STRATEGY FIRST™

You've been making the marketing calls by default. Here's how you start making them on purpose.

Strategy First is a 45-day engagement. Three meetings with your team, and you stop guessing. You'll know who you're for, what makes you different, where you're losing people, and exactly what your team does for the next 90 days.

This is what replaces the agency model: a plan you own, built with your team, that your people can run whether or not we stay.

Built for founder-led businesses between $3M and $40M.

clark brothers

Clark Brothers Roofing
Conversions doubled in one year

Alpine Ductless
+107% sales growth in under a year

Schloegel Design Remodel
Double-digit growth, year after year

You're the one making the marketing decisions. Nobody hired you to do that.

Most businesses your size don't have a marketing leader. So it lands on the CEO, or on whoever has the most on their plate already. You've got people who can execute. What you don't have is anyone who can tell you what should be executed, or whether it worked.

Which is how you end up here:

You've hired marketers. They're good workers. But they're waiting on you to tell them the strategy, and you're not sure what to tell them.

You've paid an agency, then another one, then brought it in-house. Nobody drove anything.

You can generate leads. Finding anyone with real intent is harder.

You ask what the numbers should be and get a report instead of an answer.

The channels that built this business have stopped working the way they used to, and you can't tell whether that's the market or the marketing.

The hard part isn't that you don't know marketing. It's that you can't tell good marketing from bad, so every decision is a guess, every hire is a risk, and the money keeps going out the door before anyone can say whether it worked.

The agency model can’t do this job

Most agencies sell you the answer before they know the question.

You've hired executors. Someone to run the ads, write the emails, manage the channel. They're capable people. But an executor needs someone above them deciding what to execute, and in most businesses your size that person doesn't exist. So the work gets done and nobody can say whether it was the right work.

Agencies have the same problem from the other direction. They arrive with a service to sell and find a reason to sell it. The plan matches their capabilities, not your business.

We diagnose before we recommend

Strategy First™ is the diagnostic. Before we recommend anything, we audit everything you're currently running, research your competitors, and interview ten of your best clients. Getting to ten usually means introducing us to more than ten. Then we map your customer journey against the Marketing Hourglass to find where you're actually losing people.

You can't diagnose a business you haven't researched. Most of the industry skips that step because research doesn't bill.

We map your customer journey against all seven stages. The leak shows up in one of them, and it is rarely the one you expect.

And you own what we build.

Some clients keep us on to execute. That's a real part of what we do. But when it makes sense for the work to move in-house, we build toward it. We hire the person with you, build the systems they'll run, and train them. Most agencies are set up so that leaving costs you everything you've built. We're set up so it doesn't.

Both of these companies were about to fix the wrong thing.

The research found the real constraint. Execution followed, and the numbers moved.

+65%

Organic search traffic

Preferred, first 8 months

+485%

LinkedIn impressions

Preferred, first 8 months

+57%

More leads

Lone Star Turf, 3,770 to 5,927

+$10.1M

Quote pipeline

Lone Star Turf, $15.7M to $25.8M

Preferred

Managed IT and cybersecurity, Chicagoland

Preferred closed roughly 80% of prospects who went through an assessment. After 37 years, growth still ran entirely on referrals and the founder's reputation. The assumption was a sales problem. The hourglass map showed the leak was at the top: almost nobody was finding them, and the few who did couldn't tell them apart from any other IT provider in Chicago.

Late September 2025 through mid-May 2026, against the same period a year earlier

+39% website traffic

+100% Google Search visibility, from a standing start

Lone Star Turf

Artificial turf installation, Austin and San Antonio

Paid acquisition was carrying the business while organic fell year over year. Owner Patrick Walthall watched it "go down and down and down," which he called terrifying for a company trying to reduce its dependence on paid. Social had produced three to four hundred leads a month, and by his account 95% of them were trash. The constraint wasn't a content shortage. Decaying and competing pages were suppressing the site's authority.

April 2025 through May 2026

+287% organic impressions, to 758K

+820% paid search conversions once tracking was restored

Your leak is somewhere specific. The call is where we start looking.

What the 45 days actually look like

Three meetings with you. One hour each. We do the rest.

Meeting one

Discovery

An hour with you and anyone on your team who should be in the room. We're after context we can't get from the outside, including the things you'd only tell someone who asked.

Then we go to work. We audit everything you're running online, research your competitors, and interview your leadership team and your best clients. Out of that comes your ideal client profile and your core message.

Meeting two

The midpoint

We bring back the ICP and the message and you tell us whether we got it right. Nothing moves forward until you sign off.

This is the checkpoint that keeps you from waiting 45 days to find out we misread your business. Then we build the plan: your customer journey, your 90-day growth priorities, a content strategy, and an execution calendar.

Meeting three

The plan

We present all of it. You leave with the deck and the full set of documents behind it.

It's yours, whatever you decide next. The calendar names the channels, the cadence, and the content, so your team knows what happens Monday.

Before we start

You fill out an intake form covering your revenue, growth goals, competitors, and what you've already tried. You give us names: your leadership team, and enough of your best clients that we can complete ten interviews. Getting to ten usually takes more than ten introductions, so this is the part that needs your attention early.

Who you work with

A fractional CMO and an account manager, assigned to you at the start. If you keep us on afterward, the same two people lead the retainer. You're not handed off to a delivery team you've never met.

What's not included

No execution during the 45 days. Nothing gets built, launched, or managed. That's deliberate. Anything running today keeps running, and if you need someone to hold a channel steady while we work, we'll say so.

"In the 45 days we've been meeting, you know our company better than other companies we've used in the past over the span of a year. That gives me a lot of hope."

Oliver Gunter, President, OCIE
Information management, South Bend

What changes

You stop paying to reach the wrong people.

The ideal client profile and core message come out of interviews with your actual clients, not from a workshop guess. Every dollar after that goes toward people who were going to buy from someone.

You know where you're losing them.

Your customer journey mapped against the Marketing Hourglass shows which stage is leaking. Businesses usually guess wrong about this, and the guess is expensive.

Your team knows what to do Monday.

The 90-day execution calendar names the channels, the cadence, and the content. Nobody waits on you to decide what happens next.

You can tell whether it's working.

Growth priorities and a content strategy give you something to measure against. When a channel underperforms you'll know why, not just that it did.

You can judge the people you hire.

A written plan is what lets you brief a vendor, evaluate a marketer, or interview for the role and know whether the answers are any good.

Six months out, clients who run this plan have a marketing system that behaves predictably. They know their numbers and what's moving them. They know the work is aimed at the right things. And the leads coming in are the right ones, not just more of them.

That is what the 45 days produce. Six months of guessing costs more than the engagement does.

Who this works for

This is for you if:

✓  You're founder-led, between $3M and $40M, and marketing decisions land on you or on someone whose real job is something else

✓  You grew on referrals, reputation, or one channel that's flattening out

✓  You have people who can execute and nobody setting direction

✓  Your growth goals and your marketing budget are in the same neighborhood

✓  You'll introduce us to your clients, because the plan is built on what they tell us

This isn't for you if:

—  You want us to skip to the tactics. We don't start with execution. We can run it once there's a plan, but we won't run it instead of one.

—  The plan is the whole budget. We build to whatever you can spend, and a plan aimed at doubling revenue costs more to run than a plan aimed at holding steady. If there's nothing behind the 45 days, you'll have a good plan and no way to run it.

—  You want one channel handled. If you need someone to run paid and nothing else, hire a paid specialist. We're here to make the channels work together.

—  You want an order taker. Part of the job is telling you when something is off track, including when it's something you decided.

Not sure which column you are in? That is what the call is for.

Not ready for a call? Start with a workshop. Two hours, $497, and the fee comes off Strategy First™ if you go that route.

$10,000. 45 days. Nothing after that unless you want it.

Strategy First™ is $10,000. That covers the audit, the competitor research, the client and leadership interviews, your ideal client profile, core message, customer journey map, growth priorities, content strategy, and the 90-day execution calendar. Three meetings, one hour each.

That's the whole commitment. There's no retainer attached and no contract past the 45 days.

If you're not happy with it, we refund the full $10,000.

We've never had to.

About the retainer

Many clients continue with us, either as their fractional CMO or as the team executing the plan. We can't quote that number now, and we won't. What it costs depends on your revenue, your growth goals, and how much of the plan you want us to run. We price it at the end of the 45 days, when we know your business well enough to scope it right. It's a separate decision, made with the plan already in your hands.

And if you don't continue

You still have the plan. Your ideal client, your message, your customer journey, your priorities, and a 90-day calendar telling your team what to do. It was built to work whether or not we're the ones running it.

strategy first

Questions you might have

What does Strategy First cost, and what comes after?

$10,000 for the 45 days. That's the entire commitment. Many clients continue with us afterward, either as their fractional CMO or as the team executing the plan, but we don't quote that until the end. Pricing a retainer before we understand your revenue, your growth goals, and how much of the plan you want us running would be a guess.

How long does it take, and what do you need from my team?

45 days. Three meetings, one hour each. Before we start you fill out an intake form and introduce us to your leadership team and your best clients so we can interview them. We handle the audit, the research, the analysis, and the plan. Gathering those introductions is the part that takes real effort on your end, so start early.

What do I actually leave with?

A deck and the full set of documents behind it. Your ideal client profile, core message, competitive framework, customer journey mapped against the Marketing Hourglass, growth priorities, content strategy, and a 90-day execution calendar naming channels, cadence, and content. It's yours. If you never work with us again, you can hand it to your team, a new hire, or another agency.

Will I be locked into anything?

No. There's no contract past the 45 days and no retainer attached to Strategy First. If you move forward with a fractional CMO or an execution engagement, we work month to month instead of a long-term retainer.

Do we have to stop what we're running now?

No. We don't execute during the 45 days, and nothing you're currently running has to pause. If something needs a steady hand while we work, we'll tell you and help you sort it out.

What if we want to move faster?

There's a two-week version. We compress the research into two weeks and replace the three calls with one full day together. It's an aggressive pace and it asks more of you, because your clients need to be available for interviews inside that window. Raise it on the call and we'll tell you whether it fits.

Will you understand our industry?

Probably not on day one, and we don't pretend otherwise. That's what the research is for. 30+ years in, we've worked across a lot of industries, and the businesses that know their market best are the ones we're interviewing. Oliver Gunter at OCIE put it this way after 45 days: "you know our company better than other companies we've used in the past over the span of a year."

Is my business the right size?

We work with founder-led businesses between $3M and $40M. Below that, the plan usually outruns the budget behind it. Above that, you likely need something more than a fractional model.

Still deciding? Ask us on the call. Nothing gets decided there either.

Book a Strategy First™ call

Your business outgrew the marketing that built it. The call is where we find out what it needs now.

45 minutes. We'll ask about your business, what you've tried, and where it's stalling. You'll get our read on it either way. If we don't think Strategy First is what you need, we'll say so, and we'll usually know someone who is a better fit.

If we do think we can help, we'll walk you through how it works and what it costs. Nothing gets decided on the call.