What We Do
Embedded engagements are designed for teams who already have analysts, engineers, or RevOps staff — but need experienced direction to bring clarity, structure, and acceleration.
Examples
- Advise GTM and data leadership on aligning lifecycle and calendar-month metrics via the Dual-Lens Model.
- Design event taxonomies and signal definitions powering Pulse Ops workflows in Salesforce, HubSpot, and Gainsight.
- Run cross-functional working sessions to unify funnel logic, conversion definitions, and forecast math across teams.
- Mentor internal data teams on dbt modeling, event schema design, and metric governance frameworks.
Why It Works
Embedded advisory combines high-level strategy with tactical enablement. It helps teams operate from shared logic and consistent definitions, improving execution speed and decision confidence.
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