/ Service 01 / 10 /
Growth Strategy and Advisory.
Operating rule: diagnose before executing. We review customers, channels, analytics, competitors, positioning, and conversion paths, then turn the findings into a 12-month roadmap with owners, KPIs, and quarterly reset points.
- Cadence
- Weekly working sessions
- Deliverable
- Living roadmap + quarterly reviews
- Best for
- Pre-IPO, PE-backed, founder-led
- Lead operator
- Senior, direct
/ 01 / What's Included
Every Sub-Service Below Is in Scope by Default.
Roadmap and Strategy
Growth Strategy and Roadmapping
A living 12-month growth roadmap with workstreams, owners, quarterly KPIs, dependencies, and leadership review cadence.
Market Sizing and Competitive Teardowns
TAM, SAM, SOM modeling plus deep teardowns of the three competitors you actually have to beat.
ICP Definition and Segment Prioritization
Buyer personas built from real data: CRM, GA4, customer interviews, win/loss.
Go-to-Market and Launch Planning
Channel sequencing, launch checklists, and KPI gates for new products, geos, and segments.
Positioning and Messaging
Brand Positioning and Messaging Architecture
A messaging house: category, positioning, value props, and proof points that every channel can pull from.
Keyword Strategy and Topical Authority Maps
A prioritized topic, intent, and cluster map showing which pages to build first, which existing pages to consolidate, and which proof points each cluster needs.
Advisory
Advisory Retainers for Founders and PE-Backed Operators
Fractional senior operator support: weekly working sessions, board prep, diligence prep, hiring input.
/ 02 / How We Work
The Process.
- / 01
Discovery
Two weeks of immersion: customer interviews, stakeholder mapping, analytics review, CRM review, search landscape, competitor teardown, and channel economics.
- / 02
Audit
A written diagnostic across acquisition, conversion, retention, and brand. Findings ranked by impact and effort.
- / 03
Roadmap
The 12-month plan: workstreams, owners, milestones, KPIs, dependencies, and the first 90 days of execution. Reviewed with leadership before buildout.
- / 04
Execution and Review
Weekly working sessions, monthly progress reviews, quarterly roadmap recalibration.
/ 03 / Who This Is For
The Right Fit.
- / 01
PE-Backed Ceos
Operators with growth diligence to defend, KPIs to hit, and a board that wants to see a real plan with owners, timelines, and metrics.
- / 02
Founders Past PMF
You've found product-market fit and now need someone senior to architect what comes next.
- / 03
Marketing Leaders
You have an in-house team but need outside senior strategy to set the direction they execute against.
/ The principle
Every engagement opens with a diagnostic and a written plan. The service mix follows that diagnosis.
/ 05 / Often Paired With
Other Layers of the Stack.
- / Service 02 / 10
Technical SEO
Crawl, indexation, rendering, schema, speed, internal linking, and migrations. The work that makes every other layer of SEO actually compound.
- / Service 03 / 10
Content and Editorial
Programmatic content systems and long-form editorial run by operators who've written for Investopedia, Bankrate, Yahoo Finance, NASDAQ, and Seeking Alpha. Built for scale without sacrificing E-E-A-T.
- / Service 09 / 10
CRO and Analytics
Traffic is the first half. Conversion and measurement are the second.
Strategy and Advisory Is One of Ten Services in the Retainer.
Scope changes by quarter, not by invoice. Strategy, content, PR, engineering, analytics, and conversion work stay inside one monthly retainer.