01 — The Call
Forty-five minutes. No pitch.
We look at your marketing the way a buyer's diligence team will. Where the value is. Where the gaps are. You walk away with a written set of priorities, whether we work together or not.
Services · Pre-Exit Marketing Architecture
Turn the marketing you pay for into the asset you get paid for.
How we work together depends on where you are. How close the exit is, and how much marketing you've already built. Every path ends in the same place. Marketing your buyer can price and pay for, instead of write off.
What This Work Is, Really
You're not investing in tactics. You're investing in documented infrastructure.
Before
Marketing as liability
- Spend with nothing tangible behind it
- Processes that live in people's heads. Yours, or your team's.
- No documented path from where you are to the number in your projection.
- A buyer's diligence team can't price any of it
- The multiple gets discounted, quietly
After
Marketing as asset
- Documented blueprints for every channel and process
- Cohort economics that survive an audit
- AI built in as a documented asset, not a science project
- A clear, written path from where you are to the number in your projection.
- Marketing tab in the CIM the buyer reads in one sitting
- The multiple gets justified, then exceeded
Most founders never get the second column. Not because their business is not good. Because nobody ever drew it for them. That is the work we do.
The Three Engagements
Pick the entry point that fits your window.
Engagement 01 · Phase I · 3 to 9 Months · Premium
Complete Marketing Architecture.
For: Founder-CEOs of $10M+ businesses preparing for exit. Marketing is currently undocumented, founder-dependent, or non-existent. You need the full architecture before diligence opens.
The challenge
You know marketing is going to come up in the deal. You also know the answer "we run some campaigns" is not going to hold under scrutiny. You need everything documented. You need it integrated with sales, ops, and finance. You need it to read like an asset.
What we build together
- Full marketing blueprint, end to end
- Documented vision and translated specifications
- Resource allocation and ROI model
- Channel mix with cohort economics
- Attribution model that survives audit
- Team and vendor role specifications
- Implementation roadmap with milestones
- Integration framework across sales, ops, and finance
- Live KPI and metrics dashboard
- The Marchitect OS installed: your AI-driven marketing operating and intelligence system
- Complete documentation package, ready for diligence
The result
The Marchitect OS, installed and running. An AI-driven marketing operating and intelligence system your team uses after I leave. A "marketing tab" in your CIM the buyer will price. A documented path from where you are to the number in your projection.
Fit
Premium engagement. Most appropriate for businesses at $25M+ revenue or with material gaps to close before going to market.
Engagement 02 · Phase I · 60 to 90 Days · Mid-tier
Marketing Blueprint Review & Optimization.
For: Founders or CMOs who already run marketing but have never seen it through a buyer's eyes. You suspect there are gaps. You want to find them before the buyer does.
The challenge
The marketing function is doing something. People are working. Money is moving. But you cannot give a clean answer to "show me how this works." You need to know which parts are real assets, which parts are theater, and what to do about the difference.
What we build together
- Comprehensive marketing audit and gap analysis
- Buyer's-eye assessment of every line item
- An AI-driven read of your marketing data, spend, and results. The gaps surface from the numbers, not a hunch.
- Documentation of what already works
- The parts that already work, turned into documented assets that transfer when you leave
- Blueprint development for the documented gaps
- Resource reallocation recommendations
- Performance measurement framework
- Cross-functional integration improvements
- Prioritized roadmap for the next 90 days
The result
A clear-eyed map of what your marketing is currently worth in a deal. A prioritized fix list. Enough documentation in place that diligence will not surprise you.
Fit
Mid-tier engagement. Best fit when there is real marketing happening but no documented architecture behind it.
Engagement 03 · Assessment · 30 to 45 Days · Diagnostic
Architectural Due Diligence.
For: CFOs, investors, or acquirers who need to know what a target's marketing is actually worth. Or sellers who want a third-party assessment before the deal starts.
The challenge
You are about to write a check, or about to take one. The marketing function is part of the price. Nobody can give you an objective read on what is real, what is documented, and what risk is hiding inside the marketing line. You need that read.
What we deliver
- Marketing architecture assessment
- AI-driven analysis of the marketing data, spend, and results
- Asset vs. liability evaluation
- Where the budget is working and where it's leaking
- ROI projection and validation
- Risk factor identification
- Where the upside is, and what it's worth
- Gap analysis and recommendations
- Due diligence readiness assessment
The result
A written report on what the marketing function is worth, where the risks are, and where the value-creation opportunities sit. Usable by either side of the deal.
Fit
Diagnostic-only. Fixed scope. Fast turnaround.
How It Starts
It all begins with one phone call. That's it.
No order form. No package to pick off a website. We talk first. Then, if there's a fit, I scope the right work for where you are in the window.
02 — The Fit
The right work for your window.
If there's a fit, I scope the work to where you are. How close the exit is. How much is already built. What has to be true before diligence opens. You see the plan and the price before anything starts.
03 — The Build
We install it. Your team runs it.
We build the system and document it. Your team runs it after I leave. It shows up in the data room as an asset the buyer can price, not an expense they write off.
Also In Scope
Inside every engagement, these are the specialized pieces.
The big architecture work always pulls these pieces in. Some clients want one of them as a stand-alone scope. Either way, this is what is inside the blueprint.
- Marketing Strategy Architecture. The master blueprint every other piece runs against.
- Marketing System Audit. A line-by-line inventory of what exists, what works, what's missing.
- Inbound Marketing Architecture. The content-and-lead-gen engine, documented end to end.
- Marketing Budget Architecture. ROI-based allocation. The spreadsheet a CFO will sign off on.
- Funnel Design and Architecture. Conversion blueprints with a documented metric at every stage.
- Traffic Source Architecture. A diversified channel map with no single point of failure.
- CEO Growth Strategy Architecture. The growth plan, mapped to your exit window.
- Offer Development. The offer itself, written and tested.
- USP Development. The positioning line that holds up under buyer scrutiny.
- Customer Research Systems. Surveys, interviews, segmentation, and documented avatars. The method I've used with over 150 businesses.
Questions You Probably Have
Honest answers.
12 to 36 months out is the sweet spot. Earlier than 12 and we are solving the wrong problem. Later than that, there is not enough runway to install the system and let the numbers compound in your favor.
Documented assets, not a binder. The Marchitect OS, installed: an AI-driven marketing operating and intelligence system. Execution playbooks your team runs from day one. A live metrics dashboard. Positioning, channel mix, and cohort economics, all documented. Every piece is something your company owns and a buyer can price. It stays in the business after you leave. You get the blueprint and the working machine built on it. Not a deck.
No. I work alongside the in-house team. The goal is to leave a blueprint, not become a dependency. If you do not have a marketing lead yet, I will help you scope the role and recommend candidates.
Brand identity work, ad creative production, and martech implementation. I bring partners for those when needed. The architect does not also lay the brick.
Because the agency is the plumber. They are great at what they do, inside the scope they were hired for. The architect role sits one level above. The two roles are complementary. Most agencies will work better, not worse, when there is a blueprint above them.
The Marketing Value Assessment is complimentary. The engagements vary by scope and revenue size. The cleaner framing is the math on the other side. If proper architecture adds two turns to your multiple, the engagement is a rounding error against the delta. We work through that math in the assessment, not in a price quote on a website.
NDA upfront. Always. Every engagement.
Next Step
Let's see if we're a fit for the work.
The Marketing Value Assessment is 45 minutes. We look at your current marketing through a buyer's lens. You walk away with a written set of priorities. We decide together whether an engagement makes sense.