Services
Strategy and systems
built around your business.
Every engagement starts with an audit. From there, we go where the work needs to go. Expand any offer below to see what's inside.
Core offers
Credited in full toward The Waypoint Audit or The Playbook if you move forward.
Not sure where to start? The Snapshot gives you a fast, honest look at the top 3 things holding your marketing back right now. No fluff, no jargon — just a clear picture of what's working, what isn't, and what matters most.
What's included
- Full presence review before the call
- Top 3 issues identified and scored
- One-page scorecard PDF
- 20-minute walkthrough call
Not included
- Full channel scorecard
- Competitor analysis
- How-to-fix specifics
- 90-day action plan
A full diagnostic of where your marketing stands and what's holding growth back. I look at everything — presence, positioning, messaging, and operations — and come back with a clear picture and a prioritized path forward.
What you get
- Full marketing presence audit — website, social, search, and local
- Positioning and messaging review
- Competitor snapshot
- Prioritized findings report with scored recommendations
- 90-day action plan
- 60-minute debrief call
We take the audit findings and execute. In 30 days, I build the strategy, systems, and foundations your marketing needs to work. You walk away with something real — not a slide deck — and a 90-day plan your team can run independently.
What you get
- Messaging framework and positioning document
- Channel strategy and content direction
- Marketing ops setup — CRM, tracking, and workflows
- 90-day execution plan your team can run
- Two check-in calls during the Playbook
Senior marketing strategy embedded in your business on an ongoing basis. I work alongside your team — or as your team — to keep the strategy moving, the work quality high, and growth consistent.
What you get
- Weekly strategy and execution support
- Campaign planning and oversight
- Vendor and agency management
- Monthly performance review and reporting
For businesses that need senior marketing leadership — not just strategy on paper. I embed as your CMO, own the marketing function, and work directly with your leadership team to drive growth.
What you get
- Full marketing leadership and ownership
- Team and vendor direction
- Leadership and board reporting
- Annual marketing strategy and roadmap
- Budget planning and oversight
Add-ons
Available to all clients, at any stage · Scoped separatelySocial media management
Ongoing content creation, scheduling, and community management.
Social media strategy
Content pillars, cadence, platform priorities, and a 30-day calendar.
Brand identity
Logo, color system, typography, and visual direction.
Brand messaging
Positioning, voice, tagline, and core copy across all channels.
Ad management
Paid social and search. Strategy and setup or full management.
Ready to start?
Everything starts with a conversation.
Not sure which offer fits? Start with the Snapshot — a fast, low-commitment look at where your marketing stands.
No pressure · 30 minutes · Clear next step