Strategy Session
One decision
A one-page summary of the decision, the options you are weighing, and any deck, model or memo behind it.
●Client intake · Before we meet
Help us prepare. Share what you have.
The more we see before our first conversation, the more of that time goes to decisions instead of background. Upload anything that will help, then watch your inbox: we email you within one business day to schedule.
Uploads go to a private Ladder Insights folder. No account is needed. Please start each file name with your name or organization.
01What to send
Helpful documents, by engagement.
Send what you have. Nothing here is required, and drafts are welcome.
Sales Team Workshop
Your pipeline
A recent pipeline or CRM export, your sales process or playbook, pricing sheets and two or three deals you want to work on.
Vendor Evaluation
Your shortlist
Vendor proposals, RFP responses, draft contracts or order forms, and the requirements or must-haves your team agreed on.
Funding Scan
Your company
Pitch deck, a short technical summary, ownership summary, and any past grant or SBIR and STTR applications and reviews.
Message & Script Package
Your campaign
Candidate bio, platform or issue notes, past speeches or videos, and the dates of upcoming forums and debates.
Discovery call
Anything useful
A website, deck, org chart or a few lines on what is stuck. A short note is plenty for a 15-minute call.
What happens next
Keep sensitive data out
Please do not upload patient health information, Social Security numbers, bank or card numbers, or passwords. If a document contains them, remove or redact those details first. We will send a confidentiality agreement on request before you share anything sensitive.