Sales Marketing Services
Turn Uncertainty Into
CEO-level clarity on your business — with a prioritized plan you can execute
Independent review by a current CEO, business leader — translated into business decisions.
SECTION 1 — WHY ME
• 30+ years CEO, Business Creation, and Engineering Leadership
• CTO / VP Engineering experience
• MBA in Business and Engineering Management
• Experience working with investors & boards
SECTION 2 — WHO THIS IS FOR
Built for Founders, C-Suite Leaders, and Management Executives
SECTION 3 — THE OFFER
Summary
• Offer - Fixed-fee sales marketing plan package for startups and small businesses that need a clear plan, financial model, and funding-ready narrative.
• Price - $3,500 fixed fee. Optional add-ons available.
• Timeline - 10 business days after kickoff and receipt of required client materials
• Best For Founders, solopreneurs, local service businesses, startups, technical ventures, and owners preparing for funding or growth.
• Outcome: a practical sales and marketing plan that clarifies the target customer, message, channels, funnel gaps, KPIs, and 90-day growth actions.
SECTION 4 — WHO WILL BENEFIT
Who Will Benefit From This Service
• Small businesses, professional service firms, technical startups, and local companies that need a clearer path to leads and revenue.
• Owners who are doing scattered marketing but do not have a repeatable sales process or measurable funnel..
• Companies preparing to launch, relaunch, reposition, or improve conversion from existing traffic and leads.
SECTION 5 — CLIENT PROBLEMS THIS SERVICE SOLVES
Common Problems and How This Helps
| Common Problem | How the Plan Helps |
|---|---|
| Unclear target customer | Defines best-fit customer segments, buying triggers, objections, and decision criteria. |
| Weak or inconsistent messaging | Creates a practical positioning and messaging framework. |
| Low lead flow | Identifies the best lead-generation channels and activity targets. |
| Poor follow-up or close rate | Reviews the funnel and recommends follow-up improvements. |
| No KPI visibility | Defines the metrics to track weekly and monthly. |
SECTION 6 — WHAT YOU GET (Deliverables)
What Is Included
• Kickoff meeting and intake review
• Current sales and marketing activity review
• Website and messaging review
• Target customer and offer clarification
• Sales funnel and lead source analysis
• Competitor marketing review
• Positioning and messaging recommendations
• Recommended sales and marketing channels
• 90-day action roadmap
• KPI dashboard template
• Final written plan and final review meeting
• One revision round
What Is NOT Included
• Ad spend, media buying, or management of paid advertising accounts
• Website redesign, SEO execution, CRM setup, or full campaign implementation
• Cold calling, sales team management, or guaranteed revenue results
• Legal, tax, accounting, valuation, or financial advisory services
SECTION 7 — DOWNLOAD
Download a PDF copy of our sales & marketing plan information document.
SECTION 8 — NEXT STEPS
Take the Next Step
Book a 30-minute strategy call.
Learn About
Learn About
Learn About