01
Week 1–2
Discovery | Immersion & Audits
Immersion interviews with every lead across demand gen, sales, brand/organic, and fulfillment; join weekly team and leadership syncs to see how each department actually runs. Reporting and data-integrity audit, systems audit, and intra- and inter-department communications audit.
02
Week 1–2
Discovery | Gap Analysis & Priority Map
Internal ecosystem map: processes, communication, leading indicators, and revenue, centralized into a single view. Client ecosystem map: how a lead enters, moves, converts, and is fulfilled, with every handoff and break point marked. Final gap analysis, constraints ranked by revenue impact.
03
Week 3 & 4
Visibility | Master Dashboard
Create the master dashboard reconciling ad spend, demand-gen platforms, and attribution (HubSpot + Hyros): real-time revenue trajectory and the leading indicators beneath it, in one view.
04
Week 3 & 4
Visibility | Reporting & KPI Targets
Weekly report format answering what / why / hypothesis / progress / constraints at a glance for every department. Weekly, monthly, and 90-day KPI targets and outcomes set by department.
05
Week 5 & 6
Operationality | Ideation-Feedback-Refinement Engine
Create the ideation engine by department, so hypotheses for better outcomes are embedded into weekly tasks and the learning compounds over time — codified into each department’s non-negotiables.
06
Weeks 5 & 6
Operationality | Creative Engine
Build the creative engine on regular market research, sales feedback, and data from prior creative tests. New angles come from evidence, and the founders exit the critical path on ideas and instead offer insights on creative calls driven by purpose and planning.
07
Week 7 & 8
Operationality | Cross-Department Loops & SOPs
Communication loops built into weekly operations (Sales → Demand Gen, Demand Gen → Organic, and so on). SOP library begun for the repeatable work in each department: recurring tasks, situational tasks, project infrastructure, meeting frameworks, and communication expectations.
08
Week 7 & 8
Operationality | Production Pipelines
Pipelines built to 80% capacity for anticipated work, holding 20% for unanticipated priorities. First full cycle run through the new engines.
09
Week 9 & 10
Accountability | Definitions & Accountability Map
Clear definitions of every department and role, each with an output expectation and a definition of done. Accountability workflow map showing how ownership flows at every level of leadership.
10
Week 9 & 10
Accountability | Scorecards & Roll-Up
Scorecards agreed with each lead, so status is obvious without chasing. Weekly leadership roll-up: KPIs and workflow, wins and misses, constraints hit. The company aligns on one wildly important goal (or WIG, per 4 Disciplines of Execution, Covey Group).
11
Week 11 & 12
Refine + Scale | Trackers & Launch Frameworks
Cross-arm project tracker: every campaign arm and branch of execution in one view. New-initiative launch frameworks documented to the task level. Weekly optimization rhythm established by department.
12
Week 11 & 12
Refine + Scale | Review & Handover
90-day review: what was built, what was closed, what it produced. Full systems-handover documentation: everything is Supra Human’s to keep and run. Joint re-orientation to design the ongoing engagement.