APPROACH · HOW ENGAGEMENTS RUN
most agencies hand you a deck. we hand you a working motion.
SantiXS engagements run the way operators would want them to run. honest diagnostics, real systems, transparent handoff.
no black box. no surprise invoice for the discovery phase. no consultant disappearing after the kickoff.
the goal is a motion your team can run without us.
01 / THE EXECUTION MODEL
four phases. one motion.
every engagement runs through the same four phases. the timing varies based on scope and team capacity, but the structure stays the same.
PHASE 01
Diagnose
TYPICALLY 1-2 WEEKS
we dig into pipeline, team structure, 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
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, deal shape, and team bandwidth. workflows, sequences, scripts, dashboards, training materials. the system that makes the work repeatable.
nothing generic. no recycled templates dressed up as "frameworks."
OUTPUT
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 as your team learns to run it.
course-corrections happen in real time, not after quarterly reviews. weekly cadence. shared dashboards.
OUTPUT
real pipeline. real meetings. real revenue. measured against the plan, not against vanity metrics.
PHASE 04
Hand off
PLANNED FROM DAY ONE
documentation, training, and process ownership transfer to your team in stages. we move from operating the work to coaching the team running it.
not a "graduation ceremony" at the end. ownership transfers throughout.
OUTPUT
your team owns the motion. the systems, the data, the playbook, the relationships. all yours.
duration depends on the work. some engagements are focused 6–8 week sprints. others are ongoing retainers where we stay close as systems mature. structure follows the constraint.
02 / 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 work alongside your team, build the operations, and run them until your team is ready to take over. you stay in control of the stack throughout.
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 we do. 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 internal capacity to learn new systems immediately
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you want partner pricing on the operator stack
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you want a single accountable provider for the full motion
either way, the data and the reporting stay with you. the systems stay with you. the team stays with you. no black box. no lock-in.
03 / WHAT STAYS THE SAME
four things never change.
across both operating models and every phase, four principles hold. these are non-negotiable, regardless of engagement structure.
PRINCIPLE 01
you own your data.
no exceptions. no asterisks. all data, reports, recordings, dashboards, and access stay with you. you should be able to take the operation in-house anytime and have everything you need to keep running.
PRINCIPLE 02
knowledge transfers throughout.
not just at the end. every system we build gets documented as it's built. every decision gets explained. your team learns by doing, not by inheriting a binder.
PRINCIPLE 03
communication is structured.
weekly check-ins with leadership. async updates between. clear visibility into what's working, what's not, and what's next. no surprise reports at month-end.
PRINCIPLE 04
accountable for outcomes.
pipeline created. deals moved. team capability built. those are the metrics we hold ourselves to. activity reports and slide decks aren't outcomes.
