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Value-First Team
πŸ‘” STRATEGIC

Business Leaders

Strategic leadership navigating AI transformation

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🀝 REVENUE

Customer Teams

Revenue teams building authentic relationships

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βš™οΈ EXCELLENCE

Operations Teams

Process excellence and platform intelligence

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πŸš€ INNOVATION

Product Teams

Product development and AI integration

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View All Teams & Readiness Stages
The Problem

Why Traditional Approaches Fail

Understanding what's broken

πŸ“’

Beyond Leads

Why industrial-age language breaks in the AI era

πŸ’‘

The Breakthrough

Cracking the 25-year complexity code

The Mechanism

How Transformation Works

The frameworks that enable change

πŸ›€οΈ

The Value Path

8 stages of natural human progression (WHERE)

πŸ”„

The Value Loop

The operational framework (HOW)

The Traps

Common Patterns That Break Value

Recognize and escape these traps

πŸ€–

AI Replacement Trap

Creating fear or multiplying capability?

πŸ”„

Leads Trap

Industrial-age language in AI era

πŸ“Š

Measurement Trap

Measuring what matters vs. what's easy

πŸ”—

Managed Services Trap

Building capability vs. dependency

Explore the Complete Framework
🎯 Tier 1

Build Literacy

Foundation for transformation

$295 - $2,495

Office Hours
Base Seat $295/mo
Strategy Seat $695/mo
Partnership Seat $1,495/mo
AI Skills Bootcamp
Foundation $495
Team $1,495
Enterprise $2,495
View Tier Details
πŸ” Tier 2

Assess & Plan

Strategic clarity & roadmapping

$2,495 - $7,500

Value-First Scoping
Organizational $2,495
Comprehensive $4,995
Implementation $7,500
View Tier Details
🧠 Tier 3

Implement

Platform transformation & activation

$4,995 - $39,995

Value-First Scoring
Standard $4,995
Comprehensive $7,495
Advanced $9,995
Customer Value Platform
Foundation CVP $9,995
Complete CVP $19,995
Enterprise CVP $39,995
View Tier Details
🀝 Tier 4

Transform

Ongoing strategic partnership

$4,995 - $24,995/mo

Strategic Partnership
Strategic Advisory $4,995 - $9,995/mo
Active Transformation $9,995 - $19,995/mo
Full Partnership $19,995 - $24,995/mo
View Tier Details
View All Services & Pricing
πŸ“Š INTERACTIVE

Assessments

Diagnose hidden barriers in your revenue operations

Interactive diagnostic tools

Take Assessment
πŸ—ΊοΈ REFERENCE

HubSpot Data Model

Visual guide to native HubSpot objects and relationships

Comprehensive reference guide

Explore Data Model
πŸ› οΈ TOOL

Data Model Builder

Design and visualize custom HubSpot data models

Interactive canvas designer

Start Building
πŸŽ™οΈ MEDIA HUB

Media

Podcasts, shows, and episodes from Value-First experts

12+ shows with daily & weekly content

Browse Media

Explore our resources to diagnose issues, understand HubSpot's data architecture, build custom models, and learn from our content.

Contributors

Search Site

Get Started

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Who We Help What We Solve How We Help Resources Contributors About My Value Path Sign In Get Started
Value-First Team
Welcome!

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The express lane. Just the essentials to get you into your Value Path portal.

Email, name, and contact info
Pick up to 3 traps you want to solve
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Multiple input options (text, voice, AI chat)
Import LinkedIn, portfolio, social links
Better personalized recommendations
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Value-First Team

Breaking free from industrial-age B2B complexity through collaborative intelligence and proven frameworks.

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