A Marketing Strategy Consultant Who Hands You a Plan With Dates On It
Marketing strategy consultation helps home services groups, ecommerce brands, professional services firms, and course creators or expert brands turn scattered channel spending into one plan tied to a revenue goal, with dates attached. We deliver a discovery workshop, a business and marketing audit, a goals and KPI framework, channel priorities, a written 90-day roadmap, budget allocation, and a measurement plan, presented live, typically within 3-4 weeks. Most engagements run through the $2,500 Audit Sprint, since a 90-day roadmap is already one of its built-in deliverables — larger, comprehensive strategy engagements get custom-scoped above that.
Who it's for
Home services groups, ecommerce and DTC brands, professional services firms, and course creators or expert brands who are already spending money across two or more channels — PPC, SEO, social, email — with no single document tying that spend to a revenue number or a shared definition of what's working. Teams where 'success' gets re-argued every reporting cycle because there was never an agreed KPI framework to begin with. Anyone sitting on a strategy deck from a previous agency or consultant that nobody has actually executed against, and who needs the plan turned into a prioritized, dated roadmap rather than another round of slides.
Who it's not for
This isn't a fit if you already have a clear, working strategy and just need someone to execute it — that's the Traffic or Automation pillar's job, not this one, and we'll say so on the call rather than sell you a redundant audit. You don't have a live product, storefront, or service offer yet — we build a plan around what's already selling, we don't validate an idea from zero. You're a solo operator with no dedicated marketing budget beyond occasional DIY spend — the $2,500 Audit Sprint assumes there's a real ad account, CRM, or analytics history to audit. You're already retained by a $15,000+/month agency and need an in-house-scale strategy team or contractual SLAs — that's a different tier of agency than a 13-person remote team. You're shopping on lowest price alone — our pricing starts above the sub-$2,500/month commodity band by design. You want guaranteed rankings, guaranteed leads, or a pay-per-lead/performance-only arrangement — we don't currently offer performance-only pricing. You need HIPAA-grade or financial-services regulatory compliance infrastructure — that isn't something ULEY has published or verified.
What You Get
| Deliverable | What it means |
|---|---|
| Discovery workshop | A facilitated session with the people who actually own the number, ending in one written definition of success everyone in the room agreed to. |
| Business and marketing audit | A full read of your analytics, ad accounts, and CRM history — what's actually happening, not what the last report claimed. |
| Goals and KPI framework | The metrics that define success, agreed in writing before the work starts, so results don't get re-argued after the fact. |
| Channel priorities | A ranked list of where budget and attention go first, based on where your buyers actually are, not on habit. |
| Written 90-day roadmap | Presented live, specific enough to hand to whoever executes it — us, your team, or someone else. |
| Budget allocation | A defensible split across channels, tied to the KPI framework, not a round number picked to fill a slide. |
| Measurement plan | What gets checked, how often, and against what target — written down, not left to memory. |
| Executive presentation | The plan walked through live with whoever holds budget authority, so questions get answered in the room, not by email after. |
Platforms & Integrations
- Google Analytics 4 (audit input)
- CRM platforms (HubSpot and similar, audit input)
- Existing ad platform accounts — Google Ads, Meta, and similar (audit input)
- Roadmap and reporting delivered in the format your team already works in (Notion, Sheets, or your existing PM tool)
How It Works
- 1
Discover
A working session on your revenue goal, current channels, and what "success" means to the people holding budget authority — before any numbers get pulled.
- 2
Audit
We read your actual analytics, ad accounts, and CRM history — findings in writing, including what's already working and shouldn't be touched.
- 3
Build the framework
A KPI framework, ranked channel priorities, and a defensible budget allocation, built from the audit rather than a generic template.
- 4
Roadmap and present
A written 90-day roadmap and measurement plan, walked through live with whoever holds budget authority — not emailed as a PDF and left there.
- 5
Execute or hand off
Some clients continue into the Growth Retainer to execute the plan with us; others take the roadmap and run it themselves. Both are a completed engagement, not a sales funnel.
Timeline: Discovery and the audit typically take 1-2 weeks. The KPI framework, channel priorities, and written 90-day roadmap are usually ready for the executive presentation by week 3-4. Anything broader than that gets its own timeline once the audit shows the real scope — not a date promised up front to close the deal.
What It Costs
The natural fit for most strategy engagements — a written 90-day roadmap is already one of the Audit Sprint's built-in deliverables, alongside the audit, funnel map, and prioritized experiment backlog. Fully credited toward a Growth Retainer if you continue into execution.
US market range, 2026 research: $1,200-3,500 for an audit or sprint-format strategy engagement; $5,000-25,000+ for a comprehensive strategy engagement. The Audit Sprint covers the audit/sprint end of that range; anything closer to the comprehensive end gets custom-scoped, not squeezed into a fixed tier — for context, not our price.
For ongoing strategic work once the roadmap exists — revisiting KPIs and channel priorities as the business changes, folded into the same retainer as traffic management and CRO, not billed as a separate strategy line item.
For a scoped strategy question that doesn't need a full audit — a second opinion on a plan you already have, or a single workshop.
Methodology & Evidence
Marketing strategy work follows the same ULEY Hive System as every other engagement: Audit, Build, Automate, Scale, always in that order — strategy is where that order gets set for everything downstream. Audit means we read your actual analytics, ad accounts, and CRM history before recommending anything, not a template applied blind. Build means the KPI framework, channel priorities, and 90-day roadmap get built from what the audit actually showed, in priority order. Automate means the measurement plan gets wired into a repeatable reporting cadence, so results don't depend on someone remembering to check a dashboard. Scale means budget moves toward what the framework shows is working, cut from what isn't — the same discipline that keeps a strategy from turning into a deck nobody opens again.
How we turn an audit into a roadmap nobody has to re-argue
Before any roadmap gets written, we pull the actual analytics, ad account, and CRM history and agree the KPI framework in writing — what counts as success, and how it gets measured, decided before the work starts rather than negotiated after a report comes in low. Channel priorities and budget allocation get ranked against that framework, not against habit or whoever asked loudest last quarter. The roadmap gets presented live to whoever holds budget authority, so questions get answered in the room instead of resurfacing as objections a month later.
N/A — this describes a process, not a measured result.
Marketing strategy consultant — Common Questions
Usually yes, briefly. Ten minutes of 'who buys this and why, and what's it worth' saves weeks of running traffic at the wrong offer or reporting the wrong number as success. We keep it lean — not a month-long strategy exercise unless your situation actually needs one.
A written 90-day roadmap, a KPI framework, ranked channel priorities, and a budget allocation you can defend in a leadership meeting — presented live, not a 40-slide deck nobody opens again.
Yes. Some clients want the map, not the driver. The Audit Sprint is scoped the same way whether you continue into a retainer with us or take the roadmap and run it in-house — just say so on the call.
Comprehensive strategy engagements — multiple business units, deeper market research, brand work layered in — run $5,000-25,000+ per 2026 US market research, above what a single fixed tier can honestly cover. We'll scope that as a custom project after the initial audit shows the real size of the work, not force it into the Audit Sprint's price.
The roadmap is dated and prioritized specifically enough to hand to whoever executes it, and the KPI framework is agreed before the work starts — so there's no ambiguity later about what counts as a result. A deck that isn't built to be executed against is a symptom of the exact problem this service exists to fix.
Yes — full access to analytics, ad accounts, and CRM history is what makes the audit real instead of a guess. That's also why this isn't a fit for a pre-revenue business with no accounts yet to audit.
Discovery and the audit typically run 1-2 weeks, with the KPI framework, roadmap, and executive presentation ready by week 3-4. Comprehensive engagements take longer and get their own timeline once the audit shows the actual scope.
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