Hart Strategic Session - June 30-July 1

Day 1: June 30 - Context & Chemistry

Working Dinner - Strategic Context

Evening • 2 hours

Outcome: Understand Hart's growth challenges and assess working compatibility

Blockers to Hart's $3M → $5M growth goal (collaborative analysis)
Board expectations and decision-making authority (working style assessment)
Resource constraints and team capabilities (execution readiness evaluation)
Communication preferences and accountability framework (partnership fit)

Day 2: July 1 - Strategic Co-Creation

Account Portfolio Strategy

9:00-11:00 AM

Outcome: Create actionable account strategy with immediate expansion opportunities

Analysis of Hart's top 20 accounts (bring real data)
Collaborative tiering based on revenue, relationships, risks and potential
Identify immediate expansion opportunities and relationship gaps
Evidence-based Q4 pipeline validation using Hart's deals

Growth Engine Design

1:00-2:30 PM

Outcome: Develop systematic growth strategy and partner leverage plan

Map Hart's actual partner relationships and immediate co-selling opportunities
Design partner enablement approach using Hart's Oracle channel
Create thought leadership strategy for Hart's specific market position
Plan reference program and success story development approach
Create QBR framework and goals
Design board reporting framework to metrics

90-Day Implementation

2:30-3:30 PM

Outcome: Create 90-day implementation roadmap with metrics

Month 1: Foundation building with Hart's team and systems
Month 2: Strategic execution using Hart's accounts and pipeline
Month 3: Results demonstration that matches Hart's board expectations
Success metrics that align with Hart's current measurement systems
Accountability framework that works with Hart's decision-making/management style

Mutual Assessment & Decision

3:30-4:30 PM

Outcome: Clear mutual decision with specific next steps

Value assessment: Did Hart get immediate actionable value from this process?
Capability assessment: Can we execute systematic account management?
Compatibility assessment: Do working styles and decision-making align?
Reality check: Are Q4 targets achievable with proper execution?
Go/No-Go decision: Is this the right partnership for both sides?
Terms and next steps: Compensation, start date, onboarding plan

Working Session Materials

Hart Should Bring:

📊 Top 20 account list with ARR and contact info
💰 Current Q4 pipeline with deal details
🤝 Partner relationships and contacts
🎯 Board expectations and success metrics