
When to add it. Engage it after a rebrand, a merger or a category move, or when every team is producing its own version of the brand because there is no system to produce it from.
01
Brand Platform & Narrative
What the company stands for, said in a way the whole organization can repeat without a slide.
ArtifactBrand Platform & Narrative Spine
02
Visual Identity System
Mark, palette, type and imagery, with the rules that keep it recognizable at scale.
ArtifactIdentity System & Usage Standards
03
Design System & Component Library
Tokens and components shared by marketing and product, so the brand survives contact with engineering.
ArtifactDesign System & Component Library
04
Campaign Concepting & Production
One idea, produced across every surface it has to run on, in one pass.
ArtifactCampaign Concept Board & Asset Matrix
05
Website Design & Build
A page system rather than a set of pages — designed, built and handed over with the standards attached.
ArtifactSite Design, Page System & Build Spec
06
Motion, Video & Product Film
Product film and motion built off the same system, so the thirty-second cut and the deck agree.
ArtifactMotion Kit & Product Film Storyboard
07
Executive Storytelling & Presentation
The keynote, the board deck and the sales narrative, built from one argument.
ArtifactExecutive Narrative Deck System
08
Content Design & UX Writing
Voice, tone and interface language written down, so the product sounds like the brand.
ArtifactVoice, Tone & Content Standards
Add the Brand & Creative Studio to an engagement
The bundle is engaged as one add-on alongside the core solution you are already running. Tell us which seat it supports and we will come back with the shape of it.
When to add it. Engage it when three teams report three different pipeline numbers, when the stack has more tools than owners, or when no one can say what a dollar of spend returned.
01
Revenue Data Model & Definitions
One metric dictionary and one source of truth, agreed before anyone builds another report.
ArtifactRevenue Data Model & Metric Dictionary
02
CRM & Automation Architecture
Objects, fields and sync rules rebuilt so the system records the motion you actually run.
ArtifactSystem Architecture & Field Map
03
Funnel, Attribution & Pipeline Model
Full-funnel attribution with conversion rates you can plan against, not just report on.
ArtifactFull-Funnel Attribution Model
04
Forecasting & Scenario Planning
A model with the assumptions exposed, so a scenario is a decision rather than a guess.
ArtifactForecast Model & Scenario Set
05
Lead Routing, Scoring & SLA Design
Scoring that reflects real conversion, routing that holds, and an SLA both teams signed.
ArtifactScoring Model & Routing Rules
06
Growth Experimentation Program
A running backlog of tests with a readout standard, so learning accumulates instead of resetting.
ArtifactExperiment Backlog & Readout Standard
07
Executive Reporting & Board Metrics
The handful of numbers a board actually governs on, produced the same way every quarter.
ArtifactBoard Metrics Pack
08
GTM Stack Rationalization
What the stack costs, what it duplicates, and what to consolidate first.
ArtifactStack Audit & Consolidation Plan
Add the RevOps & Growth Analytics to an engagement
The bundle is engaged as one add-on alongside the core solution you are already running. Tell us which seat it supports and we will come back with the shape of it.
When to add it. Engage it when partners are signed but not selling, when marketplace is a checkbox rather than a channel, or when co-sell keeps colliding with the direct team.
01
Partner Strategy & Tiering
Which partner types carry which motion, and what each tier earns and owes.
ArtifactPartner Strategy & Tier Model
02
Co-Sell & Co-Marketing Motion
A joint plan with named accounts, shared targets and a cadence that survives the first quarter.
ArtifactCo-Sell Playbook & Joint Business Plan
03
Partner Enablement & Certification
A path that gets a partner seller competent and certified, with proof they are.
ArtifactEnablement Path & Certification Map
04
Marketplace Listing & Transactability
A listing built to transact — private offers, metering and the co-sell credit that comes with it.
ArtifactMarketplace Listing Kit
05
MDF & Incentive Program Design
Funds and incentives tied to behavior you want repeated, with the claim process designed to be used.
ArtifactMDF Program & Incentive Model
06
Deal Registration & Rules of Engagement
Who owns the account, who gets paid, and how a conflict is settled before it reaches an executive.
ArtifactDeal Registration Flow & Rules of Engagement
07
Partner Performance & QBR
A scorecard both sides recognize, reviewed on a cadence that changes something.
ArtifactPartner Scorecard & QBR Pack
08
Ecosystem Mapping & Recruitment
Where the influence already sits in your market, and which partners to recruit in what order.
ArtifactEcosystem Map & Recruitment Pipeline
Add the Partner & Channel Ecosystem to an engagement
The bundle is engaged as one add-on alongside the core solution you are already running. Tell us which seat it supports and we will come back with the shape of it.
When to add it. Engage it when pilots are multiplying without a portfolio behind them, when the board is asking what AI has returned, or when the service operation has to be redesigned and restaffed at the same time.
01
AI Opportunity Map & Use-Case Portfolio
Every candidate use case scored on value and feasibility, then cut to the few worth funding this year.
ArtifactUse-Case Portfolio & Prioritization Matrix
02
AI Strategy & Investment Case
Where AI changes the economics of the business, what it costs to get there, and what the board is being asked to approve.
ArtifactAI Strategy & Board Investment Case
03
AI Operating Model & Org Design
Who owns the models, who owns the outcomes, and how work moves between the center and the business units.
ArtifactAI Operating Model & Decision Rights Map
04
Data Readiness & AI Architecture
What the data has to be before a model is worth building, and the reference architecture that gets it there.
ArtifactData Readiness Assessment & Reference Architecture
05
AI Governance, Risk & Responsible Use
A control per risk, an owner per control, and the review gate a use case clears before it reaches a customer.
ArtifactAI Governance Framework & Risk Register
06
Agentic CX & Service Automation Design
The journey redesigned around what an agent can carry, with the human hand-off designed in rather than bolted on.
ArtifactAgentic Journey Blueprint & Hand-off Model
07
BPO Integration for AI & CX
Optional. Partner selection, scope split and transition — a BPO running the assisted volume against your AI stack, on your metrics and your governance.
ArtifactBPO Sourcing Model & Transition Plan
08
AI Value Measurement & Portfolio ROI
One definition of value per use case, measured the same way every quarter, so the portfolio can be cut as well as funded.
ArtifactAI Value Model & Portfolio Scorecard
Add the AI & Business Strategy to an engagement
The bundle is engaged as one add-on alongside the core solution you are already running. Tell us which seat it supports and we will come back with the shape of it.
How this works. Describe the add-on you need. We evaluate every request against the practice we can actually staff, and come back either with how we would run it or with an honest no and a referral. Nothing is added to a list.