The goal is to make the commercial side clear enough that the real conversation can focus on what actually matters — where trust is breaking down in your current client acquisition process and what it will take to fix it.
Are these monthly retainers or project-based fees?
These are monthly retainers designed for ongoing strategic and execution support. Some deliverables can be scoped separately if a project-first engagement makes more sense for your firm's current situation.
How long does it take to see results?
Trust-building is a sequenced process, not an overnight event. Foundational work — positioning, messaging, and digital presence — typically shows credibility improvements within 60–90 days. Content and SEO momentum builds over 3–6 months.
Are discounts available for longer commitments?
Yes. Six-month and annual engagements may qualify for improved pricing because they create planning stability and allow the work to be sequenced more efficiently. Options can be discussed during the initial call.
What is the cancellation policy?
If the engagement isn't delivering the value expected, it can be cancelled with 30 days' notice. The goal is to build genuine forward momentum — not trap anyone in an arrangement that doesn't feel right.
Can the scope be customized if we have a specific priority?
Yes. The package structure creates clarity, not rigidity. If your most pressing issue is a specific deliverable — website credibility, lead magnets, or a content strategy — scope can be adjusted to match the actual work required.
What is the difference between Consultant and Outsourced CMO?
Consultant-level support is execution-heavy within a defined lane — you know what's being built each month. Outsourced CMO adds broader marketing leadership, cross-channel coordination, and strategic ownership of the firm's full growth system.
Do you work exclusively with CPA firms?
We serve CPA firms, law practices, and consulting firms — all professional services contexts where trust is the deciding factor. Each firm type has its own dedicated engagement track because the psychology of how clients decide is meaningfully different.
Can we start at the Advisor level and move up?
Yes — and most firms do. Starting at Advisor level allows us to build the strategic foundation correctly before moving into execution. Many engagements expand to Consultant level once the positioning and messaging work is in place.
