/ 02·FUNCTION FOCUS·GROWTH WORKSHOP

Workshop for
function heads

In 2 days each function head surfaces the growth opportunities inside their function (product, marketing, sales, operations, finance, HR, etc.), picks 3–5 priorities with metrics, and leaves with a 90-day plan for their function.

Duration
2 days · 16 working hours
Format
On-site at your office · External venue · Offsite
Who it's for
Function head + 3 from their team
Company size
$2M – $17M in revenue
Price
from $6.5K to $22K
FUNCTION MAP · MARKETING MQL → SQL: 11% vs bench 25% +QUAL CAC payback 22 mo −CAC 14 channels, no attribution FOCUS ABM: 0 target deals Brand awareness in SMB 12% Content: −30% organic YoY Performance duplicates ABM Sales drifts from leads Sponsorship: 0 ROI ... 22 POINTS · PRIORITIZATION → ART.2
/ 01

Map of the function

Day 1 · 10:00–12:30 · AI tool "Function Map"

A full map of your function: where you leak money / time / quality, where you're under-monetizing, which KPIs aren't tracked, where there's friction with neighboring functions.

Result: a list of 15–30 opportunities and leaks inside the function, with an estimate of KPI impact.
ICE × KPI · TOP-5 # INITIATIVE I C E SCORE 1 Sunset 9 channels 7 9 9 8.3 2 ABM program 9 7 6 7.3 3 Sales handoff fix 8 8 8 8.0 4 Content + community 8 6 5 6.3 5 Partner channel 5 7 5 5.7 DROPPED: — Event sponsorships — SEO restart — Website rebrand
/ 02

Prioritization ICE × function KPI

Day 1 · 14:00–16:00 · collaborative work with the team

Every identified opportunity is run through two axes: Impact / Confidence / Ease + expected impact on the function's main KPI. The output is a short list of where to invest the team's resources, and the rationale for what you deliberately drop.

Result: top 3–5 priorities with the rationale for choosing them and reasons for dropping the rest.
STRESS TEST · ABM PROGRAM C CEO S Head of Sales T Team S Skeptic How does ABM tie to quarterly goals? Who closes the pipeline from ABM? Do we have the skills or do we hire? And if 0 deals in a quarter? RISK MAP: ⚠ Sales handoff not set up ⚠ No ABM skills in-house ✓ Sales cycle 4-6 mo OK
/ 03

Stress test of priorities

Day 1 · 16:30–18:00 · AI tool "Stress Test"

Each chosen priority is run through a digital council of 4 challengers: CEO (top-down view), head of an adjacent function (side view), executors from your team (bottom-up view), and a skeptic. The goal is to find blind spots before the team hits them 2 months in.

Result: a list of key risks and non-obvious dependencies for each priority.
TREE · ABM PROGRAM ABM Target ICP Content-track Sales-pairing List of 50 Profiles Case studies Templates SDR-pairs Cadence OWNER: CMO METRIC: ABM pipeline Q3 GOAL: 8 deals MVP: 6 weeks BUDGET: $13K
/ 04

Initiative trees

Day 2 · 10:00–12:30 · collaborative work with the team

Each of the 3–5 priorities is broken down into 5–10 concrete actions: an owner from your team, resources, metric, deadline. Not "launch ABM" — but "compile a list of 50 target accounts by April 20, write 8 case studies for their segments, and close 8 deals by end of Q3".

Result: an action tree with owners and metrics for each priority.
90-DAY PLAN WK 1-4 Closing 9 channels · ICP list · Sales-pairing WK 5-8 ABM v1 launch · 8 cases · content series WK 9-12 First ABM deals · optimization · rituals WEEK 1 — BY DAY MON — list 9 channels to close TUE — Sales handoff kick-off WED — target ICP list of 50 THU — new team KPI model FRI — review · decision
/ 05

90-day action plan

Day 2 · 14:00–16:00 · collaborative work with the team

What must happen in weeks 1, 4, 8, 12. Who owns what across the team. When the first checkpoint is. Which metrics we watch every week.

Result: a single-page plan broken down by week + first week detailed "by day", with named people from the team.
FUNCTION · 6-MONTH HORIZON M1-M2 · FOCUS Closing 9 channels · ABM kickoff M3-M4 · LAUNCH ABM in prod · Sales handoff tuned M5-M6 · SCALE Partner channel · community v1 GOAL: CAC payback 22→11 mo KEY MILESTONES: M2: first ABM meeting M4: 3 closed-won
/ 06

Function 6-month roadmap

Day 2 · 16:30–18:00 · AI tool "Thinker"

The horizon beyond 90 days: dependencies on adjacent functions, when we hire people, the 6-month budget, how to sync with the CEO's business plan. The final unpacking happens through the "Thinker" — for presenting to the CEO or defending the budget.

Result: a 6-month function horizon on a single page + a basis for conversations with the CEO and neighboring heads.
Download a sample (PDF, 8 pages)
Anonymized sampler · real document structure
/ 01

KPIs aren't working anymore

The metrics that worked a year ago still paint a nice picture, but the function isn't moving. The team reports "on plan" — and the CEO sees no movement. The measurement model needs to be rebuilt.

/ 02

Launching a new product, line, or region

Launch is in 3 months and inside the function it's still unclear: how the function rebuilds, who we hire, which processes change, what gets added to KPIs. You need a concrete plan, not general principles.

/ 03

Prepping for a leadership change

The current head is leaving — the handover needs structure. Or you've just hired a C-level — they need a Day-100 plan you build together in the first weeks.

/ 04

Annual plan for the function

End of Q4. In January you don't want "priorities for the year from a brainstorm" — you want a structured plan with numbers, owners, and metrics that you can defend in front of the CEO and hold for 9–12 months.

/ 05

Friction with adjacent functions

Marketing is fighting with Sales. Product doesn't get what the CEO is asking for. Operations pulls one way, Sales the other. You need targeted alignment on roles, KPIs, and ownership zones.

This is for you if
You're a function head (CPO, CMO, COO, CFO, CRO, CTO, HRD) in an operating role
Your team is between 5 and 20 people
Company revenue is $2M – $17M
You can bring 3–7 people from your team for 2 days
You want a plan in working docs with owners
You'll hold the chosen priorities for 90 days afterwards
This is not for you if
×Your team is under 3 people — the format is overkill; take the CEO-Workshop across the entire business instead
×You need a view across the whole business — take the CEO-Workshop (#01)
×You're solving a narrow tactical task (launch an ad campaign, find a vendor)
×You're looking for executive coaching, not a function review
×You want team-building or an inspiring session
×You'll change priorities 2 weeks after the workshop
/ 01
See the whole function as one map

Not separate metrics and channels — a single picture: where you earn, where you leak time and quality, where the hidden KPI upside sits. Most function heads break their function down piece by piece — but don't see the whole.

/ 02
Separate "interesting" from "actually moves the KPI"

Through prioritization by impact on the function's main KPI, you walk away not with 14 team ideas, but with 3–5 bets worth six months of resourcing. And the rationale for choosing those exact ones.

/ 03
Find the places where AI cuts 60% of operational work

Not "let's implement AI in marketing" — but "AI here saves 12 hours/week of ops work and frees the team for strategic". Concrete scenarios for your function.

/ 04
Walk away with a plan in docs, not a slide deck

A 90-day plan broken down by week, with team owners and metrics. An initiative tree for each priority. Working documents your team operates against.

/ 05
Run a stress test on the chosen decisions

We run each priority through 4 perspectives (CEO, adjacent function, team, skeptic) and surface blind spots. This kills the "team said OK, then 2 months later we hit a wall in Sales" — the classic functional-lead blind spot.

/ 06
Align the function with peers and the CEO

You leave with 6 docs you can bring to the CEO and adjacent C-levels — "here's my plan, here are the dependencies, here's what I need from you". This sharply cuts the risk of "wait, we thought you owned that" moments.

01
Diagnostic and prioritization
Time Topic What we do with AI Result
09:00–10:00 Calibration Align the agenda against the pre-collected metrics and processes of your function A shared "where we start from" picture
10:00–12:30 Function map We feed processes and KPIs into the "Function Map" and get the full list of opportunities Artifact #1 — map with 15–30 items
12:30–13:30Lunch
13:30–14:00 Map review Joint discussion and refinement with the team A refined map
14:00–16:00 Prioritization ICE × impact on the function's KPI for each item Artifact #2 — top 3–5 priorities
16:00–16:30Break
16:30–18:00 Stress test Digital council: CEO, adjacent function, team, skeptic Artifact #3 — risk map
18:00–18:30 Day close Wrap-up · homework between the two days Ready for day 2
02
Action plan
Time Topic What we do with AI Result
09:30–10:00 Back to day 1 Check with overnight thoughts · finalize priorities Confirmed list
10:00–12:30 Initiative trees Breaking each priority down into actions, owners, metrics Artifact #4 — initiative trees
12:30–13:30Lunch
13:30–14:00 Metrics What we count weekly · what monthly Metric tree
14:00–16:00 90-day plan Weeks, owners, checkpoints Artifact #5 — 90-day plan
16:00–16:30Break
16:30–17:30 6-month roadmap Final unpacking via "Thinker" Artifact #6 — 6-month horizon
17:30–18:00 Handoff Transfer of all 6 artifacts · agreement on next steps All artifacts in hand
/ 01

AI-Thinking

A proprietary methodology for finding growth opportunities, grounded in neuroscience — it reproduces the cognitive process of enhanced thinking, without the biases humans naturally bring

/ 02

TRIZ

Techniques for surfacing contradictions and non-obvious solutions within existing processes

/ 03

ICE × KPI

Initiative prioritization with a focus on impact on the function's main KPI

/ 04

de Bono / Six Hats

The basis for the stress test: 4–6 different perspectives on every decision

/ 05

Working Backwards

Packaging initiatives by starting from the end result — the Amazon approach

/ 06

OKR-light for mid-market

Goal-setting without corporate bureaucracy — for hands-on owner-operators

For specific workshop and support tasks, I bring in top-tier experts with profiles that match your context. During the workshop, 0–2 C-level experts may join as needed. During support — they come in for a deep-dive on a specific initiative and step out when the task is closed.

/ 01

Data Science / AI Engineering

Setting up ML infrastructure, choosing the LLM stack for the task, estimating cost and implementation time, designing RAG/agent systems. Plugged in for stress-testing AI initiatives and the implementation phase.

Former CTOs of product companies
/ 02

Strategic marketing

GTM rebuild, ABM strategies, repositioning, balancing brand × performance. For relaunching marketing or entering new segments.

Former CMOs / VPs of marketing at major B2C and B2B companies
/ 03

Finance and unit economics

Preparing for funding rounds or M&A, modeling P&L under chosen priorities, defending the numbers in front of an investor. For raising capital or selling the business.

CFOs with round and M&A experience
/ 04

Operational efficiency

Rebuilding production and service processes, reducing cost of goods, lean practices, supply chain optimization. For tasks of margin-driven growth.

Former COOs of production and service companies
/ 05

HR and team scaling

Building and retaining teams from 50 to 500 people, rebuilding the motivation system, hiring the first C-levels, retaining key people through growth.

Former HRDs of scaleups and product companies
/ 06

Legal and M&A

Corporate structure, due diligence for a round or sale, IP protection, contractual architecture for major deals, counterparty checks for partnerships.

Corporate lawyers from Big 4 / international practices
/ HOW IT WORKS

I've worked with each of these experts and know their strengths exactly.
The final decision is yours. Their involvement is included in the price

/ 01

Task-driven

An expert plugs in for a specific priority or question — not "abstract consulting", but a deep dive on initiative #2 across 2–4 meetings.

/ 02

Pay-as-you-go

Not on the client's payroll, not on mine. Hourly or package billing, transparent invoice. No retainer models.

/ 03

Quality guarantee

I personally pick the expert for the task from a vetted network. If the level isn't right — replacement within 48 hours, at my cost.

/ 04

Single point of contact

You talk to me. I coordinate the experts, keep the context, own the result. No need to re-explain anything to anyone.

WHAT THIS GIVES MID-MARKET

Access to a McKinsey / BCG / EY+1 level, without the overhead of corporate consulting

No minimum invoice. Not "a 20-person team for 3 months" — but 1 expert on 1 task for 6–12 hours.
No management markups. You don't pay for "project managers" or "principals" — only for the expert's work.
No onboarding cost. The expert arrives already in context — I bring them up to speed on the task.
No long contracts. One agreement with me covers the entire connected team's work.
Regular team offsite Function workshop
Output format A 40-slide roadmap + a list of ideas 6 working documents with owners from the team
How ideas are found Brainstorm on a flipchart Systematic analysis via AI tools
Prioritization By the lead's intuition or whoever speaks loudest By ICE × impact on the function's KPI
Decision validation None, or internal to the team Stress test from 4 angles (CEO / neighbors / team / skeptic)
Resulting plan "Workstreams" for the quarter 90-day plan with weeks and named team members
3 months later Half-done and another brainstorm Optional support for 3 / 6 / 12 months

A plan isn't a result yet.

Over 2 days you walk away with a roadmap and 6 artifacts. But between "the plan is done" and "money in the P&L" there are 30–180 days of execution. If you want, I stay engaged the whole time, so the initiatives don't end up as a stale deck.

Support is a separate decision. You have 30 days after the workshop to opt in. Before you decide — 2 reference calls with clients who've already been through it.
Tier What's included Price
Light 1 weekly call + working chat + review of the team's docs from $2.8K/month
Standard 2 weekly calls + work with the client's team + hands-on at key milestones $3.3K – $5.5K/month
Full Full embed + an execution team of 2–5 (product, analyst, AI engineer) from $5.5K/month
CMO · B2B SaaS · 14-person team · ~$1M/yr budget

CAC payback 22 → 11 months
in 9 months

Before the workshop I was drowning in 14-channel reports and couldn't explain to the CEO what was actually working. After it — we shut down 9 channels, cut ops work 3×, and launched ABM from scratch. For the first time in 2 years the team knows what it's doing each week. And most importantly — I have a single document I can defend.
— CMO, B2B SaaS
22 → 11 mo
CAC payback
11% → 26%
MQL → SQL conversion
14 → 5
Active acquisition channels
0 → 8
ABM closed-won deals in 9 months
/ 12·APPLY

Apply
and within 24 hours
get a plan for your function:

  • / 01A 2-day workshop plan tailored to your function
  • / 02A list of deliverables — what your result looks like
  • / 03Recommended team composition for the workshop
  • / 04A price range and what drives it