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1
Discover
• Customer purchase decision-making
• Customer media consumption
• Channel partners’ capabilities
• Competitors’ go-to-market approaches
• Current sales and marketing results
2
Assess
• Sales & Marketing productivity
• Channel partner productivity & Return on Investment
• Competitive benchmarks for sales, marketing, channels
• Pipeline & win / loss performance
• Pricing
3
Recommend
• Go-to-market / Channel plan
• Sales & Marketing plan
• Return on Investment model for programs
• Resource requirements
• Projections for external stakeholders (board, investors, lenders)
4
Execute
• Marketing plans w/ business case
• Sales Compensation Plans
• Sales/channel training
• Collateral update as needed

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