THE EXECUTION MODEL
four phases. one motion.
every engagement runs through the same four phases. timing flexes with scope and team capacity. the structure doesn't.
PHASE 01
diagnose
TYPICALLY 1-2 WEEKS
we dig into pipeline, team, tools, and messaging. honest conversations with the people doing the work, not just leadership. data review, system audit, win/loss patterns.
no twelve-week assessments. no thousand-question intake forms.
OUTPUT
a diagnostic with a prioritized list of where to invest first and where to leave alone.
PHASE 02
build
TYPICALLY 2-4 WEEKS
we design and build the motion. specific to your buyers, your deal shape, your team's bandwidth. workflows, sequences, scripts, dashboards, training materials. the system that makes the work repeatable.
nothing generic. no recycled templates dressed up as frameworks.
OUTPUT
an operational system ready to run. tools configured, team trained, messaging tested.
PHASE 03
run
ONGOING OR SPRINT-SCOPED
we install the workflow and operate it. pipeline gets created. deals move forward. we stay in the work while your team learns to run it.
course-corrections happen in real time, not at the quarterly review. weekly cadence. shared dashboards.
OUTPUT
real pipeline. real meetings. real revenue. measured against the plan, not vanity metrics.
PHASE 04
hand off
PLANNED FROM DAY ONE
documentation, training, and ownership transfer to your team in stages. every system gets documented as it's built, so your team learns by doing instead of inheriting a binder at the end. we move from operating the work to coaching the people running it.
not a graduation ceremony. knowledge transfers throughout, not all at once on the last day.
OUTPUT
your team owns the motion. the systems, the data, the playbook, the relationships. all yours.
some engagements are focused six-to-eight week sprints. others are retainers where we stay close as the systems mature. the structure follows the constraint, not a template.
TWO OPERATING MODELS
you keep the keys.
OPTION 01
run with you
our team operates inside your accounts. you own the licenses, the data, the access, the reports. we build the operations and run them until your team is ready to take over. you stay in control of the stack the whole way.
BEST WHEN
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your team has internal capacity to learn the system as it's built
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you want full ownership from day one
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you have established tool relationships and contracts
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internal procurement controls software licensing
OPTION 02
run for you
SantiXS holds the licenses and runs the operations inside accounts we provision and manage. you get partner pricing on the stack and full visibility into everything. data, reports, dashboards, recordings. you can take the operation in-house anytime.
BEST WHEN
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you want to get to outcomes faster without procurement cycles
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you don't have capacity to learn new systems right now
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you want partner pricing on the operator stack
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you want a one accountable provider for the full motion
either way, the keys stay with you.
WHAT STAYS THE SAME
three things never change.
across both models and every phase. non-negotiable.
PRINCIPLE 01
you own your data.
all of it. reports, recordings, dashboards, access. you should be able to take the operation in-house anytime and have everything you need to keep running.
PRINCIPLE 02
communication is structured.
weekly check-ins with leadership, async between. clear visibility into what's working, what's not, what's next. no surprise report at month-end.
PRINCIPLE 03
accountable for outcomes.
pipeline created. deals moved. team capability built. that's what we hold ourselves to. activity reports and slide decks aren't outcomes.
this is how we run it. here's what we build.
who buys, and how you sell →
the system underneath →
