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02 · Business Consulting

Business Consulting

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.

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.

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.

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.

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, not the other way around. Every account, API key, 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

No black boxes.
No surprise scope.

01

Discovery

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

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.

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.

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, no hourly mystery. 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 what you're looking for? We reply within one business day.

Ask us directly
From our blog

Further reading

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Let's get started

Ready to grow your business?
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