Three plans. No rate cards.
No project minimums. No “starting at” pricing that lands at 4× when you sign. Every retainer is all-in for the listed deliverables, billed monthly, scoped to your portfolio, with one CAM firm per market.
- Brand refresh + website
- Local SEO + Google Business Profile
- Review engine
- Quarterly strategic review
- Everything in Steady
- AI search + content engine
- Paid acquisition
- Proposal + RFP system
- Newsletter + board education
- Monthly strategic review
- Everything in Accelerate
- Fractional BD prospecting
- Local SEO across your metros
- CRM / portal integrations
- Dedicated CAM operator
- Bi-weekly strategic review
What changes between tiers.
A guide to what each tier includes and how far it goes, not a scope. Exact deliverables, cadence and investment are set at the Strategic Review and written into your proposal.
| Steady | Accelerate | Ascend | |
|---|---|---|---|
| Strategic reviewHow often we sit down on the numbers and the plan. | Quarterly | Monthly | Bi-weekly |
| Local SEOGoogle Maps, your profile and service-area pages. | Single market | Single market | Multi-market |
| AI search (GEO)Being the answer boards get from ChatGPT, Gemini and AI Overviews. | No | Expanded | |
| Content engineAuthority articles and guides written for boards and search. | No | Expanded | |
| Paid acquisitionBoard-stage search and social campaigns. | No | Expanded | |
| Proposal optimizationProposal and RFP system built for board conversion. | No | Custom work | |
| Fractional BD prospectingGroundwork: qualified board conversations booked for you. | No | No | |
| Newsletter productionBranded association newsletters, written and sent. | No | Custom work | |
| Board educationMicro-courses that make boards better clients. | No | Custom production | |
| CAM operatorA former operator inside your engagement. | No | Shared | Dedicated |
| Market exclusivityWe will not work with a competing firm in your market. | Local | Metro | Multi-metro |
Four rules that govern every retainer.
We don’t run identical playbooks for two competing firms in the same metro. Period. When you hire us, your competitor can’t.
The retainer covers every listed deliverable. No per-project line items, no surprise scope fees. The number you see is the number you pay.
Marketing compounds. Real systems take twelve months to mature, so we don’t take month-to-month engagements. The math doesn’t work for either of us.
Every quarter we report against board-level outcomes (lead volume, win rate, retention) not how many blog posts we shipped.
Honest answers, plainly.
Not ready for the full system? We also take selective project work (an RFP response sprint, a brand and website refresh) when there’s a strategic event in motion.
Why is there a 12-month minimum?
Marketing systems compound. Months 1–3 are build. Months 4–6 are tuning. Months 7–12 are when the data actually starts answering questions. Anything shorter is paying for setup costs without seeing the return, and we’re not in the business of selling that.
What does “all-in” actually mean?
The retainer covers every deliverable in your tier: content production, paid spend management (not media spend itself), design, dev, strategy. There is no per-asset fee, no surcharge for revisions, no ‘agency hours’ meter. Media spend (Google Ads budget, mail-house print, etc.) is billed at cost, separately.
Can we mix and match across tiers?
Selectively, yes: usually as add-ons to Steady or Accelerate. Common requests: Steady + Newsletter Production, or Growth + Fractional BD. We’ll quote those at the Strategic Review based on scope. We don’t unbundle Scale because the integrations are what make it Scale.
What’s the off-ramp if it isn’t working?
At month 6 we run a formal joint review against the outcomes set in your engagement letter. If we’re materially behind, you can either renegotiate scope or terminate without penalty. Five years in, we’ve activated this clause twice. Both times it was the right call.
Do you take equity or rev-share?
No. Cash retainer only. We’ve turned down equity offers because alignment-via-incentives is a story we don’t believe. Alignment-via-results is the only one that holds up. Our outcomes show up monthly; so does the invoice.