CMO-as-a-Service
The monthly consulting retainer for tech entrepreneurs who need ongoing guidance on digital marketing execution
Get a blend of strategic guidance, a valuable second opinion, and hands-on attention to the details of digital marketing and product design.
This offer is available at three levels. The difference between each level is down to depth of interaction and cost. More details follow below, but here’s a high-level overview of the 3 plans.
Level A: $500/month
- Light research and analysis
- 1 video-call consultation per month (recording and transcripts available if using my Zoom account)
- One asynchronous accountability check-in by email, every other week
- Constant availability by email
Level B: $900/month
- Light independent research and analysis
- 2 video-call consultations per month (recording and transcripts available if using my Zoom account)
- One asynchronous accountability check-in by email, every other week
- Constant availability by email
- Frequent availability by Slack or similar
Level C: $1700/month
- Proactive and substantive independent research and analysis
- 1 or 2 video-call consultations per week (recording and transcripts available if using my Zoom account)
- One asynchronous accountability check-in by email, every week
- Constant availability by email
- Frequent availability by Slack or similar
Terms and conditions
When you enroll, you are charged one month at a time for three months. After the initial three-month period, you may choose to renew the engagement on a month-by-month basis – either manually or on auto-renew. You may cancel or pause the retainer at any time.
Detailed description
These monthly subscription plans let owners of specialized tech businesses benefit from the experience and strategic thinking of a tech-focused CMO without making the disruptive and expensive commitment of hiring one or negotiating a customized contract.
The goal of this monthly subscription program, which usually spans 3 to 6 months, is to help you design and iteratively refine a long-term sales and marketing program that incorporates both inbound and outbound marketing, as well as an overall business growth strategy.
Depending on your specific needs, that can translate to:
- Refinement of positioning, elevator
pitchexchange, and unique value proposition - Brand identity development and messaging
- Analysis of the business model
- Pricing strategy
- Copyediting: sales copy, video scripts, web copy, email copy, etc
- Review of marketing campaign implementation work (ads, landing pages, etc)
- Assessment of new hires or contractors
- High-level design of software products and productized services
- Long-term SEO and content marketing strategy
To make things easier, I provide a light, web-based toolset and access to diagnostic evaluation tools of my own design. Once you enroll, you will gain access to a:
- My Calendly, a flexible booking calendar where you can book Zoom-based consultation meetings at your discretion, according to the service level you select
- Google Drive folder with a strategic marketing brief, meeting notes from our consultations, links to meeting recordings/transcripts, and other project materials
- My Asana project management account, if necessary, where we can track your activities
- Balsamiq wireframing account with a marketing plan lean canvas and a brand messaging wireframe
Ready to get started? If we haven’t chatted yet, please schedule a call
Not ready to work with me yet? Read my daily newsletter to get a feel for how I think about sales, marketing, and strategy
The Second Opinion newsletter is for creative experts and entrepreneurs who lead solo businesses or small teams.
It's about business model design, sales & marketing strategy, and deeper content marketing. I write this for myself and for you. It helps us figure out thoughtfulness marketing – not inbox spam, social spam, search spam, stupid ad budgets, and fake thought leadership or influencer BS. Join me.
Note: to get a feel for the newsletter, see my 5 most recent episodes