Every engagement begins with an assessment and plan.

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Senior leaders around a boardroom table

Engagements and fees

How we work with clients

Every engagement is defined by its scope, resourced to a plan and measured against one number, qualified pipeline. This page sets out how that is done and what it costs.

Engagement pathways Resourcing Fees

01Our approach

Scope comes before commitment

Growth work fails when it is priced before it is understood. We assess first, plan second and resource third. Fees follow from the resources the plan requires, and every element of the fee is visible to you before the work begins.

Scope before commitment

No engagement is proposed until the assessment has established what is running and what is not.

Resources follow the plan

Specialists join when the plan requires them and step back when their phase is complete.

One accountable owner

A single growth lead owns the plan, the working budget and the qualified pipeline number.

Fees reflect scope

Fees are set by markets, functions and seniority, and agreed again before any change in scope.

02Engagement pathways

Three ways to work with Codax

Each pathway begins with the same assessment. What follows depends on who will carry out the work.

Pathway one

Assess

Assessment and plan

A month inside the business. We review what is running, find what needs repair and set out a plan your leadership can act on.

  • A written assessment across every growth function
  • A prioritised repair list
  • A target account list and buying group map
  • A twelve-month plan with resources by quarter

Suited to
Leadership teams who want an independent view before they commit.

Pathway two

Advise

Assessment, plan and execution workshop

The assessment and plan, followed by a working session with your team on the execution pathways for each channel and market in the plan.

  • Everything in the assessment and plan
  • An execution workshop for your internal team
  • Pathways, owners and measures for each channel
  • A reference pack for the team to run from

Suited to
Companies with an internal team that will carry out the work.

Pathway three

Operate

The dedicated growth department

A twelve-month engagement in which Codax runs growth inside your business under one growth lead, accountable for qualified pipeline.

  • The assessment and plan as phase one
  • A growth lead and delivery team
  • Specialists engaged by phase
  • Monthly pipeline reviews and quarterly business reviews

Suited to
Companies that want the function built and run for them. Offered at Scale-up and Enterprise level.

03The assessment

Every engagement begins with a month inside the business

The assessment is a structured review of every growth function. It produces the plan and the evidence for it, and it is the basis for scope and fees in every pathway.

  1. Week 1Access to your site, CRM, analytics, advertising accounts and sending infrastructure. Interviews with leadership and sales.
  2. Weeks 2 and 3Review of site and conversion, search and AI visibility, executive and company presence, existing revenue sources and the target accounts not yet reached.
  3. Week 4Readout with leadership. Findings in full, the repair list, the first account list and the plan.
  4. After the readoutA proposal setting out the pathway, resources by quarter, markets and working budget.

Deliverables

  • A written assessment of every growth function
  • A prioritised repair list
  • A target account list and buying group map
  • A twelve-month plan with resources by quarter
A leadership team in a working session
The readout is a working session with leadership.

04How we resource an engagement

One owner for the number, specialists by phase

Resources are allocated to the plan quarter by quarter. Early quarters weight toward research, repair and build. Later quarters weight toward the channels that produced qualified pipeline.

A growth plan mapped out on a whiteboard
Resource plans are set quarter by quarter and revisited at each business review.

The engagement team

Growth lead

Owns the plan, the working budget and the pipeline number. Carries three to four clients at most.

Delivery team

Research, content, design, outbound, paid media and operations, engaged by phase.

Specialist partners

Video, events, data and localisation, briefed and managed by the growth lead.

CMO Partner

Available at Enterprise level for strategy, positioning and senior conversations.

Codax leadership

Oversight of every engagement, and present at each quarterly business review.

Exhibit 1. An illustrative twelve-month resource plan

RoleResponsibilityQ1Q2Q3Q4
Growth leadPlan, budget and the pipeline number
Research and ABMAccount lists, signals, buying groups
Website and conversionRepairs, pages, tracking, forms
Content and designCore story, assets, executive content
Outbound and LinkedInSequences, infrastructure, executive presence
Paid mediaAccount-based and search campaigns
Events and webinarsAdded once channels convert
Marketing operationsCRM, data, reporting, dashboard
Leading Active As required
A board reviewing results

05The twelve-month engagement

The engagement pathway, quarter by quarter

The operating pathway runs for twelve months. Each quarter has a defined purpose, and each ends with a review that sets the next.

Quarter 1

Assess, repair, build

The assessment in month one, then the repair list, account list, core story and sending infrastructure. First tests go live.

Quarter 2

Test

Channels tested against a control on the target accounts. The first business review decides what scales and what stops.

Quarter 3

Scale

Resources move to what converted. Events and webinars are added on top of channels that already work.

Quarter 4

Scale and renew

Pipeline and revenue against target, and the plan for the following twelve months.

Governance

Monthly pipeline review

Leadership, sales and the growth lead review pipeline account by account, with test results and budget moves.

Quarterly business review

Pipeline and revenue against target, the resource plan for the next quarter and any change in scope.

06What determines scope

Scale-up and Enterprise differ in scope, not in method

Both run the same five phases under one growth lead. The difference lies in how much runs at once, across how many markets and at what level of seniority.

DimensionScale-upEnterprise
MarketsOne marketSeveral markets or regions in parallel
FunctionsCore functions in sequenceSeveral functions running at the same time
SeniorityGrowth leadSenior growth lead with a CMO Partner available
Content and eventsCore story and assetsHigher volume, with events and webinars
PaceStandard phasingCompressed timelines with more resource early
GovernanceMonthly and quarterly reviewsBoard-level reporting in addition

07Fees

Fees

Fees are set out in full in the proposal that follows the assessment. The figures below are the basis on which every proposal is built.

Third-party costs, including tools, data, paid media, events, production and travel, sit outside these fees. Each is agreed in advance and billed at cost.

ServicePathwayFeeBasis
Assessment and planAll pathways$2,500, one-offCredited against the twelve-month engagement where the client continues
Execution workshopPathway twoSet in the proposalBy the channels, markets and resources the workshop covers
Scale-up engagementPathway three$3,000 per monthTwelve months. One market, core functions in sequence
Enterprise engagementPathway threeFrom $5,500 per monthTwelve months. Set by markets, concurrent functions and seniority

08Questions

Common questions

Why does every engagement begin with an assessment?

The right plan depends on what is already running. The assessment establishes that, and it is the basis for the scope, the resources and the fee of anything that follows.

What is the difference between Scale-up and Enterprise?

Scope. Scale-up covers one market with the core functions run in sequence. Enterprise covers several markets, with more functions running at the same time and more senior people engaged.

Can our own team carry out the plan?

Yes. That is pathway two. The execution workshop gives your team the pathways, owners and measures for each channel in the plan.

Why twelve months?

Enterprise buying cycles are long. The first quarter assesses, repairs and builds. The compounding results come in the second half of the year, when resources move to what converted.

How are third-party costs handled?

Tools, data, paid media, events, production and travel sit outside our fees. Each is agreed with you in advance and billed at cost.

Can the scope change during the engagement?

Yes. Markets and functions can be added at a quarterly business review. Scope and fees are agreed again before the work changes.

Early-stage founders may be better served by the Codax Accelerator, a 90-day programme for companies turning early traction into pipeline.

Next stepThe assessment

Begin with the assessment

Every pathway begins with the assessment and plan. The readout comes with a proposal setting out scope, resources and fees.

Arrange an assessment