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Illustration of a delivery pipeline connecting dashboards and gauges

HOW WE ENGAGE

One engagement. 26 weeks to make sure you run it.

Six weeks to the diagnosis and the blueprint. Eighteen weeks to install it and run it with your team. Two weeks where your team runs it and we watch. Then an end date we hold ourselves to.

THE TIMELINE

The engagement, week by week.

Twenty-six weeks and one end date. Here is what happens in each stretch.

WEEKS

STAGE

WHAT HAPPENS

1-6

DIAGNOSE

Interviews, data pulls, pipeline and forecast audit, market and message assessment. We are in your CRM and in your meetings. It ends with the Growth OS Blueprint.

7-18

DIRECT

Build what the Growth OS Blueprint specifies: named owners, pipeline standards, the scorecard design, and the cadence calendar.

19-24

DELIVER

We run the weekly cadence, then co-run it, then hand it over. Monthly forecast discipline. One quarterly planning cycle inside the window.

25-26

TRANSFER

Your team runs two weekly cadences while we observe, then we leave.

IT'S A PARTNERSHIP WITH YOU

What we need from you, as an active partner.

This is the part most firms leave out of the proposal. It is also the part that determines whether the install holds.
 

  • The owner in the room. Not a delegate. You, in the weekly cadence, for the full engagement.

  • Access to the numbers. CRM, pipeline, marketing performance, and the forecast you actually use, not the one you present.

  • Honest answers in the diagnosis. We will ask things people do not usually say out loud in front of each other.

  • Your leadership team on the cadence. Ninety minutes a week. If that is not available, the install will not hold, and we will tell you that before you sign rather than after.

  • Willingness to name owners. Somebody's name goes on every KPI. That is the whole point, and it is where most companies flinch.

 

Committees produce minutes. Owners produce decisions.

WHAT WE DO WITH YOU

What gets built stays, in your team's hands, in your language.

  • A named owner for every KPI

  • A live scorecard your team updates weekly

  • A decision log with dates and outcomes

  • One pipeline standard, used by marketing and sales

  • An operating cadence calendar

  • A 90-day rolling execution roadmap

 

Most firms optimize for the next engagement. We optimize for the last one.

WHAT WE DON'T DO FOR YOU

We are not built to become a permanent part of your company.

  • We do not run your marketing. We build the system your team runs it with.

  • We do not sell for you. We build the pipeline standard and the cadence your team sells with.

  • We do not staff your team. If what you need is headcount, hire headcount.

  • The engagement has an end date and a handover, by design, with intention.

  • We do not write a deck and leave. (You have already bought that one.)


Dependency is a business model. It's just not ours.

THE INVESTMENT

What it costs, and what it replaces.

One price to start. The build is priced from what the diagnosis finds.
 

The six-week diagnostic runs in the mid five figures. That is the same range as a consulting study, and a fraction of the fully loaded cost of a senior hire. The difference is what you have at the end of it: a Growth OS Blueprint your team helped build, with the build scoped, priced and ready for your approval.

We publish the range because it saves us both a call. If mid five figures is not a number your business can support right now, we would rather you know that in the first thirty seconds than the fourth meeting.

HIRE A LEADER

TIME TO VALUE

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COST

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WHAT YOU GET AT THE END

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  • 9 - 12 months
     

  • Mid six figures, fully loaded
     

  • A leader who works to protect a job

HIRE A CONSULTANT

  • Six weeks to a report
     

  • Mid five figures to start
     

  • A consulting deck

INSTALL TRIFECTA

  • Six weeks to the Growth OS Blueprint
     

  • Mid five figures
     

  • An operating growth system and a team that uses it every day

SELECTIVITY LEADS TO SUCCESS

How we decide to take an engagement.
Or not.

We take a small number of engagements at a time, because both of us are in every room. That only works if the fit is right, so we screen for it before you commit to anything.

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  1. A 30-minute conversation. No deck. Gary or Brian, asking the questions that locate the constraint. You will leave with a point of view whether or not it involves us.
     

  2. A working session. If the first call says there is something here, we spend ninety minutes with you and your leadership team going deeper. Still no cost.
     

  3. A scoped proposal. One page. The constraint we believe you have, the engagement we would run, the price, and the end date.

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Saying no to the wrong fit is how we say yes to you.

FREQUENTLY ASKED QUESTIONS

You have questions. Here are a few answers.

  • What if we already have a consultant?

    Fine. We are not competing for the same job. If they built you a strategy, we install the machinery that executes it. If they did not, you will know within six weeks.

     

  • What if the diagnosis says our problem is not one you can fix?

    Then we will tell you, and we will not scope a build for it. Naming the constraint honestly is the job, even when the answer is not us.

     

  • Do you work with companies under $5M or over $100M?

    Rarely. Below $5M, the constraint is usually not the operating system. It is the offer or the market, and you do not need a system to fix either of those. We have successfully kickstarted stalled companies above $100M, but that's not our primary focus. Happy to help, if that is you.

     

  • What happens after twenty-six weeks?

    Nothing from us, on purpose. Your team runs the growth operating system without us. If you want a quarterly review after that, we will do it, but the system is built so you do not need one. That is the design.

     

  • Who is actually in the room or on the call?

    Gary and Brian are the team for every engagement. There is no team behind us, which is also why there are only a few engagements

The fastest way to know if we're right for you is a 30-minute conversation.

No pitch deck. No sales sequence. Gary or Brian on a call with you, asking the questions that locate the real constraint, whether or not the answer involves Trifecta.

© 2026 by The Value CMO, dba TrifectaAdvantage

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