Fixed-scope strategic advisory

The growth seat your CFO, CPA, and attorney cannot fill.

A Growth Performance Diagnostic in three weeks ($7,500) or a Growth Performance Plan in five weeks ($12,500). For owner-CEOs of $5M to $50M businesses.

"You are so close. Your growth is missing something."

Is this you?

The owner-CEOs who buy this work say things like:

  • "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.

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.

None of them can tell you which of your locations to grow next. None can tell you which customer segment is leaving money on the table. None can tell you whether your pricing is wrong by eight percent, or which marketing channel is wasting your spend.

That seat exists in every $5M to $50M business. Most owner-CEOs are running their business with it empty.

This page describes the seat we fill. A fixed-scope, fixed-price, bounded advisory engagement that integrates audience, location, pricing, and channel into one strategic answer. Sold direct to the owner-CEO. No retainer required.

What it costs to leave the seat empty

Most owner-CEOs in this size band are absorbing a real cost every year they wait. For a $20M business in finance, legal, manufacturing, or business services, the annual cost typically looks like this:

What is at riskTypical 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 trackedCompounding; lets every other wrong decision look right for too long

One corrected strategic decision in a single year returns this engagement at minimum 10x. At every revenue band in the audience, the math is the same.

Two packages. Same shape. Different scope.

Both packages start with a short discovery phase that maps your business and chooses which deeper analyses get delivered. The price difference reflects the number and depth of analyses, not different product types.

Growth Performance Diagnostic
$7,500
3 weeks · 10-12 hours of Jed's time · 4-5 hours of yours
For owner-CEOs who want a defensible read on what's most broken before committing to a longer engagement.

What you receive

  • Conversion x Monetization scorecard
  • Top 3 economic constraints, ranked by revenue impact
  • Dual-monetization pattern classification
  • Value continuity map (where revenue leaks across the buyer journey)
  • 1 to 2 deep-dive analyses chosen during discovery
  • 90-day Corrective Action Plan with dollar values and accountabilities
  • Live handoff session, recorded
  • Loom-style video walkthrough for your team

Total deliverable

  • 25 to 45 pages of written analysis
  • Handoff deck (15 to 25 slides)
  • 14 days of email Q&A after final handoff

The ladder is open in both directions. Start with the Diagnostic and upgrade to the Plan by paying the delta. Or start with the Plan if you already know you need the 12-month horizon. We do not lock you into a retainer; the Diagnostic and Plan are bounded, delivered products.

Which one fits?

A short self-check:

QuestionIf yes, lean toward
Do you need a 12-month plan in the next 60 days?Plan
Are 3+ business questions open right now (audience, location, pricing, segmentation, channel mix)?Plan
Is your board or CFO expecting a written annual plan this quarter?Plan
Is a specific decision time-bound (Q4 budget cycle, post-incident review, M&A trigger)?Plan
Do you mainly want clarity on which single lever to pull first?Diagnostic
Is the budget for advisory work tight this quarter?Diagnostic
Is this your first engagement with JLytics?Diagnostic

Two or more "Plan" yeses points toward $12,500. Otherwise the Diagnostic. The ladder is open in both directions.

What a deep-dive actually is

A deep-dive is 4 to 8 hours of analysis producing a 3 to 8 page written deliverable with named data sources, defensible methodology, and a recommendation tied to a dollar impact. During your discovery phase, we choose deep-dives from this menu based on what your business actually needs:

Audience EconomicsHousehold-level personas with conversion and monetization metrics.
Segment-to-channel crosswalkWhich segments are reached via which channels, ranked by conversion and monetization potential.
Content + AI-search gap analysisAgainst 3 to 5 named competitors.
Site-selection / trade-areaFor multi-location buyers considering expansion.
Local market expansionFor single-location buyers (capacity or new service line).
Pricing and case-mix sanity checkIs your pricing leaving 5 to 15 percent of revenue capture on the table?
Competitive content auditWhat your competitors are saying and where their narrative is weak.
Reach channel analysisWhere to invest the next dollar of marketing spend.
Activation readinessHow ready your prospects are to convert and how to time outreach accordingly.
KPI specificationThe metrics that matter for your business and the dashboard requirements to track them.

Who this is built for

The Diagnostic and the Plan are designed for a specific buyer:

Revenue$5M to $50M annually
Employees20 to 150
Years in business7 to 20+ (established, not startup)
OwnershipSole owner, family-held, or PE-owned
Primary verticalsFinance, legal, manufacturing, business services
Already employsA fractional CFO, an outside CPA, an attorney. A marketing coordinator but not a CMO.

We work outside these defaults occasionally. 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 Diagnostic ($7,500)

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.

$7,500 for three weeks is steep. Why is it priced this way?

You buy the end of the argument about which lever to pull first: which location, which segment, which pricing decision, which marketing tactic. That single decision returns 10x to 100x at your size. The Diagnostic is priced below the procurement threshold at every revenue band so the decision is yours, not your CFO's.

We already know what's wrong. We just haven't acted on it. Why pay for a diagnostic?

We will validate it in three weeks with quantified evidence you can defend to your CFO, board, or spouse. The diagnostic 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 90-day 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 day 21.

About the Plan ($12,500)

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, location, and pricing. 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 to open another location. Your CPA will not tell you if your pricing is leaving 8 percent on the table. 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 in five weeks reflects every problem and decision being considered at once, not three separate uncoordinated answers.

$12,500 is a lot for an advisory deliverable. How do I justify it?

Sized against your cost of inaction at this revenue band, $12,500 returns at least 10x in year one. Sized against a senior internal hire ($150K to $250K base, 18-month ramp), this is a fraction of one quarter's payroll and produces a defensible plan in five weeks instead of waiting for someone to learn your business. Sized against your existing advisor stack, this is 4 to 5 months of fractional CFO. None of those analogues are stretched.

About the engagement itself

What if the discovery phase surfaces problems outside the scope of these packages?

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 industries outside finance, legal, manufacturing, or business services?

The offer is built and priced for these four verticals. Inquiries from other verticals (retail, healthcare, hospitality, real estate, etc.) trigger a 30-minute scoping conversation before any engagement begins. If the audience profile and need profile fit, the offer can usually be delivered at standard pricing with vertical-specific deep-dives substituted. If the profile does not fit, we will tell you and refer.

What happens after the engagement? Do you sell a retainer?

The Diagnostic and the Plan are bounded, delivered products. There is no retainer obligation. Many buyers do continue with us on an ongoing basis after the engagement ends, but that is a separate conversation and a separate agreement, never an upsell pressure baked into the packages.

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 Diagnostic and the Plan exist because owner-CEOs 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 package fits, or whether either does. If yes, you book the engagement. If no, you leave with a clearer picture of what you are looking for.

Book a 30-minute scoping call

A short conversation. No pitch. We figure out which package fits, or whether either 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

Or call directly: 512-521-6791