Offerings

Retainer-Based Package

Virtual CMO Partnership
Ideal for companies that need consistent marketing leadership, guidance, and execution support. This fractional CMO model provides long-term value without the full-time cost—embedding strategic expertise into your team structure.

Best For:

• Growth-stage companies without a full-time CMO

• Founders who want ongoing executive-level planning and accountability

• Marketing teams that need senior leadership and cross-functional alignment

What You Get:

• Ongoing monthly support based on a set number of hours

• Strategy development, team leadership, performance oversight, vendor or agency management

• Weekly or bi-weekly touchpoints, chat/email access, and rolling strategic priorities

• Flexible allocation of time based on evolving business needs 

Project-Based Package

Strategic Accelerator
Designed for companies that need expert support on a defined initiative or short-term challenge. This package delivers focused CMO-level strategy, execution planning, and outcomes—without a long-term commitment.

Best For:

• Companies with a specific marketing project or milestone

• Founders preparing for a launch, raise, or repositioning

• Teams seeking a one-time strategic roadmap or audit

What You Get:

• Fixed-scope project with clearly defined deliverables

• Discovery session, working sessions, and final playbook or plan

• Common projects include: GTM strategy, campaign audit, brand messaging, or marketing org design

• Timeline typically 2–6 weeks

CMO Advisor Plan

Executive-Level Strategy, Without the Overhead
For teams with strong marketing execution but no senior voice at the table. You get high-level guidance, decision support, and sounding board input—without full strategic ownership.

Best For:

• Marketing leads or junior CMOs who want executive mentorship

• Founders who need C-suite input but don’t want a full CMO

• PE-backed orgs where marketing is executing but not leading

What You Get:

• 2 calls/month (strategy review, planning, stakeholder alignment)

• Email support for strategic input (not execution)

• Priority review of materials: plans, decks, org charts, messaging

• Option to upgrade to full retainer if needs expand

Essential Audit

What’s Included:

• Website UX + content review (basic checklist)
• Social media presence scan (2 platforms)
• SEO & brand search audit (top-level)
• 3 KPIs reviewed (you choose)
• Summary report (PDF)

Quick, actionable insight to validate your current efforts and prioritize your next move.

Growth Audit

What’s Included:

• Everything in Essential Audit, plus:

• Channel-by-channel marketing funnel review

• Lead capture + nurture experience test

• Ad presence + spend alignment review

• CRM + email marketing workflow review

• Competitor benchmark (2 competitors)

• Strategic audit report + 30-minute review call

Uncover friction in your funnel, missed opportunities in your stack, and roadmap fixes with confidence.

Executive Audit

What’s Included:

• Everything in Growth Audit, plus:

• Full campaign performance audit (last 90 days)

• Channel ROI + CAC-to-LTV analysis

• Paid media structure + creative scan

• Brand positioning + messaging alignment

• Content performance overview

• Tech stack + tool recommendations

• Board-ready presentation with findings

• 60-minute strategy call with recommendations

Investor-ready. CMO-approved. Know what’s working, what’s not, and how to fix it—fast.

Marketing Strategy Masterclass

Finally, a proven system for creating a clear, confident, and actionable marketing plan—without needing a full-time CMO.

For: Founders, solo marketers, new marketing leads

What They Learn:

• How to set goals that align with business objectives

• Choosing the right channels for your stage

• Budgeting and prioritization

• Includes: Sample plans and tools
  
  

Customer Journey & Retention Planning

For: Growth-stage brands, DTC companies, SaaS platforms, and teams without a clear post-acquisition strategy.

What They Learn:

• How to map the full customer lifecycle

• Identifying key touchpoints to reduce churn

• Creating retention campaigns by segment

• Using data to personalize and automate experiences

• Aligning marketing with product and CX for loyalty

• Format: Strategy workshop + customer journey mapping + retention playbook
  
  

Digital Marketing & Performance Media

For: Startups, growth-stage companies, PE-backed brands, and in-house teams lacking media strategy expertise.

What They Learn:

• How to evaluate and optimize paid media channel mix 
• Setting performance goals aligned with funnel stage and business outcomes
• Budget planning and campaign prioritization by channel
• How to build a measurement framework that informs scaling decisions
• Interpreting results 

• Format: 1:1 strategic engagement + audit + playbook