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Engagement 01 · Foundation

Redefine your ICP around
your buyer’s situation.

This engagement uses market evidence to define who fits, what makes your product relevant, and what could move the problem up the list.

The gap

A company can fit your ICP and still have no reason to buy.

You need to understand the problem a company faces, what it is trying to achieve, how it handles that problem today, and what could make solving it a priority. Fit on its own answers none of this.

01 / FIT

The company looks right. The reason to buy is unclear.

It may not have the problem your product solves, or any reason to make it a priority this quarter.

02 / TIMING

The problem exists. The reason to act may not.

A problem can persist for years. What matters is what could make solving it urgent now.

03 / MESSAGE

Your product story still sounds like the product.

You can explain what it does and people follow. It is not yet written from the buyer’s situation, so it reads as a description rather than a reason to act.

Understand who needs your product and what could make them act.

Market evidence helps establish which companies fit, what makes your product relevant to them and what could create urgency. This work brings those findings together into a Situational ICP and messaging pillars that give prospecting a clear foundation..

Find out what buyers need, how they solve it today and where the current options fall short. The goal is not to collect more information. It is to separate the patterns that matter from the assumptions that still need testing.

  • Customer reviews, interviews and call notes
  • Job posts and company announcements
  • Competitor customers, tools and workarounds
  • Community discussions and public buyer conversations
What this stage deliversA market evidence base that shows what is known, what is likely and which assumptions still need testing.

A useful ICP connects company fit to a problem worth solving. It also makes the buying roles clearer: who feels the problem, who owns the outcome and who could champion a change. Together these explain when your product becomes relevant.

  • Company and operating context
  • The outcome the buyer needs and the problem in the way
  • The current process, tools and workarounds
  • Who feels the problem, owns the outcome and could champion change
What this stage deliversA Situational ICP that explains where your product fits and why the buying situation matters.

Fit shows who could buy. A change in circumstances may explain why now. The useful trigger is the one connected to the buying situation, not simply an event that looks interesting.

  • Business or operating changes tied to the problem
  • Hiring initiatives or new responsibilities
  • Leadership changes that may shift priorities
  • Supporting evidence that strengthens or challenges the trigger
What this stage deliversBuying triggers and the evidence criteria for judging whether a trigger is relevant.

Start with what the buyer needs, not just what your product does. Each pillar connects a buyer need to the value your product provides. Together they give your team a clear direction for positioning and outreach.

  • The buyer’s priorities and desired outcomes
  • The problem the buyer needs to resolve
  • What matters when comparing solutions
  • Concerns or barriers that could delay a decision
What this stage deliversMessaging pillars tied to what the buyer needs to solve, not a generic list of product features.
▶ Play the walkthrough
Tools used
Claude Code Clay Apify Trigify Notion
How we redefine your Situational ICP

Five weeks, and the foundation everything else is built on.

Week
123456789101112
Engagement 01Redefine Your Situational ICPYou are here
5 weeks
Weeks 1–5 · Situational ICP
Engagement 02Build Your Prospecting System
Situational ICP
Prospecting system
8 weeks
Weeks 1–5 Situational ICP · Weeks 6–8 prospecting system
Engagement 03Build Your Outbound Engine
Situational ICP
Prospecting system
Outbound engine
12 weeks
Weeks 1–5 Situational ICP · Weeks 6–8 prospecting system · Weeks 9–12 outbound engine

Each engagement includes the work before it. These five weeks are the foundation Engagements 02 and 03 are built on — start here and the later layers already have what they need.Hover or tap any week to see what happens in it.

Week 1–2

Read the market evidence

Customer reviews, job posts, community threads, competitor customers and existing alternatives, alongside your own call notes. We read what the market has already said about this problem before defining anything.

Your timeAround three hours. A kickoff session, then one working session on your best customers, your current ICP and the deals that went quiet.
Handed overA market evidence base separating what the evidence supports from what is still an assumption, with the source recorded against each.
Week 3

Define the ICP and its triggers

Company fit, the outcome the buyer owns, the problem in the way and the workaround they use today — plus who feels it, who owns it and who could champion a change. In the same week we identify what could move the problem up the list.

Your timeAround two hours. One session to pressure-test the definition wherever the evidence and your experience disagree.
Handed overA Situational ICP with buying roles and champions named, plus buying triggers and the evidence criteria for judging each.
Week 4–5

Derive the messaging pillars

What the buyer is trying to achieve, what they compare you against and what would delay a decision. Week 05 puts the draft in front of real buyers and corrects it where they disagree.

Your timeAround three hours. One session on the pillars, one on revisions after buyer feedback, plus a read-through before handover.
Handed overMessaging pillars tied to the buying situation, and the complete ICP & Messaging Playbook.

You own all of it at the end of week five. The ICP & Messaging Playbook, the evidence behind every decision and the reasoning that connects them are handed over in full and documented so that you, or your first GTM hire, can use and extend them without me. What happens next is your call: run with it, or move to Engagement 02 and build the prospecting system that finds live accounts matching the definition.

Is this you?

This is a definition engagement. It is worth saying what that rules out.

Five weeks of definition will make your targeting and messaging sharper. It will not put meetings in your calendar this month. If that is what you need, say so on the call and I will tell you straight.

✓Start here if:

  • You have a product and a target market. What you cannot yet say is which companies have a reason to act right now.
  • You have tried outbound and cannot read the result. You do not know whether the account, the timing or the message was wrong.
  • You are about to build a prospecting system. You want to know what it should be looking for before you build it.
  • You would rather work a short list. Twenty accounts where the timing is right beat two hundred where it might be.
  • You are willing to be wrong about your ICP. The definition gets tested against evidence, and changed if it does not hold.

×Start somewhere else if:

  • You want accounts delivered. This engagement defines who to look for. Discovering, validating and prioritising live accounts is Engagement 02.
  • You want outreach run for you. The sending stays with you, because the replies are part of the evidence.
  • You need pipeline this month. Five weeks of definition will not produce it, and pretending otherwise helps neither of us.
  • You have nothing in market yet. There are no conversations to test the evidence against.
  • You already have a Situational ICP you trust. Skip ahead to Engagement 02.
The engagement

You don’t need a perfect ICP on day one. You need one grounded in evidence.

Setup5 weeksDefine the customer, the buying situation and the evidence worth looking for.
After thatOptionalBuild the prospecting system that discovers and prioritises actual accounts.
ENGAGEMENT INVESTMENTStarts at $1,200

The scope depends on the evidence already available, the research required and how much buyer validation is needed. Engagement 01 defines who to look for and why; account discovery and prioritisation come next.

The investment covers

  • Working sessions to understand your product, your current assumptions and your customer knowledge
  • Market research across customer reviews, job posts, communities, competitor customers and existing alternatives
  • Firmographic criteria and jobs-to-be-done analysis
  • Buying roles, champions and current ways of working
  • Situational urgency and buying triggers, with the evidence criteria for each
  • Messaging pillars grounded in buyer problems
  • A documented rationale that distinguishes evidence from hypothesis

Everything above is handed over as the ICP & Messaging Playbook at the end of week five, and it becomes the foundation for Engagement 02: Build Your Prospecting System. That next step uses these criteria to find, validate and prioritise actual companies.

Questions

Before you book an Outbound Review.

The questions that come up most often. If yours is missing, bring it to the call.

Does this include a list of accounts to target?

No, and that boundary is deliberate. Engagement 01 defines who fits, the buying situation that makes your product relevant, and what evidence matters. Engagement 02 uses those criteria to discover, check and prioritise actual accounts. Selling you a list before the definition exists is how most outbound goes wrong.

What does it cost?

Engagements start at $1,200. Where yours lands depends on how much buyer evidence already exists, how much primary research is needed, and how much validation the definition needs before you would trust it. You get a fixed number before we start, not a range that moves.

I have a product but no customers yet. Can you still define an ICP?

Yes, though the evidence comes from a different place. With no customers, we read the market instead: how people talk about tools like yours, what they complain about in community threads, what companies are hiring for, and whatever your own prospect conversations have already surfaced. That produces a hypothesis with reasoning behind it, clearly marked as a hypothesis. What it does not produce is certainty, and I will not present it as such.

How much of my time will this take?

Around eight hours in total across the five weeks, taken as one or two working sessions per block, plus a read-through before handover. The research and the analysis are mine. What I need from you is the thinking only you have: why you built this, what prospects have actually said, and where conversations stalled. Founders who delegate those sessions get a noticeably thinner result.

Can we go faster than five weeks?

Partly. Where strong evidence already exists, weeks 01 and 02 compress. What does not compress is putting the definition in front of real buyers and letting them correct it. If you want the output in two weeks without that step, you are buying a well-argued guess, and you should know that is what you are buying.

What if the evidence says my ICP is wrong?

Then you have found that out in five weeks rather than after two quarters of outbound. In practice a flat no is rare. Far more often the demand is real but sits with a narrower buyer, or in a different situation, than the one you built for. That is a redirection, and it is worth considerably more than a confirmation would have been.

What tools will I need, and what will they cost me?

For this engagement, none. The research runs on my stack. Tooling only becomes a question at Engagement 02, when the prospecting system needs somewhere to live, and we will size that against what you are willing to spend rather than handing you a list of subscriptions.

What do I keep at the end?

The ICP & Messaging Playbook and the reasoning behind it, handed over in full and documented so it transfers. Your next hire needs to understand why the buyer is defined this way, not only what the definition says. The test I apply is this: if I disappeared the week we finished, you should still be able to use it and extend it yourself.

Outbound Review

Bring whatever list you have. Leave knowing which accounts to start with.

A Sales Navigator search, an Apollo or Clay export, or a spreadsheet you started and never finished. We take a few accounts from it and work through what the public evidence actually says about each one.

  • Which ones to start withBy the end you will know which accounts to work this week, which to look at again later, and which to drop.
  • What to look for next timeThe checks that separate the first group from the last, and where the evidence was sitting.
  • Why the last attempt went quietIf you have sent anything already, whether it missed on the account, the timing or the message.