Strategy & Consulting Projects
Marketing, technology, and operations reviews with a defined scope
Fixed-scope projects for teams that need a senior outside look and a clear plan. We audit how your marketing, tech stack, and workflows actually run, then hand you a prioritized roadmap your team or current partners can execute.
Marketing & growth
Know where growth should come from
Strategy work for brands that need direction before they spend more on execution.
Marketing Plan & Strategy
An annual or quarterly plan built from your market, numbers, and capacity.
- Market position and competitive landscape
- Channel mix and budget allocation
- Campaign calendar and priorities
- KPIs tied to revenue and pipeline
Brand & Messaging Alignment
Closes the gap between what you say, what you sell, and who you sell to.
- Messaging audit across site, ads, email, and sales
- Value proposition and positioning
- Voice, tone, and brand guidelines
- Core messaging framework
Customer Profile Development
Clear, usable profiles of who actually buys and why.
- Customer and sales data review
- Segment and persona development
- Journey mapping from discovery to retention
- Targeting and messaging implications
Search & AI Visibility Opportunity Report
For teams with SEO in place, or not ready for a retainer.
- Technical SEO and site health
- Content gaps and keyword opportunities
- How AI assistants describe and cite your brand
- Structured data and entity consistency
Technology & infrastructure
Find out what your stack is really costing you
Most growing companies accumulate tools, accounts, and vendors faster than anyone tracks them. We map it, find the risk and the waste, and lay out what to keep, fix, consolidate, or replace.
IT & Technology Stack Review
A full inventory and health check of the tools and accounts the business runs on.
- Software, licenses, and subscription spend
- Account ownership: who controls domains, hosting, and admin logins
- Security hygiene: MFA, admin access, offboarding
- Backup, recovery, and single points of failure
- Overlapping tools and consolidation options
MarTech Stack Audit & Integration Map
Checks whether your marketing tools talk to each other and whether the data can be trusted.
- CRM, email, ads, analytics, e-commerce, and POS connections
- Tracking integrity: analytics, tags, pixels, conversions
- Lead and customer data flow between systems
- Duplicate, missing, or broken data
Website & Hosting Infrastructure Review
The technical layer under your website, reviewed by someone who runs servers.
- Hosting, CDN, and performance
- DNS, SSL, and domain configuration
- Plugin, theme, and security posture
- Accessibility review against WCAG
- Migration or rebuild planning
Email Deliverability & Domain Health
Makes sure your email lands in the inbox and your domain is not working against you.
- SPF, DKIM, and DMARC configuration
- Sender reputation and list practices
- Microsoft 365 or Google Workspace setup
- DNS record cleanup
Operations & workflows
Make the work move without you pushing it
We map how work actually flows through the business, from first inquiry to repeat customer, and find the manual steps, dropped handoffs, and tools that should be doing more.
Operational Workflow & Automation Review
A map of how leads, orders, and requests move through your team and tools.
- Lead intake through sale, fulfillment, and retention
- Handoffs between people, teams, and systems
- Manual and duplicate work
- Automation opportunities in the tools you already pay for
SOPs & Process Documentation
Turns what lives in people's heads into processes the team can follow.
- Core process identification and prioritization
- Step-by-step SOPs with owners
- Onboarding and training materials
- Review cadence so documentation stays current
Systems Implementation & Migration Planning
Planning for the projects that break businesses when they are rushed.
- Microsoft 365 or Google Workspace setup and migration
- CRM, POS, and loyalty platform rollouts
- Website and hosting migrations
- Cutover plans, data migration, and rollback
Vendor & Tool Selection
An objective shortlist before you sign another contract.
- Requirements gathering with your team
- Vendor and platform comparison
- Pricing, contract, and lock-in review
- Integration fit with your current stack
How a project runs
Four steps, one clear deliverable
01
Discovery
We talk through goals, constraints, and what decision the project needs to support.
02
Research & audit
We review your systems, data, accounts, and workflows directly, with access you grant.
03
Findings & roadmap
You get written findings and recommendations prioritized by impact and effort.
04
Next steps
Execute in-house, hand it to your partners, or have us lead it through a retainer.
Fixed-scope reviews and plans across three areas: marketing and growth, technology and infrastructure, and operations and workflows. Projects can be combined when the problems overlap, which they usually do.
For technology and operations reviews, yes. We work from admin or read-only access you grant to the relevant accounts, and we document what we accessed.
No. We review, document, and plan. Day-to-day IT support stays with your provider or internal team, and our roadmap gives them clear direction.
Written findings, prioritized recommendations, and the supporting data. Everything is written to be decided on and acted on.
Yes. Projects can roll into a fractional leadership retainer, where we lead the work, coordinate vendors, and track it to completion.
An agency executes inside one channel. Consulting projects look across marketing, technology, and operations together, so fixes land at the root cause.
Not sure which project fits?
Tell us what is not working. We will recommend the smallest project that answers the question.