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Packages
There are many tools in the Revenue Polaris toolbox, but they are also completely customizable and applied situationally. Read below to view a few packages designed to help you understand how this RevOps program can be adjusted according to your needs and challenges.
Cutter
Start-ups or small teams looking for creative direction.
Includes: Set the Anchor, Rotate The Compass, Call In The Passengers
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Price: $888 (payment plans available)
Ideal for: 1-5 people or a single team
Timeline: 9 hours of strategy, 2 meetings, can be completed in 5 days if needed.What’s Included:
✅ Pre-Kickoff
Gap Analysis & Review – Deep listening and pattern recognition to uncover opportunities for alignment and growth.
Human Design Review – A glimpse into your team’s natural strengths and creative flow (full reading purchased separately).
✅ Kickoff Meeting
Gameplan Outline – Full scale vision map with phased initiatives, designed to align with your purpose-driven goals.
Persona Identification – Thoughtful identification of your ideal audience for your selected initiatives.
✅ Between Meetings
JTBD Persona Development – Includes an interview of 1 customer. Intuiting the ideal design of best customers.
Review of Assets – Investigating your tools, materials, rhythms and processes.
✅ Launch Meeting
Headline Messaging – Intuitively infusing your messaging with with Human Design Energetic Keynotes to create trust-building narratives.
Creative Brief for Content – Determining the best content to attract your audience at all stages of the buying process and preparing it for creatives.
✅ Post-Launch
Directives for Remaining Assets – Product managment plan to execute the initiatives, with explainer videos for seamless implementation.
Why Choose Cutter?
This package is perfect for start-ups or small teams seeking clarity, alignment, and creative direction. It’s designed to help you flow naturally into your next phase of growth, with authentic messaging and strategic insights.
Schooner
SMBs wanting to grow by streamlining processes and improving energy flow.
Includes Everything in Cutter Plus: Captains Log, Find the North Star, Collect The Cargo, Build The Voyage Plans
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Price: $4444, payment plans available
Up to 10 People Across Two Teams
45 Hours of Strategy, 8 Meetings, Completed in 6 Weeks
The Shooner Package Includes:
Pre-Kickoff
Gap Analysis and Review (client sends prefilled 3 days before kickoff)
Human Design Review for all members (full readings purchased separately)
Kickoff Meeting
Deep Review of Gap Analysis
Find the #1 Opportunity
Between Meetings
Gameplan Development with Phased Approach
Review Toolstack Assets Related to Gameplan
Gameplan Meeting
Review Toolstack analysis
Approve Gameplan
Pinpoint the Target Audience
Between Meetings
Persona Research and Development (Includes Interviews of Two Ideal Customers if Available)
Top Keynotes from Human Design Energetic Imprints
Persona and Messaging Meeting
Complete Persona Development
Headline Messaging Development
Between Meetings
Flywheel Campaigns Outlined
Internal Process Outlined
Campaign Development Meeting
Campaign Selection
New Processes Confirmed
Between Meetings
Develop Production Plans
Estimate Costs and Resources Needed
Launch Meeting
Finalize Production Plans
Post Launch
2 meetings with the team to help with production, pivoting, or analysis
This time can also be used for implementation as needed
Galleon
Medium-sized businesses desiring a fractional RevOps leader to revolutionize the entire revenue operations.
Includes Everything in Schooner Plus: Assign The Crew and All Aboard!
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Price: $8888, payment plans available
Up to 50 People, Four Teams
90 Hours of Strategy, 30 Meetings, Completed in 8 Months
The Galleon Package Includes:
Pre-Kickoff
Gap Analysis and Review (client sends prefilled 1 week before kickoff)
Roles and Responsibility Survey (each team member fills out 1 week before)
Human Design Review for All Team Members (full readings purchased separately)
Kickoff Meeting
Deep Review of Gap Analysis
Find the #1 Opportunity
Between Meetings
Gameplan Development with Phased Approach
Review Toolstack Assets Related to Gameplan
Team Member Interviews
Gameplan Meeting
Review Toolstack Analysis
Approve Gameplan
Pinpoint the Target Audience
Between Meetings
Persona Research and Development (includes 3 Interviews of Ideal Customers)
Top Keynotes from Human Design Energetic Imprints
Team Member Interviews
Persona and Messaging Meeting
Complete Persona Development
Headline Messaging Development
Between Meetings
Finalize Team Member Interviews
Roles and Responsibilities Outlined
Roles and Responsibilities Meeting
Discuss Ideal Responsibilities and AI
Develop Ideal Process Flow State
Between Meetings
Flywheel Campaigns Outlined
Internal Process Outlined
Campaign Development Meeting
Campaign Selection
New Processes Confirmed
Between Meetings
Develop Production Plans
Estimate Costs and Resources Needed
Launch Meeting
Finalize Production Plans
Post-launch
12 Meetings to Help with Training, Quality Control, Production, Pivoting, or Analysis
This Time Can Also Be Used for Implementation As Needed.
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🔹 Clarity: Define a vision that truly aligns with your business and team.
🔹 Alignment: Structure your strategy around the natural strengths of your people.
🔹 Sustainability: Build momentum through continuous improvement and adaptability.Expand the accordions below to get an understanding of this approach.
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Have you created plans during meetings that have not had your vision carried out to the rest of the team in a way they could understand?
We will create a master document developed during planning meetings and share it with your team to ensure clear direction and alignment for everyone when the strategic plan is complete.
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Every individual brings a distinct energy, skill set, and way of operating. Before jumping into action, take the time to see what’s available: Who is here? What are their strengths? How does this group’s collective energy interact? When each person is honored for their natural abilities, the foundation becomes stronger.
Then we'll diagnose the current processes in your product development, branding, marketing, sales, and customer service departments to understand where the gaps can be tied.
We'll benchmark this research with data analysis to set the stage.
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Once the energy of the business unit is understood, we will align on the ultimate vision. What are you working toward? What is the most beautiful, expansive outcome you can imagine? We will refine the vision into practical initiatives serves as our North Star, keeping everything aligned.
This singular focus enables our plans to make changes in a practical, manageable way. We will revisit the North Star with each Kaizen cycle to make adjustments based on new findings.
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Analysis is far more effective when you know what you are aiming for. We will analyze your website, tool stack, and competitors based on your North Star and supporting initiatives.
Based on our findings, we will outline a game plan, breaking it into manageable phases for continuous progress.
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Once you know what new direction you're ready to take, we can target the decision-makers most likely to resonate with your service.
Together we will identify this new audience and understand their main motivations, challenges, and goals.
We will also incorporate the essence of your unique energetic frequency to match your audience's frequency, making it easier for them to hear you.
Then we can craft messaging that clearly shows your differentiated voice, rather than the voice of AI.
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Traditional planning often forces people into roles they aren’t suited for. Instead, design the plan around each person’s natural way of working. Where will they thrive? Where might they struggle? Adjust the plan accordingly to ensure alignment.
We'll interview each member of your team to understand how they are currently participating in the existing process. Optionally, we can also run their human design so they can understand each other professionally and uncover their uniqueness.
Then we determine what parts of their job they thrive at and what parts could be potentially moved to another person or AI tool better suited for those responsibilities.
This research will streamline your operations to be more aligned with the uniqueness of each individual. Results typically include better communication, faster production, happier teams, and the best optimization wins for your revenue.
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The way you get from point A to point B is with content that fuels your initiatives.
How do you know what your audience will respond to? Answer the questions they have had in the past by leveraging insights from your team. Learn the questions they have today by asking your current customers. Guess the answers they may have in the future with research.
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Vision and alignment are crucial, but execution still requires structure. Implement the plan with clear timelines, responsibilities, and milestones to track progress. The difference is that instead of forcing outcomes, you are allowing the aligned energy to carry it forward.
Together we will craft detailed plans that may include campaign strategies, including sitemaps, keywords, editorial calendars, and automation maps, ensuring every aspect of your business sails in harmony.
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Even if your campaigns are in place, resources allocated, costs estimated, and your teams ready to take action, you'll still need a leader to confidently steer your ship.
Kasie Dailey will motivate and listen as the plans are executed and can meet with the team each week to understand what is happening and create pivots as needed. At the end of each cycle we'll adjust the game plan based on what we have learned overall, to keep progress moving forward.
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Once a milestone is reached, pause. Celebrate the progress. What worked? What didn’t? Take a break to reflect, recharge, and receive new inspiration. Then, come back together and refine the vision. What’s the next beautiful outcome we can co-create? The next step is always just that—one small step towards an ever-shifting future.
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FAQs
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Yes, an hourly rate is available, but it's also dependent on the need, challenge, and deliverables.
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Revenue Polaris is a strategic program for your revenue to give direction for the implementation teams. We can add implementation hours into the quote, or provide referrals for creatives and developers if you need help in that area.
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Any referral that becomes booked business is gifted with 10% as a referral bonus to the referrer. Thank you for your business!
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Human Design is the study of the unique energetics of an individual. Learn more here.
We include Human Design in business planning to set you up for the greatest success:
Create scalable processes that consider the humanity of the skilled professionals you have hired, and leave robotic actions for the robots.
Instead of spending thousands of dollars on many types of assessments to try to understand your team from different angles, we run a single Human Design energetic diagnostic to get a complete picture.
Incorporating energetic keynotes into your messaging that represents your true nature will attract people truly aligned to you, not just jargon for the SEO crawlers.
There is a pattern to the energy of creation, and developing our revenue strategies to match this pattern creates a strong foundation that will continuously grow.
If you're having trouble accepting this non-traditional approach, we can run your chart in our call together to see if it resonates with you.
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That's okay! Book a call and we'll explain everything in detail, show you some examples of completed projects, and answer all your questions.
Your First Mate
Kasie Dailey
Kasie Dailey is a visionary strategist who helps businesses align operations, messaging, and revenue models with human nature and creativity. Through a blend of Human Design, AI-driven tools like HubSpot, and strategic planning, she optimizes workflows, team roles, and branding for sustainable growth.
Her expertise includes HubSpot implementation, revenue strategy, process optimization, and leadership alignment, ensuring businesses operate efficiently while staying true to their unique energy. With a deep understanding of how people think, feel, and create, Kasie helps teams get unstuck, streamline operations, and achieve clarity in their vision—turning chaos into flow.
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Kind Words From Satisfied Clients