Strategy.The plan that decides everything else.
Nothing gets built until someone decides what’s worth building. Strategy is where that decision gets made, written down, and held.
The written plan for what to build, and when.
You need this when
You can’t say what your last marketing investment bought you, or you have a list of things to build and no agreed order.
What’s included
- Six-measure scoring of the business, each 1–10, out of 60
- Digital presence audit: website, search, AEO, every public surface
- Systems and tech stack inventory
- Sales and pipeline review: where deals stall
- Prioritized build roadmap, sequenced by pillar
- Sprint sequence: what ships in the first two to four weeks
- Success metrics and the reporting that tracks them
Who you’re for, what you say, where you show up.
You need this when
The company has changed and the story hasn’t, or sales and marketing are describing two different companies.
What’s included
- Positioning and category definition
- Ideal customer profile, and the buying committee inside it
- Messaging framework the whole company uses
- Competitive review and where the open ground is
- Channel strategy: which channels matter, in what order
- Campaign roadmap tied to a revenue goal
- Launch sequencing for a new product, market, or brand
Which tools to connect, automate, or leave alone.
You need this when
You’re paying for AI tools nobody uses, or the answer to “how many systems do we have” is a guess.
What’s included
- Tech stack audit: every tool, what it costs, what it duplicates
- AI opportunity mapping: does it make money, take out cost, or go faster
- Integration architecture: what talks to what
- Automation candidates ranked by payback, not novelty
- Data and reporting model
- Build-versus-buy recommendation per system
- Phased roadmap with the smallest first build named
A senior strategist in the room, running the plan.
You need this when
You need the judgment of a CMO and not the hire, or the plan keeps getting made and never gets held.
What’s included
- An embedded senior strategist, not a rotating account manager
- Owns the plan and the cadence: strategy sessions, quarterly resets
- Marketing leadership for a team with no CMO
- Budget guidance against the 3–8% of revenue benchmark
- Vendor and agency oversight where other partners are in play
- Quarterly brand review, monthly tech stack review
- Reporting to the owner or board in their language



