01
GTM strategy and advisory
Decide which institutions you sell to first, what you say to them, and how you price for a regulated buyer.
- Positioning for banks and enterprises
- Pricing and packaging
- Direct, partner and embedded motions
- Standing advisory for founders
02
Market Segmentation
Turn the market slide into a ranked list of accounts that can buy from you this year, and the people who sign.
- Market sizing: total, serviceable, addressable
- Ideal customer profile and account tiering
- Buying committee maps by segment
- Competitive and incumbent landscape
03
CRM build-out and automation
A pipeline that mirrors how enterprises buy, so every deal has a stage, an owner and a next step.
- CRM setup or cleanup, data model and stages
- Qualification rules, routing and automation
- Forecast and pipeline reporting
- Handover documentation and team training
04
Outbound and sequencing
Multi-touch outreach written for people who sit in risk, payments and partnerships seats.
- Sequences by persona and segment
- Account-based plays for tier-one targets
- Reply handling and meeting handoff
- Testing cadence and reporting
05
Strategic introductions
Warm introductions to buyers, and to the banking, network and distribution partners your deals depend on.
- Target list matched to the network
- Partner gaps ranked by revenue impact
- Deal structure: revenue share, pricing, terms
- Follow-through until there is a next step
06
Fractional GTM leadership
A senior institutional go-to-market lead inside your team, part-time, before or while you make the full-time hire.
- Own the pipeline and the weekly cadence
- Join live deals as the bank-side expert
- Board and investor GTM reporting
- Scope, interview and onboard GTM hires
Also: enterprise readiness
Security questionnaires, vendor due diligence packs, RFP responses, pilot design and the business case your sponsor takes upstairs.