Consulting Engagement Details and Packages

For SaaS Companies looking to lay the right foundation to scale or have product market fit but need to scale acquisition and revenue.

I am based out of Toronto but I’ve with companies across the globe from Australia to Spain. I have been doing Marketing Ops & Advertising for the past 7 years with a focus on technology SaaS companies.


  1. Demand Generation: With a focus on Performance Advertising, Content Syndication & Revenue Pipeline the goal is to scale or build an acquisition model.
  2. Database and Systems Migration: Having done it twice already, I can help with setting up the right process and migrate your database, workflows, emails & data for a smooth migration between systems without any downtime.
  3. Marketing technology stack & Reporting: You can't improve what you can't measure and you can't change the engine while flying. I help companies lay the groundwork for reporting, measurement & automation. 

Who is this for?

Saas Businesses with product market fit looking to add marketing automation & build their technology stack to help create a salable repeatable process.

Businesses  looking to scale demand generation, inbound marketing & revenue

Businesses with limited success in advertising such as Facebook Ads. 

Businesses looking for help to understand what is working and what is not working.

What makes a good fit for us to work together.

  • You have product market fit & a handful of paying customers.
  • Or, you have paying customers and you want to scale acquisition & retention.


Demand Generation - Solution Architecture - Social Advertising

System Architecture & Implementation:

  • Audit of existing marketing & growth stack
  • Implementation of a Marketing Automation & CRM System & Attribution systems
  • Attribution Modeling
  • Extensive Documentation
  • Training for in-house team and stakeholders

$2,500 - $4,000 / month for 6 months minimum

Facebook Advertising:

  • Audit of existing advertising & Facebook Ads Strategy
  • Technical Implementation:
  • Pixel & Conversion Events
  • Creating Audiences
  • Facebook Ad Campaigns & Ongoing Optimization

$1,500 - $3,000 / month - 3 months minimum

Demand Generation:

  • Audit of existing demand generation process
  • Funnel Modeling &  Metrics
  • Demand Waterfall Modeling
  • Channel Market Fit & Channel Development
  • On Going Support & Training
  • Pricing

$3,000 - $6,000 / month - 3 months minimum

Systems Advertising  & Demand Generation  Package:

All of the above.


$4,000 - $10,000 / month - 6 months minimum.

Engagement Timelines

Week 1

  1. Road Mapping & Discovery Call to understand your business, process and current marketing strategy.

What You Get:

  • Detailed Marketing Strategy for  Your Business & Next Steps

Week 2 - Week 7

  1. Audit current marketing process, media  & technology stack including:
  • Existing Google Analytics Implementation
  • Existing Marketing Automation & CRM Implementation (if applicable)
  • Back End Services & Plumbing for Facebook Ads like Pixel, Events, URL structures & Campaign Parameters
  • Facebook Advertising Account Audit
  • Identify 3 Key Priority Areas for the Business

What You Get:

  • Audit Report of your existing marketing systems & Advertising Strategy
  • Proposed Strategy and Execution Details
  • Proposed Systems & Processes & Documentation
  • Proposed Budget & Projections based on existing metrics
  • Key Impact Areas to Improve Existing Funnel & Metrics

Week 7 - On-Going

  • Landing Page & Email Templates.
  • Implementation of Systems (Marketing Automation/CRM)
  • Advertising Campaigns & Optimizations
  • Attribution Modeling & Analysis
  • Training in-house team on new systems and processes (if applicable)
  • Ongoing strategy calls & KPI reviews
  • Playbook

Out of Scope

Content Creation:

  • ebooks
  • Blog Posts
  • Guest Blogging
  • Social Media Messages
  • Messaging & Positioning.

Adwords Campaigns Strategy and Management

Link Building

Press Relations or Press Coverage

If you want to move forward - amazing.

Please email me at with to schedule a call or pick a time that works best for you here.

All engagements start with a discovery call to asses our mutual fit. Discovery Calls are $100 non refundable. This is to ensure that both our time is used well. Payments for the discovery call can be made via Paypal, Stripe or Bitcoin/Rypple/IOTA/Ether.

You can also book a short call for a sanity check via Clarity.