SUMMIT POINT GROUP · BUSINESS ACCELERATION FIRM
The ambition is yours.
Put a team behind it.
Experienced leadership and the teams to execute.
Marketing. Sales. RevOps. Finance. Technology. AI.
One partner to help growing companies make the next move.
Marketing. Sales. RevOps. Finance. Technology. AI.
One partner to help growing companies make the next move.

Your direction.
More ways forward.
More ways forward.
A team behind the next chapter. ↗
LEADERSHIP
Set the direction.
EXECUTION
Make it happen.
ONE PARTNER
Keep it connected.
SELECTED COMPANY EXPERIENCE
Experience you
can build on.
Selected experience across SPG leadership and delivery partners. These logos reflect collective experience, not a single SPG client list.


















MOST GROWING COMPANIES KNOW WHAT NEEDS TO HAPPEN
What’s missing is
leadership,
specialist capability,
orbandwidth.
The next campaign. A stronger sales engine. Clearer finances. A product to build. You can see the work. Finding the right people, then keeping everyone connected, is another job entirely.
SPG brings the leadership, strategy, and execution your priority needs under one accountable partner. Start with one piece of work. Build the support around it.
One priority is enough to start ↗YOUR WORKING WORLD
The priorities are clear. But who is moving the work?
Put the business acceleration priorities into a shared plan, with people who can own the agreed work and keep the handoffs connected.
Keep the decisions that belong with your leadership. Give the agreed responsibilities a clear owner.
Put support around this priority ↗LESS ON YOUR DESK. MORE IN MOTION.
YOUR WORKING WORLD
BEFORE SPG
Everything comes
back to you.
Add SPG
YOUR LEADERSHIP TEAM
The vision. And every detail.
The work is ready. Your calendar isn’t.
4 priorities
on your desk
on your desk
01
Launch the campaign
A clear brief. A responsible owner.
Needs your attention
02
Connect the pipeline
A clear brief. A responsible owner.
Needs your attention
03
Build the product
A clear brief. A responsible owner.
Needs your attention
04
Plan the next move
A clear brief. A responsible owner.
Needs your attention
Too many priorities. Too few clear owners.
Build my team↗
LESS ON YOUR DESK. MORE IN MOTION.
YOUR WORKING WORLD
WITH SPG
Your direction.
Shared momentum.
SPG added
YOUR LEADERSHIP TEAM
Stay close to the big decisions.
Keep the direction. Give the work clear owners.
Your focus
the next move
the next move
01
Launch the campaign
A clear brief. A responsible owner.
Marketing team
02
Connect the pipeline
A clear brief. A responsible owner.
Sales and RevOps
03
Build the product
A clear brief. A responsible owner.
Technology team
04
Plan the next move
A clear brief. A responsible owner.
Finance team
Specialists move the work. Your account manager keeps it connected.
Build my team↗
THREE WAYS TO MOVE FORWARD
Leadership when it matters.
People who make it happen.
01 / SET THE DIRECTION
Fractional
executives.
Experienced functional leadership for strategy, decisions, and the next stage of your business.
Explore leadership
↗
02 / MOVE THE WORK
Execution
teams.
Coordinated specialists to build, launch, and run your agreed priorities. Delivery management included.
Meet the capabilities
↗
03 / SOLVE A SPECIFIC NEED
Focused
services.
A defined project with clear deliverables, from a commercial plan to an app, campaign, or workflow.
Find your starting point
↗
Executive leadership and execution are distinct scopes. Bring them together when your priority needs both.
MORE CAPABILITY. FEWER HANDOFFS.
A bigger team.
More ways to move.
Bring in the expertise you need. Keep it connected to the bigger picture.
MARKETING
Your marketing team
just got a lot bigger.
One extended marketing organization, built around your business. Brand, creative, content, digital, demand, RevOps and AI, connected to one commercial plan. Extend your team. Or make us your team.
GTM and product marketing
Creative production
Paid acquisition and CRO
Content, search and AEO
↗

More marketing gets done.
Less marketing gets managed.
Less marketing gets managed.
SALES
Better conversations.
More follow-through.
The right accounts. A relevant conversation. A clear next step. Put hands-on sales support around prospecting, enablement, proposals, and the work that moves an opportunity forward.
Targeting and account research
Prospecting and SDR / BDR
Sales management
Enablement and sales content
↗

Keep the conversation moving.
REVENUE OPERATIONS
Your sales engine.
Finally connected.
Connect the CRM, routing, reporting, and automation behind your commercial team. Give every lead a route, every handoff an owner, and every seller a clearer next step.
CRM architecture
Lead routing and handoffs
Sales automation
Pipeline intelligence
↗

Less chasing.
A connected engine.
A connected engine.
AI STRATEGY and IMPLEMENTATION
Less repetitive work.
More useful AI.
Build AI into the work your business actually does. Workflow automation, assistants, knowledge systems, and practical training, with human review and adoption built into the plan.
Workflow assessment
AI agents and assistants
Knowledge systems and RAG
Integration and automation
↗

Useful in the workflow.
Used by the team.
Used by the team.
TECHNOLOGY and DEVELOPMENT
You see the possibility.
Let’s build the product.
An app. A better website. A product your customers can use. Connect discovery, design, engineering, and integrations in one delivery team, from the first useful release to what comes next.
Product discovery
UX and UI design
Websites and web applications
Application engineering
↗

From the business need
to the next release.
to the next release.
FINANCE and ACCOUNTING
Finance you
can rely on.
Close the books. See the cash. Plan the next move. Finance and accounting support built around the work you need, from everyday execution to control, planning, and optional CFO leadership.
Accounting
Controller
FPandA
Systems and data
↗

Clear numbers.
Confident decisions.
Confident decisions.
OPERATIONS and PROJECT MANAGEMENT
Less chasing.
More getting there.
Give complex projects and everyday operations a clearer way to move. Processes, owners, milestones, and delivery coordination that help your people spend less time reconnecting the dots.
Operating process design
Project planning
Program coordination
SOPs and documentation
↗

Good work.
Better connected.
Better connected.
CUSTOMER SUCCESS and RETENTION
The sale is a start.
Build what comes after.
Make onboarding, adoption, account reviews, and renewal preparation part of one connected customer experience. Give the relationship the attention it needs beyond the first yes.
Sales-to-success handoff
Onboarding
Adoption programs
Account health
↗

A stronger start.
A longer relationship.
A longer relationship.
THE WORK BEHIND BUSINESS ACCELERATION
More than a recommendation.
Something to put to work.

A market-ready story.
Positioning, campaigns, creative, and a route to the right buyers.
Explore the practice ↗

A product people can use.
Discovery, design, engineering, and the work behind a confident release.
Explore the practice ↗

AI your team can use.
Connected workflows, practical training, and adoption built into the plan.
Explore the practice ↗
BUILT AROUND YOUR BUSINESS
Different ambitions.
Real work behind each.
The stage may change. The need for a clear plan and the right people doesn’t.

FOUNDERS and CEOS
Your next big move.
Now with a team.
Put experienced people around the campaign, the pipeline, the product, and the decisions that keep coming back to you.
Explore the founder experience ↗

GROWTH-STAGE COMPANIES
Keep the momentum. Add the capacity.
Build the commercial, financial, and delivery capacity your next stage needs.
Explore the support ↗

SMALL and MID-MARKET BUSINESSES
Build on what you’ve already built.
Refresh the growth plan, modernize the systems, and strengthen the everyday work.
Explore the support ↗

PRIVATE EQUITY and PORTFOLIO COMPANIES
Put people behind the value-creation plan.
Connect commercial, financial, and operational priorities with a team to move them.
Explore the support ↗

GOVERNMENT CONTRACTING COMPANIES
Build the business behind the opportunity.
Bring business development, finance, systems, and delivery into a connected plan.
Explore the support ↗
YOUR PEOPLE AROUND THE PRIORITY
Clear roles.
Connected work.
From executive direction to specialist delivery. Explore the people and responsibilities behind each practice.
YOUR DIRECTION
Your company
You and your leadership team
OPTIONAL EXECUTIVE ADD-ON
Fractional executive
Strategy, decisions, and functional leadership. Scoped and priced separately.
YOUR DAY-TO-DAY CONNECTION
Account manager
Priorities, communication, and delivery coordination
Choose a practice to explore its team structure.
THE MARKETING PRACTICE
Build demand. Shape the story. Bring the launch to life.
Select a branch to expand or collapse
EXECUTION PRACTICE
- PRACTICE LEADERSHIPMarketing Practice Lead
- DELIVERY COORDINATIONAccount / Marketing Manager
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional CMO
Senior strategy, decisions, and functional leadership.
Added to your engagement when needed.
Scoped and priced separately.
- Growth Lead
- Product Marketing Specialists
- ABM Specialists
- GTM Specialists
- Content Lead
- Copywriter
- SEO Specialist
- AEO / AI Visibility Specialist
- Social Specialist
- Creative Lead
- Designer
- Video Specialist
- Web Designer
- Performance Marketing
- Paid Media Specialist
- CRO Specialist
- Marketing Ops
- CRM Specialist
- Email Specialist
- Automation Specialist
- PR / Comms
THE SALES PRACTICE
Create conversations. Progress opportunities. Close the right deals.
Select a branch to expand or collapse
EXECUTION PRACTICE
- PRACTICE LEADERSHIPSales Practice Lead
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional CSO / CRO
Senior strategy, decisions, and functional leadership.
Added to your engagement when needed.
Scoped and priced separately.
- Sales Manager
- AEs / Closers
- Account Managers
- SDR / BDR Manager
- SDRs / BDRs
- Revenue Operations
- CRM Admin
- Sales Ops Analyst
- Data / Reporting
- Automation
CONNECTED SPECIALISTS
Sales Enablement Specialist
Proposal / Deal Desk Specialist
Revenue Operations connects into Sales as a dedicated practice. Explore its own structure in the RevOps tab.
THE REVENUE OPERATIONS PRACTICE
The systems, data, and automation behind your sales engine.
Select a branch to expand or collapse
EXECUTION PRACTICE
- PRACTICE LEADERSHIPRevenue Operations Practice Lead
- DELIVERY COORDINATIONRevOps Manager
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional CRO
Senior strategy, decisions, and functional leadership.
Added to your engagement when needed.
Scoped and priced separately.
- CRM and Systems Lead
- CRM Administrator
- Systems Integration Specialist
- Sales Automation Lead
- Lead Routing and Follow-up
- Workflow Automation Specialist
- Revenue Intelligence Lead
- Sales Ops Analyst
- Pipeline and Forecast Reporting
- Data Quality Specialist
- Lifecycle Operations
- Marketing-to-Sales Handoffs
- Customer Lifecycle Automation
THE AI PRACTICE
Useful workflows. Capable people. Responsible adoption.
Select a branch to expand or collapse
EXECUTION PRACTICE
- PRACTICE LEADERSHIPAI Practice Lead
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional CAIO
Senior strategy, decisions, and functional leadership.
Added to your engagement when needed.
Scoped and priced separately.
- AI Solutions Architect
- AI Agents / Assistants
- RAG / Knowledge Systems
- LLM Integration
- Custom AI Applications
- Automation Engineer
- Workflow Automation
- Process Integrations
- AI/ML Engineer
- Model Integration and Evaluation
- Data / Analytics Engineer
- Data Pipelines and Analytics
- AI Governance and Risk
- Controls and Responsible Use
CONNECTED SPECIALISTS
AI Training and Enablement
AI Adoption / Change Management
THE TECHNOLOGY PRACTICE
From product discovery to apps, websites, and reliable releases.
Select a branch to expand or collapse
EXECUTION PRACTICE
- PRACTICE LEADERSHIPTechnology Practice Lead
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional CTO / CIO
Senior strategy, decisions, and functional leadership.
Added to your engagement when needed.
Scoped and priced separately.
- Product Manager
- Product Discovery
- Roadmap and Requirements
- Engineering Lead
- Frontend Engineer
- Backend Engineer
- UX/UI Lead
- UX/UI Designer
- Cloud / DevOps
- DevOps Engineer
CROSS-FUNCTIONAL DELIVERY
- QA Engineer
- Testing and Release Quality
- Systems / Integration
- CRM / ERP / API Specialist
- Security / IT
- Security and Infrastructure
THE FINANCE PRACTICE
Connect executive decisions to clear numbers and dependable financial operations.
Planning → financial execution
EXECUTION PRACTICE
- Planning and analysisFPandAForecasting · Budgeting · KPIs · Scenarios · Unit economics
- Close and financial controlControllerReporting · Policies · Controls · Revenue recognition · Audit readiness
- Transactional executionAccountingBookkeeping · AP / AR · Reconciliations · Billing · Expenses · Journals · Accruals
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional CFO
Financial strategy · Capital · Board · Decisions
Added to your engagement when needed.
Scoped and priced separately.
SYSTEMS and DATA
ERP
Billing
AP
Payroll
Banking
Integrations
Data
Automation
Dashboards
Models
SPECIALIST OVERLAYS
MandA Finance
Technical Accounting
Transaction Readiness
Transformation
Vertical Finance Expertise
THE OPERATIONS PRACTICE
Clear processes and dependable delivery across the business.
Select a branch to expand or collapse
EXECUTION PRACTICE
- PRACTICE LEADERSHIPOperations Practice Lead
- DELIVERY COORDINATIONOperations / Account Manager
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional COO
Senior strategy, decisions, and functional leadership.
Added to your engagement when needed.
Scoped and priced separately.
- Delivery Lead
- Project Manager
- Delivery Coordinator
- Process Lead
- Process Improvement Specialist
- Documentation Specialist
- Business Operations
- Resource Coordination
- Systems and Reporting
THE CUSTOMER SUCCESS PRACTICE
Turn customer commitments into onboarding, adoption and renewal readiness.
Select a branch to expand or collapse
EXECUTION PRACTICE
- PRACTICE LEADERSHIPCustomer Success Practice Lead
- DELIVERY COORDINATIONCustomer Success / Account Manager
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional CRO
Senior strategy, decisions, and functional leadership.
Added to your engagement when needed.
Scoped and priced separately.
- Onboarding Lead
- Implementation Coordinator
- Customer Training Specialist
- Adoption and Health Lead
- Customer Success Specialist
- Customer Insights Analyst
- Retention Lead
- Renewal Preparation
- Value Reviews
- Lifecycle Operations
- CRM and Customer Data
- Sales-to-Success Handoffs
One shared plan. Clear responsibilities. Regular progress reviews.
Build the team around your priority ↗THE PEOPLE BEHIND THE PLAN
One partner.
A wider world
of possibility.
Leadership to guide the decisions. Specialists to carry the work forward. A shared plan that keeps everyone connected.
Talk through your next move ↗
VIDEO PLACEHOLDER
Meet Summit Point Group
Your introduction film will appear here.
SCOPE FIRST. A CLEAR INVESTMENT.
Choose how we work together.
SENIOR PERSPECTIVE
Executive advisory
Guidance for strategy, priorities, and key functional decisions.
From $3,500
Discuss advisory ↗/ month
COORDINATED DELIVERY
Execution team
Specialists with account and delivery management around an agreed scope.
From $12,000
/ month
Executive leadership is an optional addition, scoped and priced separately.
Build your team ↗A DEFINED INITIATIVE
Focused project
Clear deliverables, responsibilities, and completion criteria.
From $6,500
Scope a project ↗/ project
YOUR PRIORITY
A clearer plan.
The right people.
Work in motion. ↗
ONE PARTNER. MORE WAYS FORWARD.
LET’S TALK ABOUT YOUR NEXT MOVE
What needs
to moveforward?
Tell us the priority. We’ll help shape the leadership, team, or focused project around it.
- 01Start with your business context.
- 02Define the work and the right people.
- 03Agree the scope and investment.
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