Pricing - B2B Growth Coach
Annual Retainer Framework

Fractional CMO leadership.
Full-service execution.

One partner across strategy and every channel — built around your business, not a template.

Our framework

The Triangle Revenue System™

Every engagement is built on three pillars — what you know, what you say, and how you operate. The pricing below is how we deliver them.

Pillar 1
Intelligence
Know what actually drives revenue. Research, positioning, diagnostics — evidence over opinion.
Pillar 2
Impact
Communications that demand attention. Story, creative, and channel execution that lands.
Pillar 3
Infrastructure
Systems that scale the revenue engine. CRM, automation, dashboards, and the rhythms that make growth repeatable.
Phase 1 · Intelligence Pillar

Strategic Foundation

Before we touch a single tactic, we earn the right to. The first 6-10 weeks build the Intelligence pillar — leadership immersion, customer research, competitive insight, positioning, and the marketing plan that drives everything after it. This is what most agencies skip. It's why most agencies don't move the needle.

What you get in the Strategic Foundation

  • Leadership immersion: 1–2 day working session with your leadership team — goals, obstacles, products/services, competition, customers, SWOT
  • Customer interviews with current and past customers — the gap between what leadership believes and what customers actually experience
  • Competitive research and market analysis
  • Full digital footprint audit: website, social, GBP, paid ads, SEO — break points and opportunities
  • Tech stack assessment: tools, automation, tracking, data capture
  • Positioning and messaging document — built from the research, reviewed together
  • Audience profiles, content strategy, lead generation, sales enablement working docs
  • Comprehensive Marketing Plan — prioritized by impact, ready to execute
  • Weekly check-in and collaboration working sessions
Strategic Foundation Investment
20%
of annual contract value, due at signing
Foundation tier: $10,800
Growth tier: $17,280
Scale tier: $27,000
Enterprise tier: $43,200

Remaining 80% billed monthly across the term.
Once the Intelligence pillar is built, Phase 2 activates the Infrastructure pillar — CRM, marketing automation, data, and your website — so the engine that runs everything is wired correctly before we put it into motion.
Phase 2 · Infrastructure Pillar

Infrastructure Buildout

With the strategy in hand from Phase 1, Phase 2 builds the Infrastructure pillar — CRM, marketing automation, data systems, tracking, and your website. The same Infrastructure scope is delivered to every tier. What changes is delivery speed — higher tiers fund more team capacity, so Enterprise wraps in half the time of Foundation. Impact work runs in parallel during the buildout, but only as much as your monthly points budget covers each month.

What's included at every tier

  • CRM setup or optimization — fresh build or working with your existing system
  • Marketing automation platform setup (HubSpot, Klaviyo, Go High Level, or similar)
  • 5 automation sequences — built, tested, and launched in your platform
  • Data audit & cleanup — duplicates, hygiene, segment validation
  • GA4 + GTM full setup with conversion event mapping across the funnel
  • Up to 3 system integrations — CRM ↔ marketing ↔ ads ↔ analytics
  • 3 reporting dashboards tied to your Phase 1 KPIs
  • Website work — targeted improvements OR a new 10-page custom build
  • Team training session + documentation
Phase 2 Investment
Included
with your Phase 3 tier
Foundation4 months
Growth3 months
Scale2.5 months
Enterprise2 months
Your retainer starts day 1. During Phase 2 the team's primary focus is the Infrastructure buildout. Impact work runs in parallel within the limits of your monthly points budget — Foundation gets 60 pts of Impact work each month during the build, Enterprise gets 280. As the infrastructure comes online, the team's full capacity shifts to Impact. Higher tiers fund more capacity, which is why Enterprise wraps the build in half the time of Foundation. Same Infrastructure scope at every tier. Atypical scope (complex legacy CRM migration, ecommerce platform, multi-brand setup) is scoped separately in your discovery call.
As the Infrastructure pillar comes online, your team shifts to full Impact mode — driving demand, converting it, and keeping the engine optimized. Phase 3 runs throughout your retainer.
Phase 3 · Impact Pillar

Retainer Engagement

With strategy locked in Phase 1 and infrastructure built in Phase 2, Phase 3 turns the plan into pipeline. The monthly retainer drives the Impact pillar — communications that demand attention across every channel — plus ongoing infrastructure maintenance, testing, and analytics. Choose your tier, spend points across services, and add specific projects when needed.

Across All Tiers

✓ Fractional CMO strategy & oversight
✓ Dedicated Slack/Teams channel
✓ KPI dashboard & reporting
✓ Quarterly business review
✓ Strategic Foundation phase (Phase 1)
✓ Personalized to your business — never templated

Foundation — 60 Points/Month

$5,000/mo · Best for companies doing $500K–$2M
$5,000 /mo
Overage rate: $100/point
How it works: 60 points each month to spend across any combination of services from the Points Menu.

Tier extras

✓ 1 strategy session per month with the CMO (included)
✓ Email/Slack response within 1 business day
✓ 1 structured A/B test per quarter
✓ Monthly performance report with optimization recommendations

Points Menu

Every service maps to one of the three pillars of the Triangle Revenue System — Intelligence, Impact, or Infrastructure. Click + to add to your plan, i for the full scope spec.

Intelligence Pillar — what you know
Strategy session (90 min) — additional
8 pts
Includes:Pre-session brief, 90-min live session, recording, written recap with decisions and owners.
Excludes:Post-session research deliverables (scope as separate work).
Turnaround:Recap delivered within 2 business days.
Revisions:N/A — live session.
Data/analytics report build
12 pts
Includes:Up to 8 metrics, 1 dashboard view, written commentary, 1 round of revision.
Excludes:New tracking/instrumentation work — handled in the Strategic Foundation phase or via the Digital Presence Audit.
Turnaround:5–7 business days from data access.
Revisions:1 round included.
Impact Pillar — what you say
Brand guidelines document
30 pts
Includes:Logo usage rules, primary/secondary palette with hex/CMYK/RGB, type system, voice & tone, imagery direction, examples, dos/don'ts.
Excludes:Logo redesign or full brand identity build (separate add-on).
Turnaround:3 weeks.
Revisions:2 rounds included.
Blog post / article
6 pts
Includes:Topic/keyword research, outline approval, 800–1,200 words, on-page SEO (title, meta, H-tags, internal links), 1 stock or AI hero image, CMS upload.
Excludes:Original photography, custom illustration, longform pieces over 1,500 words (price as 2 blog posts).
Turnaround:7 business days from outline approval.
Revisions:1 round included.
Social media post
2 pts
Includes:Copywriting, 1 branded graphic (square or vertical), hashtag set, scheduled post.
Excludes:Carousel posts (count each card as 1 post), video, custom photography.
Turnaround:3 business days for approval, then scheduled per content calendar.
Revisions:1 round included.
Email campaign
6 pts
Includes:Subject line A/B test, copywriting, branded HTML design, segmentation, scheduling, basic post-send metrics report.
Excludes:Net-new template build, list cleaning/import.
Turnaround:5 business days from copy approval.
Revisions:1 round on copy, 1 round on design.
Print design
10 pts
Includes:1 flyer (single-sided or front/back) or 1 brochure (bi or tri-fold), copy assist, print-ready PDF with bleeds and crop marks.
Excludes:Print procurement and shipping.
Turnaround:10 business days.
Revisions:2 rounds included.
Video (short social clip)
10 pts
Includes:Edit from client-provided footage (up to 60 seconds), captions, music license, branded intro/outro, vertical + square exports.
Excludes:Filming/production (use Hero Video Production add-on), motion graphics beyond simple text.
Turnaround:10 business days from footage delivery.
Revisions:2 rounds.
New paid ad campaign setup (Monthly management must be active.)
10 pts
Includes:Account/pixel setup if needed, campaign structure (1 platform: Meta, Google, LinkedIn, etc.), up to 3 audiences, up to 3 creative variants, conversion tracking.
Excludes:Ongoing optimization (priced as Paid Ad Monthly Management), additional platforms (price each separately).
Turnaround:10 business days.
Revisions:1 round on creative.
Infrastructure Pillar — how you operate
SEO monthly optimization
20 pts
Includes:Monthly technical audit, on-page fixes (titles, metas, schema, internal links), 1 content brief for the team to write, backlink monitoring, monthly performance report.
Excludes:Net-new content writing (priced separately as Blog Post), large site migrations, link-building outreach.
Turnaround:Ongoing monthly cycle. Report delivered by the 10th of the following month.
Revisions:N/A — ongoing service.
Email automation sequence
36 pts
Includes:Sequence map (triggers, delays, branches), copy + design for up to 5 emails, build in your platform (HubSpot/Klaviyo/GHL/etc.), QA testing.
Excludes:Sequences over 5 emails (price as 2 sequences), platform migration.
Turnaround:3 weeks.
Revisions:2 rounds across copy/design.
Paid ad monthly management
20 pts
Includes:Daily budget/bid monitoring, weekly optimization, 1 new creative test/month, monthly performance report with recommendations. Up to $20K/mo ad spend.
Excludes:Spend over $20K/mo (priced as add-on tier), additional platforms (price each separately).
Turnaround:Ongoing. Report by the 10th of following month.
Revisions:N/A — ongoing service.
Website page or landing page
20 pts
Includes:Wireframe, copy, design, build, on-page SEO, mobile QA, 1 form integration if applicable. Works for a new website page or a conversion-focused landing page.
Excludes:Full site builds (handled in Phase 2 Infrastructure), custom theme development, A/B testing infrastructure.
Turnaround:3 weeks.
Revisions:2 rounds across copy/design.
Foundation
60
points/mo
$5,000/mo · $83/pt
Growth
100
points/mo
$8,000/mo · $80/pt
Scale
160
points/mo
$12,500/mo · $78/pt
Enterprise
280
points/mo
$20,000/mo · $71/pt
The higher the tier, the lower your per-point cost — Enterprise is 15% cheaper per point than Foundation. Overages are billed at $100/point — the highest rate on the page. Staying within your tier always gets the best price. Unused points do not roll over.
Built into every tier

Ultimate Flexibility in your Retainer

1

Choose Your Points

Pick a tier based on the volume of marketing support you need. Each tier is a monthly allocation of points.

2

Spend Them Your Way

Allocate points across any mix of services — strategy, SEO, ads, content, design — whatever moves the needle.

3

Quarterly Reviews, Flex Anytime

Formal reallocation happens at quarterly business reviews. If priorities shift mid-quarter, we adjust — no waiting.

Built into every tier

Testing & analysis isn't an add-on. It's how we work.

Every retainer includes a structured testing cadence and analytics review. The depth scales with your tier — from quarterly tests at Foundation to a continuous, data-driven testing program at Enterprise. You're never billed extra to know what's working.

Foundation
1 structured A/B test per quarter · monthly performance report with optimization recommendations
Growth
1 structured A/B test per month · quarterly analytics deep-dive with the CMO
Scale
2 structured A/B tests per month · monthly conversion path analysis · continuous optimization across active channels
Enterprise
Continuous testing program — cadence driven by data and opportunity, not capped · monthly analytics deep-dive with leadership · quarterly attribution & ROI review

Add-On Projects & Services

Scoped and quoted separately from the retainer. Retainer clients receive a 15% discount on all add-on projects. Pricing varies by scope — ranges shown are typical.

Start Here — No Retainer Required
Digital Presence Audit
NAP, Google Business Profile, social media, reviews, SEO/website, keywords, backlinks & paid ads. Findings, scoring, and prioritized recommendations.
Audit fee credits 100% toward your retainer if you sign within 30 days of audit delivery.
$10,000
Full Brand Identity i
One-time project
Logo system, color palette, typography, voice & tone, full brand guidelines doc — built from research, not a template.
$5,000–$10,000
Includes:Discovery workshop, 3 logo concepts to 1 final, primary & secondary color systems (hex/CMYK/RGB), typography hierarchy, voice & tone guide, imagery direction, brand guidelines document (15–25 pages), final asset package (vector + raster).
Excludes:Trademark filing, packaging design, website build (separate add-on).
Turnaround:6–8 weeks.
Revisions:2 rounds at the concept stage, 1 round at refinement.
TV Ad Production i
One-time project
Full TV spot production: concept, script, shoot, edit, music, broadcast-ready delivery.
$5,000–$15,000
Includes:Concept & scripting, storyboard, 1-day shoot (crew + 1 location), edit, color, sound mix, music license, broadcast-format export (15s, 30s where applicable).
Excludes:Talent fees, multi-day shoots, custom animation, broadcast media buy (handled via Paid Ad Management).
Turnaround:6–10 weeks from concept approval.
Revisions:2 rounds at script, 2 rounds at edit.
Hero Video Production i
One-time project
Branded brand or explainer video: concept, script, half-day shoot, edit, multi-aspect-ratio delivery.
$3,000–$8,000
Includes:Concept & scripting, half-day shoot (crew + 1 location), edit, color, sound mix, music license, exports in 16:9 / 9:16 / 1:1.
Excludes:Talent fees, multi-location shoots, animation/motion graphics beyond simple text overlays.
Turnaround:4–6 weeks from concept approval.
Revisions:2 rounds at script, 2 rounds at edit.
Event Support (per event) i
One-time project
Pre-event marketing, on-site assets, post-event follow-up: emails, signage, lead capture, recap.
$5,000–$15,000
Includes:Pre-event email/social campaign, registration page, on-site signage and printed assets, lead capture setup, post-event follow-up sequence, results recap.
Excludes:Venue costs, on-site staffing, swag/merchandise, paid media (separate scope).
Turnaround:Engagement starts 6–8 weeks before event date.
Revisions:2 rounds across pre- and post-event assets.

Contract Terms

Plain-language commitments. No surprises.

Commitment & Billing

12-month subscription commitment for annual pricing (10% discount vs. month-to-month)
20% of annual contract value due at signing to fund the Strategic Foundation phase
Remaining 80% billed monthly across the term, auto-charged on the 1st via ACH (preferred) or credit card (3% convenience fee)
60-day written notice for early termination after month 6
Early termination fee: 50% of remaining contract value

Points & Flexibility

Your monthly point allocation can be spent across any service on the Points Menu
Quarterly Business Reviews are when point allocation is formally reset for the next quarter
If priorities shift mid-quarter, mix can be adjusted by request — we don't make you wait
Unused points do not roll over month to month
Overage points billed at $100/point on next invoice
Tier upgrades take effect next billing cycle; downgrades at renewal

Strategic Foundation (First 60 Days)

Discovery & audit phase: weeks 1–3 (may extend based on access to client stakeholders and data)
Strategy & roadmap delivery: week 4
Tech stack setup & integrations: weeks 3–6
Full execution begins: week 5–8 depending on tier
Weekly check-in and collaboration working sessions throughout the Strategic Foundation phase

Change Orders

Out-of-scope requests documented via change order
Change orders quoted within 48 hours
Approved change orders billed separately from retainer
Emergency/rush requests: 25% premium on standard pricing

Intellectual Property & Assets

All deliverables, with the exception of licensed ads, are owned by the client upon payment
Source files delivered at end of engagement or upon request
Agency retains right to use work in portfolio

Who this isn't for

  • Tactics-only requests — "just run my ads," "just build me a landing page." If there's no strategy involved, we're not the right partner.
  • Standalone training engagements — training is part of a retainer, not a product we sell on its own.
  • Companies looking for the cheapest option. Premium work, premium price.
  • Anyone unwilling to do the Strategic Foundation work upfront. The plan is what makes execution work.

See clients tell it in their own words

Video testimonials from current and past clients — their problem, our work, the result.

Watch Client Stories →
30 minutes. No pitch. Let's see if there's a fit. Book a Discovery Call →
30 minutes. No pitch. Let's see if there's a fit. Book a Discovery Call →