Engagements

Strategic leadership.
Not technician work.

Three ways to work. Every one of them starts with the Marketing Blueprint — your 90-day plan, built from inside your actual numbers. I’m not the guy who runs your ads or writes your emails. I direct the people who do.

The Marketing Blueprint · start here

The Marketing Blueprint

$7,500 · one-time
2–4 weeks · 3 phases

Your marketing plan for the next 90 days. I go inside your numbers, find what's actually going on, and hand you a scoreboard and a written roadmap you can run — with me, with your team, with anyone. Everything I do starts here because you can't fix a business you haven't diagnosed.

Standard Scope

Confirmed before kickoff.

Phase 1 · Intake

  • Financial, marketing-spend, and lead-source data reconciled
  • Stakeholder interviews — owner, sales lead, CSR, current marketing person if any
  • Recorded sales/CSR calls reviewed and scored
  • Tech stack and vendor inventory — what you're paying, to whom, for what

Phase 2 · The deep look

  • 7-zone review across your actual data: acquisition, conversion, retention, attribution, vendors, CSR/booking, follow-up
  • Cost-per-booked-job math by channel — the number nobody calculates
  • Conversion path review: speed-to-lead, CSR script, booking flow, follow-up gaps
  • Vendor scorecard — is each one earning their retainer, by booked-job math

Phase 3 · Blueprint delivered

  • One-page scoreboard, built in your stack and connected to your data
  • Written 90-day execution roadmap with named owners on every line
  • Live readout with you and your leadership team
  • Async follow-up window for clarification questions on the plan
  • If you want a continued engagement after the Blueprint, that's a separate conversation
Not For
  • Owners who want the work done for them today — this is a plan, not done-for-you execution
  • Anyone unwilling to share real numbers, recorded calls, and vendor reports
  • Sub-$1M operators — take the assessment first to see where you actually stand
Strategic Advisor · $1M–$5M

Strategic Advisor

6–12 month minimum

For $1M–$5M owners paying two or three marketing vendors and getting three different opinions on what to do next. Someone on your side of the table needs to be in charge — that's what this covers. I set the direction and review the numbers monthly. You keep whoever's running the work day-to-day.

Standard Scope

Confirmed before kickoff.

Monthly cadence

  • Two strategy calls per month with the owner and key staff
  • Written monthly scoreboard review — scale, fix, cut, or investigate calls by channel

Standing access

  • Slack and email access for the leadership team between calls
  • Vendor brief and accountability templates
  • Coaching for the owner or office manager who runs marketing execution
  • Strategic backup on vendor and hiring decisions

Quarterly

  • Strategic Sprint — one big problem identified, scoped, and sequenced
  • Quarterly plan reset with KPI roll-forward
Not For
  • Operators without anyone (internal or vendor) to run the plan
  • Owners who want someone to hold the marketing seat for them (see Fractional CMO)
  • Anyone looking for done-for-you implementation
Fractional CMO · $5M+

Fractional CMO

6–12 month minimum · scales with company size
Most Common Fit

For $5M+ operators who need a head of marketing but don't want to hire, benefit, and equity a $150K–$250K+ full-time one. I sit on your leadership team, run the strategy, direct your team and outside agencies, and own the number. Same leadership, less cost.

Standard Scope

Confirmed before kickoff.

Weekly cadence

  • Weekly leadership-team meeting — Sam in the marketing seat
  • Weekly scoreboard review and decision call per channel
  • 1:1s with key marketing team members and agency leads

Standing ownership

  • The marketing seat on your leadership team — present, accountable, on the org chart
  • Marketing team management — hiring, onboarding, performance
  • Direction and accountability for every external agency (SEO, LSA, ads, web)
  • Budget ownership and channel allocation across the stack
  • Slack presence with the leadership team and marketing team

Quarterly

  • Strategic Sprint — one big problem solved every 90 days
  • Board-style quarterly report
  • Tooling and stack decisions reviewed and consolidated
Not For
  • Businesses that want a done-for-you agency
  • Owners not willing to back their team and vendors being held accountable
  • Anyone looking for hands-on technical implementation (that's vendor work)
How we work

How the engagement runs.

Payment
Paid upfront, on the 1st of the month, before the work begins. Net 0. You know what you’re paying every month, and so do I. No surprises either direction.
Term
6–12 month minimum on the retainer tiers. You can’t judge a marketing plan in 30 days. If you’re not ready to commit a quarter, start with the Marketing Blueprint instead.
Tools
One toolset. I bring the scoreboard, the weekly cadence, and the way the work runs. Your team plugs into that instead of us building a custom setup from scratch.
Communication
One channel: Slack (or email for Advisory). No after-hours texts, no “got a sec?” calls. Async by default; scheduled when we need depth. Keeps the work focused — and off your phone at midnight.
Capacity
A maximum of five retainer clients at a time. When the roster is full, you join a waitlist or start with the Blueprint. That way I can actually own the work I’m hired to own.
What I won't do

I'm a fractional CMO, not a technician.

The role is leadership and strategy. Technical implementation — SEO updates, ad account management, web development, posting, copywriting, design — is your team's or your vendors' work.

If your LSA is broken, I identify it, brief whoever runs it, and hold them accountable to a number. I don't log in and change the bid. That's not the seat. If you want a done-for-you agency, I'm the wrong call, and I'll tell you that fast.