StrategicOS™: The Operating System that Aligns Product, Marketing, and Sales
This is the infrastructure that ensures your strategy survives execution.
StrategicOS™ aligns your cross-functional teams around one shared definition of value, so strategy doesn’t fall apart as execution scales.
This is not advisory work layered on top of your organization. It is a system installed into how decisions are made, priorities are set, and execution moves forward.
Growth-stage organizations struggle when alignment is assumed, and not engineered.
New hires, new agencies, new platforms, and new frameworks all rely on the same premise: that teams already share priorities, definitions of value, and decision logic. When they don’t, execution is setup to fail. Until alignment is addressed at the system level, tactics can only compensate temporarily.
StrategicOS™ is a strategic operating system that sits beneath execution.
When alignment is treated as infrastructure instead of effort, several things begin to shift. These changes aren’t driven by motivation or discipline. They are the result of structure.
Where You Actually Start
You do not begin by installing StrategicOS™. Before making changes, leadership teams need clarity on where alignment is breaking down and why. StrategicOS™ is designed to resolve misalignment once it has been properly diagnosed. That is the role of the Strategic Misalignment Diagnostic.
The Full StrategicOS™ Alignment Program
Discovery
Conducting the Strategic Misalignment Diagnostic
Every engagement begins by revealing where product, marketing, and sales are out of sync, and where friction is quietly slowing progress. This gives leadership a shared, factual view of what’s actually happening inside the business—and where focus is most urgently required right now across teams.
Phase 1:
Strategic Alignment
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Landscape Review
Direct Competitors Review (≥4)
Substitutes Review (≥2)
Alternatives Review (≥2)
Stakeholder Interviews
Internal & External (≥3)
Brand Presence Review
Brand Guidelines Review
Physical Marketing Collateral Review
Digital Marketing Collateral Review
Strategic Insights Report
Executive Debrief
Workshop (Optional)
To Be Quoted Upon Request
Supplemental Research (Optional)
To Be Quoted Upon Request
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3-4 Weeks
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Starting at $7,500
Definition
Brand Strategy and Alignment Around a Shared Direction
Once reality is clear, we define the shared direction that will now guide every decision. This is where leadership aligns around one definition of value and one growth priority. Phase 1 turns clarity into commitment across product, marketing, and sales.
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Brand Strategy
Development (≥2 Rounds of Iteration)
Team Onboarding (Optional)
To Be Quoted Upon Request
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3-4 Weeks
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Starting at $20,000
Design
Translation of Your Brand Strategy Into a StrategicOS
With clarity and alignment in place, we design the system that brings your strategy to life. Together, we explore innovation opportunities across product, marketing, and sales. Then we equip your team with the understanding and tools they need to activate the strategy.
Phase 2:
Building the System
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Identity Development
Look & Voice
Optional: Sound, Feel, Smell, Taste
Operational Guidelines
Business Objectives
Business Priorities
Brand Architecture
Marketing Guidelines
Instructions
Examples (≥2)
Product Guidelines (Optional, But Recommended)
To Be Quoted Upon Request
Sales Guidelines (Optional, But Recommended)
To Be Quoted Upon Request
Team Onboarding (Optional, But Recommended)
To Be Quoted Upon Request
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4-9 Weeks
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Starting at $30,000
Deployment
Implementation of Your Strategic Operating System
This is where alignment turns into sustained action. Your teams execute the strategy, deliver value-driven experiences, and build momentum through continuous refinement. For as long as you need, I help you maintain clarity, measure impact, and adapt as your audience and market evolve.
Phase 3: Activating Across Teams
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Execution Support
Creative Direction
Design
Training
Coaching
Vendor Management
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Retainer (Timeline to Be Estimated Upon Request)
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Starting at 7,500/Month
Diagnose Before You Decide
The StrategicOS™ Alignment Program is powerful because it is precise. The first step is not a pitch. It’s a diagnosis.
Run Diagnostic →