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Services · Advisory & Coaching

Advisory & Coaching: Your Been-There, Done-That Sounding Board

For marketing and sales leaders who want an experienced sparring partner…without handing over the keys. Grab one focused session, or keep us on speed dial every month.

Format

1:1 and working sessions

Commitment

One session or monthly

Pricing

Flat fee or monthly retainer

Best For

Marketing & sales leaders and founders

Is This You?

Advisory might be your next move if...

✓You’re a new marketing or sales leader and want an experienced sounding board.

✓You have a big decision coming and want a second opinion before you commit.

✓You’re a founder doing marketing yourself and want to know if you’re on the right track.

✓Your team is capable, but nobody’s been through this stage of growth before.

✓You don’t need someone to run marketing…just someone to think it through with.

✓You want honest feedback from someone with no internal politics to play.

If you nodded at even one of those…let’s talk.

What You Get

What We Work Through Together

Bring whatever is keeping you up at night. These are the usual suspects.

Strategy & Planning

Pressure-test your plan, priorities, and budget before you commit to them.

Team & Org Design

Hiring, structure, roles, and when (and who) to hire next.

Sales & Marketing Alignment

Navigating the Sales Wars without becoming a casualty.

Launches & Big Bets

A second opinion on the launch, rebrand, or new market you’re planning.

Tech & AI Decisions

Which platforms to keep, cut, or buy, and where AI will actually help.

Leadership Growth

Coaching for new and growing leaders on managing up, down, and sideways.

Pick Your Format

Two Ways to Get Advice

One-Time

The Whiteboard Session

Bring one gnarly problem. Leave with a plan. A focused working session on a specific challenge: a launch, a messaging mess, a stalled pipeline…you name it.

What You Get

  • A 90-minute to half-day working session
  • Written summary with prioritized next steps
  • An honest take on what to do (and what to skip)

Timeline: 1–2 weeks  ·  Pricing: Flat fee

Monthly

The Sounding Board

A been-there, done-that sparring partner in your corner every month, for the decisions that don’t fit neatly into one meeting.

What You Get

  • Monthly 1:1 advisory sessions
  • Hiring, org design, and team structure guidance
  • Gut checks between sessions when things get spicy

Commitment: Ongoing  ·  Pricing: Monthly retainer

How It Works

How the Sounding Board Works

01

Intro Call

We talk goals and challenges, and make sure advisory is the right fit.

02

Set the Agenda

Agree on focus areas and a meeting rhythm that works for you.

03

Meet Monthly

1:1 sessions to work through whatever is on your plate.

04

Gut Checks

Quick help between sessions when something can’t wait.

05

Review & Refocus

A periodic look at progress and whether the focus should shift.

Expectations First

What We Need From You

Advice only works when it gets used, so this part is mostly on you.

  • A clear challenge (or a short list) to work on
  • A little prep: share the plan, deck, or data you want to discuss
  • Honesty about what’s really going on
  • Follow-through between sessions

The Receipts

I’ve Sat in Your Seat

I’ve been the CMO, the VP of Marketing & Sales, the Director of Marketing, and a marketing leader inside a global enterprise. I’ve made a lot of the calls you’re about to make (and learned the hard way from a few of them).

Advisory is the shortcut: my experience, applied to your situation, without the full-time commitment.

BigScoots

CMO

Steadfast

VP of Marketing & Sales

OpenMetal

Director of Marketing

Panduit

Marketing Leadership

FAQ

Fair Questions

How is advisory different from a Fractional CMO?

With advisory, you stay in the driver’s seat and we coach. A Fractional CMO takes the wheel and owns the strategy, team, and results.

Can you coach my whole team, not just me?

Yes. Advisory can include team sessions or workshops on positioning, alignment, or using AI on a marketing team.

How much does it cost?

The Whiteboard Session is a flat fee. The Sounding Board is a monthly retainer, based on how often we meet.

Is it confidential?

Absolutely. What you share in our sessions stays between us.

What’s Next

Where to Go From Here

Need Someone in the Seat?

When coaching isn’t enough and you need a leader who owns the results.

Want the Full Picture?

A 2–3 week audit of your whole marketing and revenue engine.

Story Feeling Fuzzy?

Nail who you’re for and why you win in 3–6 weeks.

Want the thinking behind it? Read the deep dive on Fractional Marketing.

Ready for a Sounding Board?

Tell us what’s on your plate. We’ll suggest a session or a monthly setup that fits.