Ongoing Strategic Advisory

Fractional strategic advice to coach and consult your team
through a key season of growth.

As companies grow, the challenge isn’t knowing what to do—it’s knowing where to focus, when to adjust, and how to keep momentum without burning out the team.

Ongoing Strategic Advisory provides experienced, outside perspective to help leadership teams stay aligned, make better decisions, and sustain progress over time.

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WHAT IS ONGOING STRATEGIC ADVISORY?

This engagement is a fractional, leadership-level advisory partnership designed to support your team after foundational strategy and implementation work is complete—or when you need experienced guidance without a full-time hire.

Big Orange Line

We partner with your leadership and functional teams to:

  • Keep marketing and sales aligned to growth goals
  • Provide accountability and strategic oversight
  • Surface blind spots and challenge assumptions
  • Bring fresh perspective as the business evolves

This is not execution-heavy work.

It’s focus-driven, decision-shaping guidance that helps your team operate more effectively.

HOW WE WORK WITH YOUR TEAM

Ongoing Strategic Advisory typically includes two core types of engagements:

Quarterly Strategic Planning

Each quarter, we lead structured planning sessions to:

  • Review results and performance trends
  • Assess what’s working—and what’s not
  • Clarify where marketing and sales should focus next
  • Identify the highest-impact priorities for the coming months

These sessions help leadership step out of the day-to-day and ensure effort is being invested where it will matter most.

Ongoing Advisory & Topical Sessions

Between planning sessions, we meet bi-monthly, monthly, or quarterly to:

  • Work through specific initiatives or campaigns
  • Address roadblocks or internal challenges
  • Pressure-test ideas before they’re implemented
  • Provide guidance on sequencing, resourcing, and focus

Depending on your needs, this may also include asynchronous support such as email review, feedback, and strategic input.

WHEN DOES THIS ENGAGEMENT MAKE THE MOST SENSE?

Ongoing Strategic Advisory is often a Phase 3 engagement—following:

Once the foundation is solid, many teams want continued partnership to ensure progress doesn’t stall and decisions stay aligned.

It’s also a fit when:

  • You want senior-level perspective without day-to-day leadership
  • Your internal team is executing, but needs strategic guidance
  • You want accountability and momentum without over-engineering

WHY CLIENTS CHOOSE ONGOING ADVISORY

Clients who work with us in an ongoing advisory capacity consistently report that they:

See results faster because priorities stay clear

Have more confident, satisfied internal team members

Avoid costly missteps and blind spots

Know when—and who—to hire internally

Feel more focused and less reactive in marketing and sales

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HOW IS THIS DIFFERENT THAN FRACTIONAL CMO?

Ongoing Strategic Advisory is similar to our Fractional CMO engagement—but lighter and less intensive.

  • Fractional CMO
    Involves deeper, hands-on leadership and is often used when a company needs senior marketing leadership but isn’t ready for a full-time hire.
  • Ongoing Strategic Advisory
    Focuses on planning, guidance, accountability, and perspective—typically after project work or once an internal team is in place.

Many clients transition from Fractional CMO to Ongoing Advisory as their team and systems mature.

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Level Up Your Marketing Like These Clients

We spent time vetting four different agencies, and all of them I’m sure could have done a fine job, but we kept coming back to the one that really impressed us.

Heights has continued to “wow” us with their ability to understand our business, their dedication to aligning our sales and marketing with business goals, and how they help us not only identify, but prioritize what matters to drive results.”  

Angel DeLeon
Mission Advancement

We brought in Heights to provide marketing strategy insight because we want to think more proactively, expose blind spots, and prioritize the customer experience in innovative ways.

We’ve not only implemented Storybrand into our business, but with the help of the Heights team, we’ve thought through how it affects our whole strategy and approach.

They have taken the time to really “get” us, they bring new, forward-focused ideas to our meetings, and they ask questions we wouldn’t have considered. “

Mike Tenbusch
Bike Mart

INVESTMENT AND STRUCTURE

Engagements typically range from $2,000–$5,000 per month.

Pricing is billed monthly and depends on:

  • Meeting frequency
  • Scope of advisory support
  • Amount of asynchronous communication required

We intentionally keep advisory engagements focused and flexible—so they add value without becoming burdensome.

IS THIS THE RIGHT FIT?

This engagement is a strong fit if you:

  • Have an internal team executing marketing and sales efforts
  • Want ongoing strategic guidance and accountability
  • Value outside perspective and honest feedback
  • Are navigating a key season of growth or change

This is not a fit if you:

  • Need foundational strategy or systems built first
  • Are looking for tactical execution support
  • Want a one-time consultation rather than an ongoing partnership

Ready to keep your momentum going?

If you’re past the initial overhaul and want to continue building with clarity and confidence, Ongoing Strategic Advisory may be the right next step.

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