THE EMBEDDED ADVISOR
A six month advisory relationship built around the strategic calls that shape your business. The senior voice your team does not have on staff, there in the moments when getting it right matters most.
The decisions that determine the year.
Your team can execute.
The strategic layer is missing.
You have people who can do the work. What you do not have is a senior voice in the room consistently helping leadership decide whether they are pointed in the right direction.
Most teams are not struggling because they lack effort. They are operating on a foundation that was never built to carry the weight of the business.
Even strong teams lose consistency when the strategic layer is missing. Decisions get made with the inputs available in the moment. The right call is harder to surface than it should be.
The Embedded Advisor fills that gap.
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A six month minimum advisory relationship that gives leadership a senior strategic voice across the calls that shape the business.
The value compounds. The longer the engagement, the more useful the work becomes, because context builds, trust deepens, and the ability to influence the right decisions at the right moments improves.
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POST DIAGNOSIS CLIENTS Companies that completed The Diagnosis, have clarity on their direction, and want ongoing strategic support as they execute.
FOUNDERS AND CEOs WITHOUT A SENIOR MARKETING VOICE Leadership teams that have a marketing team but no senior strategic partner to help them decide whether they are pointed in the right direction.
COMPANIES IN A SIGNIFICANT SHIFT Organizations navigating a new market, a new offer, or a new team structure, and need a steady outside perspective during the transition.
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The work focuses on the moments that determine whether the year compounds or stalls:
Decision support: When leadership faces a significant choice about strategy, spend, team structure, or direction, you have a senior voice in the room helping bring clarity to the call before it gets made.
Performance interpretation: An ongoing read on what the marketing system is actually producing and what the numbers mean beneath the surface.
Direction setting: When the team loses focus or starts chasing the wrong things, you have someone reorienting them around what matters most.
Assumption challenging: Pressure testing the thinking. Surfacing what is being overlooked. Asking the questions no one internally is positioned to ask.
Team and structure guidance: As the business evolves, you have a senior strategic voice helping leadership think through how the team should be structured, where the gaps are, and what kind of capability is actually needed next.
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The work happens in focused sessions built around a specific decision, question, or read on performance.
SESSIONS: Two to four 60 minute sessions per month, depending on tier. Each session is focused on a specific decision, a performance review, or a strategic question.
ASYNC SUPPORT: Bounded access between sessions for specific questions or fast moving situations. The scope is defined upfront so the support stays useful for both sides.
PERFORMANCE REVIEW: Before each session, leadership shares current performance data, ad accounts, pipeline numbers, conversion rates, whatever is most relevant to what they are working on. The data is reviewed ahead of the call so sessions begin with context already in place.
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ADVISORY ESSENTIALS:
For smaller companies or narrower scope where the primary need is a consistent strategic check in and a senior voice to pressure test decisions.
Two 60 minute sessions per month
Bounded async support, up to 3 written exchanges per month within 48 hours
Performance review once per month ahead of one session
Best fit: Founder led companies under $5M, single channel focus, smaller marketing team or no dedicated team yet.
STRATEGIC ADVISORY:
For growth stage companies with an active marketing team that needs consistent senior direction across strategy, performance, and decision making.
Three 60 minute sessions per month
Bounded async support, up to 5 written exchanges per month within 24 to 48 hours
Performance review ahead of each session
Quarterly strategic alignment session with the broader leadership team
Best fit: Companies doing $5M to $20M, multiple channels or teams, leadership making frequent growth decisions that need a senior strategic lens.
EXECUTIVE ADVISORY:
For companies with higher complexity, higher stakes decisions, or where leadership needs an ongoing senior strategic voice across the marketing function.
Four 60 minute sessions per month
Priority async support, up to 8 exchanges per month within 24 hours
Performance review ahead of each session
Quarterly strategic alignment session with leadership
Ad hoc escalation calls, up to one per month for time sensitive decisions
Best fit: Companies doing $10M to $30M and above, cross functional complexity, significant decisions being made regularly, or leadership teams in active growth or transition.
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This works best as a six month engagement. Here is why.
MONTH 1: Building context. Learning how the business thinks, how decisions get made, where the real friction is. Early input is useful, but the deeper read on what matters is still forming.
MONTHS 2 TO 3: Influence lands. Enough context exists to challenge assumptions with credibility. Leadership starts deferring to the read on things. Decisions improve.
MONTHS 4 TO 6: Real impact. Performance consistency improves. The team operates with more clarity. By this point the engagement is embedded enough to catch problems before they become expensive.
What happens next
Most Embedded Advisor engagements begin after The Diagnosis. The diagnostic gives leadership clarity on the direction. The advisory keeps them on it.
Direct entry is also possible for leadership teams that already have a clear read on their situation and want an ongoing strategic partner without starting with a diagnostic first.
Either path begins the same way: a short conversation to understand whether this is the right fit.