Friday afternoon, 3:08 PM. The pipeline review just closed. The number is acceptable but not compounding. The team has been shipping campaigns for six quarters. The trajectory has flattened.
The product is mature. The team is competent. The motion that worked at Series A stopped scaling at Series B.
By 3:34 the VP of Marketing says the quiet part. We are running the same playbook from 18 months ago and the math is tightening.
The playbook was right then. The buyer has moved. The category has moved. The motion did not.
San Jose operators hit this wall around month 14 of Series B. The Series A motion was inbound-led; Series B requires a different architecture.
The Strategy Diagnostic rebuilds the architecture across all four axes. Positioning, pricing and packaging, go-to-market motion, demand generation. 10 business days. $5,000 flat.
Output is a 20-30 page strategy document the team executes against, plus a 90-minute executive session and a 90-day priority list. The team owns the document in perpetuity.
When the rebuild is more focused (a single decision needs to be answered), the Strategic Intervention at $5,000-$15,000 sizes smaller. Pipeline plateau usually warrants the full Diagnostic.
Yes. The diagnostic is built for Series A-C teams. San Jose operators at $20M-$100M ARR are a primary use case. The 10-business-day window aligns with quarterly board cadence.
Yes. San Jose signals enterprise B2B SaaS operating altitude. Global buyers read it as production-stage credibility. Out-of-area operations are bonus signal.
We do not replace your CMO. We produce the strategic document your CMO directs the team against. CMOs read the document, validate it, and accelerate the rebuild because the conceptual translation is faster.
Strategy Diagnostic $5,000 flat. Paid Media Audit $2,500. Positioning Sprint $7,500. Conversion Review $3,500. Strategy Partnership $4,500/month. AI Visibility Audit $2,500.
Most agencies sell execution under monthly retainer. We sell fixed-scope diagnostic engagements with a document deliverable. The team owns the strategic frame; execution can stay in-house, with us, or with a different agency.
Yes. PE-backed operators are common. The diagnostic format fits PE expectations: fixed scope, fixed price, document-as-output, structured deliverable.
Four-axis strategy across positioning, packaging, GTM motion, demand generation.
Read the gate →Channel mix, ROAS, attribution diagnostic, 30-day roadmap.
Read the gate →Category narrative, ICP architecture, sales motion, 90-day plan.
Read the gate →Anonymized case template. Industry, stage, scope, 90-day result framing. To be filled when client cases are approved for publication.
Anonymized case template. Industry, stage, scope, 90-day result framing. To be filled when client cases are approved for publication.
Anonymized case template. Industry, stage, scope, 90-day result framing. To be filled when client cases are approved for publication.
The Series A playbook is not the Series B playbook. Rebuild the architecture before adding budget.
Start with the Strategy Diagnostic · $5,000 →