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M Metrics · Question 1 of 10 Can you quantify the business outcome you need GTM strategy to deliver?
Examples: $5M ARR by Q4, Series A close, 2x pipeline, 30% win rate improvement.
Yes — I have specific dollar or percentage targets. Somewhat — I know the direction but not the exact number. No — we would need help defining these.
E Economic Buyer · Question 2 of 10 Who has final signing authority on a CA$4K–CA$50K engagement?
This is typically the CEO, CFO, or board chair — the person who can say yes without asking anyone else.
I do — I can sign on my own. I have direct access and they support the idea. I need to build the case to someone I have not met yet.
D Decision Criteria · Question 3 of 10 What would make you confident a GTM engagement was worth the investment?
Think about what your board or investors would want to see in the deliverables.
Evidence-backed recommendations I can defend to my board. A clear playbook my team can execute. I am not sure — I would need to see examples first.
D Decision Process · Question 4 of 10 How does your organization typically approve consulting engagements in this range?
Some companies need legal review, procurement, or board approval for anything above a threshold.
Founder decision — signed same day if I say yes. Short internal review (1–2 weeks) with legal signoff. Formal procurement cycle (4+ weeks).
P Paper Process · Question 5 of 10 What is your standard procurement and legal review timeline?
Sagentix offers a Phase 1 PoC at CA$4–5K that typically closes in 5–7 days.
None — we sign SOWs directly without formal review. 1–2 weeks for legal review. 4+ weeks with formal procurement.
I Identified Pain · Question 6 of 10 How urgent is the need for GTM strategy clarity right now?
Urgency matters because it determines whether now is the right moment to engage.
Critical — board meeting, fundraise, or launch in next 60 days. Significant — losing deals we should be winning, but no hard deadline. Exploratory — nice to have, not urgent.
C Champion · Question 7 of 10 Is there someone on your team who will actively drive this engagement forward?
A champion is someone internally motivated to see the engagement succeed.
Yes — me or a co-founder/head of GTM is the champion. Yes — a team member will own execution. No — we need external momentum to make it happen.
C Competition · Question 8 of 10 Are you also evaluating other consulting firms or alternatives?
This is not a dealbreaker — Sagentix publishes this scorecard precisely to help buyers evaluate us against alternatives.
Yes — comparing 2–3 firms or in-house options. Only Sagentix, based on a direct referral. Considering DIY / AI tools instead of a firm.
Fit Vertical Fit · Question 9 of 10 Which vertical describes your company?
Sagentix specializes in three verticals where the 549+ IP artifact library is deepest.
B2B SaaS / Cybersecurity / Management Consulting. Adjacent B2B technology (martech, devtools, fintech, etc.). None of the above — we operate outside B2B tech.
Stage ARR Stage · Question 10 of 10 What is your current ARR or revenue stage?
Sagentix is optimized for $2M–$50M ARR growth-stage B2B technology companies.
$2M–$50M ARR — growth stage, post-PMF. $500K–$2M ARR — early post-PMF. Pre-revenue or >$50M ARR.
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