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ORGANIZATIONAL ARCHITECTURE

Three-Org Model

From 12 silos to 3 orgs

Three organizations. Three leaders. One mission: maximize value created and received across all relationships.

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THE PROBLEM

What 12 Departments Creates

Marketing

Generates "leads" → hands off

Sales

Closes deals → hands off

Implementation

Delivers → hands off

Account Mgmt

Retains & upsells

Customer Success

Prevents churn

Support

Handles problems

7+ handoffs. Context lost at each transition. Relationships rebuilding with each new face.

THE SOLUTION

Three Orgs. Clear Purpose.

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Customer Org

Everyone who creates and delivers value to clients

Owns the entire Value Path

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Operations Org

AI-powered coordination that enables Customer Org

Invisible to clients

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Finance Org

Resource stewardship and value accounting

Measures value delivered, not just revenue

Customers experience one continuous relationship. Context accumulates. Trust deepens.

ORG 01

Customer Org

Everyone who touches the value journey

From first signal recognition through championship. No artificial splits between "getting" customers and "keeping" customers.

Client relationship development and stewardship
Live session delivery—discovery, coaching, training
Technical implementation and configuration
Thought leadership and market education

Key Principle

No handoffs between Value Path stages.

Relationships are stewarded continuously, not transferred between functional specialists.

Leadership: Chief Customer Officer—stewards the portfolio of relationships across all Value Path stages.

ORG 02

Operations Org

AI-powered coordination and enablement

Makes the Customer Org effective at creating value. Invisible to clients—they experience seamless coordination.

AI systems and tool infrastructure
Data quality and integration
Process efficiency and automation
Documentation and knowledge management

The AI-Native Distinction

In traditional orgs, operations requires large teams managing coordination manually.

In Three-Org, AI handles coordination at scale while humans focus on judgment, strategy, and edge cases.

This is why Operations Org can be small (or even a single AI with human oversight) while enabling sophisticated capability.

ORG 03

Finance Org

Resource stewardship and value accounting

Not just tracking money—measuring value delivered. This changes investment decisions, pricing models, and resource allocation.

Revenue distribution based on contribution
Cash flow management and financial planning
Investment prioritization and resource allocation
Value accounting alongside traditional metrics

What Finance Measures

Traditional

Revenue, margin, cash flow

Value Metrics

Value delivered per dollar invested

Relationship health

Capability building

Pattern Recognition

Which relationships create multiplying returns?

THE KEY ROLE

The Value Steward

Humans partnered with AI who steward relationships through the entire Value Path

Traditional Roles

  • • SDRs recognize signals and set meetings
  • • AEs navigate buying and close deals
  • • CSMs ensure retention and prevent churn
  • Each knows their stage, none owns the relationship

Value Steward

  • • Full journey ownership from signal to championship
  • • No handoffs between stages
  • • Deep relationship development over time
  • AI handles breadth; human provides depth

One Value Steward partnered with AI might steward 50-100 relationships through their entire journey—versus 500 "leads" through a single stage.

THE MATH

From Complexity to Simplicity

Traditional

7+ functional silos

× coordination overhead

× handoff friction

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complexity explosion

Three-Org

3 orgs

× clear boundaries

× AI-enabled coordination

=

sustainable simplicity

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Continuous relationship

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Handoffs

Trust accumulation

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VALUE-LED GROWTH

Three Orgs. One Mission.

Maximize value created and received across all relationships. Customer Org delivers. Operations enables. Finance stewards.

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