Description
Your Strategy Should Evolve. Your Advisor Should Too.
A Flexible, Custom Retainer Partnership to Navigate Execution, Adapt to Change, and Safeguard Your Long-Term Growth.
Your “One-Page Strategic Bet” is the map. But the territory changes: new competitors emerge, market shifts happen, and unexpected opportunities arise.
A rigid, one-size-fits-all retainer can’t address the unique challenges you’ll face while executing your strategy.
This is why we partner.
The Strategic Partnership Retainer is a completely customized engagement.
We co-design the support you need to not just execute your plan, but to evolve it intelligently and ensure it wins in the real world.
SCHEDULE A PARTNERSHIP SCOPE CALL
Built Around Your Evolving Needs, Not a Fixed Checklist
We start with a simple premise: your needs this quarter may be different from the next. This partnership is designed to flex with you.
How It Works:
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The Partnership Kick-off: We begin by defining your “What Does Success Look Like?” What are the biggest execution risks to your Strategic Bet? Where do you need an external eye most?
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Co-Design the Engagement: We build your retainer from a menu of high-impact services, tailored to your current situation.
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Execute & Adapt: We meet quarterly to review progress and recalibrate the partnership itself, ensuring my support is always aligned with your most pressing strategic needs.
Build Your Custom Advisory Package
Your retainer is built by combining the modules you need most. This is not a la carte shopping; it’s a strategic allocation of your advisory resource.
Core Modules Include:
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The Quarterly Deep Dive: A full-day working session to review strategic metrics, pressure-test initiatives, and refine the path forward.
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The Monthly Momentum Review: Two focused calls to maintain accountability, remove roadblocks, and keep the leadership team aligned.
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The Leadership Team Facilitator: I facilitate your critical internal meetings (e.g., quarterly planning, offsites) to ensure productive outcomes and maintain strategic alignment.
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The Strategic Sounding Board: Vetted, on-call access for your toughest decisions—acquisitions, key hires, competitive threats—providing immediate, expert gut-checks.
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The Market Intelligence Briefing: I conduct focused analysis on a specific competitor, market trend, or new opportunity you’re considering.
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The Annual Bet Refresh: We lead your team through the process of updating your “One-Page Strategic Bet” for the coming year.
An Investment Tailored to Your Challenge
Because each partnership is unique, the investment is determined after we scope your needs.
We will agree on a quarterly investment that reflects the scope and intensity of the support required, typically starting at $5,000 per month.
You are investing in a true strategic asset—a flexible, expert resource dedicated solely to protecting and accelerating your growth.
DISCUSS YOUR PARTNERSHIP NEEDS! Email Me: Dave@DaveWakeman.com
This Partnership Is For You If…
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You’ve completed the Strategy Compass Workshop and are fiercely protective of your Strategic Bet.
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Your business operates in a dynamic, fast-changing environment.
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You value strategic counsel over tactical advice and need a partner who can operate at the CEO level.
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You don’t want a vendor; you want a committed thought partner.
Ready to Build Your Advisory Partnership?
Stop trying to fit your complex challenges into a standard box.
Let’s design the flexible support system your strategy deserves.
Email me to schedule a conversation where we’ll define what your ideal partnership looks like.
SCOPE MY PARTNERSHIP! Send Me an Email at Dave@DaveWakeman.com
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