Go-to-Market Advisory
Refine. Align. Accelerate.
Operator-led advisory that helps SaaS executives turn GTM friction into predictable growth.
50+
Years Combined Experience
$2B+
In Revenue Scaled
100+
Leadership Teams Coached
The Problem
When your GTM engine misfires, growth slows — and confidence slips.
Misalignment, churn, and forecast misses create a cycle that erodes momentum and trust.
70%
of SaaS growth plans fail because teams aren’t truly aligned
20%
of sales orgs forecast within 5% accuracy
<2 yrs
average CMO or CRO tenure
“Boards are looking ahead… it’s only getting harder to be a CEO navigating uncharted territory.”
How It Works
A peer-to-peer framework that connects strategy and execution.
The Agile Operator System™ pairs proven operators with active executives through structured collaboration. Each phase builds alignment, accountability, and measurable progress.
Diagnostic Tune-Up
Foundation
Identify growth constraints and GTM gaps.
Strategy & Alignment
Foundation
Align leadership on vision, metrics, and cadence.
Leadership Health
Stability
Strengthen team cohesion and executive effectiveness.
Execution Acceleration
Performance
Drive measurable performance with operator guidance.
Sustained Performance
Scale
Embed playbooks for scalable, repeatable growth.
This isn’t consulting. It’s peer-to-peer collaboration with operators who have built and scaled under the same pressure you face.
What’s Holding You Back?
Elite advisors. Steady under fire. Obsessed with results.
We help growth-minded leaders align teams, accelerate execution, and scale smarter with agile playbooks built for high-stakes environments.
Strategic Alignment
Unbiased insight, practical playbooks, and the honesty you won’t get from the echo chamber.
Performance-Driven
Tactics, accountability, and results you can measure. Steady hands when the boardroom heat is on.
Agile Playbooks
Battle-tested strategies and frameworks designed for rapid deployment and measurable impact.
Free Diagnostic
See where your GTM is stuck — and how to fix it.
Our diagnostic evaluates your sales, marketing, and revenue operations to pinpoint growth blockers. In ten minutes, get an actionable snapshot of your GTM health and a prioritized improvement roadmap.
What you’ll receive
- Comprehensive GTM health score
- Sales process efficiency analysis
- Marketing and demand gen assessment
- Revenue operations evaluation
- Leadership alignment insights
- Prioritized improvement roadmap
Takes about 10 minutes.
Trouble loading? Open the diagnostic in a new tab.
Who You Work With
Seasoned operators who have sat in your seat.
You work directly with growth leaders who have driven results under PE pressure — not advisors reading from a playbook.
Jeff Lortz
CEO Coach & Advisor
- Former CEO/COO of PE-backed SaaS firms
- Scaled growth and exit readiness across multiple carve-outs
- Founder of Agile Operator
Led transformations from carve-out through exit
Norman Guadagno
CMO Coach & Advisor
- Former CMO: Mimecast, Acoustic, Carbonite
- Led enterprise brand and demand transformations
- Deep M&A integration and repositioning experience
Transformed multiple B2B SaaS marketing orgs at scale
Steve Keilen
CRO Coach & Advisor
- Dynatrace $25M → $250M+ under Thoma Bravo (IPO prep)
- Rebuilt Acoustic’s global sales org post-IBM carve-out ($22M → $70M ARR)
- Scaled InsightSquared and Addigy with 30%+ YoY growth
$2B+ in cumulative revenue scaled
Prefer to talk first?
Book a short strategy call. We’ll tell you directly whether we’re the right partner for your situation — and if we’re not, we’ll point you somewhere useful.