THE COMPASS METHOD STACK

Choose the right level of help for the growth constraint in front of you.

THE GROWTH CONSTRAINT SYSTEM

Every founder hits a point where effort stops turning into momentum. The COMPASS Method stack gives you a clear next step. Herald helps founder-led businesses diagnose what is constraining revenue and choose the right support. You can get done-for-you execution through COMPASS Method HQ, founder advisory through School of Scale, or future software through the COMPASS Method Operating System.

The Difference
01

ONE TACTIC OR AN ENTIRE SYSTEM?

You got past the first million on grit, instinct, and customer proximity. Revenue is real. The team is real. But once growth gets quiet, the next move matters. A diagnostic system finds the hidden constraint that more tactics will miss.

THE OLD MODEL

Traditional Growth Fixes

THE COMPASS STACK

The COMPASS Method

Another course, tool, hire, or agency retainer
COST
One senior team. One diagnostic. One execution plan built around your revenue.
One person's opinion or one vendor's specialty
SUPPORT
Framework, software, coaching, mastermind, or team
Weeks of guessing before anyone sees the real issue
Speed
COMPASS maps the full revenue system in Month 1 so execution starts with clarity.
A playbook built for someone else's business
Framework
COMPASS finds the constraint inside your actual growth system
Knowledge disappears when the vendor leaves
Continuity
One diagnostic language from book to platform to team
START HERE

$25

THE COMPASS METHOD BOOK FULL EXECUTION
CMHQ — Per Month Cost

From $8,500/mo

CMHQ DONE-FOR-YOU GROWTH TEAM

Founders need a clear read on what is actually constraining revenue, followed by the right level of support to remove it without overbuilding the company.

That is what the COMPASS stack is built to do. Start with the framework. Let CMOS find the constraint. Let CMSOS help you fix it. Let CMHQ fix it for you.

40+

COMPASS Runs

3.2x

Avg. Revenue Lift

$2.4B+

Tracked Client Revenue
The Method
02

The COMPASS Method identifies the 1 to 3 constraints stalling growth and gives founders the right path to remove them.

The 7-Step COMPASS Diagnostic

Every layer of the stack runs on the same diagnostic logic. These seven steps are how COMPASS finds the constraint that is quietly capping revenue.
C

Competitive Set Analysis

We analyze 3 to 5 direct competitors to find what is working, what is failing, and where the whitespace exists. The goal is to see exactly where your brand can win.
O

Offer & UX Mapping

We audit your offers and funnel experience to find conversion leaks, pricing gaps, and friction points. Every step from first click to closed deal is judged by what moves revenue.
M

Messaging Audit

We evaluate what your brand is saying and what buyers are actually hearing. COMPASS clarifies what the customer gets and why it matters now, moving beyond just describing what you do.
P

Personnel & Platforms

We review your team, tools, and operating capacity to see what can carry the next stage of growth. What works stays. What is redundant gets cut. What is missing gets named.
A

Avatar Profiling

We define customer avatars from buying behavior, not guesses. That includes motivations, objections, decision patterns, and the trusted sources your buyers use before they take action.
S

Strategic Synthesis

This is where the signal becomes clear. We synthesize the findings and identify the 1 to 3 constraints most responsible for stalled growth. Everything after this is built around that diagnosis.
S

Strategic Plan

We turn the diagnosis into a practical growth plan. Every initiative, channel, and resource decision is tied to the constraint. Nothing is arbitrary. Nothing is there for decoration.
The Deliverable
03

WHAT THE STACK GIVES YOU

At every level, COMPASS gives you a clearer read on where growth is stuck. You can learn the framework through the book, run the diagnostic with CMOS, get coaching and advisory through CMSOS, or have CMHQ install the team to execute.

COMPASS

The goal is to know the constraint, choose the right support level, and remove it with discipline.

THE STACK
04

The right level of help for the constraint.

THE COMPASS STACK.

Not every founder needs the same level of support. Some need the framework. Some need the diagnostic. Some need coaching, community, and senior advisory. Some need a team to take the work off their plate.

The stack is built so you can enter at the right level and move up only when the constraint, capacity, or stage requires it.

Primary Offer

COMPASS Method HQ

COMPASS Method HQ (CMHQ): $15,000 month one + $8,500/mo The growth team with your revenue as its scoreboard. CMHQ takes the COMPASS diagnosis and executes the plan through a done-for-you fractional CMO agency team. For founder-led businesses doing $1M to $5M.
School of Scale

School of Scale

School of Scale (CMSOS) — $5,000/quarter $15,000/annual Launching July 2025: advisory and community for founder-led businesses doing $1M to $5M. The signal flare for founders who refuse to stay stuck. School of Scale puts Trey AND his vetted network of senior business strategy leaders in your corner. Includes coaching, advisory, Slack community, Rising Tide mastermind access, monthly hot seats, and twice-a-year in-person meetups with seats included.
CMOS

COMPASS Method Operating System

COMPASS Method OS (CMOS) — $1,500 single / $5,000 annual Coming late summer: the software version of the COMPASS Method. Why Pay For A CMO When You Can Have A CMOS? CMOS is the AI diagnostic platform that finds the constraint before you spend another dollar fixing the wrong problem.
Book

Book

COMPASS Method (Book) — $25 Start with the framework. The book gives founders the language, sequence, and diagnostic lens behind COMPASS so they can stop guessing and start seeing the revenue system clearly.
Every Path Includes

WHAT EACH LEVEL IS BUILT FOR.

Choose the level based on the constraint, your internal capacity, and whether you want to learn it, lead it, or delegate it.

Months 2-13
05

The Team Behind The System.

THE NEXT STEP IS A CONVERSATION.

If you know growth is stuck but do not yet know what level of help you need, start there. We will help you identify whether the next move is the book, CMOS, CMSOS, or CMHQ.

IT'S TIME TO GROW ON PURPOSE.

The COMPASS Method stack for founder-led growth.