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
1-5 People or a Single Team
9 Hours of Strategy, 2 Meetings, Completed in 5 Days
The Cutter Package Includes:
Pre-Kickoff
Gap Analysis and Review (client sends prefilled 1 day before kickoff)
Human Design Review (full reading purchased separately)
Kickoff Meeting
Gameplan Outline for Content
Persona Identification
Between Meetings
JTBD Persona Development Includes Interview of 1 Customer
Review of Assets Related to Gameplan
Launch Meeting
Headline Messaging with Human Design Energetic Keynotes
Creative Brief of Content Decided in the Gameplan
Post Launch
Directives for Remaining Assets with How-to Videos for Implementation
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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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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Before we dive into the depths of your business's revenue cycle, we'll first run the energetic analysis of the decision makers for each department for deeper understanding and greater communication.
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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While there might be endless possibilities to improve your business revenue, we will focus on the #1 Opportunity for revenue enhancement that will serve as our North Star.
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 incorporate AI to craft messaging that clearly shows your differentiated voice, rather than the voice of ChatGPT.
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You might have all the right people on your team, but are they in the right roles doing the right activities? Optimize your processes to match the energy of your team members rather than trying to hire perfect humans for specific roles.
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 business model 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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Now you can create plans for a new direction... plans that will speak to your audience with more authenticity and be executed by a more aligned team.
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.
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
This program has been developed over 15 years of sales and marketing experience and has helped dozens of established businesses attract new markets and audiences.
This is ideal for an established business that has seen some success but revenue has deadlocked and is ready to move into the next level.
Great for small marketing, sales, and service teams who would like guidance with strategy, especially if they are using or are planning to use HubSpot.
Kind Words From Satisfied Clients