Advisory

A senior operator in your corner.

Plenty of companies already have a capable marketing leader and a team that works hard. But when the business changes, even good teams panic and start chasing everything at once. That’s when it pays to have someone who has seen this movie before. Someone to pressure-test the plan, steer the big initiative, or find where growth is quietly getting stuck.

With advisory, your team keeps the wheel. I bring the outside view, 20 years of pattern recognition, and a straight answer when you need one. I work alongside your CEO, CRO, or CMO so they make better calls, faster.

Who This Is For

CEOs who want a clear, independent read on marketing before they invest more in it
Marketing leaders who want a senior peer to sharpen the plan and back them in the boardroom
CROs who need marketing and sales running off the same pipeline number
PE and ownership groups preparing a portfolio company for its next stage of growth, from someone who has been a portfolio CMO
Services firms that need to show buyers why their expertise is worth changing for

How It Works

Assess

Most advisory work starts with a 30-day GTM Assessment. Think of it as a diagnostic, not a deck. We look at:

How your buyers actually find, evaluate, and choose you

Pipeline volume and conversion at every stage of the funnel

Where deals stall and why

What marketing spend is returning today

How marketing and sales hand off, and where things fall through

Team roles, skills, and gaps

The metrics leadership should be watching

You walk away with a one-page 30/60/90 diagnostic: what needs to be fixed now, and what it takes to build a marketing team that succeeds long term.

Align

We set priorities, sharpen positioning, and get marketing, sales, and leadership working from the same number.

Advise

Your team drives. I ride shotgun: reviewing progress, pressure-testing decisions, coaching your marketing leader, and helping you adjust as the results come in.

Advisory Engagements

Account-Based Experiences (ABX)

Your buyer is a buying committee, not a persona. ABX is how you go after a named list of accounts instead of buying impressions.

Tiered target lists of your highest-value accounts
One-to-one, one-to-few, and one-to-many plays across mail, email, LinkedIn, events, and sales
Triggered on real buying signals, not a calendar
One shared account plan, with pipeline reported by account

GTM Change Support

Launches, pivots, repositioning, and market shifts. A focused engagement that gets marketing ready for the next phase of growth.

M&A Marketing Support

Acquisition, integration, and transition. One story for the market, one plan for the combined team, and communication that keeps customers and employees with you.

Ongoing Executive Advisory

A monthly advisory retainer for executive and revenue teams who want a senior operator on call, with hours set around what your team needs. Strategy sessions, plan and budget reviews, board prep, and coaching for your marketing leader.

Where I Can Help

Annual and Quarterly Planning

A marketing strategy, plan, and budget tied to your revenue targets, with a budget you can defend to the board. Then a quarterly rhythm to review results and keep marketing focused on the right priorities to move the business forward and support the revenue engine.

Positioning and Messaging

One clear story for sales and marketing to tell. Built on a proven positioning framework that defines who you serve, why you win, and how to say it, from your homepage headline to your sales deck.

Demand Generation and ABM

Programs that build pipeline your sales team can count on, including account-based tiering that focuses your team on the accounts most likely to buy.

Pipeline Reactivation

Find the revenue already sitting in your CRM. Re-engage stalled deals, lapsed prospects, and past customers before you spend on new ones.

Measurement and Attribution

Know what marketing returns before you scale it. Baselines, reporting, and dashboards leadership will actually use.

Pricing and Packaging

Structure your offers so they’re easy to buy and easy to sell, especially when you’re bringing something new to a traditional market.

Trade Shows and Event Activation

Turn event spend into pipeline. Show selection, pre-show targeting of the accounts you want to meet, on-site experiences that start real conversations, and follow-up your sales team actually works.

Brand and Content Strategy

A brand story your market remembers and content that moves buyers toward a decision. I set the narrative and direction, and bring in the right creative partners to bring it to life.

Marketing Hiring

Hire the right people for key marketing roles. I write the job description, run the technical interview screen, build the candidate project and grading system, and make a hiring recommendation. Once you’ve made the hire, I build the onboarding documentation so your new team member ramps up fast.

Need someone in the seat?

If your team needs a leader every day, not just a sounding board, fractional or interim is the better fit.

Explore Fractional & Interim

What Clients Say

“Rachel is one of those rare advisors who perfectly strikes the balance between leader and coach. She can set the strategic priorities for her team while also encouraging them to take ownership and step into opportunities for professional growth. While Rachel didn’t manage me directly, she served as a trusted mentor and champion during my first year at Encamp. She pulled from her deep expertise in product marketing to support me in building and executing a successful product launch and, as a senior IC with many eyes on my processes, I took great comfort in knowing that Rachel had my back. Rachel’s impact is still felt here at Encamp, and I can say with full gusto that she will elevate and amplify any marketing organization she’s part of.”

Jenny Beightol, Product Marketing, Encamp

“Rachel is a consummate pro and business partner as it relates to marketing strategies that provide value to both her internal and external clients. Rachel’s understanding of Enterprise clients and their nuances relative to small business or mid market clients was refreshing and directly impacted our new business and retention results within our Enterprise segment.”

Ryan Chenoweth, Senior Director, Client Success & National Accounts, Angie’s List