Marketing Advisor Services

An ideal first step to build a strong, transparent and honest relationship with a Fractional CMO. A high-powered, Half-Day Strategy Session is the time invested in discovery, auditing, analysis, planning, and creative thinking. Get an objective and unfiltered perspective from a highly experienced marketing advisor.

After our initial discovery call, a couple of weeks of prep via email and a Half-Day Strategy Session, I will put together a comprehensive assessment of your existing marketing department. Based on my findings, I will list my recommendations. Part of the session process will include an audit of your marketing performance per channel.

The goal during this Half-Day Strategy Session is to find opportunities where I can help you the most in helping you reach your business goals faster.

In this Half-Day Strategy Session, we will dive deep into your marketing strategy and provide clear direction on how to reach your goals:

• Workshop
• Due Diligence Marketing Checklist®
• Growth Marketing Framework® to focus on putting a tailored marketing framework to get predictable results based on your company’s needs.
• 7 day Preparatory Period via email correspondences
• Strategic Marketing Plan. The deliverable includes immediate marketing punch list, list of blind spots, and list of marketing campaigns for the next 2–6 months.

This Half-Day Strategy Session is a good fit if:

• You do not know how your marketing budget is impacting your revenue growth
• You do not have a Due Diligence Marketing Checklist® to track marketing performance
• You do not have a proven framework like the Growth Marketing Framework® to cut costs and meet revenue targets as efficiently as possible
• You have not find the right resources to lead, manage and support the marketing department
• Your business’ revenue is at least $3 million annually

We will schedule a first meeting to go over the assessment and analysis of your marketing, branding, marketing communications initiatives, and digital marketing campaigns.

The report will include a list of recommendations in order of priority with an outline for next steps.

Once approved, I will identify the level of engagement needed to work with your team daily, weekly, and monthly to execute the strategic plan to create accelerated revenue growth.

An ideal solution for your B2B company to gain instant access to executive leadership and strategic marketing expertise to achieve your goals and make your vision a reality. Enjoy the full benefits of a CMO for a fraction of the cost.

I will work with you to establish role definition, audit and customize the management processes, build a cohesive and highly efficient team based on your goals. Provide a level of support to each member based on needs. With check-ins daily and weekly, your team will stay on track, hiring specific add-on expertise to fill in gaps, as needed. Marketing results will be tracked based on individual team member’s professional growth goals.

As a fractional CMO, I spend 10 hours per week inside your organization to accomplish the following:

• Translate the CEO & the Board’s vision into marketing campaigns and objectives
• Define the key talent the business needs to reach its goals
• Assist HR in finding, interviewing, and managing qualified talent to implement your marketing strategy
• Report weekly to the CEO and Board on all KPIs mutually defined as important
• Continually innovate ways to reach marketing and sales goals despite roadblocks

This service is a good fit or you if:

• Your business’s revenue is at least $3 million annually

You don’t need a full time hire, however, you do need someone to create the marketing strategy and ensure its execution is flawless, timeline and on budget.

An ideal solution for organizations that does not have a dedicated marketing executive, and have some marketing resources and/or operations in place. The Marketing Advisor package provides access to the critical Fractional CMO expertise needed to reliably grow your business.

As a Fractional CMO, I will work to customize the management processes and level of support your team needs to meet your marketing needs. With check-ins every other week, your team will stay on track, specific expertise will be hired to fill in gaps, as needed, and marketing results will continually improve.

After a half day consult or quarterly marketing workshop, I can advise the executive team on how to keep the marketing department on track.

Here is what it’s included:

• Sprint planning calls led twice monthly
• Unlimited email correspondence
• Grow long term with the least financial risk
• Access to our performance marketing checklists, templates and standard operating procedures (SOPs)
• 6-month minimum commitment

This service is a good fit or you if:

• From startup to established company
• You have a strong marketing team in place and you’ve worked with a CMO, Interim CMO and performance marketing agency to put documented strategies in place
• You need a marketing leader to keep the marketing team on track and adjust priorities as marketing initiatives launch

Why I care about making your marketing world class?

I know it can be frustrating to have big goals for your company and feel bogged down by marketing that isn’t working well or takes up too much of your time. This is exactly the type of CEOs I work with. I love solving marketing problems and guiding marketing teams to win with their strengths.