We begin with a deep dive into your business to understand your goals, structure, and current operational challenges. Whether you’re a growing startup or an evolving scale-up, we tailor our role to fit your team’s rhythm and needs.

In this phase we cover:

• Objectives and goals alignment – what does success look like?

• Team structure & workflows across marketing, creative, product, and ops

• Current tools and systems (Slack, ClickUp, Notion, Asana, etc.)

• Key projects or campaign timelines already in motion

• Stakeholder interviews to uncover friction points

• Audit of current PM processes, rituals, and documentation

Based on the diagnostic above, we build a tailored roadmap that organizes your initiatives, timelines, roles, and outputs. Think of it as your internal operating system – made visible, trackable, and flexible.

Includes:

• Goal-setting by workstream: e.g. content ops, performance marketing, email, retention

• Cross-functional calendar & campaign roadmap

• Roles, deliverables, deadlines, and owners by sprint or phase

• Identification of blockers & automation opportunities

• Suggested rituals (e.g. async updates, standups, review cycles)

• Setup of shared dashboards or workspace (ClickUp, Notion, Asana, etc.)

We don’t just hand off a plan – we become an extension of your team to make sure the plan gets done. We lead sprints, manage timelines, track deliverables, and ensure cross-functional clarity.

During this phase, we:

• Join your marketing and product teams as embedded PMs

• Create and maintain task boards, timelines, campaign docs, and briefs

• Liaise between brand, growth, creative, tech, and leadership

• Own execution pacing: brief to launch to debrief

• Keep priorities aligned with changing business needs

• Ensure documentation and decisions are centralized and shared

Project management is only valuable if it drives outcomes. We help you connect your execution cadence to performance and evolve your workflows over time.

We provide:

• Weekly progress check-ins

• Retro templates with learnings and next-step recommendations

• Workflow audits: what’s slowing you down, what’s working

• Reporting dashboards or summaries linked to campaign KPIs

We stay on as a long-term strategic and operational partner, continuously adapting systems to support your growth, momentum, and internal team expansion.

We focus on:

• Evolving systems and workflows as your company scales or shifts direction

• Continuously improving based on retrospectives, data, and team feedback

• Seamlessly onboarding new team members or projects into existing flows

• Supporting leadership with clarity across priorities, timelines, and resources

• Maintaining alignment rituals and documentation across teams

• Doubling down on what works while making space for experimentation