IMMERSION &
DIAGNOSIS
Full X-ray: marketing, sales, data, positioning, competition. Gap and opportunity mapping using frameworks from McKinsey and Gartner.
An applied system built by Marcelo Russo in 2016, with 33 frameworks adapted from McKinsey, Gartner, Winning by Design, and Deloitte. Not theory. A playbook.
Honest audit: positioning, stack, funnel, SLA, CAC and LTV, data hygiene. No makeup. Everything documented.
OKRs, budget, roadmap, funnel architecture, operating rituals. A document that gets read, not filed.
Marketing and sales in the same room, same funnel, same metrics. Fast decisions. Frequency without strategy is expensive noise.
Vanity metrics don't pay salaries. Revenue, margin, CAC payback, LTV by cohort. Auditable dashboards.
Diagnose with data. Plan with strategy. Execute with discipline. Measure with rigor. Exit when the company can run on its own.
Full X-ray: marketing, sales, data, positioning, competition. Gap and opportunity mapping using frameworks from McKinsey and Gartner.
Plan with targets, KPIs, timeline, and budget. Defining ICP, positioning, customer journey, and the SLA between marketing and sales.
Disciplined execution. Weekly rituals, real-time dashboards, internal team and external vendor governance.
Data analysis, A/B testing, funnel optimization, CAC reduction, LTV expansion. Scale what works.
Team training, process documentation, playbooks, and a planned exit. Expendability is the success metric.
Sources: McKinsey, Gartner, Winning by Design, Deloitte, BCG, Forrester. Adapted to the mid-market B2B reality and applied with discipline.