Prioritize the right work
Agree the customer segment, commercial constraint and measurable outcome before selecting tools.
A PERSONAL POINT OF VIEW FOR M-ONE CAPITAL
Turn growth priorities into measurable revenue.
Hands-on commercial leadership, CRM improvement and practical AI for founder-led portfolio companies.
Start with one company and one agreed outcome. Build it with the team, measure what changes, and leave the capability in their hands.
25+ years of CRM experiencePersonally led by Jason WickmanOne outcome before broader expansion
01 / THE OPPORTUNITY
Make the growth plan part of everyday execution.
M-One’s approach centers on growing businesses alongside founders and management teams. Its value-creation priorities include sales strategy, organizational development, product expansion and acquisitions.[1]
Agilidy proposes to work alongside your Strategic Advisory Group and portfolio leaders, taking responsibility for a defined commercial improvement—from the decision about what matters through implementation, adoption and measurement.
A clear priority. An accountable owner. A process the team actually uses.
Put it into practice
Connect marketing, sales and service through useful workflows, reliable data and owned next actions.
Make progress visible
Measure behavior, adoption and business results. Use evidence to decide whether to expand.
02 / A POTENTIAL STARTING POINT
WellnessLiving.
A concrete conversation.
New products and evolving commercial processes make WellnessLiving a relevant company to explore. The first step is to establish where additional execution support would help its leadership team.
Candidate for discussion · no engagement impliedNew products to adopt and expand
Marketing Suite and CAASI launches create new customer conversations and opportunities to measure product adoption.[4, 5]
Commercial processes to connect
October operations hiring describes campaign attribution, form-to-CRM handoffs and assignment rules.[6]
A management-led growth partnership
M-One’s minority investment supports expansion and product development. We would work with management on the outcome and scope.[3]
Our hypothesis: one defined workflow—from qualified demand to a completed demo, or customer insight to expansion—could be a useful first engagement. Existing staff, consultants, system decisions and available scope would be confirmed with leadership.
03 / EXPLORE THE WORKING MODEL
From a signal
to someone’s next action.
Choose a growth priority to see how commercial ownership, CRM and AI could work together.
COMMERCIAL WORKFLOWIllustrative example · no client data
From interest to a completed conversation.
RELEVANT CONTEXT
A qualified prospect requests a demo. The source, business type and location count are captured.
AI prepares and recommends. People review, decide and own the result. Workflows use each company’s approved systems and access rules.
04 / THE PORTFOLIO RELATIONSHIP
Support management.
Extend execution capacity.
M-One’s investment teams and Strategic Advisory Group provide the strategic context. Portfolio leadership sets the business priorities. Agilidy takes hands-on responsibility for the agreed process, adoption and measurement.[2]
A successful engagement can establish reusable methods for assessing workflows and measuring progress. Each company still has its own customers, systems and operating model.
Value-creation objective
Investment priorities and strategic support.
Business ownership
Decisions, priorities and accountable teams.
Hands-on delivery
Build, operate, measure and hand over.
05 / A PRACTICAL START
One outcome.
A 90-day engagement.
Scope and targets agreed after reviewing the baseline. An existing implementation partner can remain responsible for its work while we own the agreed commercial outcome.
Choose the outcome.
Work with leadership and frontline teams to establish the baseline, understand existing ownership and select one commercial constraint.
An agreed outcome, baseline and accountable executive.
The weekly scorecard
Response & conversionPipeline progressionCustomer adoptionExpansion revenueWorkflow adoptionOwner follow-through
Choose the measures that fit the outcome. Report observed results separately from estimates and forecasts.
06 / WHERE REPEATABILITY COULD MATTER
Prove the method.
Qualify each next company.
WellnessLiving
Explore acquisition handoffs, product adoption or account expansion.
Shared Practices Group
Explore consistent inquiry follow-up and measurement across locations.
CPaT Global
Explore account development, renewals and expansion.
These companies appear in M-One’s public portfolio. The proposed applications are hypotheses; no need, buying intent or access to company data is assumed.[7, 8]
07 / WHY JASON
Senior experience.
Direct involvement.
Lasting ownership.
I’m Jason Wickman, founder of Agilidy. I bring more than 25 years of CRM experience, Microsoft sales leadership, and experience working in a PE-backed business.
I work with a handful of clients, personally connecting commercial strategy with the systems and workflows that help teams execute. We begin with the business objective and work with your technology decisions.
The engagement can continue fractionally or transition to an internal leader. Where useful, I can help recruit and prepare that person, then hand over a documented operating process.
More about JasonLET’S IDENTIFY ONE USEFUL OUTCOME
Where would hands-on
commercial help make a difference?
A short discussion to identify the company, the accountable leader and the priority worth exploring.
Schedule 15 minutes with Jason jason@agilidy.com