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    Monthly Advisor

    A partner in your corner — every month.

    Two strategy calls a month, async support in between, and a shared view of the numbers that matter. Steady guidance — so growth stops being something you mean to get to and starts being something you actually do.

    Satisfaction guaranteed.First call within 1 week
    A month, on repeat

    This month

    Review

    W1

    W2

    W3

    W4

    In your corner
    Always on
    Why owners hire an advisor

    The lonely seat at the top — made less lonely.

    Flying blind on the numbers

    You feel busy, but can't tell if the business is actually getting healthier. The dashboard you keep meaning to build never gets built.

    Decisions stall without a sounding board

    Hire? Raise prices? Drop a service? You sit on the call with yourself for weeks and the answer never gets crisper.

    Plans die after week two

    January was full of momentum. By March the goals are in a doc nobody opens. No accountability, no progress.

    What's included

    Everything you get, every month.

    Two strategy calls

    60 minutes each, on Zoom. Numbers reviewed, priorities set, blockers untangled.

    Numbers we own together

    Lead flow, conversion, revenue, capacity. We keep a shared dashboard so trends are obvious.

    Async between calls

    Voice memos, Loom replies, quick texts. You don't wait two weeks for an answer when something hits.

    Clear monthly plan

    You leave each month with the next 30 days written down — what to do, what to ignore, why.

    Vendor & tool guidance

    Considering a CRM, a hire, or a marketing spend? Get a second opinion before you sign.

    Quarterly zoom-out

    Every 90 days we step back, score the quarter, and reset the bigger arc of the business.

    Shared dashboard

    Leads

    142

    +18%

    Booked

    61%

    +6 pts

    Avg ticket

    $847

    +12%

    Revenue trend · last 12 weeks

    ▲ trending up
    Synced 4 min ago
    Owner + advisor view

    Sample dashboard — yours is built around your business.

    The cadence

    How a month actually flows.

    01
    Week 1

    Kickoff & numbers review

    We walk through last month's results, what worked, what didn't, and what the data says about where to push next.

    02
    Week 2

    Priority setting

    Out of everything you could do, we pick the 2–3 things that actually move the needle this month — and the things you're going to stop doing.

    03
    Week 3

    Async check-ins

    Mid-month gut check. Voice memos, screenshares, a fast call if something's stuck. You're never alone with the hard call.

    04
    Week 4

    Close-out & next plan

    We score the month against the plan, lock in what's working, and write the next month before it starts.

    On the table

    What we look at together.

    Nothing's off-limits. If it touches the business, we can talk about it.

    Lead flowBooking rateConversionAverage ticketRepeat & referralMarketing spend & ROIPricing & packagingCapacity & utilizationHiring & teamCash flowQuarterly goalsOwner time
    Compare

    Versus going solo — or hiring big.

    Feature
    DIY
    Monthly Advisor
    Fractional COO
    Setup cost
    $0 (your time)
    $0 setup
    $10k+ recruit + onboard
    Monthly cost
    From $397/mo
    $8k–15k/mo
    Time to first value
    Months
    First call
    60–90 days to ramp
    Owns your numbers with you
    Async support between calls
    Sometimes
    Outside perspective
    Cancel anytime
    After 3 mo
    Severance
    Satisfaction guaranteed
    Yes

    This is for you if

    • You're past the survival stage and ready to actually steer the business.
    • You make decisions faster when you have someone smart to think out loud with.
    • You want a partner who knows your numbers without you re-explaining every month.
    • You're tired of generic advice and want guidance shaped to your business.

    Not the fit if

    • You want someone to do the work for you — this is strategy and accountability, not execution.
    • You're not willing to share real numbers and have honest conversations about them.
    • You're looking for a one-time fix, not a long-term thinking partner.
    Get Started

    Want a partner in your corner — starting this month?

    30 minutes on a call. We'll talk through where the business is and whether monthly advisory is the right fit — no pressure.

    30-minute scoping call

    We talk through where the business is, what you'd want from advisory, and whether it's the right fit.

    Free

    Custom engagement plan within 48 hours

    What we'd focus on first, how we'd meet, and the flat monthly — sent in writing.

    Free

    Growth Playbook

    Our $27 book of 22 field-tested tactics — yours just for booking the call.

    $27 · Free
    Advisory starts at

    3-month minimum · Cancel anytime after

    $397/mo
    Start with a Growth Checkup
    Satisfaction guaranteed
    First call within 1 week
    Cancel after 3 mo

    What happens after you book

    1. 01

      Scoping call

      30 min, on Zoom — bring the real questions.

    2. 02

      Engagement plan

      What we'd focus on, sent within 48 hours.

    3. 03

      Kickoff month

      First strategy call within a week.

    4. 04

      Steady cadence

      Two calls a month, async in between, forever.

    "

    Every other thing we do — the website, the automations, the blueprint — works better when there's someone in your corner who actually knows your business. That's what advisory is. Two calls a month, honest conversations about the numbers, and a plan you'll actually follow.

    Chase Stoeger

    Chase Stoeger

    Founder

    Learn more
    Questions

    Everything you'd want to ask before booking.

    Start with a Growth Checkup
    $147 — see what an advisor would tackle first
    Start