Phi Consulting
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Seed stage: You have traction.
You don’t have a system.

Phi has built GTM from zero for companies that raised $12M+ Series A rounds.

Before and after: From founder-led scramble
to a system that runs.

  • Before PhiFounder is the SDR, AE and closer.

    After PhiFounder on demos only.

  • Before PhiCRM is a spreadsheet.

    After PhiCRM with attribution and pipeline stages.

  • Before PhiICP is “companies that might buy.”

    After PhiICP mapped and validated through execution.

  • Before PhiEvery deal is a one-off.

    After PhiA playbook running. Sequences repeating.

  • Before PhiNo idea what converts.

    After PhiDaily conversion data at every stage.

Zero to pipeline in six weeks: Signal first.
Then a pod that produces.

  • Week 1-2

    Signal

    Your market and data. We find what is broken before we build.

  • Week 3-4

    Blueprint

    ICP mapped, playbook designed, CRM set up. You sign off first.

  • Week 5-6

    Pod live

    SDR calling, AE demoing, daily huddles. Conversions tracked from day one.

  • Week 7+

    Compound

    QA spots patterns. The playbook iterates weekly. Pipeline gets predictable.

The pod: One team. Every role
revenue needs.

  • SDRs

    Pre-trained on your ICP. Multi-channel from day one.

  • AEs

    Run demos, handle objections, convert pipeline.

  • GTM Engineer

    Enrichment, CRM flows, targeting, attribution.

  • GTM Consultant

    Knows your vertical. Owns the number.

  • QA layer

    Every call and email reviewed, every day.

Your command center: Your dashboard
from week one.

One pod. One dashboard. Updated daily, not at a monthly review.

Where does pipeline narrow?

Connections are strong, meetings drop: the conversation is the problem. Caught on day two.

Calls made
1,302
Conversations
51
Meetings set
7
Demos run
3
Closed won
3

What is QA catching?

Reps were advancing unqualified deals. Fixed the same day.

QA scorecard
MetricTargetActualStatus
Connection rate8%+9.2%
Meeting rate3%+2.1%
Show rate80%+85%
Qualification accuracy90%+72%
Email reply rate4%+5.8%
QA call score avg7/10+6.8

Are we hitting the number?

Revenue is on pace, demo show-up is not. QA flagged the confirmation sequence the same day.

North-star metrics
MetricTeamActualTargetPaceStatus
Accounts closedAE team3of 5220%
Revenue closedAE team$47Kof $50K95%
Demos setSDR team8of 1073%
Demos show upSDR team3of 834%

Which rep needs coaching?

Both on pace, but SDR 1’s show-up is low. QA flagged discovery depth. Coaching went out that day.

Rep performance
RepConnectsEmailsCallsConnect rateDemosShowedPaceStatus
SDR 120217442.7%31110%
SDR 231505585.6%42147%

A day in the life of a pod: This is what happens.
Every day, from week one.

  1. 7:30 AM

    Daily huddle

    Yesterday’s conversions reviewed. Today’s targets set.

  2. 8:00-12:00

    SDR outbound

    Calls and multi-channel outreach against the validated ICP.

  3. 12:00 PM

    Warm transfers

    Qualified conversations handed to the AE.

  4. 1:00-5:00

    AE demos

    Demos, objections, follow-ups. Pipeline updated live.

  5. 5:00 PM

    QA review

    Calls audited, patterns flagged, messaging fixed for tomorrow.

  6. End of day

    Dashboard updated

    Conversion by stage and sequence performance, all visible.

The culture difference: What most teams do,
and what we do.

  • Conversions, not dials.

    We count deals that moved forward, not activity.

  • Daily huddles.

    Not weekly check-ins and monthly reports.

  • Same-day coaching.

    QA on every call. Reps do not coach themselves.

  • A playbook that moves.

    Iterated weekly on live data, not frozen at month one.

  • A proven ICP.

    Validated through outbound, not hoped for.

  • Problems by Tuesday.

    Not at the end of the quarter.

Inside the seed motion: How we build revenue
from zero, in detail.

Proof: Datatruck: $0 to $2.5M ARR.

Talk to us: The system that gets you
to a Series A.

Your market, your traction, what is broken. Talk to someone who has built a seed GTM before.

Talk to Phi