Hart Working Session

June 30-July 1, 2025 • Co-Creation & Mutual Assessment

Work together on real challenges • Create immediate value • Assess partnership fit

Day 1: June 30 - Context
Afternoon Meet and Greet - Strategic Context
Afternoon • 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