The ARISE® Methodology

Who the ARISE® framework is for

ARISE® is for startups, scale-ups, and enterprise teams. It’s a clearly defined and well-rehearsed best practice model that allows us to operate at the right speed, depth, and scale. 

It was built for product companies, so our typical target audience is SaaS, Fintech, and technology-enabled businesses. We’ve also proven the model with many service providers, but it is always in the B2B space. 

Our team focus on best practices and how we deliver the ARISE® methodology, concentrating on three crucial stages of your GTM:

• Product Marketing: How you plan to convey the value of your product to your prospects.
  
  
• Sales Enablement: How you plan to enable your prospects to buy from you.
  
  
• Customer Success: How you plan to onboard, retain, cross-sell or upsell your customers.

This is the best-practice go-to-market approach for B2B SaaS, Fintech, and Services companies, and it is what ARISE® is designed to do. We’ve made it an out-of-the-box solution.

ARISE® for the HubSpot Customer Platform

Given my passion for automation, we designed this approach to work on the HubSpot Customer Platform so it could work just as efficiently for Salesforce. However, Salesforce is cobbled with many companies it has acquired, so installing may take much more work. 

Because we are experts in HubSpot, we’ve pre-built the HubSpot portal with workflows, ticket pipelines, custom objects, event marketing campaigns and, most importantly, KPIs and OKRs which can be deployed from the cloud.

This means we can get HubSpot marketing, sales, and success teams live and onboarded on HubSpot in 48-72 hours. Within a week to ten days, we can have your product data pushed into HubSpot and advanced reporting, enabling your business to have an accurate 360-degree view of your customers.

How ARISE® is delivered

As with any program of work, ARISE® has homework for preparation, immediate cloud-based deployment for instant ROI, and continuous improvement for customisation and use cases.

A ticket pipeline called ARISE is installed into your CRM, and the tasks to complete the package you choose (standard, plus or pro) can then be tracked for delivery speed and sign-off. Some tickets are timed to reopen to enable your teams to revisit elements of your GTM, like positioning, messaging, personas, etc.

Where needed, tickets have swipe files and frameworks attached for prosperity, meaning you can revisit the work delivered repeatedly as your team or business evolves.

The Background to ARISE®

During my career, I have worn many hats. However, the one thing that has always been consistent and constant is my desire to optimise how I do things or how things are done. My first permanent job at JP Morgan, at age 18, saw me semi-automate my role within a few months of joining the income processing team.

Printing out reams of paper daily to check if the mirror accounting was in sync and ticking accounts back line-by-line not only felt like an unnecessary waste of time and paper but archaic in approach among the five team members who did the job.

So I asked my then-manager, Martin Fenton if we could automate the reconciliation between the two systems and print only the breaks and account numbers, and he duly obliged. I explained my requirements to the IT team, who wrote a script in a few hours, which saved us about 54 man-hours per week across the team.

I then worked on various automation and change-the-bank projects at Morgan Stanley, Chase Manhattan, Credit Suisse First Boston (CSFB), and UBS. So automation became a passion, a personal and professional driver, driving my deep affiliation with Fintech and SaaS.

Over time, I’ve been a CTO and CMO and closed a few enterprise sales deals. All this experience and many training courses helped me develop what is now ARISE®.

The organisation and development of frameworks, processes and assets that enable you to approach a problem rigorously and methodically is intelligent, efficient and comprehensive. A guidance model for problem-solving fine-tuned for go-to-market teams that use HubSpot. That is what ARISE® truly delivers.