Our Engagement Framework:
The 3-Phase Growth Model

A proven system that de-risks deals, accelerates growth, and maximizes exit value
across the entire investment lifecycle.

  • PHASE 1

Predeal — Evaluate

When:

During early diligence or deal qualification

Purpose:

Assess marketing risk, surface growth levers, and strengthen your offer.

Duration:

1–2 weeks

Scope Includes:

  • Marketing Due Diligence Audit
  • Digital and Brand Infrastructure Review
  • CRM + MarTech Stack Analysis
  • Market Positioning and Voice of Customer Review
  • Go-to-Market Readiness Check

Deliverables:

  • Deal Brief
  • Risk Report
  • Growth Lever Map
  • High-Level ROMI Estimates

Value Delivered:

  • De-risk investment
  • Shape a more confident offer
  • Accelerate post-close value creation
  • Identify red flags before signing
  • PHASE 2

Preclose — Plan

When:

After LOI / during exclusivity

Purpose:

Build a post-close growth strategy and execution roadmap.

Duration:

2–4 weeks

Scope Includes:

  • 3, 6, 12, 24-Month Growth Plan
  • Budgeting and Capital Allocation Model
  • Sales Enablement Recommendations
  • Marketing Infrastructure Plan
  • Revenue Team Alignment

Deliverables:

  • Marketing Plan in a Box
  • Organizational Readiness Brief
  • Dashboard Wireframes
  • Execution Timeline + Milestones

Value Delivered:

  • Clear Day-1 plan
  • Sets expectations with investors and board
  • Aligns sales, marketing, and leadership
  • Enables faster time-to-value post-close
  • PHASE 3

Post-Close — Execute

When:

Immediately after close and beyond

Purpose:

Deploy the plan with fractional leadership and a full-stack team.

Duration:

3–12+ months

Scope Includes:

  • Fractional CMO + marketing department
  • Sales enablement deployment
  • CRM, automation, and attribution implementation
  • Brand, content, digital campaigns
  • Ongoing reporting, analytics, and optimization

Deliverables:

  • Monthly Board-Ready Reports
  • CRM & Campaign Performance Dashboards
  • Live Execution Support
  • Quarterly Strategic Reviews

Value Delivered:

  • Accelerated revenue
  • Operational growth engine
  • Fewer headcount constraints
  • Better performance data
  • Exit-readiness starts on Day 1

The 3-Prong Growth Flywheel™

Each phase feeds the next, compounding results across the deal lifecycle.
Every engagement strengthens the system.

Strategy

Grounded in diligence, aligned to thesis

Execution

Delivered by senior operators + full-stack team

Optimization

KPI-driven reviews and iterative acceleration

Why This Process Works

Each phase feeds the next, compounding results across the deal lifecycle.
Every engagement strengthens the system.

Improved marketing ROI within 90–120 days
Designed for capital allocation discipline
Optimized for speed, scale, and EBITDA impact
Modular, so you can engage at any stage
Delivered by experts fluent in both growth strategy and boardroom KPIs

Let's Build Your Growth System

Start with a discovery call to see how our framework applies to your next deal.
Contact Us

Ready to Derisk, Execute, and Grow?

Let’s turn your marketing function into a value creation engine.

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