How Does It Work?
The In-Sync™ System
Our White Glove Approach
Alignment systematically occurs when there is a data-driven system to measure and standardize communication and behavior.
Our system measures and maps individual DISC scores as a baseline for internal communication style and performance. We further include the external ecosystem of buyers and customers to guide engagement with enhanced data profiling in support of Net Retention Revenue objectives.
We audit your team to create a blueprint and baseline for an expertly tailored implementation.
Step 1: Team Audit
Our audit generates a team blueprint, delivered as an alignment playbook.
Online surveys take 10-15 minutes to complete and measure the individual DISC scores of participants.
We analyze functional and cross-functional teams for communication insights to identify strengths, potential bottlenecks, and friction points to recommend alignment optimization.
Audits are completed within 1-2 weeks.
The team size and business stage of development, along with audit insights, inform the design of the annual program and recommendations to accommodate growth and change.
Step 2: In-Sync™ Annual Subscription Service
Subscription service options are determined by the team size and growth plans.
For smaller organizations, a managed service plan is often a good fit. Access to GTM expertise and software tools without the hassle of ramp time is optimized at competitive service rates.
For larger organizations, an annual software user license subscription is a better option. Knowledge transfer is part of the expert service to help you achieve self-sufficiency over time. Our goal is for our customers to own their alignment solution over time, for optimal performance benefits.
Quarterly Business Reviews
A single- or multi-phase deployment plan is co-developed, depending on the team size.
An agile approach is used to onboard each team and may include pilots before going live.
Subscribers receive dedicated support for onboarding, platform assistance, and quarterly business reviews to measure performance against mutually agreed-upon goals.
Operational Support
We integrate out of the box with HubSpot and Salesforce CRM systems and can integrate with others through APIs.
We monitor performance KPIs to track user adoption and the impact on performance, based on specific criteria developed with you for your team.
Iterate
Expansion to additional teams and audiences is a natural progression once alignment is standardized.
We repeat our process for add-on teams and audiences in your ecosystem (partners, vendors, customers, and more)
What You Get with In-Sync™
✅ Fast Implementation
Go live in weeks, not months—with expert guidance every step of the way.
✅ Personality AI
Give your teams actionable insights to personalize communication and drive better engagement.
✅ Execution Alignment
Ensure that Sales, Marketing, and CS are working from the same playbook—both internally and with your customers.
✅ Enriched Contact Profiles
Sync personalized outreach to buyer preferences, not guesswork.
✅ Seamless Workflow Integration
No new tool sprawl—In-Sync™ works inside your existing GTM stack.
✅ Consistent Buyer Experience
Create a unified experience from first touch to long-term expansion.
