Strategic Business Assessment
Before selecting a practice, diagnose the real constraint. The Strategic Assessment Gateway applies three evidence-based frameworks — Rumelt’s Kernel of Strategy, Watkins’ STARS Model, and McKinsey 7-S — to identify root causes and route you to the right practice(s) with precision.
20-minute scored diagnostic. 7-S alignment, Rumelt kernel, STARS situation. Immediate practice pathway recommendation.
- 7-S dimensional scores + gap analysis
- Rumelt strategy kernel audit
- STARS situation classification
- Top 2–4 practice recommendations
Facilitated diagnostic with full stakeholder interviews, 7-S assessment, STARS mapping, and a prioritized 90-day action roadmap.
- Rumelt Kernel Diagnostic Report
- McKinsey 7-S Scorecard
- Resource Prioritization Matrix
- 30-60-90 Day Execution Plan
Full diagnostic plus board-ready strategy documentation, practice pathway activation plan, and 12-month roadmap with quarterly milestones.
- All Advisory deliverables included
- Board-ready strategy presentation
- 12-month practice activation roadmap
- Quarterly milestone framework
Enterprise Revenue Advisory
Full-cycle revenue acceleration for enterprise B2B organizations — territory strategy, pipeline architecture, executive engagement, and deal execution frameworks for complex sales environments.
- Pipeline gap analysis
- Territory whitespace map
- 90-day priority recommendations
- Whitespace intelligence report
- ICP scoring model
- Top-50 account priority list
- Competitive positioning map
- MEDDPICC deal review sessions
- Executive engagement playbook
- Pipeline velocity framework
- Forecast model + KPI dashboard
- Weekly sales leadership sessions
- Board-level reporting package
- Hiring + team assessment
- All tools + practices included
- Live deal scoring dashboard
- Stakeholder influence map
- Win/loss debrief template
- Whitespace score by segment
- Priority account recommendations
- Downloadable territory plan
ARIA-X — AI Revenue & Growth Advisory
Structured AI adoption across five revenue domains: sales intelligence, marketing automation, video production, social media, and creative content — built on the ARIA-X methodology with documented ROI gates.
- 5-domain readiness score
- Top 3 AI quick wins identified
- 90-day adoption roadmap
- AI tool stack assessment + selection
- Outreach automation buildout
- CRM intelligence integration
- 60-day adoption measurement
- AI content engine buildout
- Campaign optimization framework
- AI-powered lead scoring model
- Performance tracking dashboard
- Content strategy + brand voice
- AI video production workflow
- Social distribution calendar
- 30-day production sprint
- All 5 domains deployed
- Team training + certification
- Monthly ROI reporting
- Quarterly program review
- Gap score by function
- AI tool recommendation matrix
- ROI projection by adoption path
SMB & Commercial Growth Advisory
Revenue acceleration for small and mid-size businesses — from diagnostic to growth planning, AI-powered marketing, pipeline management, and operational efficiency. Built for business owners without large sales infrastructure.
- Business health score
- Revenue growth opportunities
- Immediate action recommendations
- Revenue + pipeline tracking
- Customer health scoring
- Monthly growth report
- Customer acquisition playbook
- Pricing analysis + recommendations
- Referral program design
- 90-day measurement framework
- AI content engine setup
- Email automation sequences
- Local SEO + social strategy
- Lead tracking dashboard
In-House Leader Advisory
For sales leaders, revenue leaders, and VP-level executives who need strategic advisory without hiring a full advisory firm — covering performance management, career acceleration, negotiation, and board presentation preparation.
- Stakeholder influence map
- Priority initiative plan
- 30/60/90 milestone framework
- Team assessment framework
- Presentation architecture review
- Narrative + messaging refinement
- Q&A preparation and rehearsal
- Data visualization guidance
- Market comp benchmarking
- Negotiation strategy + scripts
- OTE + equity framework
- Offer evaluation scorecard
- Stage conversion waterfall
- Pipeline coverage analysis
- Board-ready export
IT Enablement & Value Realization (BIVRF)
Cross-practice advisory helping enterprise and SLED organizations extract measurable value from existing technology investments — through the BIVRF methodology: Baseline, Identify, Value, Realize, Framework.
- Technology value gap assessment
- Quick-win opportunity list
- Enablement priority framework
- Platform utilization analysis
- Adoption gap heat map
- ROI opportunity quantification
- 30-page assessment report
- Training curriculum design
- Adoption acceleration playbook
- Executive ROI dashboard
- 90-day KPI reporting package
- Platform-by-platform ROI tracking
- Adoption velocity metrics
- Executive summary export
REIM — Revenue Acceleration Practice
Systematic revenue acceleration through the REIM-LSM methodology: Lead generation, Sales velocity, and Market penetration — combining warm introductions, referral networks, and structured pipeline development for B2B organizations.
- REIM-LSM health score
- Top 3 acceleration levers
- 30-day quick-win plan
- Referral source mapping
- Incentive structure design
- Introduction workflow system
- 90-day activation plan
- 5-touch outreach architecture
- Content + event calendar
- Outreach sequence templates
- Pipeline tracking + measurement
- Velocity by pipeline source
- Stage conversion analysis
- Acceleration opportunity alerts
FIELD-X — Channel & SLED Advisory
C-suite access, field co-presence, and whitespace intelligence for VARs, SIs, and OEM partners competing in SLED markets. Partners report 4× improvement in C-suite meeting conversion within 90 days.
- 8-dimension whitespace score
- Top opportunity jurisdictions
- Priority action recommendations
- Procurement cycle mapping
- Active contract opportunities
- Competitive positioning analysis
- Partnership ecosystem map
- C-suite meeting facilitation
- Procurement relationship building
- Local partner co-sell activation
- 90-day pipeline documentation
- Monthly territory intelligence
- Deal co-piloting sessions
- RFP response strategy
- All FIELD-X tools included
- Jurisdiction opportunity scoring
- Auto-generated talking points
- Procurement calendar integration
CARE-X — Healthcare Practice Revenue Advisory
Revenue acceleration for dental, cosmetic, optometry, and specialty medical practices across Washington and Oregon — patient acquisition, pipeline management, retention programs, and practice growth strategy for the Pacific Northwest market.
- Revenue health score
- PNW market benchmarks
- Top 3 growth opportunities
- Local market analysis by county
- Digital marketing strategy
- Referral program design
- 90-day acquisition plan
- Recall system design
- Reactivation campaign sequences
- Patient satisfaction tracking
- Revenue per visit optimization
- Monthly KPI review sessions
- Staff training support
- Multi-location planning
- All CARE-X tools included
- Market opportunity scoring
- Demographics + competition map
- Location recommendation report
BRAP — Bolden Revenue Alliance Program
A structured referral engine and C-suite alliance program spanning six verticals: Real Estate, Financial Services, Mortgage, OEM, VAR, and SMB. Roundtable facilitation, pipeline training, and partner revenue sharing architecture.
- Network strength assessment
- Partnership alignment scoring
- Top 3 alliance opportunities
- Alliance partner identification
- Incentive structure design
- Introduction workflow + templates
- Referral tracking framework
- Roundtable design + facilitation
- Executive attendee recruitment
- Post-event deal development
- Pipeline attribution tracking
- 6-module training curriculum
- Vertical-specific playbooks
- Roleplay + certification program
- Partner onboarding materials
SOLVE-X — Technology Practice Acceleration
Accelerate Observability, Security, and AIOps practice revenue for VARs, SIs, and cloud partners through warm introductions, Art of the Possible events, and C-suite engagement strategy in the Pacific Northwest's $179B technology market.
- Practice maturity score
- WA market opportunity map
- Priority 90-day recommendations
- 30-page practice blueprint
- Buyer persona profiles
- Target account list (50+)
- Partner ecosystem map
- All Tier 1 deliverables
- 8–15 warm introductions
- One SOLVE-X event (your format)
- 90-day pipeline tracking
- All 5 SOLVE-X modules
- Monthly SOLVE-X events
- C-suite engagement strategy
- Partner ecosystem program
- Attendee targeting + recruitment
- Facilitation guide + problem framing
- Post-workshop deal qualification
- Pipeline attribution documentation
- Pipeline projection by source
- Cold vs. warm vs. SOLVE-X comparison
- 12-month compounding model
BDA-X — Business Development Advisory
Formal BD assessment, strategy, alignment, and system creation for SMB, SLED, and Enterprise. Vertical focus, segment development, and whale account pursuit — all grounded in research-backed ROI. PNW territory emphasis beginning in WA.
- 8-dimension readiness score (0–100)
- Priority gap analysis with recommendations
- ROI opportunity estimate (research-grounded)
- BD system roadmap (30/60/90-day)
- Target market & account architecture
- Named account list (25–50 accounts scored)
- Competitive whitespace map
- BD motion by segment (Segment / Vertical / Whale)
- Shared target account list & ICP documentation
- BD-to-sales handoff protocol
- Joint account planning template
- Weekly BD-Sales review cadence setup
- Documented BD process playbook
- CRM BD configuration & stage setup
- Outreach cadence library by segment
- BD activity dashboard & KPI tracking
- Top 10–15 whale account plans
- Stakeholder org maps per account
- C-suite engagement strategy
- Multi-touch BD cadence per account
- Territory whitespace map
- Vertical BD playbook (messaging, entry points, key contacts)
- PNW account universe & corridor targeting
- Quarterly territory coverage plan