Board Advisory

Marketing perspective for your board.

Monthly advisory sessions. Marketing KPIs, board reporting, strategic guidance.

What is it?

Monthly advisory sessions providing strategic marketing guidance at the board level. I help you prepare board-ready marketing reports, validate big decisions, provide outside perspective on strategy, and ensure marketing initiatives align with business objectives. This is for post-Series A companies that need senior marketing perspective without a full-time CMO.

What you get

  • Monthly 2-hour advisory session
  • Board-ready marketing reports
  • Strategic guidance on big decisions
  • Ad-hoc support between meetings

The process

  • Initial onboarding and context
  • Monthly session preparation
  • Advisory session with leadership
  • Follow-up documentation

When is this a good fit?

  • You’re post-Series A and need board-level marketing perspective
  • Your CEO or CMO wants strategic sounding board for marketing decisions
  • Board asks hard questions about marketing and you need better answers
  • You’re making major marketing investments and want validation
  • You need help translating marketing performance into business impact

Tactical execution needed? Pair board advisory with Embedded Marketer capacity for strategic guidance plus hands-on work, or work by the hour for flexible support between advisory sessions.

What’s included in board-ready reports?

Clean, executive-level marketing dashboards showing KPIs that matter to boards: CAC trends, pipeline contribution, revenue attribution, efficiency metrics. Less vanity metrics, more business impact. I help frame the story and highlight what matters.

How involved do you get in day-to-day marketing?

Not very. This is strategic oversight, not execution. I’m here for the big decisions, quarterly planning, board prep, major campaigns or changes. Your team runs day-to-day operations.

What if we need more frequent sessions?

We can adjust to bi-weekly or add project-based work. The monthly retainer is the baseline - we scale based on your needs.

Can you join board meetings?

If appropriate, yes. Some clients prefer I join to present marketing updates or answer questions. Others prefer to handle the meeting and use me for preparation and strategy.