Strategy you can actually run.
For leadership teams at a turning point. We help you make the big calls, fund them, and build the business that delivers them, with AI amplifying every step.
Strategy · Customers & Go-to-Market · Portfolio & Investment · Operating Model & Organization · Execution
1 - Strategy
Where to play and how to win
Sounds like
"The market moved and our plan didn't."
"The board wants a real long-range plan."
"Should we build, buy or partner?"
What it can include
Corporate, business-unit and product-line strategy
Market, customer and competitive insight; trends and scenarios
Strategic planning process and long-range plan design
Market-entry cases; build, buy or partner; M&A theses
Leadership offsites and strategy alignment
AI inside
Strategy is only as good as the research behind it, and research has always been rationed. AI widens the scan: markets, competitors and scenarios, synthesized in days. → AI Strategy
2 - Customers & Go-To-Market
How you win customers and grow revenue
Sounds like
"Growth has stalled."
"We're launching something new and the field can't sell it yet."
"Competitors are winning deals we should win."
What it can include
Segmentation, targeting and value propositions
Positioning and compete programs
Go-to-market strategy, sales motions and plays
Account planning and coverage models
Pricing, commercial models and sales compensation
New product launch-to-field
Partnerships and channels
Customer lifetime value and retention
Sales enablement and certification programs
AI inside
Sellers lose hours every week to work that happens around the sale. AI gives that time back across CRM, proposals, creative and account research. When the product itself is AI, see AI Greenlight → AI Strategy
3 - Portfolio & Investment
The core that pays and the growth engine it funds
Sounds like
“We need innovation”
"Where's the money coming from?"
"Who's going to work on this? We don't have the people."
"How much can we risk without hurting the core?"
"We have more bets than money."
What it can include
Portfolio strategy: what to grow, fix, fund or exit
The mix of core, adjacent and new bets, and how much risk the core can carry
Funding the growth: efficiency in the core and reallocation from what's no longer working
Staffing the bets: dedicated teams, part-time, partners, and what to stop doing to make room
Investment gating: stage gates, kill criteria and funding in tranches, so money follows evidence
The initiative portfolio: prioritization, benefits tracking and a quarterly review where money actually moves
Value creation plans for private equity-backed companies
AI inside
AI productivity in the core is often the cheapest source of both money and people for new bets. For AI products, AI Greenlight adds performance gating. → AI Strategy
4 - Operating Model & Organization
How the company is built to deliver
Sounds like
"We reorganized and nothing changed."
"Every decision escalates to the top."
"We're scaling and the seams are showing."
"We need to take out cost without breaking the business."
What it can include
Structure, decision rights and governance forums
Org and role design; restructuring
Shared services and centers of excellence: service catalogue, SLAs, KPIs
Process and workflow redesign; cost and productivity
Cross-functional handoffs
Change management and communications
AI inside
AI is changing the work, the roles and the cost base, so the operating model has to be designed around it. For AI across the whole organization, see AI Blueprint. → AI Strategy
5 - Execution
Turning the plan into traction
Sounds like
"We have a strategy, but it isn't landing."
"Every function reads the plan differently."
"We need a transformation office and don't know where to start."
What it can include
Translating the strategy for each function: owners, priorities, first moves and the handoff to the team that runs it
Standing up the program or transformation office: charter, governance, decision rights, risks and dependencies
Designing the BizOps, RevOps and Chief of Staff functions
AI inside
One message can't answer the different questions every function is carrying. AI helps translate the strategy role by role, and shows where it's landing. For long-haul AI programs, see AI Traction → AI Strategy
Transformation
When the whole model has to change
Some moments need all five at once: a new strategy, a new portfolio, a new operating model and the set-up to deliver it. We discuss a tailored approach that fits you best.
How We Work Together
Diagnose · 2–4 weeks. A focused assessment that ends in a decision and a plan.
Design & build · 6–12 weeks. The strategy, portfolio, model or set-up, designed with your team and ready to launch.
Advise · monthly. A strategy partner to the CEO and leadership team for the decisions and reviews that matter most.
I look forward to discussing how we can work together and help your business soar!