Use Cases
Operator-Led Strategic Execution
Product Revamp And Innovation Strategy
We help product leaders learn from relaunches and pivots.
By speaking to power users, churned customers, and current and recent former product managers, heads of product, and adjacent innovation leaders, clients de-risk product refreshes and better understand value prop misalignment.
Org Design And Incentive Structuring
We provide organizational and compensation benchmarks tailored to GTM and commercial functions—particularly in complex, relationship-driven sales environments.
In one engagement, we supported a leading specialty chemicals distributor in evaluating its sales compensation model across key product lines. We sourced and scheduled conversations with a former COO, former President, and former Sales Compensation Manager from peer competitors.
These perspectives helped the client benchmark quota setting, variable compensation structures, and incentive alignment with gross margin contribution. The outcome supported a strategic overhaul of their field sales structure post-acquisition.
View Case StudyNew Market Entry And Localization
Whether evaluating CPG launch viability in Brazil or air express expansion in the Bahamas, we connect clients with local operators and ex-competitors.
We identify barriers from customs, compliance, language, or distribution economics. Clients use this to tailor entry strategies and GTM sequencing.
Pricing And Monetization
Pricing is both science and politics. We gather insights from buyers, procurement teams, and current and recent former pricing strategists to benchmark usage-based vs. flat-rate pricing, evaluate bundling logic, and explore SaaS discount norms.
Use cases include usage tiering for vertical AI platforms and contract term design in manufacturing tech.
Technology Adoption And Digital Transformation
We source current and recent former CIOs, CTOs, systems integrators, and vendor-side success leads to help clients navigate ERP rollouts, AI implementations, and tech vendor swaps.
Clients use these learnings to anticipate resistance, timeline drift, and post-implementation issues. Recent focus: ERP migrations in industrial distributors.
Customer Success And Retention Levers
Clients engage us to uncover what effective post-sale engagement looks like—from onboarding frameworks and success team structure to expansion and upsell strategies.
We connect them with current and recent former heads of customer success, implementation leaders, and churned buyers to identify root causes of attrition and unlock strategies for long-term retention.
Topics include upsell motion design in HR tech, onboarding rethinks for compliance platforms, and success org design in B2B2C fintech.
ESG, Risk & Compliance Programs
We help companies strengthen their environmental and regulatory risk management strategies. Whether evaluating supplier audit protocols, emissions reporting standards, or global compliance obligations, we source current and recent former sustainability executives, heads of risk, and legal stakeholders.
Example: ESG audit framework development for a global chemicals distributor navigating evolving supplier requirements.
Supply Chain & Vendor Risk Intelligence
Clients use us to assess vendor reliability, regional exposure, raw material volatility, and reshoring trends. We source supply chain managers, buyers, and category leaders with direct experience mitigating disruption.
Topics include dual-sourcing trends in electronics and logistics bottlenecks for cross-border B2B.
Post-Merger Integration (PMI) & Value Capture
We enable better integrations by tapping leaders who’ve executed Day 1/Day 100 plans. Clients use our work to design PMI sequences, identify cultural risks, or pressure-test systems migration.
Use cases include carveout integrations in medtech and sales org integration post-industrials acquisition.
