AI-Native Transformation. Human-Powered Results.
Breaking free from industrial-age B2B complexity through collaborative intelligence and proven frameworks
The Value Path: Your Transformation Journey
Find Your Stage, Start Your Transformation
Most organizations enter at Researcher, Hand Raiser, or Buyer stages. Wherever you are, we meet you there—and guide natural progression forward.
"I am becoming aware"
You know AI transformation exists but haven't started active exploration. Media content and community create initial awareness.
"I am actively exploring"
You're researching approaches, comparing frameworks, and building AI literacy. Bootcamps and shows accelerate understanding.
AI Skills Bootcamp ($495-$2,495)
"I am signaling interest"
You're signaling specific interest and organizational readiness. Strategic scoping proves internal capability and identifies where expertise adds value.
Value-First Scoping ($2,495-$7,495)
"I am navigating buying complexity"
You're actively making buying decisions, coordinating stakeholders, and navigating organizational dynamics. Implementation partnerships execute approved transformation plans.
HubSpot CVP ($9,995-$39,995)
"I am building together"
You're actively creating new value through transformation. Implementation work turns strategy into operational reality.
"I am validating success"
Your team is using new capabilities and proving value. Ongoing partnerships sustain momentum and expand transformation.
"I am amplifying value"
You're building internal champions and defending transformation investments. Strategic partnerships drive continuous evolution.
"I am co-creating the future"
You're not just using Value-First—you're co-creating it with us. Full partnerships enable market leadership.
Breaking Free from Industrial-Age Traps
12 Complexity Traps Keeping You Stuck
For 25 years, SiriusDecisions Demand Waterfall, Salesforce complexity, and enterprise tool fragmentation created cumulative dysfunction. These 12 traps show exactly where you're stuck—and how to break free.
Value-First methodology identifies 12 specific traps that accumulated over the industrial-age B2B era. Two foundational traps created the environment. Ten core framework traps emerged from that foundation. Understanding your specific traps reveals your fastest path to transformation.
Foundational Traps (The Root Causes)
The B2B Trap
The Problem:
Treating all business relationships as transactional rather than collaborative
The Impact:
Created entire industries around manipulation tactics ("lead generation," "conversion optimization")
The SaaS Trap
The Problem:
Software fragmentation creating 15+ disconnected tools requiring constant "integration"
The Impact:
Data silos, workflow breakage, massive technical debt, and vendor dependency
Core Framework Traps (The Daily Dysfunction)
AI Replacement Trap
Fearing AI will replace humans instead of amplifying collaboration
Leads Trap
Managing "leads" and "prospects" instead of recognizing human relationships
Advertising Trap
Buying attention through interruption instead of earning it through value
Lead Magnet Trap
Trading "free content" for contact data instead of genuine education
Qualification Trap
Judging "qualified" vs "unqualified" instead of recognizing readiness stages
Managed Services Trap
Outsourcing strategic capabilities creating permanent vendor dependency
ERP Trap
Forcing HubSpot to be a front-end to ERP instead of owning customer data model
Measurement Trap
Measuring industrial-age activity (MQLs, pipeline velocity) instead of transformation progress
Conformity Trap
Following industry "best practices" that perpetuate dysfunction
Authority Trap
Believing transformation requires external permission rather than internal conviction
Why AI-Native Matters
Traditional Consulting
- ✗ Resists AI (threatens revenue)
- ✗ Creates dependency
- ✗ Billable hours model
- ✗ Individual expertise
Technical Agencies
- ✗ Replace humans
- ✗ No strategic framework
- ✗ Tool-focused
- ✗ Implementation only
Value-First Team
- ✓ Amplifies human capability
- ✓ Complete framework
- ✓ Value-based pricing
- ✓ Team constellation
How We Help You Transform
Value-First Office Hours (Base Seat)
Individual support for CRM admins needing regular HubSpot guidance. 3 live sessions per week.
- 3 live sessions per week
- Standard question queue
- 10-15 min screen share troubleshooting
- Private Slack community access
AI Skills Bootcamp
Intensive workshop to build AI literacy and practical skills for your team.
- Practical AI prompting
- Use case identification
- Tool selection guidance
- Team capability assessment
Value-First Office Hours (Strategy Seat)
Team lead support including quarterly 1:1 strategy sessions and priority access.
- Everything in Base Seat
- Quarterly 60-min 1:1 strategy sessions
- Priority question queue access
- 20-30 min extended screen share sessions
Value-First Office Hours (Partnership Seat)
Executive partnership with monthly strategy sessions and direct access to leadership.
- Everything in Strategy Seat
- Monthly 90-min strategy sessions
- Executive priority queue
- Direct Slack access to Chris & Ryan
Practitioner Coaching
1:1 coaching for HubSpot practitioners to build strategic capability.
- Bi-weekly coaching sessions
- Skill development plan
- Real-world project guidance
- Career pathing support
Organizational Assessment (Scoping Tier 1)
Strategic direction without major commitment. 3-5 stakeholder interviews and AI-assisted analysis.
- 3-5 stakeholder interviews
- AI-assisted strategic analysis
- High-level transformation opportunities
- Current State Brief (15-20 pages)
Comprehensive Scoping (Scoping Tier 2)
Full assessment with technical validation. 5-7 stakeholder sessions and complete roadmap.
- 5-7 stakeholder sessions
- Technical validation & architecture
- Advanced AI pattern recognition
- Complete Transformation Roadmap (20-30 pages)
Implementation Planning (Scoping Tier 3)
Complete execution framework ready for action. 7-10 sessions and deep technical specs.
- 7-10 stakeholder sessions + workshops
- Deep technical specs
- Advanced AI scenario modeling
- Complete execution framework (100+ pages)
Foundation CVP
Core HubSpot Customer Value Platform implementation for teams getting started.
- Core system configuration
- Essential data migration
- Basic workflow automation
- Standard team training
Complete CVP
Comprehensive implementation replacing fragmented tools with a unified platform.
- Full system configuration
- Complex data migration
- Advanced automation
- Custom reporting dashboards
Enterprise CVP
Enterprise-grade implementation for complex organizations with multiple business units.
- Multi-hub configuration
- Enterprise architecture
- Custom integration development
- Change management program
Platform Partnership (Foundation)
Ongoing platform optimization and technical support.
- Monthly optimization reviews
- Unlimited technical support
- Workflow enhancement
- Slack channel access
Growth Partnership (Strategic)
Complete transformation support including strategy and capability development.
- Everything in Foundation
- Strategic advisory sessions
- Team capability development
- Quarterly strategic planning
Transformation Partnership (Enterprise)
Comprehensive partnership for complex, multi-team transformation initiatives.
- Everything in Strategic
- Dedicated strategic partner
- Multi-team coordination
- Executive leadership coaching
Transformation Tools
Explore our interactive tools designed to bring Value-First concepts to life. From simulators to games, experience transformation in action.
Value-First Media Network
21+ educational shows covering every dimension of B2B transformation. From AI daily insights to specialized domain expertise, learn from the Value-First practitioner network.
Data Model Designer
Visual tool for designing and documenting HubSpot data models. Build custom object relationships, understand the native HubSpot architecture, and export your designs.
Silo Run
3D isometric strategy game demonstrating the costs of organizational silos. Experience firsthand how departmental isolation undermines business outcomes through interactive gameplay.
Value Path Simulator
Interactive tool for modeling traditional vs value-first customer value platform approaches. Compare scenarios, explore unified views, and analyze stage-by-stage transformation.
Transformation Education: 1,000+ Episodes Annually
Learn Through Our 21-Show Media Network
We don't gate-keep transformation knowledge. Every concept, framework, and breakthrough—shared freely through daily shows, deep-dive series, and live discussions.
Value-First AI Daily
Hosts: Chris Carolan & Nico Lafakis
Frequency: Daily (Monday-Friday)
Episodes: 200+
AI-Native Collaboration in Practice
Every weekday, Chris and Nico explore how AI-human collaboration transforms business operations. From strategic insights to tactical implementations, this show makes AI-native transformation accessible and actionable.
Value-First Measurement
Focus: Analytics & Measurement
Format: Deep-Dive Series
Beyond Vanity Metrics
Master the art of measuring what matters. Learn how to build measurement systems that track real transformation progress, not just activity. Move beyond dashboards to true business intelligence.
Traditional consulting charges $10K+ for workshops teaching frameworks we share freely. Why? Because transformation happens through understanding, not through information scarcity. When you're ready to implement, we're here. Until then, learn without barriers.
Ready to Get Started?
Not sure where to start?
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Value-First Coaching helps you develop AI-native capability without consulting dependency
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