One bench.
Three functions.
Retained engagements are scoped around the functions below. Most operators start with one and add the others as the business grows into them.
Engagement shape
Defined scope, monthly cadence, named owner.
01
Strategic management
02
Marketing
03
Administrative services
Strategic management
We act as the management layer of the business — setting direction and holding the cadence that keeps it on plan.
Included
- Operating plan and quarterly goal setting
- KPI architecture and reporting rhythm
- Org design, hiring plans, and role clarity
- Pricing, margin, and capital allocation review
- Board- and lender-ready performance packs
Marketing
Demand systems grounded in customer evidence rather than channel fashion, built to compound across quarters.
Included
- Positioning, messaging, and offer architecture
- Search strategy, briefs, and content production
- Paid acquisition planning and creative direction
- Lifecycle email, SMS, and retention programs
- Competitive and voice-of-customer research
Administrative services
The operational backbone, run on schedule so nothing quietly slips while the team is selling.
Included
- Bookkeeping coordination and monthly close support
- Vendor, contract, and subscription administration
- Compliance calendars and filing reminders
- Documentation, SOPs, and process handoffs
- Reporting, dashboards, and data hygiene
Prefer to start with a single piece of work?
The shop carries fixed-scope engagements drawn from these same service lines — priced up front, no retainer required.