01Strategy
Where to play and how to win
- The segments where deals close fastest and grow largest
- What each stakeholder needs to hear, and when
- Where to hire, and where agents do the work instead
Financial infrastructure, 20 to 40 people, enterprise buyers
Deals with five stakeholders and a compliance review
Interest is not the problem. Long, crowded deals and slow go-lives are.
An example drawn from companies at this stage, not a client story.
The situation
The team creates interest faster than it can close and launch. Throughput sets the ceiling, not lead flow.
You might recognize it
- Every deal involves finance, product, engineering and compliance.
- Onboarding after signature takes as long as the sale.
- The content is strong, but few people run the deals.
The number to watch
Days from first meeting to live
Revenue starts at go-live, not at signature.
How we would run it, end to end
02Design
The operating system behind the number
- A mutual action plan for every deal, shared with the buyer
- Compliance and onboarding started before signature
- Stages tied to commitments the buyer has made
03Execution
Run it, measure it, keep what works
- Deal rooms prepared for every stakeholder
- Comparison and education content that shortens discovery
- Onboarding tracked to a go-live date
- The Monday brief: cycle time, stalled deals and go-live dates
The first 90 days
Weeks 1 to 2
Recent deals traced start to finish. Where the days go, measured.
Weeks 3 to 6
Action plans and early compliance live on every new deal.
Weeks 7 to 12
Deal rooms and onboarding tracking running. Cycle time reported weekly.
What Monday looks like
SampleMonday briefWeek 8
The number: Days from first meeting to live
What moved
- Action plans cut the cycle. Median 71 days with one, 94 without.
- Three deals stalled at compliance. All three are missing the same document.
This week
Start onboarding for the two deals due to sign this month.
What you keep
A deal process buyers follow, and go-lives that start before signature.
Functions it touches
Sound familiar? Tell us what's stuck and we'll bring what we found.