Our Services / Pricing
How we engage, and what it costs.
Start with a fixed-fee Market Clarity Diagnostic, then build depth as your needs evolve. Most clients begin here. Some stop here, because the clarity is enough.
Pricing models
Simple, transparent ways to work together.
PHASE 1
$2,800Fixed fee
A review of your client, their client, your market and your message, with a readout of prioritized recommendations.
- Message audit of your site, deck and demo
- Competitive scan
- Readout of the top gaps to close
You walk away with A clear view of where your market loses the thread, and what to fix first.
PHASE 2
$5,950Fixed fee
Builds on Phase 1 with direct research into your clients and their clients, and a plan to act on it.
- Empathy Matrix
- Messaging and content audit and update
- Targeted outreach and distribution playbook
You walk away with A message your buyer recognizes, and a plan to put it in front of them.
HOURLY
$350
Ad hoc, project-based support — billed by the hour for defined deliverables.
MONTHLY RETAINER
$3,500Minimum
Ongoing advisory access at a reduced rate — ideal for continuous initiatives.
FRACTIONAL
Varies
Embedded, part-time leadership scoped to your team’s specific needs.
Is the Diagnostic right for you?
How to tell if it’s the right first step.
BEST FOR
WealthTech firms where:
- The message isn’t resonating with advisors or investors
- Sales can’t clearly articulate the client’s problem
- Product, Marketing and Sales each describe the firm differently
WHAT YOU CAN EXPECT
A fixed fee, a clear readout and a short list of what to fix first. You decide what happens next. Some firms stop at the Diagnostic because the clarity is enough; others build on it with strategy and go-to-market support.
Engagement depth
Engagement Structures
Each level builds on the one before it. Most clients begin with Assess through a Market Clarity Diagnostic.
1. Assess
High-level review with outcomes and recommendations
2. Analyze
Assess + playbook creation for detailed execution
3. Implement
Analyze + working with your team to implement
4. Monitor
Implement + measuring metrics of goal achievement
5. Govern
Monitor + modifications for continuous improvement
6. Interim
Engaging directly in the role to complete agreed objectives
Sample client project — Sales-Led GTM
From diagnosis to pipeline: a Sales-Led GTM engagement
Market Clarity Diagnostic
- Message audit of your site, deck and demo
- Competitive scan
- Readout of the top gaps to close
Phase 2 adds the Empathy Matrix, a messaging and content update, and an outreach playbook.
You know exactly where your market loses the thread — and what to fix first.
Strategy & Narrative Build
- Positioning, segmentation and ideal client
- Full Empathy Matrix and strategic narrative
- Sales process and revenue operations design
- Sales deck, demo flow, one-pagers
One story Product, Marketing, and Sales can all tell.
Go-to-Market Retainer
- Targeted outreach and distribution
- Revenue operations analysis
- Sales methodology assessment
- Market feedback
The story in front of the right buyers, with the sales process monitored until it holds.
Fractional Leadership
- Step into the growth seat
- Build the team and the motion
- Run it until it holds on its own
A leader in the seat while you find the permanent one.
Most clients start with the Diagnostic. Some stop there — the clarity is enough. We meet you at the step the moment calls for, not the one that’s easiest to sell.
Questions we hear
Straight answers before you book.
Is this sales training?
No. We fix the story and the path to buyers. Training is a different service.
What if we only want the Diagnostic?
That’s a great start. Many clients stop there because the clarity is enough.
We already have a marketing team.
Good. Drift is hard to see from the inside: each team can hit its own goals while the firm misses its numbers together. We give you an outside view of where objectives are falling short, then work alongside your team to fix it.
Can’t we figure this out on our own?
You can. The difficulty is that research on organizations under pressure shows that when numbers fall short, teams narrow their focus to their own scoreboard instead of widening it. That makes drift hard to spot from inside. We help you see it, then widen the lens so Product, Marketing and Sales work together again.
How is this different from a marketing or branding agency?
Messaging firms rarely open doors, and door-openers rarely fix the story. SBS carries one insight from seeing the client, to aligning your firm, to taking it to market.
Do you work with PE-backed firms?
Yes. PE sponsors, acquirers and RIA leaders are part of who we serve.
Do you sell directly for my company?
Not as your sales team. We work with your leaders and your team so the story and the sales motion are right. Where it helps, we also make introductions into the market you’re selling into, through our relationships across WealthTech marketplaces and RIA networks, to help you gain traction.
Research reference: Staw, Sandelands & Dutton (1981), “Threat rigidity effects in organizational behavior,” Administrative Science Quarterly 26(4), 501–524.
Not sure what you need?
The Diagnostic answers that first.
It starts with a conversation about your client: who they are, the problem they are trying to solve, and how your firm shows up for them today.
Visualize . . . Strategize . . . Realize