Proxi SPARK:
Strategic Planning & Execution for B2B SaaS

Fractional CMO

When going fast, as tech companies tend to do, even the best-laid plans can get derailed. Priorities blur, progress stalls, and teams pull in different directions. It’s not that you don’t have the ideas or ambition—it’s that you don’t have the space or the rhythm to turn them into results.

Strategic planning and execution transform ambitious goals into measurable outcomes through clear OKRs (or SMART goals), aligned leadership teams, and structured accountability rhythms. For B2B SaaS companies, where 67% of strategies fail due to poor execution, getting this right is critical.

Proxi SPARK is built to help you navigate your course exactly. It’s a 12-month program that gives your leadership team the clarity, structure, cadence, support, and external perspective it needs to cut through the noise. We combine seasoned facilitation expertise with proven Go-To-Market (GTM) methodologies to deliver leadership alignment that creates measurable impact from month one.

Since 2018, we’ve guided many Kiwi tech companies through this journey—turning strategic plans into sustainable growth engines, not shelf documents.

Proxi Testimonial

FileInvite

“Having someone with experience to galvanise the team and drive the strategic planning and execution process was a huge relief. We went from ad-hoc meetings to structured strategic sessions with clear outcomes.”

James Sampson, 
CEO at FileInvite

Proxi Testimonial

How Proxi SPARK Works

customers

Strategy Workshop 
(2 days)

Foundation Setting

Align your leadership
team on:

  • Vision, purpose, and what matters most
  • 3–5 top priorities and the roadmap to tackle them
  • Roles, decision-making, and ownership
  • A 90-day plan everyone can rally around

Quarterly Strategy Reviews 
(1 day each)

Course Correction

Reflect, reset, and realign:

  • Progress assessment and priority alignment
  • Execution health checks and team dynamics review
  • Focus sessions on critical topics (customer insights, product-market fit, or scaling pain points)
Pencil

Monthly Check-Ins (½ day each)

On-going Support and Acceleration

Continuous momentum:

  • Progress coaching and decision support
  • Challenge resolution and plan adjustments in real-time
  • Leadership capability building and team development

Every Proxi SPARK engagement is powered by three core elements:

Expert Facilitation: Seasoned facilitators who’ve guided dozens of strategic planning sessions for NZ tech companies

GTM Expertise: Access to our fractional leaders who bring real-world context to your strategic discussions

Proven Process: Our 12-month rhythm creates sustainable momentum, not just one-off planning sessions

The Proxi Process: Proven Results for NZ Tech

We’re not just advisors—we’re in the room with you, working in partnership to deliver sustainable outcomes, not just theory. Everything we do is practical and grounded, with no off-the-shelf frameworks—just solutions tailored to your business and growth stage. And because strategy without follow-through is just a document, we bring rhythm and accountability to keep momentum going.

Proxi Testimonial

Elegance Group

“Working with Proxi brought structure and clarity to our business. They helped establish a regular rhythm for our senior leadership team, align us around a clear strategy, and laid the groundwork for our next phase of growth.”

Kirsty Davies,
CEO & co-founder at Elegance Group

Proxi Testimonial