The Maven Growth Loop
This is a hands-on engagement. I work closely with you and your team to run the Maven Growth Loop process and build a clear, scalable GTM system.
Expect about 10 to 15 hours of steady collaboration each week focused on the strategy and structure your team needs to grow.
90% of fintechs fail due to poor product-market fit, and 42–90% of failures are linked to poor go-to-market strategies.
Most startups treat GTM as a linear process when in reality, sustainable growth comes from a reinforcing loop. The Maven Growth Loop creates a self-sustaining cycle where each pillar strengthens the next, building momentum and predictable revenue.
As a Fractional GTM leader, I plug into your team on a part-time basis for a defined stretch of time, usually 7 to 13 months.
I focus on bringing clarity and building the systems your team needs so they can sustain growth long after my engagement ends.
After reviewing your current GTM strategy, process, and tools, I take your team through the Maven Growth Loop, a structured approach that brings clarity, focus, and consistency to how you go to market.
I don’t come in and force a playbook. I look at your team, your tools, and what already works, then build around your strengths.
From there, we:
How it works.
Build the processes and systems you need
Add new tools only when they actually help
Support your sales and marketing teams so everything stays aligned and moving together
Tighten your marketing, messaging, and sales materials
STEP 01: WE AUDIT.
Most teams already have pieces that work, so we focus on understanding what to keep, what to fix, and what to strengthen instead of rebuilding everything from scratch.
Over the first two to four weeks, I review your GTM foundation and identify the areas that need attention so we can get your motion moving in the right direction.
You’ll walk away with a clear, customized plan that includes priorities, goals, KPIs, and timelines your team can actually execute.
Sales with a Sprinkle of Marketing.
STEP 02: THE MAVEN GROWTH LOOP
A 4-pillar circular system that turns fintech strategies into predictable revenue engines.
Define who you sell to and when they are ready.
Everything starts with knowing exactly who you serve. We refine your ICP, tighten your segments, and outline the triggers and behaviors that signal real readiness. This gives your team a cleaner path to a qualified pipeline and a clearer sense of where to spend their time.
ICP refinement with behavioral and buying triggers
Segmentation that matches how FIs evaluate solutions
A simple qualification and scoring framework your team can use immediately
Deliverables:
Updated ICP documentation, qualification framework
PILLAR 01
ICP & Segmentation
Convert clarity into predictable revenue.
We make your customers a core part of your growth engine by identifying key milestones, capturing their wins, and turning those outcomes into simple, repeatable proof your team can use across sales and marketing.
End-to-end sales process mapping
Sales methodology alignment
Pipeline metrics and forecasting models
Sales enablement tools and frameworks
Deliverables:
Sales process, metrics dashboard, enablement toolkit
PILLAR 02
Sales Process & Motion Optimization
Turn customers into your most powerful growth asset.
We make your customers a core part of your growth engine by identifying key milestones, capturing their wins, and turning those outcomes into simple, repeatable proof your team can use across sales and marketing.
Identify and measure customer milestones
Capture testimonials and case studies
Build reference customer programs
Develop success story content
Deliverables:
Formats and templates, reference program, success story library
PILLAR 03
Customer Success & Social Proof Development
Amplify success to drive new demand.
We take your wins and bring them into the market with intention. Your events, content, partnerships, and point of view work together to build credibility and attract the right buyers.
Event and speaking strategy
Social Selling strategy
Partnership opportunities
Thought leadership positioning
Deliverables:
Event strategy, positioning framework, partnership plan
PILLAR 04
Market Presence & Thought Leadership
The next step is making sure your systems can actually support the strategy. I look at how your team works today and identify simple ways to streamline, automate, and remove friction so you can operate with more consistency and less manual effort. The goal is to help your team move faster with cleaner inputs and clearer visibility.
What we do:
Review current lead generation efforts and strengthen what already works
Tighten outreach workflows across email, LinkedIn, events, and partner channels
Identify opportunities to automate repetitive tasks and simplify handoffs
Establish practical, easy-to-read metrics that show funnel health and momentum
Deliverable:
A streamlined demand generation and RevOps plan with an optimized outreach system and clear, actionable metrics your team can use every day.
STEP 03: AUTOMATION & REVOPS
STEP 04: NEXT PHASE PLANNING
Once the GTM engine is running smoothly, we review what your team needs next.
Some companies keep me in a fractional capacity for a bit longer. Others shift into a lighter advisory rhythm. And sometimes the right move is hiring a full-time GTM leader. We look at your goals, your team, and your runway, then pick the path that makes the most sense.
Whatever direction you choose, your team will have the tools, documentation, and clarity to keep the motion running with confidence.
The Circular Advantage
Each pillar fuels the next:
Momentum:
Growth compounds as each loop reinforces the others.
Efficiency:
Social proof reduces acquisition costs.
Scalability:
A self-sustaining loop that grows with you.
Quality:
Strong positioning attracts better-fit prospects.
Investment & Timeline:
$8,000 to $15,000 per month
Full 4-pillar implementation over 7-13 months
PS: Hope is not a strategy.
6 Acquisitions and Why It Matters at Maven Advisory
Helping Fintechs Sell Into Credit Unions
From Top Sales Performer to Strategic Advisor
From Accelerator to Advisor – Supporting Fintech Growth at Every Stage
Building a Sustainable GTM with Social Selling and RevOps
Selling to Financial Institutions
The Maven Advantage
15+ years in fintech as both buyer and seller
Deep understanding of FI decision-making
Proven experience in complex B2B sales cycles
Fintech-specific expertise with compliance and regulatory nuance
Complement your Maven Growth Loop with
Marketing execution options
TIER 1
Get Moving
$4,000/month
For early-stage fintechs building visibility and a repeatable pipeline.
Lead gen strategy inc. ad campaign strategy and management (ad spend separate)
LinkedIn content support (8x posts)
Monthly email newsletter
CRM evaluation & recommendations
Monthly reporting with actionable insights
Outcome: Early traction, consistent pipeline growth, clear ICP definition, and sharper messaging.
TIER 2
Keep Growing
$5,000/month
For scaling fintechs ready to professionalize GTM
Everything in Get Moving
Monthly LinkedIn article creation (up to 750 words)
1x lead generation asset
Automated email nurturing sequences
Expanded content for A/B testing - e.g. carousels, animations
Outcome: Stronger lead flow, structured GTM process, clear ROI tracking, and expanded visibility.
TIER 3
Stand Out
$7,500/month
For fintechs aiming for category leadership and accelerated growth.
Everything in Keep Growing
Event & conference strategy
Account-based outreach (2x ABM campaigns with 3-5 stages each)
PR and thought leadership support for media
Monthly strategy calls
Outcome: Category recognition, faster pipeline growth, stronger credibility, and broader market reach.
Plus: HubSpot CRM setup and automation, case studies, whitepapers and lead magnets creation, and event dinners or roundtables planning. (The add-ons are all evaluated and priced as needed and based on scope.)
Sara Smith
Senior Global Marketing Manager, GDS Link
What sets Angi apart is her ability to spot the disconnects between sales and marketing before they become real problems. She can translate a founder's vision into clear operational steps, and she knows how to coach teams on showing up consistently and strategically online.
Kelly Baumann
Former Head of Growth, Benny
Her deep expertise in the credit union space was instrumental in helping us shape a high-impact buying process and create sales enablement collateral that truly resonated.
Jordan Mackley
CEO & Founder, ScribeUp
Angi has a unique ability to balance building scalable systems and automation with the urgency of executing quickly to “win deals now.” Her can-do attitude is infectious, and she consistently goes above and beyond, including opening doors through her industry connections.
Phil Hong
Founder GuideAI
Angi made an impact on GuideAI the moment we connected! As a Board Advisor through RevTech Labs, Angi brought structure, strategy, and clarity to our go-to-market approach. Her experience in fintech and financial institutions helped us better position our product and accelerate early traction with the right partners.
In a few weeks you too can go from inconsistent, to predictable sales.
Ready to start?
Fill in this form, and I’ll get back to you shortly to book a first call.
-
Packages start at $3,000. Everything is tailored to your stage and goals.
-
Most start with a 5-week sprint focused on ICP, messaging, sales process, and demand gen. Some continue with ongoing support.
-
If I see major blockers early, I call them out. Together, we adjust quickly and don’t waste your time or budget.
-
Evaluate:
Did the advisor have startup experience?
Did the Advisor have financial services experience?
How did their advice help propel you forward?
Was the advisor open if he/she did not have expertise and willing to pull in other view points.
How much time have you been trying to make the current process work?
Are you willing to take constructive criticism and implement a new process?
-
Fintech founders, GTM leads, and RevOps teams, mostly pre-Series B and looking to build a repeatable sales motion or refine an exsting one.
-
Yes. We build outbound playbooks, write messaging, and coach teams on how to engage through email and LinkedIn.
-
Yes. I offer monthly support for execution, growth planning, or campaign optimization.
-
No. But I often use FedFis (data), HubSpot (CRM), and Zapier (automation). We’ll work with what you have and recommend only what helps. The pricing for services does not include costs associated with tech stack or data.
-
Yes, if an intro makes sense, I’m happy to make it. But introductions are not guaranteed or included as part of the service.
-
Yes, I can attend events on your behalf or augment your team when needed, but that’s scoped separately and agreed on a case-by-case basis. I also help you identify which events are worth your time and how to show up with a clear plan.
Build sustainable growth through go-to-market strategies backed by both buyer and seller insights.
