Board and Executive Advisory
A senior marketing voice in the boardroom.
Most boards do not have a senior marketing operator at the table. That gap shows up in the questions that get asked, the plans that get approved, and the CMOs that get hired. I serve as the marketing voice on boards, advisory boards, and PE operating committees that want to close that gap.
Contact for pricing
What you walk away with
Outcomes, not deliverables.
We measure the engagement by what changed in the business, not by what showed up in a folder.
Better board questions on growth
You get a board that asks the right questions about positioning, demand, conversion, retention, and leadership, instead of the easy questions about ad spend.
A senior peer for your CMO
Your CMO or marketing leader has a peer at board level who has been in the seat and can advocate for the right things.
A clear AI strategy at the board level
A point of view on how AI changes your go to market over the next 24 months, and what the board needs to be asking about every quarter.
CMO selection and evaluation support
Help with hiring, onboarding, and evaluating the marketing leader so the board has confidence in the seat.
How it works
A simple operating cadence.
Step 01
Define the seat
Board observer, advisory board member, or PE operating committee role. We define scope, term, and reporting before I take the seat.
Step 02
Operate the cadence
Attend board meetings, review the CMO scorecard, support the CEO and CMO between meetings, surface the questions the board should be asking.
Step 03
Review and renew
Annual review with the board chair or operating partner. Reset scope. Continue, expand, or hand off.
Who this fits
A clean yes if any of these are true.
- You are a PE firm with a portfolio company that needs senior marketing perspective at the board level.
- You are a pre IPO CEO building a board with the right operating depth.
- You are a board chair who has a gap in marketing literacy at the table.
- You want a senior advisor who can also coach the CMO between meetings.
- You want a board member who will speak plainly when something is off.
Who it does not fit
Honest no. We will point you to a better fit.
- You want a full time board member with deep industry expertise in a niche I do not have.
- You want a name on the website with no real engagement. I take the seat seriously or I do not take it.
- You want an advisor who will not push back on the operating partner or the CEO. That is not the kind of board work I do.
Common questions
Asked and answered.
- Are you available for paid board seats?
- Yes. Compensation is set by the company and depends on board observer vs advisory board vs voting member. Cash, equity, or both are typical structures.
- How many board seats do you take at a time?
- A small number. Boards deserve real attention. I will tell you on the first call how many open seats I have.
- Can you serve PE portfolio companies through your firm?
- Yes. PE operating partners often engage me at the firm level to provide marketing literacy across two or three portfolio companies. The structure depends on the firm.
- How do you handle conflicts with your other roles?
- I disclose my current roles up front, including my Chief Compliance Officer and Board Member position at SunPower. I will not take a seat where there is a real or apparent conflict.
- What is the minimum term?
- One year for advisory board roles. Longer for voting board roles. Board work needs continuity to be useful.
Ready when you are
Bring the question. I will bring the playbook.
30 minutes. No pitch. If we are not the right fit, I will tell you and point you to a better one.