Core Professional Services

Five pillars, each anchored by a fixed-scope entry engagement that ends with a prioritized, costed roadmap. You own the roadmap — whoever implements it.

1

Marketing Strategy & Analytics

Know exactly where the next dollar of growth comes from.

  • Customer lifetime value & house-file analytics
  • Segmentation & contact-strategy optimization
  • KPI systems, dashboards & planning process design
  • Fractional CMO / marketing leadership retainers

360° Marketing Performance Review

Fixed fee • 2–4 weeks • ends with a prioritized roadmap

Who this is for: Merchants who suspect money is being left in the house file — or spent in the wrong channel — and owners who need senior marketing leadership without a full-time hire.

2

E-Commerce & Digital Marketing

Found by customers — and by the AI engines they now ask.

  • Shopify & Klaviyo selection and implementation leadership
  • Email & retention program buildout
  • Paid search strategy (Google, Bing)
  • SEO plus answer-engine optimization (AEO)

E-Commerce Audit & Growth Roadmap

Fixed fee • 2–4 weeks • ends with a prioritized roadmap

Who this is for: Brands replatforming, underperforming online, or invisible to the AI engines their customers now ask.

3

Catalog & Direct Mail

Mail works again — when someone who has planned 40 million catalogs plans yours.

  • Catalog program launch for e-commerce brands
  • Circulation planning, forecasting & diagnostics
  • Catalog square-inch analysis & creative review
  • List, co-op database & data-hygiene strategy

Circulation Audit

Fixed fee • 2–4 weeks • ends with a prioritized roadmap

Who this is for: E-commerce brands adding mail for the first time, and catalogers whose circulation economics have drifted.

4

Marketing Technology & Data

Buyer-side experience: requirements, RFQ, selection, implementation leadership.

  • Customer data strategy & marketing database design
  • ERP / business-system replacement advisory
  • Analytics implementation: attribution, reporting, decisions
  • Vendor & integrator selection you can trust

MarTech & Systems Assessment

Fixed fee • 2–4 weeks • ends with a prioritized roadmap

Who this is for: Companies outgrowing decades-old systems, or drowning in data that does not connect.

5

Business Turnaround & Recovery

Rapid analysis, decisive action, measurable recovery.

  • 5-Day Assessment with Topline Report
  • “Roadmap to Success” turnaround planning
  • Investor services: due diligence for PE & lenders
  • Specialty partners engaged as each case requires

5-Day Business Assessment

Fixed fee • 2–4 weeks • ends with a prioritized roadmap

Who this is for: Owners, boards, lenders, and investors of direct-to-consumer businesses in decline.

How engagements work

LAND

Fixed-fee entry engagement (2–4 weeks)

360° Review, E-Commerce Audit, Circulation Audit, or 5-Day Assessment. Every audit ends with a prioritized, costed roadmap.

EXPAND

Project implementation

Catalog launch, replatforming leadership, analytics buildout, turnaround plan execution — scoped from the roadmap you already own.

RETAIN

Ongoing advisory

Fractional CMO or advisory retainer with quarterly performance reviews. Senior counsel on call, without the full-time hire.

Start with a complimentary call