Every capability in this subscription produces activity: content published, campaigns run, leads generated. What makes that activity accountable is a single, consolidated view connecting all of it to pipeline contribution, attributed revenue, and cost per channel. It's built to stand up in a board meeting, where the only question that matters is what marketing actually returned.
Reporting is only as good as the data feeding it, and disconnected vendors produce disconnected, inconsistent numbers. Because the same team runs your content, campaigns, Customer Relationship Management, and reporting, the dashboard reflects a single, accurate source of truth.
Reporting is stitched together from multiple disconnected vendor tools
Numbers are inconsistent depending on which platform's data you pull
Reports focus on activity and vanity metrics rather than revenue attribution
Budget gets renewed based on effort, because evidence isn't available
One consolidated dashboard reflects every channel and campaign consistently
Numbers are accurate because one team owns the full data pipeline
Reports connect directly to pipeline contribution and attributed revenue
Budget decisions are made on evidence, not just continued effort
For founder-led businesses that need a named senior advisor running their growth strategy and the judgment to govern execution.
$2,375/mo
Monthly strategy session and cadenceAnnual growth planChannel governance against CAC ceilingMonthly commercial performance reportDesign and build - scoped by SOWBench hour allowance includedFor growth-stage businesses where marketing accountability is a board-level concern.
$4,750/mo
Senior growth advisorWeekly strategy and governance cadenceAnnual growth plan - reviewed quarterlyChannel governance against CAC ceilingBoard-ready monthly commercial reportMonthly bench hour allowance - build includedAgency and vendor oversightFor RIAs, broker-dealers, CPA firms, and regulated fintechs. Growth Office - plus the compliance review layer regulated firms require.
$7,750/mo
Everything in Growth OfficeReview against SEC 206(4)-1, FINRA 2210, AICPATestimonial and performance ad frameworkCommunications archive - regulatory standardFull Occams Advisory ecosystem accessReporting is reviewed monthly as standard, with the dashboard reflecting live data on an ongoing basis.
Yes, reporting connects to your Customer Relationship Management and platform integrations, so attribution reflects your actual pipeline.
It's built to be presented at the board or executive level, focused on commercial outcomes rather than marketing team activity metrics.
