Furthermore, our fee schedule targets only those who are serious about improving performance and acts as a dis-incentive to prospects who are either price-driven or not in a financial position to make an investment in their future.
The Strategic Advisor Program
The Strategic Advisor Program is a hybrid strategy consulting, planning and coaching program that gives entrepreneurial firms access to a range of services on an ongoing basis. These services follow and apply the Strategic Business Growth Sequence outlined above and include:
- Market intelligence and research
- SWOT analysis and troubleshooting using SmartSWOT system and tools
- Development of a dominant strategic position and strategy
- Revenue stream planning and modeling
- Improving Strategic HR structure and processes
- Product and service development
- Building a brand awareness system (branding/marketing tactics and campaigns)
- Creating an effective opt-in system
- Developing customer conversion system
- Designing a customer service and retention system to service and retain customers
- Building a customer development system to sell more, more often to customers (increase purchase frequency and unit sales value)
- Coaching, training and mentoring
Strategy Sessions
A key component of the Strategic Advisor Program are Strategy Sessions. So what are they? Essentially Strategy Sessions are short, one-on-one or small group strategic thinking, planning and consulting sessions to help you address an immediate need, challenge or problem that exists in your business.
Designed to be a time-efficient and affordable means of accessing high-level strategic expertise, you can use Strategy Sessions in a number of ways such as:
- Figuring out why sales are not growing as they should
- Identifying growth markets and outlining the best ways to reach them
- Reviewing your existing strategy and/or plan
- Determining the underlying cause of poor team performance
- Auditing sales and marketing systems
- Brainstorming new product ideas
- Formulating new business or product/service brands
- Evaluating business ideas or opportunities
The Strategic Advisor Program has two versions – one for small to mid-sized businesses, and the other for CEOs or senior executives of larger firms. Fees start at $2,000 per month.
Strategy Projects
For more specific or short term needs your best service option is typically Strategy Projects, which are designed for projects ranging in duration from several days to several months.
In terms of fees for projects, the following are very general guidelines:
- The Strategic Planning Bootcamp. Includes all pre-bootcamp planning, meetings, a written one page plan and post-bootcamp support. $12,000-$18,000
- One page Strategic or Marketing Plans – $10,000 minimum. Includes gathering intelligence and research data, strategic analysis, consultation, strategizing and plan development.
- Strategic branding or product development. $20,000 plus
- Organizational troubleshooting. $10,000 plus
- Development of Sales and Marketing System. $20,000 plus
Fee Terms


