OKR, EOS, or Scaling Up Replacement
Circle Forward is a consultancy built for high-growth startups that helps you run more efficient management meetings and level up your leadership team.
We empower early stage companies to make better decisions and improve decision making velocity, develop accountability systems, and create a culture of execution; all requirements for unlocking product-market fit and driving sustainable growth.
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The problem facing most startups
Does this sound like you?
Execution feels chaotic and inconsistent
We set goals and never hit them
We're not focused as a team
We're always putting out fires
We're hitting walls and can't break through
We're pulling in so many directions
The solution: Triple A Method
- Strategy
- Customer
Alignment is the heartbeat of a thriving company. When your team, from founders to frontline contributors, shares a clear mission, vision, and core focus, you solve the right problems and move faster together. Our proprietary Circle Forward Method brings this clarity, uniting your organization with a tailored approach that ensures everyone is pulling in the same direction, ready to scale.
Acceleration
- Learning
- Constraints
- Pillars
Acceleration is about moving fast without tripping over your own feet. It starts with improving your decision velocity, increasing the percentage of correct decisioning, learning and iterating, identifying and strategizing around constraints, and setting clear pillars that everyone in the company can rally behind. The Circle Forward Consulting Method supercharges this process, empowering you and your team to act decisively, iterate smarter, and move faster.
Accountability
- Data
- Execution
Alignment
Accountability keeps your team on track and true to your goals. We build a clear process to hold everyone accountable to your primary focus, decisions, and new initiatives. With our Circle Forward Method, we help you track the right metrics that determine success, maintain a weekly pulse on initiatives and results, and use weekly, quarterly, and annual meetings to ensure you and your team deliver what you promise.
Consistent Alignment, Acceleration, & Accountability
A sustained, long-term system of annual, quarterly, and weekly sessions that align your team, accelerate decisions, and ensure accountability, tailored specifically for high-growth startups.
What You Get:
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Full-Day Annual Alignment & Goal Setting Session with Executive Team
We start off with a full-day executive session to align and rally the executive team around a shared vision and mission. Crystalized annual goals are formed, critical business decisions are made, and strategic opportunities are prioritized. We run these annually.
Half-Day Quarterly Acceleration Progress Session with Executive Team
Our quarterly sessions ensure we're making progress towards annual goals, identify and solve current challenges, and make key decisions around any new priorities and objectives. We run these just prior to quarter end.
1.5 Hour Weekly Accountability Session with Executive Team
The 1.5 hour weekly accountability meeting is the heartbeat of the program, where we track key metrics and ensure priorities and objectives are moving towards completion. We identify current challenges and help you make critical decisions quickly, improving decision velocity and speeding up key learnings. We lead this meeting weekly.
35+ Combined Years of Experience in Marketing & Sales Working with Your Go-to-Market Team Weekly
Our Partners have 35+ years of experience in sales & marketing leadership positions at high-growth startups. Not only will we run your Alignment, Acceleration, and Accountability Sessions, but we'll also work closely with your GTM leaders on strategy and management on a weekly basis (2 additional hours per week).
Pricing:
$5,200/Month
$15,000 Upfront. Yearly Contract, Paid Monthly
**Both partners on your account
FAQ
How do I know if my company is the right fit for Circle Forward? If you're a high-growth, VC-backed (or profitable) startup looking to scale—and you're either missing a Business Management System (like EOS or OKRs) or not seeing results from the one you've tried—we're built for you. If execution feels inconsistent… If priorities constantly shift… If your team spends more time reacting than driving growth… Circle Forward is designed to help you break that cycle. We bring structure, clarity, and accountability so your team can operate at its highest level—and actually scale.
I've already implemented EOS or OKRs. Why Circle Forward? First off—kudos. Putting a system in place like EOS or OKRs is a major step in building a high-functioning business. But here’s the reality: many teams either don’t implement these frameworks deeply enough, or they still feel stuck—especially when it comes to making fast, high-quality decisions. That’s where Circle Forward comes in. We’ve taken the strongest elements of EOS and OKRs and combined them with our own proven strategies to create the Triple A Framework—focused on Alignment, Acceleration, and Accountability. It’s not just about structure. It’s about momentum. And we help leadership teams move faster, with clarity, toward real growth.
Who on our team needs to be part of this? This only works if the full Senior Leadership Team is involved. Alignment, acceleration, and accountability start at the top—and our annual, quarterly, and weekly sessions are designed to drive that across the organization. Beyond those sessions, our weekly go-to-market consulting is flexible and focused. We work 1:1 with the CEO, CRO, CMO, or any revenue-driving leader who has the authority to make decisions and move fast. This ensures we’re not just strategizing—we’re executing where it matters most.
Will this process help us grow our revenue? While we can't guarantee this will help drive revenue— that's certainly the goal. One of the biggest reasons startups stall or fail is lack of alignment, unclear focus, and slow (or poor) decision-making. Our system is built to fix that. We help teams move faster, make smarter decisions, and learn quickly—key ingredients to growth. Jon and Russ bring over 35 years of combined experience in Sales and Marketing, having scaled early-stage companies to over $50M in annual revenue. We don’t just advise—we embed ourselves in your annual, quarterly, and weekly rhythms to add strategic value, especially around go-to-market execution. Part of our engagement is laser-focused on revenue: we work directly with your revenue leaders to identify opportunities, unblock issues, and accelerate growth.
Meet the partners
35+ Years of Experience at
Venture-Backed, High-Growth Startups
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Jon Katz: 2X CMO/SVP, MBA
Jon is a seasoned executive with over 15 years of experience driving growth for startups. As a 2X CMO and SVP in NYC, Austin, and Florida, he has helped scale brands to over $40M in revenues across CPG, B2B SaaS, and Financial Services. As a Principal Partner at Circle Forward, Jon delivers go-to-market strategies, metrics-driven management, and executive advisory for tech startups.
Jon brings a metrics-driven mindset and data rigor to right marketing strategy. Well versed in principles of business systems management, Jon advises startup founders on defining vision, setting goals, tracking KPIs, all in a disciplined meetings-framework. Upon an exiting Amia (health and wellness food brand), he's founded and captaining Dynasty Club, scaling revenues for sports team through innovative fan experience technologies.
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Russ Briscoe: 2X CRO/VP Sales, MBA
Russ' 20 years of sales and leadership experience spans Fortune 500s to startups. His career has been built on selling value and leading transformational growth, all while listening more than talking. Before fractional CRO and executive advisory work, he served as VP Sales, scaling a high-growth FinTech business through 3 capital rounds, from 3 employees to 110+, 0 to 30M+ ARR (100M+ in enterprise value).
Russ is a serial entrepreneur with deep experience in business systems management theory and the rigors of real-world execution in scaling revenue at startups.
His MBA from UT McCombs and BA from Georgetown University underscore a high capacity for problem solving and his strategic acumen.