Contact
512-521-6791
1205 BMC Drive
Suite #106
Cedar Park, TX 78613
The growth seat your CFO, CPA, and attorney cannot fill.
A productized 90-day engagement for CEOs and founders who've built real value but need to find the thread on what makes them distinct.
"Data-driven brand signal amplification. A renewed focus on what sets you apart."
Is this you?
- "I am so close, but I'm missing something."
- "I am annoyed by marketers who promise the world but only have a single tool or technique."
- "I need a holistic approach, but somebody who also has deep expertise in specific."
- "My team members claim to have the answers, but they don't know what they don't know."
- "As smart and experienced as I am, I should know the answer, but it's eluding me."
- "I don't want to just copycat my competitors."
If you heard yourself in any of those, this page is for you.
Two ways CEOs lose the thread
Most CEOs and founders who've built real value reach a moment when the story stops telling itself. The momentum that once felt automatic now demands deliberate effort. From that moment, smart operators tend to fail in one of two ways.
Ignoring it until it's too late
You keep doing what worked. The strategy that built the business is the strategy you defend. You sense the signal is weaker, but confronting the math is harder than postponing it, so you postpone it. By the time the trajectory is undeniable, the runway to course-correct is short.
Perpetual strategic paralysis
You know something has to change. You don't know what. You make tactical decisions in the meantime, hoping one of them shifts the picture. Months become quarters. The tactical motion looks like progress; the strategic ground continues to slip.
Both failure modes share the same root cause: nobody in your stack is paid to tell you what your data actually says about your distinctiveness. We are.
The missing seat in your advisor stack
You already buy fractional advisors. You have a CFO who runs your numbers. A CPA who handles your taxes. An attorney who reviews your contracts. Each is excellent at their seat in your stack.
What none of them do is tell you which customer segment is most profitable, which location to grow next, whether your pricing is wrong by eight percent, or which marketing channel is wasting your spend. That's a different seat. It exists in every $5M to $50M business. Most CEOs and founders are running theirs with it empty.
This page describes the seat we fill. A fixed-scope, fixed-price, bounded advisory engagement that integrates audience, content, product mix, and pipeline into one strategic answer. Sold direct to the CEO. Three plan tiers calibrated to your scope.
The cost of leaving this gap unfilled
Most CEOs and founders in this size band are absorbing a real cost every year they wait. For a $20M business, the annual cost typically looks like this:
| What is at risk | Typical annual cost at $20M revenue |
|---|---|
| Marketing spend mis-allocated | $200K to $400K |
| Wrong client segment targeted | $200K to $400K in foregone profit |
| Underpricing (typically 5 to 8 percent of revenue) | $200K to $400K left on the table |
| One wrong site choice (multi-location) | $200K to $400K per year, plus build-out |
| Wrong KPIs tracked | Compounding; lets every other wrong decision look right for too long |
One corrected strategic decision in a single year returns the engagement at minimum 10x. The math holds at every revenue band in the audience. The harder truth is the one waiting behind it: at some point, the cost stops being an opportunity cost and becomes the cost of going down with the ship. The CEOs and founders who act early avoid that conversation entirely.
What you regain in 90 days
The work has a 90-day outcome that is tangible and measurable. By the end of the engagement, you have:
- Control. You know what your numbers say and why.
- Clarity. The smoke clears. The signal emerges from the noise.
- Mission. A defensible read on where you should be going.
- Purpose. The reason the work matters again, to your team, your customers, and you.
How we get there
We apply our in-house, time-tested frameworks to your business from four perspectives. Each tier of our engagement covers more of these in greater depth.
- Audience definitionWhat are the salient characteristics of your top 3 to 5 customer segments? We separate the occasional high-revenue, high-margin big wins from the lower-revenue run-rate that pays the bills, and tell you which to feed.
- SEO and AI authorityHow does your content space compare to the larger market you operate in? Where are you absent from the conversation, and where do AI search engines fail to surface what you actually do?
- Website performanceWhat is user engagement telling you about what your customers actually care about? What changes will move the needles that matter, and which "improvements" are theater?
- Product and service mixWhich products and services deserve the most promotion? Where are the cross-sell and upsell opportunities you're leaving on the table?
Three plans. One framework.
Three engagement scopes calibrated to where you are. Each builds on the one before it. Start at any tier and ladder up by paying the delta.
| Deliverable | Foundation $6,500 |
Most popular Direction $19,500 |
Activation $29,500 |
|---|---|---|---|
| What is our relationship to data? | |||
| Data Culture Assessment | ✓ | ✓ | ✓ |
| Data Readiness Assessment | ✓ | ✓ | ✓ |
| Who is winning and why? | |||
| Website Content Analysis | ✓ | ✓ | ✓ |
| Brand Authority Assessment | ✓ | ✓ | ✓ |
| Competitor Analysis | — | ✓ | ✓ |
| What's happening right now? | |||
| KPI Specification | ✓ | ✓ | ✓ |
| Website Conversion Audit | ✓ | ✓ | ✓ |
| Dashboard Design and Setup | — | — | ✓ |
| Post-Project Handoff Q&A | 14 days, email | 30 days, Zoom or email | 45 days, Zoom or email |
| How do our customers and prospects think and behave? | |||
| Audience Array: Best Customer Segmentation | — | ✓ | ✓ |
| Customer Survey | — | ✓ | ✓ |
| Stakeholder Interviews | — | — | ✓ |
| Customer Retention Analysis | — | — | ✓ |
| Where should we focus? | |||
| Market Potential Analysis | — | ✓ | ✓ |
| Conversion-Monetization Matrix by Segment | — | ✓ | ✓ |
| Product/Service Monetization Analysis | — | ✓ | ✓ |
| 12-Month Sales Focus Plan | — | — | ✓ |
| How do we grow pipeline? | |||
| Advertising Channel & Messaging Recommendations | — | — | ✓ |
| Website Metrics & Events Setup | — | — | ✓ |
Additional fees apply
Additional Service Offerings
- Data Quality Analysis
- CRM Analysis
- Competitive Pricing Research
- Email Drip Campaign Creation
Ongoing Support Options
- Dashboard Maintenance & Support
- Ongoing Marketing Advisory
- CEO Advisor App Support
- Daily CEO Strategic Email
- Executive and Board Meeting Attendance
- Digital Advertising Support
- Social Media Support
- Email Drip Campaign Support
Start anywhere, ladder up anytime. Many clients begin with Foundation to validate the approach, then move to Direction or Activation after the first deliverable. You pay the delta, never the full price twice.
Which one fits?
A short self-check to find your tier:
| What you need | The tier that fits |
|---|---|
| A defensible read on what's broken and where to focus, fast | Foundation |
| Customer segmentation and a clear answer on where to focus next | Direction |
| Everything above plus dashboard build, pipeline recommendations, and a 12-month focused sales plan | Activation |
| To start small and ladder up later | Foundation (upgrade by paying the delta) |
| Ongoing support after the engagement ends | Any tier, plus an Ongoing Support add-on |
If you're between tiers, book a scoping call. We'll figure out the fit in 30 minutes.
Who this is built for
The work is designed for a specific buyer state:
| You are | A CEO or founder of an established business that has built real value |
|---|---|
| You sense | The momentum that once felt automatic now requires deliberate work, and you cannot quite name why |
| Your business | Typically $5M to $50M revenue; 20 to 150 employees; 7+ years old |
| You already have | A fractional CFO or outside CPA; an attorney; a marketing coordinator or junior marketing team; one or more agency relationships |
| You don't have | A senior strategic voice paid to integrate audience, content, product mix, and channel into one coherent answer |
If your business is close but not exact, book a scoping call and we'll figure out the fit in 30 minutes.
Questions you might be asking
About the work
I already have a marketing company, agency, or fractional CMO. How is this different?
They execute or lead one channel. We tell you which channels and segments to execute on, and give you the framework that makes those decisions coherent. Different job; not redundant. The framework also lets you evaluate whether your agency or fractional CMO is producing what you actually need.
I don't know what an integrated growth advisor actually does. What are you doing exactly?
We decide which questions are worth answering with data, then connect the answers across audience, content, product mix, and pipeline. That is the job no one else in your stack is paid to do. Your CFO will not tell you which segments to target. Your agency will not tell you whether your pricing is leaving 8 percent on the table. Your CPA will not tell you which customer cohorts are retention risks. We connect those threads.
Why not hire a project consultant per problem?
Project consultants optimize for the project. An integrated advisor optimizes for your business. You also stop paying re-explanation costs every time a new consultant ramps up. And the plan you receive reflects every problem and decision being considered at once, not three separate uncoordinated answers.
About fit
We already know what's wrong. We just haven't acted on it. Why pay for this?
We will validate it with quantified evidence you can defend to your board, CFO, or partner. The work does three things you likely do not have already: it puts a dollar value on the problem (you may be undercounting), it ranks the wrong-things against each other (you may be working on the second-most-important), and it produces a focused plan with named accountabilities. If we surface nothing you did not already know in any of those three dimensions, the engagement was not worth it. That outcome is rare; if it happens, we will tell you on day 1, not at the end.
What if the discovery phase surfaces problems outside the scope of these plans?
Out-of-scope findings are noted in the deliverable with a flagged recommendation to engage the appropriate specialist. The engagement does not extend or charge more without an explicit new agreement. If the discovery surfaces that the offer itself is not a fit for your business, we will tell you within the first week and offer a downgrade refund or a referral.
What about businesses outside our default profile (revenue range, industry, geography)?
The plans are calibrated for the buyer state described under "Who this is built for." We work outside the defaults occasionally; book a 30-minute scoping call and we'll figure out the fit. If the profile doesn't fit, we'll tell you and refer.
About what happens after
What happens after the engagement ends? Is there ongoing support?
The Foundation, Direction, and Activation plans are bounded, delivered products. After delivery, you can engage ongoing support, listed under Ongoing Support Options above. That support is optional and quoted separately. Many clients run a plan, take the deliverable in-house for 90 to 180 days, and only return for ongoing support if their team needs it. Some clients engage ongoing support from day one. Both paths are fine.
About Jed
I'm Jed Jones, PhD, founder of JLytics. I have spent 28 years bridging Fortune 500 data-driven marketing strategy and hands-on entrepreneurial growth. I have advised 350+ CEOs directly and helped unlock $50M+ in incremental revenue for those clients.
What I bring to this engagement is the integration. I have done the fractional CFO conversation, the agency strategy review, the location decision, and the pricing reset across different engagements. The Foundation, Direction, and Activation plans exist because CEOs and founders at your size kept telling me the same thing: every advisor I hire optimizes for their own seat. None of them connect the seats.
This page describes the work I do in that integrated seat, productized so you know exactly what you get, in what timeframe, at what price.
Book a 30-minute scoping call
A short conversation. No pitch. We figure out which plan fits, or whether any of them does. If yes, you book the engagement. If no, you leave with a clearer picture of what you are looking for.
Or call directly: 512-521-6791
