An ongoing advisory worktable with a monthly planner, Board Pack, pricing and forecast folders, and a calendar
Ongoing Advisory

Commercial strategy at operating cadence

Ongoing support across pricing architecture, GTM for technical buyers, unit economics, cost-floor modeling, and board prep — for founders of AI-infrastructure, API, and data-platform companies (Seed–Series B) at any growth stage.

Most teams start with a free diagnostic note or a Build. Ongoing advisory clients get priority access and a dedicated monthly cadence.

Best for
Post-Build teams, active fundraise prep, or weekly commercial decisions
Engagement type
Ongoing monthly
Monthly fee
$9,000/month
What you get

A commercial economist in your corner every month

Monthly outputs

  • Pricing moves shipped monthly price/packaging experiments and adjustments with guardrails and rollback logic
  • Updated forward models cohort LTV, NRR and GM bridges, and cash/runway scenarios — refreshed each month
  • Economist's Board Pack a monthly KPI story, pricing changes, and risk narrative ready for investors or the board
  • A learning loop experiment readouts that connect directly to next bets, with MDE and stop rules

Core deliverables

  • Economist's Board Pack (KPI story, NRR/GM bridges, pricing changes, risks)
  • Pricing update (price bands, fences, discount policy, rollout)
  • Experiment docket (2–4 briefs/month with MDE, guardrails, stop rules)
  • Forecast workbook (rolling 12–18 mo, hiring/capital scenarios)
  • Decision log (what we decided, why, owner, next check)

Note: Exact deliverables depend on tier and active priorities each month.

Ongoing advisory

A single monthly engagement

$9,000/month

Three-month minimum. Two client seats at a time.

Monthly cadence across pricing moves, forward models, and board-facing economics, for teams making commercial decisions weekly or running an active fundraise.

Deeper embedded work — multi-segment monetization, complex cost structures, full fundraise support — is available for a small number of teams. That scope is set by conversation.

The trigger

When founders hire me for this

Usually, the commercial complexity has outgrown what a founder can manage alone and now calls for a consistent operating cadence.

An East Asian woman and a founder in an ongoing advisory session at a boutique consulting office

Common situations

  • Build work is done — now needs someone to run the ongoing cadence and keep models current
  • Commercial decisions are coming weekly — pricing, discount requests, packaging questions, investor follow-ups
  • Board needs ongoing economic narrative — monthly KPI story, NRR bridge, and forward model update
  • Pricing experiments need someone to own them — design, launch, monitor, and read out results
  • Pre-fundraise — needs investor-ready metrics, narratives, and diligence support on a reliable cadence
  • Commercial decisions arrive weekly — and the commercial complexity has outgrown ad-hoc help
Scope

What I own each month

The retainer is structured around the commercial decisions that matter most — not a fixed list of deliverables that may or may not be relevant.

Pricing & revenue

  • Quarterly price/pack refresh, discount guardrails, and elasticity updates
  • Monetization experiments: price points, value metric, plan fences

Forecasting & unit economics

  • Rolling 12–18 month forecast with NRR/GM waterfalls and scenario planning
  • Cohort LTV, CAC payback, and burn/runway models updated monthly

Experiments

  • Bi-weekly cadence: briefs with hypothesis, MDE, guardrails, and stop rules
  • Readouts with next-bet recommendations

Board & investor prep

  • Monthly narrative framing, KPI story, and talking points
  • Diligence support, FAQ prep, and investor-facing model review
Onboarding

Up and running within two weeks

01

Scope and access

Align on priorities, cadence, and tools. I get context on your pricing, metrics, and commercial questions in motion.

02

Baseline review

First metrics audit, pricing review, and model foundation — so every subsequent month builds on solid ground.

03

First quick win

A first pricing move or experiment, the first Board Pack, and the initial forecast model — usually by end of week 2.

04

Ongoing cadence

Weekly or bi-weekly decision stand-up, monthly Board Pack + forecast update, quarterly pricing reset.

First Board Pack and forecast model delivered by end of week 2.

The approach

Why founders hire me for this work

Ongoing advisory keeps commercial context intact across pricing moves, forecast revisions, and board-facing economics. It is designed for founders who need those decisions to hold together continuously, not episodically.

How it fits together

The Diagnostic and Builds set the foundation. Ongoing advisory keeps it running.

Many founders start with a free diagnostic note, then the Commercial Architecture Diagnostic, then a Build when structural work is needed before ongoing advisory.

Diagnostic

Commercial Architecture Diagnostic

Sets the commercial direction before a deeper engagement.

Learn more

Build 1

Pricing & Monetization Build

Sets the pricing structure, value metric, packaging, and rollout plan.

Learn more

Build 2

Growth Economics Build

Installs the KPI system, unit economics model, and forecasting logic.

Learn more

Ongoing

Ongoing advisory

Keeps the machine honest: iterate pricing, run experiments, maintain forward models, stay investor-ready.

Learn more
FAQ

Frequently asked questions

01

Do I need to complete a Build before starting ongoing advisory?

Not required, but many founders start with the Commercial Architecture Diagnostic and a Build, then move into ongoing advisory to keep the work current.
02

What determines whether ongoing advisory is the right format?

Cadence. If the commercial decisions are episodic, a Build is the better structure. If they arrive weekly — pricing exceptions, packaging questions, investor follow-ups, forecast revisions — ongoing advisory is cheaper than rebuilding context every quarter.
03

Can we upgrade, downgrade, or pause?

Yes. Plans are flexible as your needs change — for example, ramping up pre-fundraise, stepping down post-launch, or pausing during a quiet quarter.
04

What does onboarding look like?

Weeks 0–2: scope & access → baseline metrics review → first pricing/test move → first Economist's Board Pack. Most teams are fully up and running by end of week 2.
05

Do you work with our existing tools and teams?

Yes. The retainer cadence includes touch points with Marketing/Sales, Product/Data, and Finance/Planning as needed.

Ready to explore an ongoing engagement?

Start with a free one-page diagnostic note, or book a 15-min consult to discuss scope, cadence, and whether a retainer is the right fit given your growth stage and commercial complexity.