Sample engagements, worked from start to finish

Seven sample engagements

Targets are set in each scenario and modeled. No result is shown as if it happened.

1. Restarting growth at a plateaued B2B SaaS company

   Fictional company: AcmeFlow, B2B SaaS

   AcmeFlow sells to businesses at about $3M in annual recurring revenue, with a sales-led motion and a small marketing team. Monthly growth has slowed from 8–10% to 1–2% over six months. Diagnose: map the funnel from traffic to paid, interview best-fit customers and review every channel and deck. Design: one primary customer profile, an outcome-led website, a lead magnet with a five-part email sequence, and paid spend on two or three segments. Execute: ninety days of landing-page tests, three ad angles and a weekly review that moves budget. Targets set in the scenario, modeled: +40% qualified demo bookings in 90 days; trial-to-paid conversion from 12% to 18%.

2. Launching a subscription product on a cost per customer that pays back

   Fictional company: FocusGummy, DTC product launch

   FocusGummy is a premium vitamin gummy sold by monthly subscription, starting from a generic product page, a small ads budget, no structured testing and no tracking beyond purchases. Diagnose: the product page, the ads and the unit economics behind a 1.2% page conversion rate. Design: one job to sell, a seven-section landing page and three ad angles. Execute: a twelve-week sprint. Targets set in the scenario, modeled: 300 paying subscribers in the first 90 days; landing page conversion from 1.2% to 1.6–2.0%.

3. Reading a competitor's funnel from public signals only

   Fictional company: FitMax, competitor funnel audit

   FitMax is a large subscription fitness app. The audit uses only what any outsider can see: its ads, landing pages and social profiles. Diagnose: 20+ paid ads, 3 landing pages and organic social through five lenses. Design: five gaps, from generic messaging to a fragmented retargeting path. Execute: four priority fixes for the next 90 days.

4. An eight-week awareness campaign a volunteer team can run

   Fictional company: Community Table, nonprofit pro bono

   Community Table serves evening meals to low-income families with a part-time director, two staff and 15–20 volunteers. Diagnose: no core story and posts that only remind people of events. Design: one story, three channels (Instagram and Facebook, email, local partners) and one theme. Execute: eight weeks in four two-week blocks, run from templates. Targets set in the scenario, modeled: 2.5 times the local reach of the previous eight weeks; +100 local email subscribers.

5. Winning teacher adoption in one district before the renewal

   Fictional company: MathPath, EdTech district adoption

   MathPath is a math practice product a district has paid for and barely uses. 54 of 180 teachers use it weekly, five of 12 schools never loaded their rosters, and the renewal decision is about 14 weeks away. Diagnose: read usage school by school and talk to 12 teachers. Design: load rosters automatically, train around three lessons and agree the renewal measures with the curriculum director. Execute: eight weeks of planning-period sessions, weekly class reports and a one-page renewal report. Targets set in the scenario, modeled: teachers using it weekly from 30% to 65–75%; 12 of 12 schools with rosters loaded.

6. Proving value without exposing the stack

   Fictional company: ProofDesk, AI product proof of value

   ProofDesk is an AI product that demos well and then stalls. 35% of deals die in the buyer's security review, and others lose to a free chatbot. Diagnose: review the last 20 decided deals and the security reviews line by line. Design: draw a line between what to disclose and what to keep private, and design a pilot on the buyer's own work. Execute: publish the data-use page, subprocessor list and evaluation method, then offer the decision-date pilot to every stalled deal. Targets set in the scenario, modeled: win rate from 18% to 24–27%; deals stalled at security review from 35% to 15–20%.

7. Winning a first hospital with a cleared dressing

   Fictional company: Example Co., medical device first hospital

   Example Co. has a cleared dressing, one enthusiastic surgeon and a supply chain office that never replies. Diagnose: find which contract, distributor and committee the hospital buys through. Design: check every claim against the clearance, plan the evidence honestly and build the pack the committee will ask for. Execute: a 60-day trial with agreed measures and a decision date, then a request for the standing order. Targets set in the scenario, modeled: $45,600 a year from the first hospital; $273,600 a year if all six hospitals adopt.

What is real here, and what is not

Invented companies. AcmeFlow, FocusGummy, FitMax and Community Table do not exist. Each one is built from patterns common to its market.

Modeled numbers. Starting figures and targets belong to the scenario. They are arithmetic, not measurements, and not a promise of results.

The real method. The steps are the ones a real engagement follows, in the same order: Diagnose, Design, Execute.

Diagnose, Design, Execute

Every sample engagement follows the same three phases, in the same order, as a real one.

Diagnose: understand before you spend. Find where the funnel, the message or the channel mix loses money before anything changes.

Design: a system, not a scatter of tactics. Choose the customer, the message and the few channels to back, with targets set in advance.

Execute: ship, measure, compound. Run the plan in short cycles, review it every week and move budget to what works.

Read how the method works

See the method on your own numbers

A Growth Audit is the Diagnose phase on your real funnel, positioning and channel mix. It names the three fixes to make first.

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