How We Engage
Your GTM partner for the long term
We understand that time and money are valuable resources for scaling tech companies and we hope to be your GTM partner for the long term. We therefore approach our GTM Solution engagements with as much clarity and transparency as possible, respecting both your time and budget.
Our approach for company founders or exec teams seeking GTM Solutions or consulting support is as follows:
- Initial Discovery Meeting
- Our first meeting is always free of charge. We will meet with you to understand your objectives and outline the GTM areas that we can help with.
- Request a GTM Roadmap
- If you wish to proceed, please request a GTM Roadmap and we will send over our Assessment Terms, including a mutual Non Disclosure Agreement, for you to sign and return.
- GTM Assessment
- We will carry out a GTM Assessment. Our aim is to gather as much data as possible about factors impacting your GTM so that we can make recommendations.
- Depending on your growth stage, this may include further meetings with the founders and wider team, product and technical information, analysis of any existing GTM data, systems or processes and, with your consent, other data related to customers, partners or third parties.
- During the Assessment, you will have access to the confidential and secure mySUM Client Portal, which will enable us to collaborate with you and share data and documents.
- Assessment Findings and GTM Roadmap
- Following the GTM Assessment, we will provide you with the following reports detailing our findings and recommendations in accordance with the SUM Framework:
- Assessment Findings Report
- GTM Roadmap
- Pitch Deck and Business Plan Guidance (if you have purchased our GTM Investment Pack)
- Following the GTM Assessment, we will provide you with the following reports detailing our findings and recommendations in accordance with the SUM Framework:
- Post-Assessment Debrief
- We will meet with you to discuss the findings of the GTM Assessment and our recommendations within the GTM Roadmap.
- Agree GTM Solution
- We will identify the GTM Solution that we believe best meets your needs and our proposal for implementing the GTM Solution. This will include an outline of the proposed scope of work and deliverables required from both parties, plus clear estimates for timelines and costs so you have a comprehensive view of the road ahead.
- If you decide to move forward, we will send you either the GTM Solution Contract or the GTMaaS Contract—depending on the payment plan you prefer—to review, sign and return.
- Delivery of the GTM Solution
- Throughout the project we stay in close, regular contact, holding scheduled progress meetings and issuing monthly reports that track deliverables, targets and milestones.
- You will have continuous access to the mySUM Client Portal for real-time visibility into the project.
- Any adjustments are managed through a structured change-control process, and the engagement concludes with a comprehensive handover to ensure a smooth transition.
- Ongoing support
- Our engagement doesn’t stop here. If you require further help, you can access support either as an extension of the GTM Solution or GTMaaS engagement, or in a fractional capacity with one of our GTM specialists.
