Nothing’s getting done.
You’ve got bigger-picture work to do, but you keep getting dragged into the day-to-day details. Build a system your team can follow without waiting on you.
Strategic growth planning for B2B tech companies
Turn your vision into a system your team can execute.
- Six sessions over three weeks
- A plan your team can execute
- Fixed price, starting at $5K
Systems and processes that keep your team on the same page even when your business keeps changing. Things happen without you having to step in, so the business keeps growing.
Sound familiar?
Your strategy is built on a gut feeling.
You have a vision, but no system for actually testing it with the right people. Get feedback from customers, suppliers, and partners so you know what’s working and what’s not.
Things are out of control.
Every delivery or milestone turns into a crisis where you have to jump in and make things happen. Get things back on track and moving in the right direction.
Figure out what’s slowing you down and get a growth plan your team can follow.
By the end of Week 3, you know exactly what to do to get your team on the same page.
Week 1Set the goal.
We agree on what you want to achieve and write it down as one clear goal your team can work toward.
Week 2Fix the bottleneck.
We figure out what’s not working, like no owner, unclear priorities or missing information, and fix it together.
Week 3Build the plan.
You get a written plan your team can start on right away, with check-ins to see what’s working and change course when it isn’t.
How I help
Systems for knowing what to do, even when you don’t have all the answers.
What got you here won’t get you where you want to go.
You’re on the outside, talking to customers and investors. Your team is on the inside. Even when they think they understand, they probably don’t.
So your people get stuck. They keep looking for the right answer, but when things keep changing, there isn’t one.
I help you build a plan your people can move forward with, even when you’re chasing a moving target.
01Who I work with
You’re a founder or leader of a growing tech company. You have good, smart people, but the business is changing faster than they can keep up with.
You expect them to see where things are headed, but for them, the picture isn’t clear yet.
You’ve hired people who are supposed to make things happen, but when work gets stuck, they still come back to you.
02What you get
A written plan that helps your team understand what you’re really thinking, what your customers value, what’s happening around your business, and how you plan to win.
So they can finally say, “Now I get it. Here’s where I fit in.” It shows what you know, what you only think you know, and what you still have to figure out.
Your team understands what’s going on and feels safe making their own decisions.
Hi, I’m Roy Naquin
For more than 15 years, I’ve worked in program management, business development, and strategic planning for B2B tech companies on the bleeding edge, from startups to big companies. I understand how businesses work at every stage.
Most of the time, I get brought in to figure out why things aren’t moving, after they’ve already turned into a mess. I’ve learned the hard way how to find out what people really understand. Once we see how each person sees it, we can work through the pieces that don’t line up.
I’m most valuable at the start of something new, while your people are still motivated and before you’ve burned yourself out. That’s when a few weeks of planning can save you months of cleanup.
How to work with me
Strategic Planning Sprint
3 weeks
$5K
Six sessions with you and your key people. You get a written plan that puts your team on the same page about where you’re going and how you’ll win.
Discovery Sprint
6 weeks
$15K
We talk to 5 to 10 of your customers, suppliers and partners to test what your plan is betting on. You get requirements, risks and diagrams your team can build from.
Rescue Mission
90 days
For when the plan is already moving and things are out of control. I come in and get everyone clear on what needs to happen. Then I check the work as it comes in, so your team gets back on track.
FAQ
What is strategic planning, exactly?
It’s a process that helps your team agree where to focus and why, and keep adjusting as things change. You look at what’s changing around your business, sketch a few ways the future could go, and pick a direction that still works if things don’t go as planned.
I don’t have time to slow down and plan.
You keep jumping in to save the day because there’s no plan to fall back on. Most leaders know they need one, but they think it has to be perfect before they start. What works is a plan you test and adjust as you learn.
Things are changing too fast to plan.
A detailed plan won’t last long, and you can’t handle every change yourself. Most of your people only see the work in front of them. They don’t see what’s happening around the business, or why you’re making the choices you are. Once they understand where you’re going and what it’ll take to win, they can figure things out for themselves.
Shouldn’t my team already be planning?
Yes. But it’s hard to see the big picture when you’re in the middle of it. Someone from outside can ask the questions nobody inside will.
What if my team is already on the same page?
Most teams think they are. But when things aren’t getting done, it’s usually because each person has a different picture of what done looks like. You can’t just explain it in a meeting and expect everyone to get it. People think and learn in different ways, and getting each one there takes work you don’t have time for. So I have each person lay out how you win on their own. When you look at them next to each other, that’s where you start seeing what doesn’t line up.
We’ve tried planning before. Nobody followed it.
When people aren’t part of the choices, they can’t see how the plan affects their work. So they go back to waiting for someone to tell them what to do. We make the choices with you and your key people, and keep it simple enough for them to take to the rest of the team.
Book a call
Free call (30 min): we talk about where you are and which step fits.