Select the service type that matches your current needs, then choose your engagement level.
Engagements start at $2,500/month.
Advisor
Marketing Advisor
Strategic guidance with foundational research and planning deliverables.
- Market Intelligence: Market & competitor analysis, data-driven positioning recommendations
- Investor Personas: 3 detailed personas with segmentation & communication strategies
- Brand Foundation: Brand positioning framework, messaging guidelines, style guide
- Strategy Design: Content strategy with calendar framework, keyword research & SEO strategy
- Support: Monthly strategy session (90 min) + email/Slack access
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Consultant
Marketing Consultant
Hands-on execution with professional collateral and content creation.
- Everything in Advisor, plus:
- Collateral Creation: Custom pitch deck, firm brochure, teaser, landing page, email templates
- Website: Website refresh/optimization (5-7 pages), mobile-responsive design
- Content Production: 1 thought leadership article + 1 blog post monthly, 2 case studies
- Email Strategy: Email templates, sequence development, campaign calendar
- Social Foundation: Profile optimization, content calendar creation
- Support: Bi-weekly working sessions (60 min each)
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Leadership
Outsourced CMO
Complete marketing department with ongoing campaigns and management.
- Everything in Consultant, plus:
- Content Execution: 1 white paper + 2 blogs + 3 articles monthly, content distribution
- Email Management: 2 campaigns/month, automated drip sequences, performance reports
- Social Management: 3 posts/week across platforms, community engagement, monitoring
- SEO/SEM: On-page & off-page optimization, PPC campaign execution, traffic reports
- Analytics: Monthly engagement reports, keyword ranking, conversion tracking
- Support: Weekly coordination + quarterly business reviews
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Engagements start at $3,000/month.
Advisor
Distribution Advisor
Strategic infrastructure to build a disciplined outreach and pipeline system.
- Investor Intelligence: Segmentation strategy, target list development (100+ qualified LPs)
- Journey Design: Journey building with segmenting & sequencing by archetype
- CRM Foundation: Pipeline configuration (fields, stages, tags, views)
- Sequence Design: 5-7 touch outreach campaign framework
- Templates: 8-10 email templates by stage & persona
- Support: Monthly pipeline review (90 min) + strategy guidance
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Consultant
Distribution Consultant
Active campaign execution with automation and lead generation.
- Everything in Advisor, plus:
- Email Automation: Personalized sequences (3-5), automated drip nurturing, engagement campaigns
- Event Marketing: Pre & post-event campaigns, webinar registration sequences
- Outreach Execution: 25-30 personalized touches monthly, call scripts by stage
- Lead Generation: Essential tier (25 qualified leads/month with persona matching)
- Social Execution: Social posting automation (12 posts/month)
- Support: Bi-weekly optimization sessions (60 min each)
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Leadership
Outsourced VP Distribution
Full distribution leadership with advanced tactics and analytics.
- Everything in Consultant, plus:
- Omni-Channel Execution: Coordinated campaigns across email, social, content, events
- ABM Strategy: Account-based marketing for top 25 targets with custom journeys
- Advanced Leads: 50 qualified leads/month with CRM integration & compliance vetting
- Event Marketing: Webinar development & hosting, quarterly series, event marketing support
- Traditional Marketing: Print collateral, direct mail campaigns, face-to-face engagement
- Lead Nurturing: Behavioral tracking, lead scoring, nurturing workflows
- Analytics: Trust-sequenced dashboard, win/loss analysis, monthly tracking reports
- Support: Weekly coordination + quarterly performance reviews
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Engagements start at $4,000/month.
Complete strategic foundation—marketing and distribution unified.
- Complete Research: Market discovery (60+ pages), competitive analysis, 3 investor personas
- Integrated Strategy: Journey building with segmentation, brand positioning framework
- Infrastructure: CRM configuration, keyword research, SEO audit
- Foundation Assets: Target list, outreach sequences, messaging guidelines
- Email Templates: 8-10 templates by stage & persona
- Support: Monthly strategic guidance + unlimited email/Slack
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Consultant
Growth Consultant
Synchronized execution across all channels with content and campaigns.
- Everything in Advisor, plus:
- Premium Collateral: Pitch deck, exec summary, one-pager, fact sheet, tear sheet
- Web Properties: Website refresh, landing pages, profile optimization
- Content Creation: Article + blog monthly, case studies, content calendar
- Email Automation: Personalized sequences, drip campaigns, event sequences
- Lead Generation: Essential tier lead support
- Support: Bi-weekly cross-functional sessions
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Leadership
Outsourced Chief Growth Officer
Complete growth engine—leadership, execution, and optimization.
- Everything in Consultant, plus:
- Full Content Suite: White paper, blogs, articles, content distribution
- Omni-Channel Execution: Email, social, SEO/SEM management
- Advanced Leads: Qualified leads with CRM integration and scoring
- ABM Program: Account-based marketing for top targets
- Event Program: Webinar series, hosting, and event support
- Support: Weekly leadership meetings + quarterly board-level reviews
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