Process

The flow

Six-step process cards laid on a wooden table
  1. Discover — intake interviews and export checklist
  2. Align — scorecard workshop with sales liaison
  3. Score — audience priority bands from live signals
  4. Test — structured sprint with decision gates
  5. Report — narrative readout for leadership
  6. Handoff — 90-day backlog and internal facilitator notes

Before / after

Before

  • Generic targeting slides
  • Unstructured ad hoc tests
  • Dashboard dumps in QBR

After

  • Scored segments with owners
  • Two-week test cadence
  • Narrative reports leadership reads