Marketing Advisory & Peer Group

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Goal: give owners ongoing access to senior marketing judgement and a small, trusted peer circle, without forcing a full-time CMO or constant projects.

We base this on how good advisory retainers and peer groups work in other leadership fields: clear access, clear limits, and a long-term relationship.

Marketing Advisory & Peer Group 13

Who this is for:

Owners and leaders who:

  • Have a basic marketing setup, or
  • Have finished a Diagnostic and at least one programme with us

Want a sounding board for decisions, not daily execution

Prefer steady guidance over one-off “projects”

We keep this selective. The value comes from quality of discussion, not from volume.

Upkeep retainer (after programmes)

For clients who have worked through a Diagnostic + Revenue & Demand / Go-to-Market / Brand, and want to keep direction and discipline.

Purpose

Keep the plan alive when daily work returns to the team

Make sure the stack, funnel and campaigns do not drift back into chaos

Give the owner someone senior to call before big decisions

What it includes

Regular review calls (for example, 1 or 2 per month):

  • Check key numbers (pipeline, channel performance, cost per customer)
  • Decide what to stop, start, and keep
  • Prioritise the next month so teams are not pulled in all directions

Light support between calls:

  • Questions by email/Slack within agreed bounds
  • Fast feedback on important items (large spend approval, agency change, key hire, major campaign)

Quarterly “reset”:

  • Adjust targets and main focus areas
  • Drop things that do not work, double down on what does

We do not sell hours. The client pays for:

  • Access to senior judgement
  • Fewer expensive mistakes
  • A steady rhythm of review and decision
Marketing Advisory & Peer Group 14

Possible tiers (internally)

You can define 2 clear levels later, such as:

Standard

Plus

Pricing stays flat and simple per tier, not “time and materials”.

Consulting-only advisory

For leaders who want ongoing advice but do not yet want a full programme or part-time director.

Typical situations:

Choosing between agencies, tools or key hires
Considering a shift in market, offer or pricing
Feeling uneasy about marketing results but not sure where to start

What it includes:

Initial deep-dive:

  • One longer session to understand business model, current funnel, main spends, and goals

Ongoing advisory:

  • Regular calls (e.g. monthly) focused on current decisions, not theory
  • Review of key documents: plans, proposals from agencies, major campaigns

Optional intensive blocks:

  • Short, focused periods (one month, for example) with more frequent contact when a big decision is on the table – new product, expansion, rebrand, or big contract negotiation
Again, we keep it anchored in outcomes:
Better decisions on where to put money
Less regret about chosen agencies and tools
More confidence in the direction of marketing and sales

Peer group for owners

For clients who want to learn from other leaders facing similar problems, not only from us.

Structure

Group size: usually 6–10 owners or senior leaders from non-competing companies
Meeting rhythm: monthly or every second month
Format:

  • Short input from us (a case, a check-list, a lesson from another project)
  • 1–3 members present current challenges or decisions
  • Group asks questions, shares how they would handle it
  • Clear takeaways written after each meeting

Ground rules

Confidentiality: what is shared in the group stays in the group
No selling to each other
Respect for time: everyone comes prepared and on time

Value for members

Realistic, local examples of what works and what does not
Less isolation – they see that others fight similar battles
Better decisions because they test ideas on peers and a senior marketing lead before moving

How it connects to the business

You can test two models:

Include the peer group for free or at a discount in higher advisory tiers
Offer it as a paid “club” for alumni of core programmes

The peer group is not a lead generator. It is a retention and depth tool: it keeps good clients close and makes your work with them stick.