Every engagement begins with an assessment and plan.

Arrange an assessment
A leadership team reviewing a plan around a meeting table

How we work

Signal-Based ABM, delivered in five phases

One department, one model, one method. The thinking is held to the standard of a strategy firm, and the same team executes it inside your business against one pipeline number.

Start with an assessment See the first ninety days

1

Growth lead accountable for qualified pipeline

21

Growth functions, run by one team

30 days

Inside the business before anything is sent

5

Phases, from assessment to scale

01 The operating model

A growth department, not a vendor

Most companies buy growth in pieces, and nobody carries the number. Codax replaces the pieces with one department, led by one person who does.

Before

Buying growth in pieces

Pipelineowner?Paid agencyContent agencyWeb freelancerIntent data toolSDR agency

With Codax

One growth department

Your sales teamStrategyOutboundContentPaidWeb and designMarketing opsGrowth lead

Single accountability

One growth lead owns the qualified pipeline number and moves budget between channels within the quarter.

Strategy before execution

Nothing runs until the business has been studied and the plan agreed. Execution follows the evidence.

Sales in the room

The account list is agreed with sales, pipeline is reviewed account by account, and every positive signal reaches sales the same day.

Exhibit 1. How the model differs

Buying growth from vendorsThe Codax growth department
Who owns pipelineEach vendor reports on its own channelOne growth lead owns qualified pipeline
Where strategy comes fromThe client, or nobodyA month of assessment inside the business
How budget movesFixed retainers, channel by channelBetween channels, to what converts
Sales involvementLeads passed over a wallAccount list agreed with sales, signals routed the same day
ReportingA monthly deck from every vendorOne live dashboard of pipeline by account
SpecialistsFound, briefed and managed by the clientBrought in and managed by Codax
AttentionAn account manager across many clientsA growth lead carries three to four clients at most

02 Signal-Based ABM

Every signal, one model

Not a list and an intent-data feed. Signal-Based ABM reads everything the business and the market are telling you, and decides strategy and execution together from it. It is how Codax knows, within a month, what to fix, what to build on and what to test.

Exhibit 2. Every signal, read into one model

SIGNALS INSIDE THE BUSINESSSIGNALS IN THE MARKETRevenue, deal by dealWhat sales hears and loses toProduct users inside accountsWhy customers boughtWhich channels work, and whyWho is researching the categoryAccount engagement by channelIntent, from search to AI answersCompetitor movesWhere attention is headingOne accountmodelWhat to fix, what to build on, what to test

SIGNALS INSIDE THE BUSINESS

Revenue, deal by dealWhat sales hears and loses toProduct users inside accountsWhy customers boughtWhich channels work, and why

SIGNALS IN THE MARKET

Who is researching the categoryAccount engagement by channelIntent, from search to AI answersCompetitor movesWhere attention is heading
One account model
What to fix, what to build on, what to test

Exhibit 3. The loop

SignalsStrategyExecutionResultscontinuous

The signals decide the strategy. The strategy decides which functions run. The functions produce new signals. Run continuously, that loop is why results keep coming rather than arriving once.

Exhibit 4. From a market to a closed account

Market of accounts
Prioritised account list
Engaged accounts
Qualified pipeline
Closed ARR

The model narrows the market to the accounts worth working, then moves each one from first engagement to closed revenue, with sales seeing every step.

A pipeline dashboard open on a laptop

From the work, agentic AI healthcare firm

The deciding signal sat in the client's own product data

People inside target accounts were already using the product. Outreach went to those users first and the decision makers second.

5+

Product users engaged in every account closed

$1.02M

ARR closed in seven months

Read the case study

03 The five phases

Assess, Fix, Build, Test, Scale

Five phases that overlap by design. Fixing starts while the assessment is running, and tests start before the build is finished. The timings are typical, and they compress when the foundation is already strong.

Exhibit 5. A typical engagement, by month

M1M2M3M4M5M6M7M8M9+
1 Assess
2 Fix
3 Build
4 Test
5 Scale

For the agentic AI healthcare firm, Assess, Fix and Build ran inside two months because much of the foundation was already in place.

Assess

Month one

A month inside the business before anything is sent. Revenue deal by deal, interviews with sales, delivery and customers, buying-committee maps, a competitor review and a full technical audit.

You receive

  • A written report of everything found
  • A prioritised repair list
  • An account list agreed with sales
  • The plan, phase by phase

Fix

Months one to four

Repair what blocks demand: site, brand, executive presence, CRM and lead definitions, sending domains, tracking and collateral.

80from 51

Site score after the fix

From the work, cybersecurity services firm. Visitors up 79 percent.

Build

Months two to six

Turn the proof a company already has into assets. Most B2B firms are better than their market can see, and Build closes that gap.

Proof turned into assets

Case studiesExecutive contentNewslettersWebinar programmePartner programmeInbound paths
AI visibility score, cybersecurity services firm20 → 77

Test

Months two to eight

Every channel starts as a controlled experiment against the agreed account list, for four to six weeks, before budget follows. Decisions are taken in the monthly pipeline review.

Winners against control, from the work

CEO as the sender3x replies
Control
Winner
Founder ads over company ads2.4x click-through
Control
Winner
A health system speaker2.6x registrations
Control
Winner

$5M qualified pipeline from outbound in seven months, agentic AI healthcare firm

Scale

From month five

Budget and volume move to what converted. Events are added on top of channels that already work, and the growth lead carries the number quarter after quarter.

Yearly qualified pipeline, cybersecurity services firm, USD

548K
Start
1.07M
Month 6
1.69M
Month 9
2.2M
Month 12

Nothing is sent until the foundation can carry it.

Nothing is scaled until a test has shown it converts.

04 A sample engagement

The first ninety days

How an engagement opens for the company Codax meets most often: a strong business built on referrals, barely visible to buyers who have never heard of it.

Exhibit 6. Thirteen weeks, with two decision points

W1W2W3W4W5W6W7W8W9W10W11W12W13
Kick-off and access
Inside the businessWeeks 2 and 3
The assessment readout◆
Fix sprintsWeeks 5 to 8
First tests liveWeeks 6 to 10
The first quarterly review◆ Weeks 11 to 13

◆ marks a decision taken with leadership in the room.

Week 1

Kick-off and access

CRM, analytics, site and sending tools opened up. Interviews booked with sales, delivery and five customers.

Weeks 2 and 3

Inside the business

Two years of revenue analysed deal by deal, sales calls reviewed, buying committees mapped and a full technical audit.

Week 4

The assessment readout

A working session with leadership: everything found, the repair list, the first account list and the plan, agreed in the room.

Weeks 5 to 8

Fix sprints

Service and industry pages rebuilt, domains warmed, the founder profile rewritten, CRM stages live and the first case study in production.

Weeks 6 to 10

First tests live

Founder-led LinkedIn and email to one segment, each test with a hypothesis, a control and a four to six week window.

Weeks 11 to 13

The first quarterly review

What converted, what was cut and where budget moves next, with the account list refreshed alongside sales.

90days

What leadership holds at day 90

  • A written assessment and an agreed plan
  • A foundation that can carry outbound
  • An account list sales has signed off
  • Test results on at least two channels
  • One dashboard of pipeline by account
  • The plan for quarter two, set by what converted

05 Governance

A monthly rhythm, with the pipeline review at the centre

Decisions are taken with leadership in the room, account by account, on the same numbers every time.

A team reviewing pipeline figures on a screen in a meeting room

The pipeline review

Leadership, sales and the growth lead, around one set of numbers

Every month the review goes account by account: who is engaged, the next action, what the tests showed, and where budget moves.

1

Dashboard for sales and leadership

5

Definitions signed off first

3

Cadences, daily to quarterly

Exhibit 7. One quarter of the operating cadence

▮ Daily: positive replies and signals routed to sales the same dayMonthly pipeline reviewMonth 1Monthly pipeline reviewMonth 2Quarterly business reviewMonth 3

Daily

Shared channel

Growth lead, delivery team, your sales team

Positive replies and signals routed to sales the same day

Monthly

Pipeline review

CEO or CMO, growth lead, sales lead

Account engagement, the next action per account, test results, what to scale or cut, budget moves, list changes

Quarterly

Business review

Leadership and growth lead

Pipeline and ARR against target, and the plan for the next quarter

Exhibit 8. Five definitions, written down and signed off before the first campaign

01Engaged account
02Positive reply
03Discovery call
04Qualified opportunity
05Closed ARR

Written down before the first campaign, so nobody argues about what counts. Outbound, content, events, pipeline and ARR then sit in one view, and every meeting uses the same numbers.

One dashboard

Shared with sales and leadership

Sample view, built from the cybersecurity services engagement at month 12.

Yearly qualified pipeline

$2.2M

Start, months 6, 9 and 12

Accounts deeply engaged

61

Several interactions and a meeting with the committee

In qualified pipeline

35

35 of 61 engaged accounts

How deals were reached

5

Average touches before the first call

8 in 10

Opportunities touched by three or more channels

41 days

Median from first touch to first meeting

06 Your side of the work

A few hours a week from your side

A department only works if leadership is in it. This is what Codax asks for. The rest is Codax.

A founder speaking to an audience at a company event

Your voice. Our department.

The founder or executive voice is the most valuable asset in the plan. Codax captures it once, from a recorded interview, and puts it to work across outreach, content and events.

3 to 4 hrs

A week, across your whole leadership team

1

Growth lead carrying the number

21

Functions run by the Codax team

CEO or CMO

1 hr a week

Priorities, sign-off on the account list and messaging, and a seat at the monthly pipeline review.

A founder or executive voice

1 to 2 hrs a week

Their name goes on outreach and their voice goes into content, captured from recorded interviews.

Subject-matter leads

1 hr a week

A review of technical content, so everything published holds up in front of an expert buyer.

The method, in practice

Two engagements, phase by phase

The same five phases, run for two very different firms.

Cybersecurity services firm

Yearly pipeline from $548K to $2.2M in twelve months.

4x

Yearly qualified pipeline

548K
Start
2.2M
Month 12
Read the case study

Agentic AI healthcare firm

$1.02M ARR closed from LinkedIn and email, channels that had produced none.

$1.02M

ARR closed in seven months

74
Engaged
28
Qualified
Read the case study
All case studies

FAQ

Questions about the method

What is Signal-Based ABM?

Signal-Based ABM is the Codax operating model. We read every signal inside your business and in your market and turn them into one strategic and executional model. It is a way of deciding what to do, not an intent-data feed.

How long does an engagement take?

The assessment takes the first month. Scaling typically starts from month five, once tests have shown what converts. The department then keeps running on its monthly cadence.

What if our foundation is already strong?

Then the phases compress. The assessment shows what can be skipped. For the agentic AI healthcare firm, Assess, Fix and Build ran inside two months.

How is Codax different from a marketing agency?

An agency sells a channel or a campaign. Codax runs the whole department under one lead who carries the pipeline number, with your sales team in the room.

What happens when a project needs a specialist?

Codax brings in a partner or vendor it already works with, under the same plan, calendar and dashboard. The growth lead briefs and manages them, and partner costs are agreed in advance.

Start here

Every engagement begins with an assessment of what is already running

Phase one is a one-off $2,500 for the assessment and plan. Findings are shared in full, with a prioritised repair list, before anything else is agreed.

What you receive

  • A written report of everything found
  • A prioritised repair list
  • A first read on the account list
  • A recommended plan across the five phases
Start with an assessment