HLXServices Overview
    Everything We Do

    The complete GTM playbook, delivered by operators.

    Strategy, execution, and the technology to tie it together. Every service below is delivered by people who have held these roles — not consultants who've read about them.

    Revenue Marketing

    Pipeline starts here. We build the strategy, content, and programs that create qualified demand — not vanity metrics.

    ICP Definition & Target Accounts

    Define exactly who you should be selling to and build the account lists to prove it.

    How We Support

    • ICP workshop with leadership
    • Firmographic & technographic profiling
    • Account scoring model
    • Target account list build
    • Persona mapping by buying stage
    Sharper pipeline qualityShorter sales cyclesHigher reply rates

    Brand Strategy & Positioning

    Positioning that is specific enough to resonate and distinctive enough to stick.

    How We Support

    • Competitive messaging audit
    • Value prop development by persona
    • Messaging hierarchy & framework
    • Brand voice guidelines
    • Website & sales copy refresh
    Differentiated market positionFaster prospect engagementStronger win rates

    Marketing Team Management

    Fractional marketing leadership that brings structure, strategy, and accountability.

    How We Support

    • Team structure & role design
    • OKR & campaign planning
    • Agency & vendor management
    • Performance reporting cadence
    • Hiring & onboarding support
    Marketing-sourced pipeline accountabilityAligned marketing & sales goalsScalable operations

    GEO / SEO Optimization

    Optimized for traditional search and the AI-driven discovery that's replacing it.

    How We Support

    • Technical SEO audit
    • Keyword & topic cluster strategy
    • GEO content architecture for LLM citability
    • On-page optimization
    • Backlink & authority strategy
    Higher organic rankingsIncreased visibility in AI resultsReduced paid dependency

    Performance Marketing

    Paid media engineered for measurable pipeline contribution, not click-through rates.

    How We Support

    • Paid media strategy & channel mix
    • Campaign build & creative
    • Audience targeting & segmentation
    • Budget allocation & bid management
    • Pipeline attribution & ROI reporting
    Pipeline from paid channelsLower cost per qualified leadClear attribution to revenue

    Content Strategy & Messaging

    Content that moves buyers — built on what your ICP is searching for, structured for LLMs to cite.

    How We Support

    • Content audit & gap analysis
    • Editorial calendar development
    • Blog, case study & asset creation
    • AEO/GEO content architecture
    • Distribution & amplification plan
    Organic pipeline growthIncreased brand authoritySales enablement content library

    Thought Leadership

    AI-powered ghostwriting that builds executive brands and converts followers into qualified meetings.

    How We Support

    • Executive voice calibration
    • Content strategy by audience
    • Weekly post production & scheduling
    • Engagement strategy & response playbook
    • Performance tracking
    Growing executive audienceInbound meeting requestsPipeline from LinkedIn

    Event Activation

    Conferences and hosted dinners turned into pre-booked meeting machines.

    How We Support

    • Event selection & ROI framework
    • Pre-event outreach & meeting booking
    • On-site activation & rep coordination
    • Executive roundtable design
    • Post-event pipeline tracking
    Meetings booked before the eventPipeline attributed to eventsHigher event ROI
    Sales

    We build the playbooks, processes, and leadership that turn sales teams into consistent revenue machines.

    AI-Driven Outbound

    AI-powered outbound that fills your pipeline with qualified meetings — across email, LinkedIn, calling, and events.

    How We Support

    • ICP-based prospecting & list build
    • Multi-channel sequence development
    • AI personalization at scale
    • LinkedIn automation & outreach
    • Meeting booking & handoff to AE
    Consistent qualified pipelineReduced CACPredictable meeting volume

    Sales Team Management

    Fractional sales leadership with structure, accountability, and performance management.

    How We Support

    • Weekly pipeline review & deal coaching
    • Performance metrics & KPIs
    • Rep accountability & development
    • Forecast management
    • Hiring & onboarding support
    Improved quota attainmentPredictable forecast accuracyFaster new hire ramp

    Sales Playbook Development

    The documented system your team actually uses — every stage, every persona, every objection.

    How We Support

    • Discovery & qualification frameworks
    • Persona-based demo flows
    • Objection handling by competitor
    • Proposal & closing playbooks
    • Joint evaluation plan templates
    Consistent rep performanceHigher win ratesReduced deal variability

    Pitch Decks

    Decks structured to move a specific buyer through a specific decision.

    How We Support

    • Messaging & narrative development
    • Persona-specific deck variants
    • Slide design & visual production
    • Talk track & delivery coaching
    • Iteration based on deal feedback
    Stronger first-call conversionClearer differentiation storyConsistent team delivery

    Sales Forecasting Methodology

    Forecasting leadership can trust — built on pipeline stage definitions, deal health signals, and rep accountability.

    How We Support

    • Forecast category definitions
    • CRM stage alignment & hygiene
    • Weekly forecast cadence design
    • Deal health scoring
    • Board & investor reporting framework
    Accurate revenue predictionEarly warning on at-risk dealsData-driven pipeline management

    Compensation Plan Design

    Comp plans that drive the behaviors you want — without creating unintended ones.

    How We Support

    • OTE benchmarking & structure
    • Quota modeling by segment & role
    • Accelerator & kicker design
    • SPIFs & short-term incentives
    • CS and expansion comp design
    Higher quota attainmentBetter rep retentionAligned incentives with company goals

    Onboarding & Training

    Get new reps to first deal faster with structured onboarding from day one.

    How We Support

    • 30/60/90 day onboarding plan
    • Product & persona training curriculum
    • Sales process certification
    • Shadow & ride-along program
    • Ongoing coaching cadence
    Faster time to first dealConsistent rep executionScalable hiring process

    Partnership Strategy

    Channel and partner programs built on mutual value, not just hopeful referrals.

    How We Support

    • Partner ICP & tier strategy
    • Partner enablement & onboarding
    • Co-sell & co-market framework
    • Partner agreement & incentives
    • Pipeline tracking & attribution
    New pipeline from partner channelExpanded market reachReduced direct CAC
    Customer Success

    Retention is revenue. We build the systems that keep customers, grow accounts, and turn users into advocates.

    Customer Journey Mapping

    A clear map of every touchpoint from signed contract to expanded account.

    How We Support

    • Current state journey audit
    • Milestone & moment mapping
    • Churn risk identification
    • Playbook design by journey stage
    • Cross-functional alignment on handoffs
    Reduced early churnConsistent customer experienceIdentified expansion triggers

    Onboarding Process

    The first 90 days define the entire relationship. We build onboarding that creates adoption and early wins.

    How We Support

    • Onboarding playbook by segment
    • Kickoff & milestone framework
    • Technical onboarding coordination
    • Customer health tracking
    • Escalation & intervention process
    Higher product adoptionFaster time to valueLower first-year churn

    Upsell / Cross-sell Process

    Turn CSMs into expansion revenue drivers with the right playbooks and signals.

    How We Support

    • Expansion trigger identification
    • Upsell & cross-sell playbooks
    • CSM coaching on commercial conversations
    • QBR & review templates
    • CRM workflow for expansion tracking
    Increased net revenue retentionCSM-driven pipelineImproved LTV

    Renewals Playbook

    Surface at-risk accounts early and give your team the tools to retain and grow them.

    How We Support

    • Renewal timeline & milestones
    • At-risk account scoring
    • Renewal conversation playbook
    • Executive sponsor engagement
    • Churn save & escalation process
    Higher gross renewal rateEarlier churn signal detectionReduced last-minute churn

    Escalations Process

    When a customer goes sideways, a clear process is the difference between a save and a churn.

    How We Support

    • Escalation tier & trigger definitions
    • Stakeholder notification matrix
    • Root cause documentation
    • Resolution & closeout playbook
    • Cross-functional workflow
    Faster issue resolutionReduced churn from escalationsImproved customer trust

    Success Tools Optimization

    CS tools configured for your process, your team, and your customers.

    How We Support

    • CS tech stack audit
    • Gainsight / ChurnZero / HubSpot CS config
    • Health score design & implementation
    • Reporting & dashboard build
    • Team training & adoption
    Improved CS team efficiencyAccurate customer health visibilityAutomated early-warning signals

    Feedback Loop Process

    Closed-loop systems that turn customer input into product and process improvements.

    How We Support

    • NPS & CSAT program design
    • Feedback collection & tagging
    • Product feedback routing to PM
    • Voice of customer reporting
    • Quarterly insight review cadence
    Higher NPS scoresActionable product insightsReduced repeat issues
    Operations & Technology

    The infrastructure that makes everything else work — planning, workflows, tooling, and data you can trust.

    Strategic Planning

    GTM plans that connect revenue targets to the programs and resources needed to hit them.

    How We Support

    • Revenue model & goal-setting workshop
    • Annual & quarterly GTM plan development
    • Headcount & budget modeling
    • OKR & initiative prioritization
    • Board & investor presentation support
    Clear path to revenue targetsAligned leadership teamPrioritized initiative roadmap

    Lead 2 Won Workflows

    Every step from first touch to closed-won, documented, automated, and running in your CRM.

    How We Support

    • End-to-end funnel audit
    • CRM workflow design & implementation
    • Lead routing & assignment rules
    • Automated follow-up sequences
    • Stage progression & data hygiene enforcement
    Faster lead response timeImproved pipeline conversionClean, trustworthy CRM data

    Tech Stack Implementation

    New tools set up for how you actually work — not generic out-of-the-box configs.

    How We Support

    • Tool selection & vendor evaluation
    • CRM, MAP, & CS platform implementation
    • Data model & object structure design
    • Integration & API configuration
    • Training & adoption program
    Faster tool adoptionIntegrated revenue tech stackScalable infrastructure

    Tech Stack Optimization

    Audit, consolidate, and tune your stack to actually work.

    How We Support

    • Full revenue tech stack audit
    • Usage & ROI analysis by tool
    • Consolidation recommendations
    • Configuration & workflow optimization
    • Ongoing admin & management support
    Reduced tech spendHigher tool utilizationSimplified operations

    GenAI Best Practices

    Frameworks and guardrails that turn AI from a novelty into a competitive advantage.

    How We Support

    • AI readiness assessment
    • Use case identification by GTM function
    • Prompt library & workflow design
    • AI tool selection & implementation
    • Team training & adoption program
    Measurable AI-driven productivity gainsReduced manual workScalable AI-native processes

    Plan to Hit Plan

    Data-driven modeling that identifies the specific programs needed to close the gap to plan.

    How We Support

    • Historical pipeline & revenue analysis
    • Forward-looking GTM model build
    • Gap-to-plan identification
    • Initiative prioritization & sequencing
    • Monthly plan-vs-actual review cadence
    Clear visibility into path to planEarlier identification of shortfallsData-backed resource decisions

    Territory Optimization

    Territories designed to maximize coverage — not historical artifacts that no longer reflect your market.

    How We Support

    • Current territory audit & analysis
    • Account segmentation & potential scoring
    • Territory design by segment & geography
    • Rep assignment & carve methodology
    • CRM territory configuration
    Higher territory coverageMore equitable quota distributionImproved rep performance

    Compensation Plans (Ops)

    The modeling, documentation, and systems that ensure plans pay correctly and scale.

    How We Support

    • Comp plan modeling & scenario analysis
    • Commission calculation & tracking system
    • Quota & attainment reporting
    • Comp statement design
    • Plan documentation & communication
    Accurate commission paymentsRep trust in compensationScalable comp operations

    Let's build together.

    Strategy, execution, and the discipline to hit your number.