Retained Advisory Services for Ongoing Strategic Support

Gain direction for your B2B marketing program and see real results from unlocking detailed capability gaps and fixes in your GTM approach.

Why Invest in Retained Advisory?

Some of the common use cases companies address in a retained advisory capacity include:

Go-To-Market
Strategy

Design a marketing playbook that highlights the correct channels and provides insights around the key people needed in org design.

Marketing
Turnaround

Perform a capabilities audit using the High-Performance Habits Model and provide subsequent mentoring and coaching to improve performance.

Team
Alignment

Implement mentoring and frameworks to improve communications and GTM alignment between marketing, product, and sales teams.

Leadership
Recruitment

Validate candidates’ technical skills in the recruitment process to improve confidence over making the right leadership appointment.

validation
of spend

Educate clients on brand-building and Sales Activation investment theories to drive a deeper understanding of where money is being spent.

funnel
insights

Meticulously review clients’ existing sales funnels to provide precise insights on current funnel challenges and potential fixes.

Market
Expansion

Leverage my global experience to create a playbook for growth based on local nuances, including clear marketing recommendations for new regions.

IPO
Strategy

Ensure marketing is working in parallel with IPO pathway restrictions to prepare for post-IPO hyper-growth opportunities.

Team
Upskilling

Provide mentorship to validate decisions and steer teams in the right direction, resulting in improved execution and business ARR growth.

Martech
Audits

Evaluate teams’ existing marketing technology stack in order to ensure proper usage or replacement of each tool.

Scenario
Planning

Guide leaders through strategic planning exercises to better understand the full impact of potential changes before executing planned scenarios.

Insights
To Innovation

Check clients’ ‘unknown unknowns’ and provide a valuable external perspective that identifies opportunities for strategic innovation.

Go-To-Market
Strategy

Design a marketing playbook that highlights the correct channels and provides insights around the key people needed in org design.

Marketing
Turnaround

Perform a capabilities audit using the High-Performance Habits Model and provide subsequent mentoring and coaching to improve performance.

Team
Alignment

Implement mentoring and frameworks to improve communications and GTM alignment between marketing, product, and sales teams.

Leadership
Recruitment

Validate candidates’ technical skills in the recruitment process to improve confidence over making the right leadership appointment.

validation
of spend

Educate clients on brand-building and Sales Activation investment theories to drive a deeper understanding of where money is being spent.

funnel
insights

Meticulously review clients’ existing sales funnels to provide precise insights on current funnel challenges and potential fixes.

Market
Expansion

Leverage my global experience to create a playbook for growth based on local nuances, including clear marketing recommendations for new regions.

IPO
Strategy

Ensure marketing is working in parallel with IPO pathway restrictions to prepare for post-IPO hyper-growth opportunities.

Team
Upskilling

Provide mentorship to validate decisions and steer teams in the right direction, resulting in improved execution and business ARR growth.

Martech
Audits

Evaluate teams’ existing marketing technology stack in order to ensure proper usage or replacement of each tool.

Scenario
Planning

Guide leaders through strategic planning exercises to better understand the full impact of potential changes before executing planned scenarios.

Insights
To Innovation

Check clients’ ‘unknown unknowns’ and provide a valuable external perspective that identifies opportunities for strategic innovation.

100+ recommendations on Linkedin

When it comes to B2B SaaS marketing, Ed hits the sweet spot. Clear, methodical, well-thought-through guidance to what can be a complex area. Ed would be a great part for most scale-up (if you can get into his diary). Team Frog. Just want as much proof as possible for trust.

Mike Reid, Founder & Senior Partner, Frog Capital

My Retained Advisory Packages

Regular

Ideal for emerging scale-ups

What’s Included:
Up to 6 live hours per month
1 team member included in mentoring, training and coaching
Email support
with a 24 hour SLA
Premium with
Due Diligence

Ideal for CEOs and teams at high-growth scale-ups

What’s Included:
Up to 8 live hours per month
Up to 5 team members included in mentoring, training and coaching
Weekly ‘office hour’ requests on Slack, Whatsapp, or phone
Super Premium with Due Diligence

Ideal for larger teams, multiple products, or high-growth scale-ups

What’s Included:
Up to 16 live hours per month
Up to 10 team members included in mentoring, training and coaching
Weekly ‘office hour’ requests on Slack, Whatsapp, or phone
All retained advisory packages require a 3-month minimum commitment
* All packages include 30 days’ notice cancellation terms after month three
* Pricing discount available on contracts greater than six months in duration
* Broader board advisory roles, NED, or equity arrangements post initial engagement may be available

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