Ongoing Strategic Growth Partnership

Your business needs
a strategic partner,
not another vendor.

The Growth Plan is our monthly retainer program for service businesses at $250K–$750K+ who are ready to scale systematically. Part Fractional CMO, part implementation partner — we build, optimize, and drive your growth strategy every single month.

Requires Growth Accelerator completion — entry requirement exists for good reason

The Growth Plan
Ongoing monthly · 6-month minimum · $250K–$750K+ businesses
Monthly strategic planning and direction
Ongoing system builds and optimizations
2–4 live meetings per month depending on tier
Performance dashboard and analytics reporting
Multi-channel marketing strategy and execution
Quarterly business reviews and 90-day planning
Book a Strategy Call →
🎯 Part Fractional CMO, part implementation partner
📊 Strategy backed by real data every month
⚙️ Systems built and optimized continuously
🔒 6-month minimum commitment
✅ You own everything we build

Built for businesses that have outgrown their systems

The Growth Plan is designed for a specific stage. You’ve built something real, you’re generating serious revenue, and now your growth is being held back by the gap between where you are and the infrastructure you actually need.

💰

You’re generating $250K–$750K+ annually

Your offer is validated. You have momentum. What you need now is strategic direction and ongoing implementation — not more hustle.

📈

Revenue is growing but the systems aren’t keeping up

You’re busier than ever but growth is inconsistent. You’re making marketing decisions without the data to back them up, and you know it.

👥

You need strategic guidance, not just execution

You want someone in your corner who understands growth strategy, not just someone who runs ads or posts on social. You need a partner who thinks about the whole picture.

🕐

You’re ready for a long-term relationship

You understand that real growth takes time. You’re not looking for a quick fix — you want a systematic, compounding approach that builds month over month.

Why Growth Accelerator comes first

The Growth Plan has one entry requirement: completing the Growth Accelerator. This isn’t a formality — it’s the reason the Growth Plan actually works.

📈

We need baseline data to make strategic decisions

Without one system working and being measured, every recommendation is a guess. The Growth Accelerator gives us real data to build strategy from.

⚙️

Your team needs to be ready to implement

The Growth Plan moves fast. The Accelerator confirms your business can adopt and execute on new systems before we commit to an ongoing engagement.

🤝

We need to know we work well together

A 6-month partnership is a significant commitment on both sides. The Accelerator is how we validate the fit before we make that commitment.

Already completed the Growth Accelerator? Book your Growth Plan strategy call and we’ll review your results together and determine the right tier. Haven’t started yet? Learn about the Growth Accelerator first.

Three tiers. One consistent
standard of work.

Every tier delivers the same quality of strategic thinking and hands-on implementation. The difference is depth, frequency, and how much of your growth we’re actively driving each month.

Tier 1 — Growth Partner
Best for: $250K–$400K revenue · 1–2 primary marketing channels
15 hours of strategic consultation and implementation per month
2 live meetings monthly (strategy + mid-month review)
Email and async support
Quarterly deep-dive sessions
Monthly strategic plan document
Performance dashboard and analytics report
Tier 3 — Growth Catalyst
Best for: $600K+ revenue · Multiple channels · Scaling rapidly
25 hours of strategic consultation and implementation per month
4 live meetings monthly (weekly touchpoints)
On-demand support via Slack and text
Bi-weekly deep-dives + quarterly strategic planning
All Tier 1 & 2 deliverables
Aggressive multi-channel execution and scaling

Strategy and implementation.
Every single month.

The Growth Plan isn’t a retainer where you pay for advice and implement it yourself. We plan it and we build it — every month, based on what the data tells us to do next.

Monthly Strategic Plan

A 3–5 page document with your month’s priorities, key projects, success metrics, and resource plan. Delivered within 48 hours of your strategy session.

Performance Dashboard & Analytics Report

KPI tracking, channel performance, conversion funnel metrics, lead attribution, and ROI calculations. Real-time access plus a monthly PDF summary.

System Builds and Enhancements

New automation workflows, integrations, reporting dashboards, lead scoring refinements — whatever the data says to build next, we build it.

Marketing Campaign Builds

Email nurture sequences, SMS campaigns, landing pages, ad campaign setup, retargeting audiences, and webinar funnels — built and launched each month.

Optimization Recommendations

Specific improvements identified from data, A/B test ideas, process refinements, and quick wins — all prioritized by potential impact and delivered mid-month.

Quarterly Business Reviews

Every 90 days: a 2-hour deep-dive covering revenue growth trajectory, marketing ROI by channel, next quarter planning, and budget allocation recommendations.

Process Documentation

Updated SOPs for new systems, team training materials, video walkthroughs, troubleshooting guides, and best practice playbooks as we build.

Technical Troubleshooting and Support

Platform training, integration support, emergency fixes, and async support — ongoing throughout the engagement, not just in scheduled meetings.

A consistent structure
every single month.

Every month follows the same pattern — strategic planning at the start, tactical review in the middle, and quarterly deep-dives every 90 days. You always know what’s happening and what’s coming next.

Week 1 — Every Month

Monthly Strategic Planning Session

90 minutes · Business owner + key team members
Previous month KPI review and ROI analysis
Market and competitive intelligence update
Strategic priorities for the month ahead
Implementation roadmap with clear ownership
Week 3 — Every Month

Mid-Month Tactical Review

60 minutes · Business owner + implementation team
Progress check on monthly projects and blockers
Real-time data review and early signals
Tactical problem-solving and process refinement
Updated project tracker and recommendations
Every Quarter

Quarterly Business Review

2 hours · Business owner + full team
90-day results analysis and revenue growth trajectory
Marketing ROI by channel and system performance
Next quarter planning and budget allocation
Annual vision check and roadmap adjustments
Tier 2 & 3 Only

Weekly Check-In

30 minutes · Business owner
Quick wins and immediate challenges
Key numbers from the dashboard
Top 3 priorities for the next 7 days
Support needed from GFM this week

Growth Accelerator vs.
The Growth Plan

Understanding the difference makes it clear why the sequence matters — and why one leads to the other.

Growth Accelerator The Growth Plan
Duration6 weeks (one-time)Ongoing monthly
Entry RequirementAssessments or noneMust complete Growth Accelerator
FocusBuild ONE systemOptimize ALL systems + strategy
MeetingsWeekly during program2–4 per month ongoing
CMO StrategyLimitedExtensive — every month
ImplementationHands-on buildOngoing optimization + new builds
Support30 days post-programContinuous
Ideal ForBuilding the foundationScaling systematically
Outcome1 system working correctlyComprehensive growth engine

Strategy. Implementation.
Every month.

Book a strategy call and we’ll review your Growth Accelerator results, discuss your 12-month goals, and determine which tier is the right fit for where you are now.

Monthly strategic planning based on your data — not guesswork
Systems built and optimized continuously, not just once
A partner who thinks about your whole growth picture, not just one channel
Quarterly business reviews and 90-day planning every three months
Everything we build belongs to you — clean handoff if you ever graduate
90-day performance guarantee — measurable improvement or we make it right
90-Day Performance Commitment: If after 90 days you haven’t seen measurable improvement in key metrics — and we’ve delivered everything promised and you’ve implemented our recommendations — we’ll work an additional 30 days at 50% rate, or part ways with a partial refund.
Book a Strategy Call →

For businesses that have completed the Growth Accelerator and are ready for the next level.

Questions we hear a lot

We need one system working correctly before we can do effective strategic work together. Without it, we’d spend Growth Plan time building basics instead of strategic optimization. The Accelerator also gives us baseline data to make informed decisions from, confirms your team can implement recommendations, and validates that we work well together before committing to an ongoing engagement.
Possibly. We would conduct a comprehensive audit similar to Growth Accelerator Week 1. If your systems genuinely meet our standards, you can move straight to the Growth Plan. In our experience though, around 90% of businesses need the foundational work first — even those who think their systems are in good shape. The audit call will tell us clearly.
Most clients stay 12–24 months — until their systems are sophisticated enough to manage internally or they’re ready to hire a full-time marketing manager or team. Some stay longer as an ongoing Fractional CMO relationship. The goal is always graduation: building you to a point where you can execute independently if you choose to.
The quality of strategic thinking and implementation is the same across all tiers. The difference is depth, frequency, and pace. Tier 1 ($3,500/mo) gives you 15 hours and 2 meetings — right for $250K–$400K businesses with 1–2 channels. Tier 2 ($4,500/mo) adds weekly touchpoints and 20 hours — right for $400K–$600K businesses with a growing team. Tier 3 ($5,000/mo) provides near-daily support and 25 hours — right for $600K+ businesses scaling aggressively.
With 60 days notice on a month-to-month plan, yes. We can also reduce to a consulting-only tier at $1,500/month to maintain momentum without full implementation during quieter periods. We’d rather work with you to find a structure that fits than lose the strategic continuity we’ve built together.
You own everything. All systems, documentation, logins, automations, and processes belong to you. We provide a clean handoff and transition support regardless of how the engagement ends. There are no vendor lock-in tactics here — if you graduate or move on, you leave with a complete, documented growth engine.

Ready to scale from $250K
to $750K and beyond?

Book a strategy call and we’ll review where you are, what the data shows, and map out exactly what the Growth Plan would look like for your business over the next 12 months.

Book a Strategy Call →

For businesses that have completed the Growth Accelerator and are ready for ongoing strategic partnership.

6-Week Implementation Sprint

One system. Six weeks.
Real results.

The Growth Accelerator is a done-with-you program for service businesses at $100K–$250K. We identify your biggest bottleneck, build the system that fixes it, and make sure your team knows how to run it — all in 42 days.

Limited intake — we work with a small number of clients at a time

Growth Accelerator
6 weeks · Done-with-you · One major system
Comprehensive audit of your current systems
One major system fully built and automated
Full team training with recorded walkthroughs
30-day optimization plan on completion
30-day post-program email support
30-day check-in call included
Reserve Your Spot →
🎯 Focused on one system — done right
🔧 Done-with-you, not just consulting
📄 Full documentation and training
🔒 Satisfaction promise at Week 3
✅ You own everything we build

Built for service businesses ready to stop improvising

The Growth Accelerator is designed for a specific stage of business. If this sounds like you, you’re in the right place.

💰

You’re generating $100K–$250K annually

You’ve validated your offer and have paying clients. Now you need systems to grow without everything depending on you personally.

💌

Leads are slipping through the cracks

Your follow-up is inconsistent, your tracking is scattered, and you’re not confident every inquiry is being handled properly.

🌐

Your website isn’t converting like it should

Traffic is coming in but not turning into leads — and you’re not sure exactly where visitors are dropping off.

You want progress in weeks, not months

You don’t want a strategy deck. You want a working system — built, tested, and running — within 6 weeks.

We’re selective about who we work with

The Growth Accelerator isn’t the right fit for everyone. We’d rather be upfront about that than take on a client we can’t serve well.

Not a fit if you are:
Under $50K in revenue — start with our free assessments first
Looking for strategy only, with no intention to implement
Not able to commit to weekly check-ins and providing content
Expecting a fully hands-off, zero-involvement solution
Needing a complete business transformation — that’s our Growth Plan

Not sure if you’re the right fit? Take the Lead Management Assessment or Website Funnel Scorecard first — they’ll give you a clear picture of where your biggest gaps are.

Six weeks. One system. Done properly.

Every week has a clear purpose. You always know exactly where we are and what’s coming next.

Week1

Comprehensive Audit & Priority Identification

We get a clear picture of everything — your current systems, conversion data, where leads come from and where they get lost. From that we identify the single highest-leverage system to build in your 6 weeks.

Audit reportSystem recommendation6-week roadmapSuccess metrics defined
Week2

Foundation Build

We build the core infrastructure of your chosen system — whether that’s your CRM and pipeline, or your landing page and lead capture. This is the heavy lifting week where the foundation gets laid properly.

CRM setupLead capturePipeline configurationLead source tracking
Week3

Automation & Integration

The system gets connected and automated. Follow-up sequences, instant response triggers, internal notifications, booking integration — everything that makes the system run without you manually managing every part.

Email + SMS sequencesAutomation workflowsCalendar integrationLead scoring
Week4

Team Training & Soft Launch

Two dedicated training sessions — a full system overview and an advanced session covering troubleshooting and customization. We run the first real leads through in test mode and make adjustments before going fully live.

Training videosSOPsQuick-reference guidesSoft launch
Week5

Optimization & Performance Tuning

With real data flowing through the system, we review what’s working and what needs adjustment. We test key elements, refine timing and sequences, and make sure the system is performing at its best before handoff.

A/B testingPerformance reviewSequence refinementOptimization report
Week6

30-Day Plan & Program Closeout

We close out with a full results comparison against your Week 1 baseline, a detailed 30-day optimization plan, and a future growth roadmap showing which systems to build next. Everything is handed over cleanly — you own it all.

Results report30-day planGrowth roadmapComplete handoff

Everything you need to run and grow the system

You don’t just get a system built. You get everything that makes it sustainable after we hand it over.

🔍

Comprehensive Audit Report

A full written assessment of your current systems, conversion points, gaps, and the rationale for your chosen focus area.

⚙️

Fully Built System

One major system — either lead management or website/funnel optimization — completely configured, tested, and running.

🎥

Training Video Library

4–6 recorded training videos covering daily operations, advanced features, troubleshooting, and common tasks.

📄

Standard Operating Procedures

Written SOPs and quick-reference checklists your team can follow without needing to re-learn from scratch.

📊

Performance Report & 30-Day Plan

A before/after metrics comparison plus a week-by-week optimization plan for the 30 days following completion.

🗺️

Future Growth Roadmap

A prioritized list of next systems to build, their estimated impact, and a recommended timeline for continued growth.

One system. Six weeks. Done properly.

Book a strategy call and we’ll identify your biggest bottleneck, confirm the Growth Accelerator is the right fit, and align on your start date.

Comprehensive audit of your current systems
One major system fully built and automated
Full team training with recorded walkthroughs
30-day optimization plan on completion
30-day post-program support and check-in call
Everything documented — you own it all
Satisfaction Promise: At the end of Week 3, if you’re not satisfied with the progress and quality of work, we’ll either refund 50% of your investment and hand over all work completed — or extend the program by 2 weeks at no cost to ensure your satisfaction.
Book Your Spot →

Limited intake — we work with a small number of clients at a time to maintain quality.

Questions we hear a lot

That’s what Week 1 is for. We conduct a comprehensive audit and recommend the system that will deliver the highest ROI in the 6-week timeframe. You don’t need to come in knowing the answer — working that out together is part of the program.
Not in the standard 6-week program — we focus on one system to make sure it’s built properly and that your team is genuinely confident using it. You can add the second system as an add-on after completion, or upgrade to The Growth Plan for comprehensive implementation.
No. If you don’t have existing systems, we’ll recommend and implement the right platform for your needs. If you do have existing systems, we’ll evaluate whether to optimize what you have or transition to something better — and we’ll explain the tradeoffs clearly before making any decisions.
Both. We do the heavy lifting of building and implementing the system — that’s done-for-you. But you participate in decisions, provide content and access, and learn how to operate the system once it’s built — that’s done-with-you. The goal is that you finish confident and capable, not dependent on us to keep things running.
You receive a 30-day optimization plan, 30 days of post-program email support, and a 30-day check-in call. From there you can continue independently, add an extended support package, or upgrade to The Growth Plan for ongoing strategic guidance and continued system building.
Yes — completing the Growth Accelerator is a prerequisite for The Growth Plan. It ensures we have one core system working correctly, baseline data to make strategic decisions from, and confidence that we work well together before committing to an ongoing engagement.

Ready to build your first real system?

Book a spot and we’ll look at your current situation together, identify which system will have the biggest impact, and confirm the Growth Accelerator is the right next step for your business.

Book Your Spot →

No pressure. If it’s not the right fit, we’ll tell you that clearly.