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The Engagement

3 months.
One clear plan.

A focused, time-boxed engagement. I come in, understand your business, diagnose the marketing gaps, and leave you with an AI-powered strategy your team can execute.

The Process

How the 3 months unfold.

Month 01Discovery & Audit

Understanding your world.

I start by talking to the people who matter — marketing leads, sales teams, customer-facing staff, and leadership. I need to understand how your marketing actually works, not how the org chart says it should.

Simultaneously, I conduct a full marketing operations audit: tech stack, workflows, channels, data flow, content strategy, competitive positioning. I review every tool in your stack, map how data moves between systems, and identify where the disconnects are.

By the end of Month 1, I have a complete picture of your marketing operation — the things that work, the things that don’t, and the things nobody realized were broken.

Stakeholder interviews (6–10)Operations audit reportTech stack assessmentWorkflow mappingChannel performance reviewInitial findings brief
What this looks like: A 40–60 page audit report with visual workflow maps, a tech stack integration diagram, channel-by-channel performance analysis, and a prioritized list of findings. I present the initial findings brief in a 60-minute session with your leadership team.

James brought a level of clarity and strategic thinking we genuinely needed. He helped us dig deeper — getting to the root of how professionals viewed micro-immunotherapy and designing a full strategy to shift that narrative.

Daisy Kirova
Head of Marketing · LaboLife
Month 02Analysis & Strategy

Diagnosing the gaps.

With the audit complete, I identify exactly where your marketing is falling short. Is it lead generation? Conversion? Online presence? UX? Funnels? Outbound? Usually it’s 3–5 interconnected problems.

Then I design the fix — AI-powered strategies and automation workflows tailored to each gap. Not generic playbooks. Specific solutions mapped to your problems, your tools, and your team’s capacity.

Each recommendation includes an implementation complexity rating, estimated ROI, timeline, and resource requirements. I don’t just say “automate your lead nurture” — I design the exact workflow, specify which tool handles what, and map out every trigger and condition.

Gap analysis reportAI opportunity mapAutomation workflow designsFunnel architectureTool recommendationsStrategy presentation
What this looks like: Visual workflow diagrams (built in Miro or Figma), a tool comparison matrix with specific platform recommendations, funnel architecture with conversion benchmarks, and AI opportunity cards scored by impact and complexity. Mid-engagement check-in with your team to validate direction.

The AI opportunity map James created was unlike anything we’d seen from other consultants. Instead of vague recommendations, each opportunity had a clear implementation path, estimated impact, and complexity rating. We knew exactly where to start and why.

Marc BuiCo-Founder - Mamba Capital Lending
Month 03Roadmap & Handoff

The plan your team can run.

Everything comes together in a complete strategic roadmap. Prioritized initiatives, implementation timelines, resource requirements, tool configurations, and workflow documentation.

I present the roadmap, walk your team through every recommendation, and hand it off. Your team executes. I don’t stick around — the whole point is giving you independence, not creating dependency.

The roadmap is designed to be self-sufficient. Your team or your implementation partners can pick it up and execute without needing to call me. Every initiative has clear success criteria so you know when something is working.

Strategic roadmapPriority matrixImplementation timelineTool configuration guideWorkflow documentationKPI & metrics framework
What this looks like: A prioritized roadmap with 90-day quick wins and 12-month strategic initiatives. Each initiative includes effort/impact scoring, dependencies, team requirements, and KPIs. Executive summary presentation (60 min) plus detailed team walkthrough (90 min). All documentation in formats your team already uses.
90Days from kickoff to complete handoff
6+Deliverable documents per engagement
100%Of clients executing within 2 weeks of handoff
0Clients who needed a follow-up engagement
Deliverables

What you’ll walk away with.

Every engagement produces a specific set of documents and assets. Here’s exactly what lands on your desk.

✎

Marketing Operations Audit Report

40–60 page PDF

Complete diagnostic of your marketing operation. Covers every channel, tool, workflow, and data flow. Includes stakeholder interview findings, competitive analysis, and a prioritized list of gaps with severity ratings.

♜

AI & Automation Strategy

Strategic deck + workflow diagrams

Detailed strategy for each identified gap. Each recommendation includes an AI/automation solution, implementation complexity rating (low/medium/high), estimated ROI, timeline, and resource requirements. Workflow diagrams show exactly how data and processes should flow.

✣

Funnel Architecture Blueprint

Visual funnel maps + conversion specs

Full redesign of your conversion path. Visual funnel maps from first touch to close, with stage-by-stage conversion benchmarks, lead scoring criteria, nurture sequence architecture, and content requirements for each stage.

☲

Tool Configuration Guide

Technical specs + integration map

Detailed configuration specifications for every tool in your stack. Includes field mappings, automation trigger logic, integration architecture diagrams, and step-by-step setup instructions your team or implementation partner can follow.

☞

Strategic Roadmap

Priority matrix + Gantt timeline

The master plan. Every initiative prioritized by impact and effort, mapped to a 6–12 month execution timeline. Includes resource allocation recommendations, budget estimates, and quarterly milestones with measurable KPIs.

✪

KPI & Metrics Framework

Dashboard specs + tracking plan

Complete measurement framework. Defines what to track, how to track it, and what “good” looks like. Includes dashboard specifications for your analytics tools and a monthly reporting template.

Principles

How I work.

Human-led, tech-enabled

I use AI and automation as tools — not replacements. Every strategy starts with understanding people, problems, and processes. Technology is the enabler, not the answer.

Just me. No team.

You work directly with me. No junior associates, no hand-offs to account managers, no bait-and-switch. One experienced strategist, start to finish. That’s how I keep quality high.

Strategy, not execution

I don’t manage campaigns, write copy, or run ads. I diagnose and design. Your team executes with a clear roadmap. This is intentional — you need independence, not another vendor.

Common Questions

Before you reach out.

Typically mid-market companies with 50–500 employees and established marketing teams. You have budget and people — you just need a better strategy and systems to make them effective.

Both. I’m based in Mallorca, Spain, and work with clients worldwide. Stakeholder interviews can happen in person or over video. The quality of the work is the same either way.

You won’t. The 3-month constraint is intentional — it forces focus and prevents scope creep. If something truly needs more time, we can discuss a follow-up engagement, but I’ve never had a client need one.

Pricing depends on company size and complexity. I’ll give you a clear, fixed price after an initial conversation. No hourly billing, no surprise invoices, no retainer lock-in.

Yes. I design around your current stack when possible. If a tool change is needed, I’ll explain exactly why, show alternatives, and include migration planning in the roadmap.

Your team executes. The roadmap is designed to be self-sufficient. If questions come up during the first 30 days of execution, I’m available for a follow-up call — included in the engagement.

During Month 1, I need access to key stakeholders for interviews (typically 6–10 people, 45 minutes each). After that, involvement is light — a weekly check-in and access to your tools. I don’t create busywork for your team.

My approach is diagnostic, not industry-specific. I’ve worked across B2B SaaS, hospitality, healthcare, travel tech, and professional services. The marketing fundamentals — lead generation, conversion, automation — are universal. What changes is the context.

Still unsure?

Every engagement starts with a conversation — no commitment, no pitch deck. Just an honest assessment of whether I can help.

Let’s talk

Sound like what you need?

Let’s have a conversation about your marketing and whether this engagement is the right fit.

Start a conversation