BD Succeed advisory services

Delivery guide

Each engagement is scoped after a fit discussion. Pipeline size, pursuit volume, customer complexity, cadence, and level of advisory support determine the final fee.

Pipeline & Growth Reset

Two weeks, with two leadership working sessions and an optional Day 30 check-in.

Focused

Up to 15 active opportunities · 3 participants

One business unit. Two working sessions.

Standard

Up to 30 active opportunities · 5 participants

Includes target-account prioritization and full executive readout.

Expanded

Up to 50 opportunities · multiple teams or complex data

Additional interviews and preparation confirmed before contracting.

  1. Day 0Kickoff

    Welcome, intake, data request, and calendar. Sponsor assigned; data submitted.

  2. Days 1–2Baseline pipeline

    We normalize pipeline, identify gaps, and prepare Session 1 hypotheses.

  3. Day 3 or 4Session 1 — Diagnose & Prioritize

    Two-hour working session. Leadership validates facts and makes initial pursue / monitor / pass calls.

  4. Days 4–8Analysis

    Score opportunities and accounts, draft recommendations, and build the action plan.

  5. Day 9 or 10Session 2 — Decide & Install

    Approve recommendations, owners, and operating cadence. Final decisions locked.

  6. Days 10–12Delivery

    Final workbook, executive readout, playbook, and delivery email.

  7. Day 30Optional check-in

    Progress, barriers, and sustainment recommendations.

Discuss this engagement

Fractional Growth & Capture Leadership

Monthly retainer, with a minimum three-month engagement. Weekly pipeline and capture sessions, monthly operating reviews, and quarterly strategy cadence. Active pursuit support, where scoped, is limited to up to 2 captures per month based on value of pursuit and size/complexity of response. Practitioners do not support competing firms or clients with competing capabilities and agency targets.

Essentials

Founder-led firms · build BD from scratch · BD playbook

For small and startup firms with little or no BD/Capture infrastructure. Your assigned BD practitioner installs a complete BD playbook and leads pursuit work directly, so the founder or CEO can stay focused on running the business while still maintaining disciplined growth.

Growth Partner

Full operating rhythm · seller-doer coaching · active pursuits

Everything in Essentials, plus dedicated seller-doer coaching and active pursuit support — up to 2 captures per month based on value of pursuit and size/complexity of response.

Embedded

Embedded BD & capture resource · deep access · multiple pursuits

Acts as your embedded business development and capture resource so you don't have to hire a full-time BD executive or capture manager. Deeper access and hands-on management of up to 2 captures per month based on value of pursuit and size/complexity of response.

Discuss this engagement

Early-Signal Intelligence Sprint

30 days around one agreed research focus. Includes an executive briefing, written brief, and one follow-up question-and-answer session. Broader scope is confirmed before contracting; public-source research and practitioner interpretation remain the basis of delivery.

Focused Sprint

One narrow focus area · single briefing

One agency, one capability, or one recompete window.

Standard Sprint

One focus area · deeper analysis · executive briefing

Standard scope with expanded opportunity hypotheses and action recommendations.

Expanded Sprint

Broader scope · multiple stakeholders

Additional interviews and a broader focus (e.g., agency + adjacent programs).

Discuss this engagement