Monthly Strategic Retainer
- 1× 60-minute strategy call per week
- 2× written deliverables per week
- Async Slack or email access between calls
The output is documented strategy.
Every engagement produces written frameworks your team can implement. Not slide decks, not verbal recommendations — structured deliverables that live in your systems.
Positioning Document
Where your product fits in the market, articulated for sales conversations, investor updates, and partner pitches. Not a brand exercise — a market positioning analysis grounded in competitive dynamics and buyer psychology.
ICP Definition
Specific buyer archetype with firmographic, behavioral, and situational qualifiers. The kind of ICP definition that can be operationalized in a CRM — not a persona poster that gets laminated and forgotten.
Channel Prioritization Memo
Which acquisition channels, ranked with rationale grounded in your vertical's specific dynamics. Direct sales vs. channel partnerships vs. inbound — and why, given your market's buying behavior and your product's CAC economics.
Lead Scoring Methodology
Data-backed criteria for prioritizing pipeline. Built to match your CRM's actual data and your buyers' actual behavior signals — not generic lead scoring templates that treat all product categories the same.
Partnership Framework
Design for channel partner relationships: flywheel mechanics, partner success criteria, onboarding sequence, partner ICP definition. Built for markets where direct acquisition is expensive and partner-led growth compounds.
Nurture Sequence Architecture
Stage-segmented sequence design for 30-180 day buying cycles. Content mapped by buyer stage and persona, not by calendar day. Built for the consideration timelines that govern complex B2B procurement — not generic SaaS trial conversion.
Targeting List
Account selection criteria and target account lists with enrichment methodology. Firmographic, technographic, and intent signal layering. Built for actual outreach prioritization, not vanity metrics.
Market Dynamics Analysis
Market read on your specific buying environment — regulatory dynamics, buyer behavior shifts, competitive positioning changes. The kind of analysis that requires operating knowledge to produce, not keyword research. The specifics that shape buying decisions in your market, not generic category intelligence.
Dead Lead Reactivation System
Identification criteria, timing triggers, and sequence design for closed-lost reactivation. In complex markets, approximately 40% of closed-lost opportunities convert within 6 months when market conditions shift. This system captures that conversion before competitors do.
What the first 90 days look like.
The engagement is structured, not open-ended. Each phase has a clear purpose and produces documented output.
What this is not.
Being explicit about scope prevents the wrong conversation. If you need something in the list below, we talk about it separately — or I tell you who does it.
- Hands-on CRM configuration or administration
- Paid media campaign management
- Design and creative production
- Direct sales activities and cold outreach execution
- Full-time marketing management
- Content production (blog posts, social, copy)
This is strategy, not execution. If you need someone in your CRM 40 hours a week, that's a different engagement model — and I'll tell you that in the first call.
Three kinds of clients. All with the same problem.
The product works. The GTM hasn't caught up. The reasons differ.
Technical Founders
You built the product. The go-to-market hasn't caught up. You need a strategist who knows your vertical's buying dynamics — someone who can tell you what to fix, not just run campaigns you could have commissioned yourself.
New Heads of Marketing
You were hired into GTM accountability without a playbook. This engagement gives you documented strategy frameworks your team implements. You stay in the lead role — I give you the analytical foundation and the documented frameworks to operate from.
Investors and Board Members
Your portfolio company needs senior GTM thinking without a $200k full-time hire. Month-to-month, no lock-in. Senior advisory at a fraction of the cost of a VP of Marketing — and the vertical domain knowledge to match the company's market.
The questions that come up before the call.
// Is this fractional CMO work?
Not exactly. This is fractional GTM engineering. I don't sit in your org chart, attend all-hands, or report to the CEO. I'm an external strategic advisor who delivers documented strategy your team implements. Different engagement model, different output, different accountability structure. The comparison that holds up: a fractional GTM engineer, not an embedded exec.
// What if we need execution support too?
Execution is a separate scope conversation. This retainer is advisory. If you need someone to run campaigns, manage the CRM, or do direct outreach, we scope that separately — or I can refer you to execution partners who fit your market. I don't try to be both.
// How quickly can engagement start?
Diagnostic call first. If there's a fit, onboarding takes one week — I research your market, review your existing materials, and arrive to the first strategy call prepared. The first deliverable typically ships within 10 days of the kickoff call.
// Do you work with pre-revenue companies?
Rarely. The advisory is most valuable when there's existing pipeline data, customer conversations, and market feedback to diagnose. Pre-revenue engagements require different scoping — there's no pipeline to analyze, no churn to reverse-engineer, no conversion data to reason from. That conversation starts with the diagnostic call.
// Can we add more hours?
Yes. Scope expansion beyond the monthly retainer is available at an hourly rate for specific project work — a market entry analysis, a product launch GTM plan, a one-time targeting list build. The retainer establishes the ongoing strategic foundation. Project work is scoped separately.