How it works

System process

A system process, not a list of generic steps.

01
Diagnose
Timeframe
Days 1-7
What happens
  • •Audit current pipeline system and data flows
  • •Validate ICP and hypothesis for who you win
  • •Identify bottlenecks and failure points
Outputs
  • •System map + score
  • •Prioritized fix list
02
Build
Timeframe
Weeks 2-6
What happens
  • •Design system architecture across the stack
  • •Implement targeting, messaging, orchestration, routing
  • •Define feedback loops and metrics
Outputs
  • •Working system v1
  • •Playbooks + QA checks
03
Stabilize
Timeframe
Weeks 6-8
What happens
  • •QA across data, messaging, routing
  • •Set governance and ownership
  • •Train team on system usage
Outputs
  • •Stable runbook
  • •Governance rules
04
Optimize
Timeframe
Ongoing
What happens
  • •Review outcomes and attribution
  • •Test messaging and targeting hypotheses
  • •Improve routing and conversion rates
Outputs
  • •Monthly learning loop
  • •System improvements
Why systems fail
  • •Unclear ICP
  • •Generic messaging
  • •No routing rules
  • •Manual ops
  • •No learning loop