→ Methodology How I build a GTM system

Lead gen in one room, sales in another, and revenue gets lost in between.

For B2B service firms where marketing, lead gen and sales each run alone. Below, week by week: what you receive, what your team puts in, and how you see progress.

60 minutes, free, no pitch

AI-native GTM system
New revenue Account growth
Predictable revenue
01 The problem Why the pieces do not add up

In every audit I see the same thing: marketing, lead gen and sales sit in separate rooms.

Each function optimises its own metric. Marketing goes for reach, lead gen for replies, sales for deals. Everyone is busy, everyone reports. The one number they share — revenue — has no owner.

Marketingmakes content and brand, counts reach and likes.metric: traffic
Lead gensends outreach, counts opens and replies.metric: replies
Salescloses whatever happened to reach them.metric: deals
Between the rooms there is a gap where leads and money die. Nobody owns revenue from first touch to payment, so the CEO ends up doing sales by hand.
02 Where you are now The road a service firm travels

From 0 to $30M+ ARR: where are you now?

A GTM system is built for a stage. What takes a firm from $500K to $1M is exactly what stalls it at $5M, so first we establish honestly where you start.

<$300K ARR
0
CEO does everything
∞ offers · 0 channels
$300K–1M ARR
1
Experiments
  • Upwork + referrals
  • An offer of everything for everyone
  • CEO in daily operations
∞ offers · 1–2 channels
$1–3M ARR
2
Niching down
  • 1 ICP · focused on a niche
  • Channels stabilised
  • CEO = sales + AM
1 offer · 1–2 channels
$3–10M ARR
3
Growth
  • Process documented
  • Team runs without the CEO
  • CRM + funnel
2–3 offers · 2–3 channels
$10–30M ARR
4
Expansion
  • Inbound + outbound
  • Revenue ×2 YoY
  • CEO out of sales
An offer line-up · 4+
$30M+ ARR
5
Portfolio
  • Practices with their own P&L
  • Growth out of existing accounts
  • Partners + analysts
Portfolio · 5+ channels
We pin down your starting point in the audit
03 Where this comes from Honest about my own mistakes

I used to sell it in pieces myself.

I sold lead gen on its own. I sold building a sales team on its own. Each piece worked by itself and sounded excellent on a call.

And the client was left with a pile of parts nobody had stitched together. Leads came in, meetings did not. A sales team got built with nothing to feed it. The result never added up, because adding it up was nobody's job. That is when I understood something simple: you have to sell the whole system at once, stitched into one thing. And build it with the client's own team, so that a year later it lives without me.

What changed
The system gets built whole. And one person owns it.
04 The system 6 blocks · tasks with instructions

Here it is — the GTM system: 6 blocks and a finite task list.

Lead gen is just one block out of six. Every block has an owner and a number of its own, and behind each sits a finite list of tasks. Quick wins run in parallel from the first sprint.

Pipeline · the client flow
03 · Pipeline

Lead generation

3.1 Demand generation
Brand awareness TOFU–MOFU–BOFU content Lead magnets SEO / AEO
3.2 Lead generation
Outbound Inbound capture Lead lists Infrastructure Nurture
04 · Pipeline

Sales

Discovery Proposal Negotiation Closing Sales enablement Objections Lead scoring CRM Call taker
05 · Pipeline

Account management

5.1 Onboarding
Kickoff Setup Time-to-Value
5.2 Retention + Expansion
Health score QBR Renewals Upsell Cross-sell Advocacy


Foundation · always running
01 · Foundation

GTM strategy

ICP Persona Value proposition Positioning Target segments Offers Messaging Case studies
02 · Foundation

Team

Top performers Stage-fit roles Hiring Development Compensation
06 · Foundation

Process

SOPs Metrics Cadences CRM hygiene Forecasting Dashboards

In parallel · from the first sprints
+ · Quick wins

Quick wins

Deliverability CRM hygiene LinkedIn profiles Website and materials Quick fixes out of the audit

The obvious fixes do not wait for the foundation — they go into work immediately, while the big blocks are being built.

Behind the 6 blocks sits a master plan of tasks, each with an instruction and a template. The list is finite: we filter it down to your firm and work through it sprint by sprint.
AI-native

Every module is wrapped in AI skills. Agents take the routine: research, outreach, qualification, reporting. The team spends that time on deals.

05 How we work Sprints · weekly rhythm

What you receive week by week.

Every phase ends with something that stays with you. The timings below are for a firm with one business development team, 6 months minimum. The more teams and channels, the more people have to change how they work, so phases run longer and the project costs more.

Weeks 1–2

Audit

  • Access and team interviews
  • Review of process, data and materials
  • We name the implementation owner on your side

Day 7: a 360° assessment of your business development and a 6-month action plan. You can stop here and keep the plan.

Weeks 3–6

Strategy + quick wins

  • ICP and offers per segment
  • Positioning and messaging
  • CRM and data
  • First quick wins already in progress

Week 6: ICP and offer documents, a configured CRM, the first audit fixes already live. Same week: the adoption check.

Weeks 7–12

Launch

  • Outbound campaigns
  • Content system
  • Every hypothesis gets 300+ contacts

Week 12: campaigns running, a weekly plan-vs-actual report, a verdict on every hypothesis.

Months 4–6

Scale

  • Double what books meetings
  • Stop the rest
  • Instructions and templates handed to the team

Month 6: the system runs on your team's hands, with an instruction for every process.

Weekly rhythm · every sprint
MONSprint plantasks for the week, owners, definition of done
MON–FRIAsyncSlack or Telegram, reply within 24 hours
FRIRecapwhat got done, what of it is already in use, the numbers, what moves and why
06 From you Start conditions

What your team needs to put in.

Your people build the system, so these four are agreed before the start. Without the first one the project does not begin.

01

An implementation owner

The person who carries what we build into daily work. If there is nobody, the first sprint goes to finding or hiring them.

02

Hours per week

How much time that person has for the project gets fixed before the start. Sprint pace depends on it, so we name it honestly.

03

Access in week one

CRM, outreach platforms, analytics, the site. An audit without data turns into a survey.

04

Sessions per your format

One to three sessions a week, depending on how many teams you have. Everything else goes through Slack or Telegram, with a reply within 24 hours.

07 Risks When the plan slips

What happens when something goes wrong.

These rules came out of my own failure: I closed 39 tasks out of 39, and not one of the 10 offers we built reached a campaign. We talked about it on day 90. Now failure shows by week 6.

01

Week 6: adoption check

We count how much of what was built is already in use. If it is under 30% while I have closed most of my tasks, I go to the CEO that same week with a breakdown and a plan.

02

Strategy decision log

Every change of course is written down: what changed, why, who decided. A month later nobody argues about where the new focus came from.

03

Honest statuses

A channel with no weekly number counts as not launched. A hypothesis on fewer than 300 contacts counts as untested. The report says exactly that.

08 Progress Every Friday

Every Friday you see plan vs actual.

The report has two parts built from the same numbers: a page with conclusions and a dashboard you can filter by channel or by person.

01

Plan-vs-actual funnel

How many contacts, replies and meetings were planned, how many happened, and where the plan came from.

02

A verdict on every campaign

Keep, fix or stop, and why. Plus a breakdown of every reply with a draft of the next message.

03

Done vs adopted

Two separate numbers: how many tasks were closed and how many of them already work inside your team.

09 Principles What the method rests on

Six rules the method rests on.

01

One owner of revenue

One person owns revenue from first touch to payment. When responsibility is spread across everyone, the gap between functions stays.

02

Process over heroics

Every process is written down so someone else can pick it up. While everything rests on one star, sales depend on that star's calendar.

03

Write it down first, automate second

You cannot scale or delegate what is not documented. SOP and template first, AI and automation after.

04

Your team does the building

I set the tasks, hand over templates and sign off the result. The hands are yours, so the system stays when I leave. The goal: a year on, you run it yourselves.

05

Done means in use

A task closes when its result is already in use: a campaign runs on the offer, posts go out under the content strategy.

06

Dependencies first

Offers come after positioning, positioning after customer interviews. A task never closes before the one it depends on.

→ Let us talk

Want this system in your own firm, instead of one more point service?

One 60-minute call, no pitch. We work out where your GTM loses the most money and whether I can unblock it. If we are not a fit, I will say so.

How much does it cost?Audit $990, delivered in 7 days. After that, $1,900 to $4,900 a month, 6 months minimum. Price and timelines grow with the number of teams and tracks, because changes get harder to roll out.
Can we start small?Yes, with the audit. After 7 days the plan is yours, and continuing is optional.
How much team time will it take?Your implementation owner names the weekly hours before the start. Sprint pace is set from that number.
Any results?Client numbers are on the case studies page