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Transform Your Business with a Human-Centered Approach

Explore Our Programs

Are You Struggling With:

  • Balancing product focus with a cohesive sales and marketing strategy, rooted in strong foundations?
  • Leadership gaps or a young team lacking strategic direction?
  • Identifying and connecting with the right audience?
  • Disjointed go-to-market activities across your organization?
  • Maximizing your resources to drive sustainable growth?

If any of these resonate with you, then you're in the right place.

Don't Just Check a Box - Orchestrate Actual Change and Organizational Alignment

 

Many agencies and technologies sell the illusion of a one-size-fits-all solution that will propel your business forward.

But the truth is, sustainable growth doesn't come from a single silver bullet. It comes from a deep, continuous understanding of both your customers' needs and the needs of your organization. 

At ShiftHX, we blend rigorous problem-solving frameworks with an unwavering curiosity to uncover these needs. This approach makes your growth strategy both adaptable and robust—rooted in the human experience and designed to evolve with your business.

Together, we'll build strong foundations rooted in your business, so you can enhance, enable, and empower your team from the inside out.

That's the real secret to driving meaningful, long-term success.

 

Whether You're...

A Technical Startup Founder >>

I often find myself so focused on product development that I struggle to create a strong go-to-market strategy.

I need help aligning my team, clarifying our vision, and truly understanding our market and customer needs.

An Established Business Owner with Untapped Potential >>

I've managed to build a customer base and establish some market presence, but I know there's untapped potential for growth.

I need help reframing my marketing approach and creating powerful, customer-centric strategies that will help me connect with my audience on a deeper level.

A Mature Company in Need of a Strategic Overhaul >>

I've built a mature company, but I'm experiencing stagnation and challenges with my current go-to-market strategy.

I need to rethink my go-to-market strategy to better align with the customer needs of today, and be more adaptable to the market shifts that happen in the future.

...We can help you break down barriers to growth, optimize your sales and marketing efforts, and establish a culture of continuous learning 

Your Framework for Unlocking Growth

ShiftHX Operating System (1)

What is the ShiftHX Operating System?

A comprehensive, five-phase approach designed to help align your strategies, operations, and solutions with the real human needs of your customers.

Together, we'll explore your business landscape to identify areas of opportunity and shape a strategy that puts people, empathy, and your customer needs at its center.

Through a collaborative and co-creative process, we'll craft strategies tailored to your unique context, designed for long-term success.

Navigating Complexity with Strategic Guidance

Going through the Operating System will change the way you approach problem-solving and value creation to center around the human experience (HX), leading to a more impactful go-to-market strategy, stronger customer relationships, and lasting business success.

Through this process, you will:

  • Have a clear, shared understanding of the current reality, ultimate vision, and key problems to solve
  • Develop a deeper, empathetic understanding of your customers' needs, desires, and experiences
  • Identify the most impactful opportunities and solutions to pursue
  • Foster a more engaged, purposeful team that works together towards a shared vision
  • Create a solid foundation of strategic assets and insights to guide future efforts

Ways to Work with Us

Explore the differences in our signature programs

Activate
Kickstart your growth strategy and align your team around a shared vision and audience understanding
Shift
An end-to-end transformation of go-to-market strategies to align with customer needs and drive sustainable growth
Accelerate
High-engagement program with additional touchpoints and resources to help your team rapidly execute strategy
ShiftOS
Align
Deconstruct
Reconstruct
Transform
Refine
Knowledge Map
Strategic Alignment Results ⓘ Removes ambiguity and validates understanding across your organization, serving as a north star for all strategic decisions and actions
Deconstruction Analysis ⓘ Uncover customer needs and how your offerings align, identifying areas of misalignment and opportunities for improvement
Market Positioning Insights ⓘ Gain an understanding of how your offerings can be differentiated in the market, highlighting areas for strategic focus
Dynamic Knowledge Graph ⓘ Centralizes all gathered information, facilitating quick onboarding, informed decision-making, opportunity identification, and lays the groundwork for future AI-enabled processes
Blueprint
Opportunity Matrix ⓘ Maps untapped opportunities against root causes of current challenges
Foundations ⓘ Living-breathing source of truth to keep your team aligned, and allows you to create a clear, customer-centered strategy that enables your resources to be focused on the most impactful areas
Empathy-Driven Personas ⓘ Documented understanding of the real human experiences of customers, providing a deep, relatable understanding of the customer to guide all future work
Messaging Frameworks ⓘ A clear, compelling articulation of the value proposition and key messages, guiding authentic, relevant, and impactful communications and interactions with your customers
Go-to-Market Roadmap ⓘ Customized, actionable strategy and tactics tailored to your unique business context
Resource Allocation ⓘ A structured gameplan prioritizing and allocating your resources (technology, people, budget) to execute the blueprint effectively
Execution Timeline ⓘ A clear phased implementation plan of the strategy, taking into account current and future state of resources
Barrier Testing Guidance ⓘ Frameworks and guidance for continuously testing assumptions, measuring results, and adapting your strategy based on learnings
On-Going Support
Team Momentum Sessions ⓘ Guided sessions with tactical team to provide implementation support and navigate roadblocks
4
6
8
Executive Momentum Sessions ⓘ Guided sessions with leadership to talk through an area of your choosing and to maintain strategic alignment
5
9
12
Workshops ⓘ Guided in-person workshop to deep-dive into your business
Virtual
1
2
Access to ShiftHX Resources ⓘ Relevant enablement resources (guidelines, templates, etc.) to help the team hit the ground running

Packages Start at $15,000

Book a Consult

FAQs

How are you different from the consultants I’ve dealt with before?

Our approach is fundamentally different. We don't just advise—we collaborate and co-create strategies with you so that they are deeply integrated into your operations and championed by your team. This gives you a foundation that can adapt and thrive as you grow.

Does it matter what growth stage I'm in?

Our system is designed to meet you wherever you are. The ShiftHX Operating System begins by aligning with your current reality and understanding the resources you have. Our blueprints are tailored to be executed within your current constraints, using that momentum to propel you toward your goals.

Is this the only way I can work with ShiftHX?

We offer bespoke programs for those who have previously completed our process, as well as programs to help organizations accelerate the adoption of generative AI. We approach every challenge with curiosity and are always open to discussing your specific situation to determine how we or our partners can help.

Ready to turn complexity into clarity?

Let's have a real conversation about your business, your challenges, and how we can help you get on the road to your vision.
Get Started

The ShiftHX Masters

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Ami Patel

Co-Founder
Lisa-Headshot

Lisa Sargiotto

Co-Founder
Daniel Englebretson Headshot_Upload

Daniel Englebretson

Co-Founder

Hi, we’re the founders of ShiftHX. With our diverse background in operations, sales and marketing, and AI, we’ve helped startups and billion-dollar enterprises overcome challenges in leadership and strategy.

As recognized innovators in our 20s and successful entrepreneurs in our 30s, our experience spans hundreds of clients, including Phononic, SnapDocs, Acuity Brands, Precision Hawk, and Turntide. 

We've sat in rooms with CEOs and founders, understanding that true value comes not from long contracts but genuine partnerships and a shared growth mindset.

Our approach goes beyond ticking boxes; we dive into the core of business challenges, asking the right questions, educating you on the 'why' behind each decision, and driving toward meaningful and sustainable growth.

We’re more than strategists; we’re your partners in navigating the complex journey of bringing your vision to life, and we’d be honored to help you.

 

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