I take responsibility for your marketing — the thinking and the work that follows it. You stop managing vendors and guessing what comes next, and you have one person accountable for whether the numbers actually move.
You are past the point where marketing can be something you get to on a Saturday. You are not near the point where hiring a chief marketing officer makes sense — that is a $200,000 decision before benefits, for a job that does not need forty hours a week at your size.
So most owners land in the middle. They hire vendors. An SEO company, an ads person, a web designer, someone for social. Each one is competent at their own piece and none of them is responsible for whether the whole thing works. When it does not, nobody can tell you why, because nobody was watching the whole board.
Part-time, on retainer, accountable for the strategy and for whether it actually happens. For most businesses between $1M and $10M that is the right shape — senior marketing judgment, without a senior salary or a full-time seat to fill.
Most fractional CMOs will tell you they advise and never implement, and that they hire execution out. It is close to an industry rule.
It is also written for a company with a marketing department to direct. If you have six people and one of them does marketing between other jobs, a plan that arrives with instructions to go and find an agency is a plan that sits in a drawer. The gap between a good strategy and a good quarter is almost always execution nobody had time for.
So I do both. I build the website, write the content, run the campaigns and the automation, do the local SEO and the AI search work — and I am the one who decided those were the right things to do, which means when something is not working I do not have to negotiate with a vendor about whose fault it is.
Which half matters more is worth being honest about. You can hire execution almost anywhere; there is no shortage of people who will build a page or post to Instagram. What is hard to buy is the judgment about which of those things is worth doing this quarter, and the willingness to be wrong about it in front of you. That judgment is the part of this you cannot get from a vendor, and it is the part the price is built around.
The trade-off is honest: I take a small number of clients. There is a limit to how much of this one person can do well, and I would rather tell you that than hand your account to someone junior.
One part of this is the same for everybody. The rest is not, and I would rather say that plainly than publish a list of everything included and let you assume you are getting all of it.
Deciding what matters this quarter, watching the whole board, and being accountable for whether the numbers move. Then a conversation every month about what moved, what did not, and what we do next.
With one client that is a text saying here is what I am thinking, answered with a thumbs up. With another it is a longer standing conversation, because he thinks like a marketer himself and has good ideas. Either works. What does not work is needing to approve every post before it goes out — more on that below.
This is the $3,500. It is the only fixed number on this page.
Everything below depends on you. Some of it you may already have handled. Some of it you may not need. We go through the list at the start and agree what is mine and what is yours, and that is what the rest of the invoice is built from.
Changes, new pages, new content, technical upkeep, performance. Not a ticket queue — when the site is one of my areas, I am the one deciding what it needs next and then doing it.
Written and posted. Facebook, Instagram, LinkedIn, Google Business Profile, wherever your customers actually are — which is a decision we make from the journey map, not from habit. Plenty of businesses keep this in-house and just want direction on it, which is fine.
Email and text nurture, lead generators, targeted campaigns, the automation behind them. This is usually where the fastest returns hide, because most businesses have a list they have never really spoken to.
Local SEO, Google Business Profile, and the AI search readiness work — making sure that when someone asks an assistant who to call, your business is one of the answers.
Most engagements start with one or two of these and add more as trust builds. That is the usual shape and it is a healthy one — it means the work grew because it was worth growing, rather than being sold in one go on day one.
Whatever I build next, retainer clients get it first. Not as an upsell — as part of what you are already paying for.
The AI Search Readiness work is a product with a price on it now. Before it was any of that, it was work I was doing for a roofing client inside his retainer, while the method was still being figured out. He got a year of a head start on his competitors and paid nothing extra for it.
All of it is checkable: the 8 Signals framework, the AI readiness scorecard, the StoryBrand guides, and the wireframe more than 1,100 owners have downloaded.
In January 2025 Tim Mallory, who owns Advantage Roofing in Cincinnati, downloaded a website wireframe from my site, filled it in for his own homepage, and emailed me asking what came next.
On the call I asked whether he had invested in SEO. He had spent thousands, over years, with several different providers, and was fairly sure none of it had worked. His plan was to stop and try something else.
Instead we ran a diagnosis. What it found was not what either of us expected: his SEO was working. Advantage Roofing was pulling more traffic than any other roofer in the Cincinnati area. But the homepage was bouncing 98% of the people it brought in — because the first thing on the homepage was a form offering a shingle upgrade, aimed at someone who had already decided, shown to people who had not yet worked out whether this company could help them.
Then we mapped the customer journey and found the shape of the business: excellent at repeat and refer — the way they treat existing customers is genuinely unusual — and almost nothing at know and like. Plenty of people arrived. Almost nobody arrived already knowing who they were.
Estimate requests doubled in the first month after the new homepage went up. So everything built afterwards was aimed at those two stages. A homepage rewritten around the homeowner instead of the company. A presence on Facebook and LinkedIn. Neighborhood campaigns around booked inspections. Email and text nurture. Ads written to real homeowner fears rather than to shingle brands.
Return on marketing spend
Revenue, in 18 months
More leads in six months than the entire previous year
Homepage bounce rate, same two weeks of February, 2025 vs 2026
“If you’re a business owner like I was — struggling and throwing money at marketers with no results — take a look at Tim Yates. He really cares about your business. He flipped my marketing on its head, and it works.” — Tim Mallory, CEO, Advantage Roofing
Read the full case study, including Tim telling it himself on video.
Not with a retainer. It starts with Strategy First — a paid diagnosis that runs 30 to 45 days and ends with a written 90-day plan. That step is required, and there is no version of this where we skip it.
There are two reasons for that order, and only one of them is about you. The first is that I cannot lead marketing for a business I do not understand, and a diagnosis is how I come to understand it. The second is that it gives us both a low-stakes way to find out whether we work well together before either of us commits to something ongoing.
Plenty of people stop there, and that is a fine outcome. The plan is yours either way — you can hand it to your own team or to another agency. Strategy First will never conclude that what you need is a retainer with me. But a retainer will never start without it.
That is how the Advantage Roofing relationship happened. It began as a small audit, became a $2,500 email campaign, and grew from there over two years as the work justified it. Nobody signed a retainer on day one.
Every other service on this site can be bought. You read the page, you decide, you book a call, we start. This one works differently, and it is worth explaining rather than being coy about it.
The retainer is not a bigger version of a project. It is a business handing over responsibility for something that matters, to someone who then has to be trusted to act without asking first. That only works when both people already know it will — which means it cannot be sold on a first call, by me or by anyone.
In practice the conversation almost always starts from the client's side, somewhere in the middle of Strategy First or the months after it. Someone says a version of can you just run this. That is the invitation, and by then we both have enough evidence to answer honestly.
If you are reading this cold and it sounds like what you want, that is fine — it just means the next step is Strategy First rather than a retainer.
$3,500 / month, plus the areas you hand over
There are two parts to this and only one of them is a fixed number. The leadership fee does not move. What sits on top of it is the execution you actually hand me, agreed as a written list at the start — so you always know exactly what you are paying for, and if you hand me another area later or take one back, the number moves with the list.
$3,500
Marketing leadership. Deciding what matters this quarter, watching the whole board, and being accountable for whether the numbers move. This does not scale down when execution is quiet, because the thinking does not stop.
Execution
The areas you actually hand over, quoted before anything begins. Most engagements start with two or three and add more as trust builds. Never billed as a surprise.
Around $6,000
Not a floor and not a package — just where a full engagement tends to land once execution is on top. It is roughly where my largest retainer sits today.
$10,000
Strategy First, one time. The diagnosis and the 90-day plan that everything ongoing is built from. Sixty days of a retainer costs more than this does, which is the honest way to think about it.
I take three of these clients at a time. Not a scarcity tactic — it is how many I can do properly while still doing the work myself rather than handing it to someone junior. Two seats are open right now.
It works well for owner-led businesses somewhere between $1M and $10M, usually with a team of five to fifteen, where the owner is still the person who decides. Service businesses and the trades especially — roofing, home services, contractors, professional services — because the customer journey there is long, local and heavily referral-driven, which is exactly where the gaps hide.
It works whether or not you enjoy marketing. One of my clients thinks like a marketer and we develop strategy together. Another wants to do his own job and let me handle the rest. Both are good.
It does not work when every decision needs sign-off.
Early in my StoryBrand years I worked with a cleaning company whose owner said he trusted me and plainly did not. Every recommendation was second-guessed. Every call felt like I was a step away from being accused of something. The day I had enough work to end that relationship was one of the best days I have had in business.
I do not need to be left alone — I never want to surprise a client, so you will always hear what I am planning before I do it. But if you need to approve every post and every page before it goes out, the thing you are paying me for cannot happen, and we will both be frustrated.
It also does not work when the answers are already decided. I have worked with people who held very strong opinions about what does and does not work in marketing, formed some years ago, and were not open to revisiting them. There is no version of a diagnosis that helps if the diagnosis is not allowed to say anything new.
A fractional CMO is an experienced marketing leader who works with your business part-time, on retainer, instead of being hired as a full-time executive. You get senior marketing judgment — strategy, priorities, accountability — without a full-time salary, which for a chief marketing officer would run well over $200,000 a year before benefits.
Mine has two parts. The leadership fee is a fixed $3,500 a month and does not move. On top of that sits the execution you hand me — agreed as a written list before anything starts, so the invoice is never a guess, and it changes only if you hand over another area or take one back. A full engagement usually comes to around $6,000 a month, which is roughly where my largest retainer sits, but that is an outcome rather than a starting price. Strategy First at $10,000 comes first, one time.
Because the leadership does not vary. Some months are heavy on building and some are quiet, but the deciding, watching and course-correcting happens either way — and it is the part you genuinely cannot buy elsewhere. Execution is available from a lot of people. Judgment about what to execute is the thing you are actually hiring.
Most advise only and outsource execution. I do both. That rule makes sense for a company with a marketing department to direct, and less sense for an owner-led business with a small team, where a plan nobody has capacity to execute is not much use. Website, content, social, campaigns, automation, local SEO and AI search readiness are all available inside the retainer.
An agency is accountable for its service. A fractional CMO is accountable for the outcome. In practice the difference shows up when something is not working: an agency reports on its own channel, and a fractional CMO decides whether that channel should still exist.
Yes, and it is not upselling. I cannot lead marketing for a business I do not understand, and the diagnosis is how I come to understand it. It runs one way only: Strategy First will never conclude that you need a retainer, but a retainer will never start without Strategy First.
That this tier is not something you can buy off the page, in either direction. The conversation usually starts from the client’s side, during Strategy First or in the months after, when someone asks whether I can just run it. Both of us have to want it, and by that point both of us have enough evidence to answer honestly.
Years, so far. The Advantage Roofing relationship began in 2025 with a small audit and has grown steadily since. There is no long contract — it continues because it keeps being worth continuing.
Typically $1M to $10M in revenue with a team of five to fifteen, where the owner is still making the decisions. Below that, a workshop and a website project usually deliver more per dollar than a retainer, and I will say so.
Yes. StoryWorks Marketing is based in Waukee, Iowa, and clients run from New England to Portland and San Francisco. The roofing company on this page is in Cincinnati. Nearly all of the work happens over video.
A free call, no pitch. Tell me what you have tried and what is not working, and I will tell you honestly whether Strategy First is the right next step or whether you need something simpler and cheaper first.