Value-First Framework

USS is a Founding Contributor to Value-First Team methodology

What is The Value Path?

An 8-stage framework describing how humans naturally progress through value discovery and creation with an organization.

It replaces artificial funnel thinking (MQL → SQL → Customer) with recognition of how people actually move through relationships—honoring their readiness rather than forcing them through manufactured stages.

The Core Insight

People move through stages based on their own readiness, not because marketing automation pushed them there.

We recognize signals of progression rather than manufacture advancement.

The Two Phases

The shift from TO to OF occurs at the moment of purchase or commitment.

Path TO Value

Stages 1-4

Discovery and evaluation. People recognize possibility, research options, signal readiness, and make purchasing decisions.

1
Audience "I am learning"

Earliest moments of possibility recognition. Casual exploration without pressure. Building general awareness through content consumption.

2
Researcher "I am researching"

Active investigation and evidence gathering. Comparing approaches. Building comprehensive understanding through focused exploration.

3
Hand Raiser "I need help"

Explicit signal of readiness for expert guidance. Questions requiring human answers. Authentic interest after sufficient independent research.

4
Buyer "I am buying"

Actively making purchasing decisions. Building internal conviction. Coordinating stakeholders. Navigating organizational dynamics.

Path OF Value

Stages 5-8

Creation and multiplication. People implement, realize value, share success, and become strategic partners.

5
Value Creator "I must create value"

Active implementation with pressure to prove decision wisdom. Building new capability. Navigating organizational change.

6
Adopter "I realize your value"

Genuine value realization and validation. Using new capabilities. Proving success. Optimizing usage and deepening integration.

7
Advocate "I tell others about you"

Natural sharing within authentic influence spheres. Telling peers about success—internally first, then externally. Organic referral generation.

8
Champion "I am a raving fan"

Industry leadership and methodology co-creation. Building communities of practice. Strategic partnership and mutual value multiplication.

How This Differs from Traditional Funnels

Traditional Funnel Thinking

  • People are "leads" to be processed
  • Stages are gates we control
  • Progression is manufactured through automation
  • Success = conversion velocity
  • Post-sale is "customer success" (separate team)
  • Goal: move people through faster

Value Path Thinking

  • People are humans in relationship with us
  • Stages are states we recognize
  • Progression emerges from genuine readiness
  • Success = relationship health
  • Post-sale is continued Value Path progression
  • Goal: support people appropriately at each stage

Understanding the framework is step one. Making it operational in HubSpot is where USS comes in.

See What We Build

Key Principles

Bidirectional Movement Is Normal

People can move backward. A Champion facing budget cuts might return to Researcher. An Adopter encountering problems might need Value Creator support again. The Value Path honors actual human experience—it's not a forced-forward funnel.

Natural Triggers Enable Movement

Progression emerges from genuine readiness signals—increased confidence, environmental changes, peer influence, milestone achievements—rather than arbitrary marketing touches or sales activities.

Different Levels Experience Differently

Executives approach with strategic responsibility. Managers navigate with operational accountability. Individual contributors experience through daily work improvement. Each requires tailored support.

Technology Enables, Not Controls

Systems should support natural progression rather than force predetermined sequences. AI surfaces context that reveals which stage someone is actually in—not which stage our scoring model assigned them.

What USS Does

We Make Value Path Operational

Understanding the Value Path is one thing. Making it work in HubSpot is another.

USS implements HubSpot architectures designed around the 8 Value Path stages—with custom objects, properties, and automation that support natural progression rather than force predetermined sequences.

  • Stage-aligned pipeline architecture
  • Signal recognition over lead scoring
  • Relationship health tracking

Ready to Implement Value Path Architecture?

Let's discuss how to make the Value Path operational in your HubSpot.