Pre-Launch Founder Planning A Stack
Full strategy before you spend a cent on tools — so you buy the right platforms once, not the wrong ones twice.
Full customer journey mapped, tool stack audited, and a prioritized roadmap of what to automate first, second, third — before you build a single workflow.
Delivered in 1–2 weeks by a single specialist. Tool-agnostic recommendations, built to scale from day one.
Every stack I audit has 3–5 tools that overlap, don't talk to each other, or automate the wrong step. Here's what a strategy phase fixes.
Six documents you own — the blueprint any team, agency, or freelancer can build from.
Every stage from first touch to advocate mapped with triggers, hand-offs, and the KPI that defines success at each step.
Every current tool audited for redundancy, gaps, and fit — plus a recommended stack that scales with your business.
A ranked, revenue-weighted list of every automation to build — first, second, third — with expected impact for each.
A written architecture doc showing every trigger, data flow, and hand-off — the blueprint your team or a vendor can build from.
The metrics that matter at each funnel stage plus an attribution model that reflects your actual sales cycle.
A guide any implementer — you, your team, an agency — can pick up and execute against without another strategy call.
Whether you're planning a first stack or fixing a bloated one — there's a scope that fits your stage.
Full strategy before you spend a cent on tools — so you buy the right platforms once, not the wrong ones twice.
Journey mapping and roadmap for a scaling startup that just hired a first marketer and needs a real plan.
You're paying for 8 tools that do overlapping things. Full audit, gap analysis, and consolidation plan.
A senior-level strategy the team can execute against without needing to hire a CMO first.
Independent audit of what your current agency is doing — with a tool-agnostic recommendation of what to keep and what to fix.
Unified journey and attribution strategy across multiple products, brands, or regions — with clean data separation.
Full growth and RevOps audit for portfolio companies — with a roadmap the operating team can act on.
Interim strategy and roadmap while you recruit a full-time RevOps lead — so momentum doesn't stall.
Every engagement uses proven frameworks — not opinions, not templates from a course.
Buyer stage, JTBD, and lifecycle frameworks combined into a single, actionable customer journey map.
Structured comparison of CRMs, ESPs, CDPs, and automation tools — scored on fit, cost, and scale for your business.
The playbook used by high-performing RevOps teams — adapted to your team size and stage, not lifted from an enterprise deck.
First-touch, last-touch, multi-touch, and MMM approaches evaluated for your funnel — with a recommended model and setup plan.
AARRR, ICE, and RICE frameworks used to prioritize the roadmap — every automation ranked by objective criteria.
Every strategy doc delivered as an editable template — so the plan lives, evolves, and stays accessible to your team.
Aggregate results from recent strategy engagements.
The stack I ship on — configured properly, wired into your analytics, not just installed and left.
Real feedback from real strategy engagements.
"Flows launched in a week and started printing revenue by day 10. What used to be blasts is now a system."
"Fixed price, plain-English readouts, and I own every account, workflow, and dashboard. Best automation experience I've had."
"Every automation shipped with a documented reason and a KPI. No black-box vendor lock-in."
"One specialist, not a five-person 'squad' — and the work shipped twice as fast."
"I stopped paying for tools nobody used. Now they run every week and we can show the impact."
Eight ownership-first deliverables — the full strategy package, editable and yours forever.
A written scope agreed up front — no hourly billing, no surprise change orders halfway through.
ESP, CRM, CDP, and reporting accounts stay in your name, with a clean export of every workflow, segment, and template used.
A single strategy doc mapping every stage, tool, trigger, and hand-off — the blueprint any team can build from.
A ranked, revenue-weighted list of which automations to build first, second, third — with expected impact for each.
A recorded walkthrough of every deliverable plus written docs so anyone on your team can pick it up later.
Thirty days of tweaks, bug fixes, and questions included — no ticket queue, direct message to me.
Everything ships on tools you own or can move away from — no proprietary black boxes, no forced retainers.
A one-page summary you can hand to a CEO, board, or investor — plain-English impact, no dashboards required.
A 30-minute call to understand your funnel, tools, and where automation actually moves revenue — before quoting anything.
I map your data, stack, and workflows, then send back a fixed-price scope with a clear timeline and deliverables list.
Weekly Loom updates, shared docs, and a live staging environment — no black-box progress, ever.
Full walkthrough, exported accounts, and 30 days of post-delivery support included in every engagement.
Not selling you a platform. Not on a commission from HubSpot. Just the strategy that fits your actual business.
Every tool evaluated on fit and cost for your business — not what pays the best partner rate.
Not four months. A real strategy doc, real roadmap, real audit — before your next quarter starts.
Architecture designed for 10× growth — so nothing needs to be rebuilt when volume triples.
You work directly with me. Every doc written by the person you hired.
Every engagement is fixed-price and fixed-scope. No hourly billing, no mid-project surprises.
Three levels that scale from a lightweight audit to strategy plus hands-on implementation.
Not sure which fits? Book a 20-minute call. I'll recommend the smallest scope that actually moves your number.
Everything in this build connects to the wider website, conversion, and AI stack I ship for clients.
The parent service — where strategy becomes shipped, automated workflows.
For pre-launch founders — strategy fits directly into a validated business launch.
Once the strategy is set, this is how the CRM piece gets built.
The most common Phase 1 build after the roadmap is delivered.
One short email each week — proven tactics, AI workflows, and case-study breakdowns you can apply the same day.