Ad-hoc Strategic Intervention

One stuck decision resolved with a focused intervention, in one to three weeks.

Thursday morning, 11:08 AM. The board pre-read goes out in nine days. Item three says "agency replacement decision" and you have not made a call. The current agency is mid-renewal. The next conversation cannot be vague.

Built for Bay Area operator with one specific decision stalled before a board meeting, fundraise, or operational milestone. Applies to Founders, VPs of Marketing, Heads of Growth, marketing-responsible CFOs, and similar operators with one focused strategic question.

Ad-hoc Strategic Intervention is a Bay Area specialist engagement priced at $5,000-$15,000. Format: 1-3 weeks · intake plus focused review plus follow-up call. Deliverable: 4-8 page intervention document plus 60-minute follow-up call. Built for Bay Area operator with one specific decision stalled before a board meeting, fundraise, or operational milestone. Reached through ICP pages, problem pages, and referrals when the buyer has matched their situation to the offer. Each engagement is fixed-scope at the start and cannot drift mid-engagement.

Price
$5,000-$15,000
Duration
1-3 weeks · intake plus focused review plus follow-up call
Output
4-8 page intervention document plus 60-minute follow-up call
What The Work Covers

Inside the engagement. Specific deliverables, specific cadence.

What the work covers

  • Single decision scoped at the start (no scope creep)
  • Intake call (45 minutes) to confirm the question
  • Focused review: data, current-state read, one strategic question answered with evidence
  • 4-8 page intervention document with recommendation, rationale, sequencing, risk register
  • Follow-up call (60 minutes) to pressure-test the recommendation

Format and cadence

  • Day 0: scoping call, document brief lock
  • Days 1-7: data review, draft intervention document
  • Days 8-14: revision pass with founder input, final document
  • Day 14-21: 60-minute follow-up call to discuss execution path
Anonymized Outcome

What the work actually produced.

A Series A B2B SaaS in Menlo Park had stalled on whether to replace their incumbent agency three weeks before a board meeting. The review showed the agency was correctly executing against a wrong brief; replacement was not the answer. The board pre-read referenced the Strategic Intervention document directly. Three months later: same agency, new brief, pipeline up 1.8x.

Fit

This engagement fits when

  • Single specific decision (replatform, agency replacement, channel exit, hire-or-not, campaign post-mortem)
  • Decision timed to a board meeting, fundraise milestone, or operational deadline within 30 days
  • Bay Area operator (calibrated to VC reporting cadence and board language)
  • Founder or executive ready to act on the recommendation within 60 days
Not fit

This engagement does not fit when

  • Diffuse strategic questions covering multiple axes (Full Marketing Review is the right format)
  • Buyers wanting an open-ended retainer rather than a single-decision project (Fractional CMO or Lite Marketing Review Retainer instead)
  • Decisions that need full data audit before they can be answered (Strategic Intervention timeframe is too tight for that)
  • Operators not ready to act on the recommendation, because the intervention document loses value if it sits unused
Buyer Questions

Before you scope the engagement.

How is Strategic Intervention different from a free strategy call?

Strategic Intervention is paid, fixed-scope, document-as-output. The deliverable is a 4-8 page intervention document the founder can hand to the board. A free strategy call produces a sales pitch, not a document. Different products, different commitments.

Why is the price range $5,000-$15,000?

Scope determines price. A scoped channel-exit decision with clean data lands at the floor. A pre-board strategic intervention requiring data integration, competitive review, and risk modeling lands at the ceiling. The scoping call locks the price before the work begins. Fixed once locked.

Can Strategic Intervention cover positioning work specifically?

Yes. A positioning-focused Strategic Intervention produces a 4-8 page positioning intervention scoped to one specific buyer-state (the wrong-fit lead pattern, the category collapse pattern, the evaluator-trust gap). Not a full positioning architecture; that is Full Marketing Review territory.

How do I know if my question is Strategic Intervention scope vs Full Marketing Review scope?

If it is a single stuck decision, Strategic Intervention. If it is a complete strategy reset across all four marketing axes, Full Marketing Review. The scoping call reviews scope correctly; we redirect to Full Marketing Review if the question is bigger than Strategic Intervention can hold.

Is the intervention document confidential?

Yes. The document is the operator's. We do not publish, share, or reference it externally without written approval. The recommendation lands inside the operator's strategic context.

What happens if the recommendation is to do nothing?

Then the intervention document recommends doing nothing, with the evidence that supports it. "Do nothing" is a real strategic answer when the current course is correct and the pressure to change is wrong. Founders sometimes most need that read.

Can I extend Strategic Intervention into Full Marketing Review if the scope expands?

Yes. Strategic Intervention credits toward Full Marketing Review if the buyer escalates within 30 days of Strategic Intervention close. Scope determines the upgrade pricing. The Strategic Intervention intervention document folds into the Full Marketing Review marketing review as the starting frame.

Adjacent Tiers

If Strategic Intervention is not the right scope. The matching tier on either side.

Full Marketing Review

Full Marketing Review

$15,000-$25,000 · For a complete strategy reset across all four axes.

Open the tier →
Fractional CMO

Fractional CMO

$15,000-$20,000/month · For an embedded strategic seat after a focused intervention.

Open the tier →
Where This Starts

One question, one answer, in time for the board meeting.

Ad-hoc Strategic Intervention · $5,000-$15,000 · 1-3 weeks · intake plus focused review plus follow-up call. Bay Area engagement, fixed-scope at intake.

Scope an Strategic Intervention → See all eight SF tiers

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