A light roadmap to scaling
mid-market companies
Light Strategic Advisory
- Time Commitment: 4 hours per month meeting
- 1x Monthly 90-minute deep-dive strategy & alignment call.
- Asynchronous review of monthly marketing performance, KPIs, and dashboards.
- Light review/feedback on creative assets, campaign setups, or vendor proposals.
- WhatsApp / Email support for the CEO or Lead Marketer (capped response times).
- Deliverables: Monthly high-level roadmap adjustments, tactical feedback playbooks, and tech stack recommendations.
Recommended
Strategic Advisory
- Time Commitment: 8 hours per month meeting
- 2x Monthly 90-minute deep-dive strategy & alignment call.
- Asynchronous review of monthly marketing performance, KPIs, and dashboards.
- Light review/feedback on creative assets, campaign setups, or vendor proposals.
- WhatsApp / Email support for the CEO or Lead Marketer (capped response times).
- Deliverables: Monthly high-level roadmap adjustments, tactical feedback playbooks, and tech stack recommendations.
Strategic Leadership
- Time Commitment: ~16 hours per month
- Everything in Tier 2
- Bi-weekly executive alignment and priority-setting meetings.
- Marketing team/agency accountability: Leading the weekly or bi-weekly team syncs.
- Comprehensive growth planning, brand positioning, and KPI framework creation.
- Vetting and managing external marketing agencies or vendor relationships.
- Deliverables: 90-day rolling marketing strategy, structured attribution tracking framework, and defined hiring roadmaps.
Embedded Fractional CMO
- Time Commitment: ~30 hours per month (approx. 2 days/week)
- Everything in Tier 3
- Weekly leadership integration: Attendance at executive/C-suite alignment meetings.
- Direct management, mentoring, and performance tracking of the internal marketing team.
- Full ownership of the marketing budget allocation and ROI/ROAS performance.
- Sales and Marketing (RevOps) alignment to ensure pipeline flow matches sales goals.
- Preparation of board-level or investor-facing marketing decks.
- Deliverables: Full execution oversight, monthly P&L-connected marketing reports, and cross-functional revenue strategy.
Embedded CMO + Facilitated Execution
- Time Commitment: Near full-time strategic presence + execution team hours.
- Everything in Tier 4 (Full-spectrum, heavy operational executive presence).
- The Execution Factor: Access to your trusted pod of specialists (e.g., fractional copywriters, SEO specialists, paid media buyers, or designers) managed entirely by you.
- Complete management of comprehensive cross-channel turnarounds, rebrands, or complex product launches.
- Daily availability and Slack integration with the core executive team.
- Deliverables: End-to-end strategy and completed campaign executions (content, design, ads, and automation implementation).
All prices in CAD. Prices do not include ad spend. Contact us for custom enterprise pricing.
Marketing Advisory Packages Comparison
Full feature breakdown across all five tiers
Feature
Light Strategic Advisory
Strategic Advisory
Strategic Leadership
Embedded Fractional CMO
Embedded CMO + Facilitated Execution
- Time Commitment
- 4 hours per month meeting
- 8 hours per month meeting
- ~16 hours per month
- ~30 hours per month (approx. 2 days/week)
- Near full-time strategic presence + execution team hours.
- Key Inclusions & Meetings
- • 1x 90-min monthly call
- • Async performance & KPI review
- • Light asset/proposal feedback
- • WhatsApp/Email support
- • 2x 90-min monthly calls
- • Async performance & KPI review
- • Light asset/proposal feedback
- • WhatsApp/Email support
- • Everything in Tier 2
- • Bi-weekly executive priority meetings
- • Leading team/agency syncs
- • Agency/vendor management
- • Everything in Tier 3
- • Weekly executive/C-suite meeting attendance
- • Direct team mentoring & tracking
- • Sales & Marketing alignment
- • Everything in Tier 4
- • Access to managed specialist pod (copy, SEO, ads, design)
- • Daily Slack integration
- • Full cross-channel turnarounds
- Core Operational Focus
- High-level guidance & performance validation.
- Regular strategic steering & data validation.
- Team/agency accountability, growth planning, & brand positioning.
- Full marketing budget ownership, ROI/ROAS tracking, & C-suite alignment.
- End-to-end executive leadership combined with direct tactical execution.
- Key Deliverables
- Monthly roadmap adjustments, tactical feedback playbooks, & tech recommendations.
- Monthly roadmap adjustments, tactical feedback playbooks, & tech recommendations.
- 90-day rolling strategy, structured attribution framework, & hiring roadmaps.
- Full execution oversight, P&L-connected marketing reports, & investor-facing decks.
- Complete strategy + completed campaign executions (content, design, ads, automation).
Feature
Light Strategic Advisory
- Time Commitment
- 4 hours per month meeting
- Key Inclusions & Meetings
- • 1x 90-min monthly call
- • Async performance & KPI review
- • Light asset/proposal feedback
- • WhatsApp/Email support
- Core Operational Focus
- High-level guidance & performance validation.
- Key Deliverables
- Monthly roadmap adjustments, tactical feedback playbooks, & tech recommendations.
Feature
Strategic Advisory
- Time Commitment
- 8 hours per month meeting
- Key Inclusions & Meetings
- • 2x 90-min monthly calls
- • Async performance & KPI review
- • Light asset/proposal feedback
- • WhatsApp/Email support
- Core Operational Focus
- Regular strategic steering & data validation.
- Key Deliverables
- Monthly roadmap adjustments, tactical feedback playbooks, & tech recommendations.
Feature
Strategic Leadership
- Time Commitment
- ~16 hours per month
- Key Inclusions & Meetings
- • Everything in Tier 2
- • Bi-weekly executive priority meetings
- • Leading team/agency syncs
- • Agency/vendor management
- Core Operational Focus
- Team/agency accountability, growth planning, & brand positioning.
- Key Deliverables
- 90-day rolling strategy, structured attribution framework, & hiring roadmaps.
Feature
Embedded Fractional CMO
- Time Commitment
- ~30 hours per month (approx. 2 days/week)
- Key Inclusions & Meetings
- • Everything in Tier 3
- • Weekly executive/C-suite meeting attendance
- • Direct team mentoring & tracking
- • Sales & Marketing alignment
- Core Operational Focus
- Full marketing budget ownership, ROI/ROAS tracking, & C-suite alignment.
- Key Deliverables
- Full execution oversight, P&L-connected marketing reports, & investor-facing decks.
Feature
Embedded CMO + Facilitated Execution
- Time Commitment
- Near full-time strategic presence + execution team hours.
- Key Inclusions & Meetings
- • Everything in Tier 4
- • Access to managed specialist pod (copy, SEO, ads, design)
- • Daily Slack integration
- • Full cross-channel turnarounds
- Core Operational Focus
- End-to-end executive leadership combined with direct tactical execution.
- Key Deliverables
- Complete strategy + completed campaign executions (content, design, ads, automation).
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Marketing Advisory Package's
most asked questions
Everything you need to know about getting started, managing your account, understanding our product, and connecting with our support team.
What is the difference between Tier 1 and Tier 2 since they target the same audience?
While both tiers are built for companies with a capable internal marketing manager, the difference comes down to execution velocity and oversight. Tier 1 ($2,500/mo) acts as a high-level monthly alignment tool with one strategy call to validate data and set the roadmap. Tier 2 ($4,500/mo) doubles the time commitment and provides two deep-dives per month. This allows for closer tracking of ongoing campaign shifts, meaning fewer blind spots and quicker pivoting when performance metrics change.
What counts as "asynchronous review," and how does it work?
Asynchronous review means your advisor analyzes your marketing dashboards, KPI performance reports, creative assets, and agency proposals outside of active meeting hours. You send over the documentation, and your advisor reviews it independently—sending you tactical video walkthroughs, edited playbooks, or annotations via email or communication channels. This maximizes your live meeting hours for high-level strategy instead of spending time reading data together.
At what point should we move from Tier 2 to Tier 3 (Strategic Leadership)?
The transition point is almost always driven by managerial friction. If you have execution resources (like freelance designers, copywriters, or a PPC agency) but your internal team is struggling to keep them accountable, hit deadlines, or track attribution accurately, you need Tier 3. In Tier 3 ($8,500/mo), your advisor steps into an authoritative role—directly leading your internal syncs and vetting vendor contracts to protect your budget.
Does the Fractional CMO (Tier 4) replace the need for an in-house marketing team?
No, Tier 4 ($14,000/mo) provides executive leadership, not tactical execution. A Fractional CMO owns the marketing P&L, budget allocations, board-level reporting, and cross-functional RevOps alignment with sales. To succeed in Tier 4, you must already have execution layers in place (an internal team or specialized agencies) that need to be mentored, tracked, and structurally managed by an executive.
How does the specialist execution pod work in Tier 5?
In Tier 5 ($15,000–$25,000+/mo), you receive full executive CMO presence plus immediate access to an outsourced, pre-vetted "pod" of marketing specialists (e.g., SEO experts, paid media buyers, graphic designers). Instead of you hiring and onboarding individual freelancers or dealing with multiple agency contracts, your embedded CMO brings these specialists to the table and manages them completely. It acts as an instant, fully operational marketing department for rapid scaling or private equity-backed turnarounds.
Are there long-term contract lock-ins for these advisory packages?
Because these packages integrate deep strategic planning, 90-day rolling roadmaps, and structural team management (especially from Tier 3 and up), they are best suited for businesses looking for sustained quarterly growth. While initial discovery calls outline exact scope terms, advisory agreements typically operate on a multi-month commitment to ensure enough data can be collected, implemented, and optimized to reflect true ROI.
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“I have zero coding experience, and I needed a professional-looking site for my consulting gig. The drag-and-drop Page Builder (Elementor integration is perfect!) made customizing the demo layout simple and fun. My site looks like I hired a designer.”
Maria P.
Marketing Consultant
Customer Support
“Awesome theme and absolutely top-notch support! One of the best I have experienced!”
Ben K.
Analyst & Blogger
Feature Availability
“I contacted their support team and received a clear, detailed response and a fix within 12 hrs. Their support were fantastic, confirming that I’m investing in a theme with long-term reliability.”
David H.
Hobbyist Developer
Customer Support
“We manage over a dozen client sites, and the Ohio Theme is now our go-to for portfolio and corporate projects. A true time-saver for any agency.”
Alex C.
Summit DS / Lead Dev
Code Quality
“As a small business owner, migrating my store to the Ohio Theme was the best decision I made this year. The integration with WooCommerce is flawless, and the pre-designed shop layouts look premium right out of the box. Worth every penny.”
Sarah L.
Artisan Homeware / CEO
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