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Turn fuzzy goals into a roadmap that ships.

We sit between the boardroom and the build team, translating ambition into operating models, KPIs, and roadmaps your people can actually execute. No deck-and-dash; we stay until the work is shipping.

2 to 4 wks

Strategy in your hands

+60%

Avg. clarity score, post-engagement

100%

Owned & editable by your team

3+ yrs

Avg. client relationship

What we deliver

The full stack. None of the gaps.

01

Growth & GTM strategy

Market sizing, ICP definition, positioning, pricing, and a 12-month go-to-market plan you can defend in front of investors and execute next Monday.

02

KPIs, OKRs & dashboards

We design the KPI tree from north-star metric down to weekly leading indicators, then build the dashboards your team actually opens every morning.

03

Roadmaps & SOPs

Quarterly roadmaps with named owners, dependencies and definition-of-done. Plus written SOPs so your operations don't live in one founder's head.

04

Operating model design

Org structure, RACI, hiring plan, meeting cadence and decision rights: everything that turns 5 smart people into a 50-person company that ships predictably.

Tools we use

Best-in-class. Battle-tested.

We pick tools that fit your workflow. Every account and integration is yours from day one.

Notion

Strategy docs, wiki, OKR tracking and our shared operating system with you.

Slack

Async-first communication, dedicated channels and embedded engagement model.

Asana

Cross-functional roadmaps, dependencies and quarterly planning.

Trello

Lightweight visual kanban for early-stage teams that hate ceremony.

Airtable

Databases, hiring trackers, content calendars and lightweight CRMs.

ClickUp

All-in-one project & ops management for ops-heavy teams.

Miro

Strategy whiteboards, customer journey maps and process design workshops.

Calendly

Sales scheduling, founder calendars and round-robin team booking.

Salesforce

Enterprise CRM design, sales process and pipeline reporting.

Looker

Executive dashboards, semantic models and self-serve analytics.

How we work

Clear phases. No black boxes.

You always know what ships next and why — before we spend a single hour on execution.

  1. 01

    Discovery

    Two-week deep dive into your business, customers, financials and team. Stakeholder interviews, data review and a written diagnostic.

  2. 02

    Strategy sprint

    We co-design the strategy, KPI tree and operating model in a focused 2-week sprint with your leadership team. No 80-page deck, just decisions.

  3. 03

    Roadmap & enablement

    Quarterly roadmap, SOPs, dashboards and meeting cadence rolled out, plus training your team so they can run it without us long-term.

  4. 04

    Embedded execution

    Optional ongoing fractional support: weekly working sessions, monthly board prep, and quarterly strategy refreshes as you scale.

Deliverables

What you walk away with.

Concrete assets you own outright. No vague retainers. Every engagement ships things you can hold.

  • 01

    Written diagnostic & opportunity map

  • 02

    12-month strategic roadmap

  • 03

    KPI tree & weekly leading indicators

  • 04

    Live executive dashboard

  • 05

    Quarterly OKRs with named owners

  • 06

    Standard operating procedures (SOPs)

  • 07

    Org chart & hiring plan

  • 08

    Board / investor update template

Questions

Common questions.

Don't see yours? We reply within one business day.

Ask us directly
01What's the difference between you and a Big-4 consultancy?

We're senior operators, not analysts on rotation. We embed inside your business, write SOPs your team will actually use, and stay accountable to the work shipping. No 200-slide deck, no army of juniors, no reading the same playbook back to you.

02Can you do a one-off sprint, or is this only ongoing?

Both. Most engagements start with a 2 to 4 week strategy sprint with a fixed scope and price. From there, ~70% of clients continue with monthly fractional support, but it's always optional.

03Do you work with pre-revenue startups?

Yes, when there's a real founder with conviction and at least some signal of demand. We can help shape ICP, pricing, GTM and the first 10 hires. We're less useful for pre-product idea exploration; that's a different kind of partner.

04Will the work be tailored to our industry?

Yes. We've worked across SaaS, fintech, healthcare, retail, logistics, education, real estate and professional services. The frameworks transfer; the inputs are always specific to your category, customers and unit economics.

05Do you also help with execution, or just strategy?

Both. That's our edge: strategy that survives contact with reality because the same team also runs marketing, automation, design and software with you. You won't get a beautiful plan and then a quote from someone else to build it.

From our blog

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Let's talk.

Tell us what you are working on. We will tell you exactly what it needs. No pitch, no proposal theatre, no discovery call that leads nowhere.

hello@heptism.com·We reply within one business day