Presales that drives long-term growth
For presales and SE leaders, and the CROs they report to, whose technical win rate, POC conversion or SE capacity has stalled.
SE hours go to winnable deals, demos tell a story, POCs prove rather than build, and agents handle research, prep and first drafts so each SE covers more accounts. The result is a presales team that wins more now and sets up the expansion that follows.
What we do
- Presales maturity assessment: your org against the best in the business, area by area, with priorities by level
- SE coverage map, skills inventory and deal-risk review
- Qualification gates before any POC or custom demo
- The Storytelling Demo and executive discovery, with agents drafting demo scripts and discovery plans
- SE enablement: how daily choices move the Rule of 40 and the stock price
- Hiring profiles, the Curiosity Screen interview and career ladders that keep your best SEs
- Fractional presales leadership when a full-time VP is not yet justified
What you get
- Higher technical win rate at the same or lower headcount
- Shorter POCs with written success criteria
- Services revenue where free work used to be
- SEs who sell on proof and can explain their own P&L
Business value in everything you sell, AI-first
For revenue leaders who want every seller putting a credible number in front of a CFO, and who are deciding whether and whom to hire for value engineering.
A value practice sized to your stage, from no dedicated hire under $20M ARR to a full value system above $600M, with agents drafting the point of view and business case so value engineers review instead of write.
What we do
- Stage assessment against a five-stage maturity model
- Charter, reporting line and rules of engagement for value work
- Board metrics: pipeline influence, cycle compression, discount protection and NRR of the value cohort
- Hiring profile for the first or next value leader, built for an agents-plus-people team
What you get
- Value work tied to the deals that need it, not a slide factory
- Business cases a CFO accepts, with assumptions beside every number
- A handoff where the business case becomes the success plan
- A path from deal assist to telemetry-backed value realization
AI value engine
For companies that want value-assisted pipeline coverage without adding headcount.
Agents built on your own value drivers, so every rep produces a credible point of view and business case and a value engineer reviews instead of writes. Two packages: a starter engine with knowledge transfer, and a custom engine with quantified models, team interviews and validation against three existing customers.
What we do
- Document request and curation of case studies, value drivers and benchmarks
- Interviews with sellers and value engineers
- Outside-in point of view and business case generation, built to your claims standards
- Validation against three existing customers, then team training
What you get
- Credible first-call value narratives for every rep
- Numbers that trace to a source or a stated assumption
- A path onto Value Advisors tooling when you are ready to run it at scale
- Pricing on request
Customer growth journey workshop
For leadership teams that disagree about who owns deployment, adoption, renewal and expansion.
In 2.5 days your leaders agree who owns every stage of a customer's growth, which steps agents take and which people do, and leave with the roadmap. Built on structured prework so decisions happen in the room.
What we do
- Prework: growth-journey mapping, a draft RACI to critique, and a 40-hour time-allocation estimate per team
- Day 1: define the ideal lifecycle and swimlanes, then compare it with today
- Day 2: 100-point voting against OKRs, churn and revenue goals, then a staged roadmap
- Day 3: rollout plan, management cadence and the pitch to the field
What you get
- A signed-off lifecycle RACI with 35 or more named jobs, each marked agent or person
- A time-allocation baseline that exposes duplicated and unpaid work
- A staged roadmap with owners and weekly milestones
- Decisions made in the room, not a list of ideas
Post-sales as a growth engine: value-led, AI-first
For CCOs and heads of customer success who own net retention and want post-sale to drive it.
Agents track realized value and score churn risk from telemetry, people act on it, every customer sees what they got before the renewal, and support scales without headcount. The forward-deployed engineer motion gets run as a business, with paid and unpaid work defined.
What we do
- Post-sale operating model: TAM, CSM, FDE, services and support with one owner per lifecycle stage
- Value realization: the business case from the sale becomes the success plan, tracked from telemetry and customer reports
- Churn propensity model with a specific next action per at-risk account
- Services and support as profit centers: packaging, attach targets, FDE rules, support tiering
What you get
- Arrested gross retention decline, measured quarter over quarter
- Renewal conversations built on realized value
- Support effort per ticket and time to resolution cut in half
- Expansion that comes from customers, not from discounting
Investor and executive advisory
For venture and private equity firms, boards and CEOs who want an operator's read on the technical field across a portfolio.
Diligence, operating reviews and interim leadership for the technical field across a portfolio, including where AI agents should take work from headcount in each company. Growth for venture, growth and EBITDA for private equity.
What we do
- Technical field diligence on a target or portfolio company in two weeks
- Portfolio operating reviews on one lifecycle and value method, so partners compare like with like
- Interim and embedded leadership for one to two quarters
- Office hours for portfolio CROs and CCOs
What you get
- Portfolio NDR and win rate by company, with the first three changes for each
- Efficiency taken out without touching growth
- Faster, better-calibrated senior field hires
- Board-ready metrics for the customer-facing org
