Capability Building,
Not Vendor Dependency
Four progressive service tiers designed to build internal capability while delivering immediate value. Enter at any tier based on your readiness stage. Progression is natural, not forced.
The Difference
Traditional consulting creates dependency—you hire experts, they deliver solutions, you hire them again when things break or change. This cycle is profitable for consultants but destructive for organizations.
Our Approach
Our scoping engagements lead to ongoing work when the value is obvious, not because we create urgency. Others take our roadmaps and build internally—exactly as it should be. Your capability growth is our success metric.
Service Tiers
Each tier shows what you get, investment range, ideal readiness stage, and natural progression. The goal is clarity, not conversion.
Build Literacy
Foundation for transformation through AI fluency and strategic intelligence
You can't transform what you don't understand. Build Literacy creates the cognitive foundation that makes all other transformation possible—the shared language and understanding that enables effective collaboration and decision-making.
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
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 (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
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
Best for these readiness stages:
Stage 01-03: Audience, Researcher, Hand Raiser — Building awareness and understanding before commitment
Addresses these traps:
The Ignorance Trap, The Tools Trap — Teams don't know what they don't know, or buy tools without understanding how to use them effectively
View All Tier 1 ServicesAssess & Plan
Strategic clarity and roadmap development before implementation
Most transformation efforts fail not from poor execution, but from solving the wrong problems. Tier 2 answers the critical questions: What's actually broken? What would better look like? What's the path from here to there?
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)
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)
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)
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
Best for these readiness stages:
Stage 03-05: Hand Raiser, Buyer, Value Creator — Signaling interest but needs clarity before commitment
Addresses these traps:
The Leads Trap, Tools Trap, Attribution Trap, Forecast Trap — Escaping the more-leads hamster wheel and building realistic planning systems
View All Tier 2 ServicesImplement
Platform implementation and transformation execution
Implementation without strategic foundation creates expensive technical debt. Implementation with clear vision creates leverage that compounds over time. Tier 3 is where strategy becomes operational reality.
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
Foundation CVP
Core HubSpot Customer Value Platform implementation for teams getting started.
- Core system configuration
- Essential data migration
- Basic workflow automation
- Standard team training
Best for these readiness stages:
Stage 04-06: Buyer, Value Creator, Adopter — Ready to invest in transformation infrastructure
Addresses these traps:
The Tools Trap, Data Trap, Integration Trap, Scale Trap — Implementing tools that match actual workflows and creating systems that enable growth
View All Tier 3 ServicesTransform
Ongoing partnership for sustained transformation and optimization
Transformation isn't a project with an end date. Markets shift, teams grow, products evolve. Organizations that treat transformation as ongoing capability building outperform those that treat it as a one-time initiative.
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
Platform Partnership (Foundation)
Ongoing platform optimization and technical support.
- Monthly optimization reviews
- Unlimited technical support
- Workflow enhancement
- Slack channel access
Best for these readiness stages:
Stage 06-08: Adopter, Advocate, Champion — Building transformation capability as competitive advantage
Addresses these traps:
All of them — Ongoing partnership addresses traps as they emerge. Early emphasis on tools/data/integration, later emphasis on scale/attribution/forecasting
View All Tier 4 ServicesHow to Choose Your Starting Point
Start with Tier 1 if:
- • Your team lacks shared understanding of what's possible with AI or modern platforms
- • You're exploring transformation but not ready to commit to major investment
- • You need to build internal buy-in before strategic planning
- • You want to evaluate our approach before deeper engagement
Start with Tier 2 if:
- • You know transformation is needed but lack clarity on the specific path
- • You've identified problems but aren't sure what the right solutions are
- • You want strategic foundation before implementation investment
- • This is the most common entry point for organizations ready to move
Start with Tier 3 if:
- • You have clear vision and roadmap (from us or elsewhere)
- • You're ready to invest in platform implementation
- • You need execution expertise and capability transfer
- • You have strategic clarity but lack implementation capacity
Start with Tier 4 if:
- • You're committed to transformation as ongoing capability, not one-time project
- • You want strategic partnership, not just project delivery
- • You see transformation as competitive advantage requiring continuous evolution
- • You've validated our approach through earlier tier engagement
Can You Skip Tiers?
Yes. Tiers aren't gates, they're guidance. Some organizations enter at Tier 2 and never need Tier 1. Others jump straight to Tier 3 with clear vision from internal planning.
However: Most organizations benefit from Tier 2 strategic clarity before Tier 3 implementation investment. Rushing to implementation without strategic foundation is the expensive path.
Ready to Explore?
Take an Assessment
Not sure which tier makes sense? Understand your readiness stage and current trap patterns.
Start Assessment →Schedule a Conversation
No sales pressure, just strategic conversation about what makes sense for where you are.
Schedule Now →Explore Readiness Stages
See how different stages and teams benefit from our services.
View Who We Help →Most organizations begin with Value-First Scoping • No implementation pressure