How it works

A choreography, not a playlist

Programs move through four visible phases so finance, legal, and revenue leaders can anticipate workload—even when topics are complex.

Step 1

Evidence intake

We collect anonymized CRM excerpts, nurture screenshots, and calendar realities before facilitators design sprint agendas.
Step 2

Facilitated collisions

Structured disagreements happen on purpose. Scribes capture decisions so momentum survives the week after workshop.
Step 3

Documentation sprint

Teams convert sticky notes into CRM-ready definitions, SLA timers, and bilingual glossaries where required.
Step 4

Adoption check-in

Thirty days later we review what stuck, what broke, and what needs a lighter follow-up—without selling another full program by default.

Before / after snapshot

Before

Slides shipped without CRM picklist updates; marketing and sales used different definitions of “qualified.”

After

Published stage brief cards, bilingual glossary, and SLA timers referenced in Gong snippets and MAP automation.