B2B SaaS advisory for founders navigating product, growth, pricing, and retention
Recurring access to a senior B2B SaaS operator who already knows your product, customers, business model, and context. Use advisory for the decisions that keep coming back: positioning, pricing, roadmap tradeoffs, activation, retention, growth, expansion, and what to focus on next.
One-time advice helps. Continuity makes the next decision sharper.
B2B SaaS decisions compound. The pricing change you make today affects activation, retention, and expansion later. The positioning you choose now shapes which customers you attract next. Advisory gives you a recurring relationship with someone who understands the connected system — not just the question in front of you.
Context doesn't have to be rebuilt every time
In a one-time engagement, part of the session goes to rebuilding context. In an ongoing relationship, I already know your product, customers, team, and previous decisions — so the work starts faster.
Patterns become easier to spot
When someone sees your decisions across multiple months, recurring patterns become visible: roadmap drift, positioning assumptions, prioritization habits, or customer signals that keep getting missed.
The right question changes with your stage
What matters before revenue is different from what matters at $500K or $2M ARR. Advisory gives you a thinking partner who can adapt the questions as the company changes.
Three advisory tiers, matched to your decision cadence
Founder Advisory
per month · no minimum term
- One 60-minute advisory session per month
- One async question thread per month
- Response within 2 business days
- Brief session notes and recommended next steps
- Month-to-month, cancel anytime
- Best for founders who want a regular outside perspective after a consultation or during early decision-making
Strategic Advisory
per month · 3-month minimum
- Two 60-minute advisory sessions per month (biweekly)
- Up to two async question threads per month
- Email or Slack access during business hours
- Response within 1 business day
- One written decision memo per quarter
- 3-month minimum, then month-to-month
- Best for founders making frequent decisions across product, growth, pricing, retention, and roadmap tradeoffs
Executive Advisory
per month · 3-month minimum
- Up to three 60-minute advisory sessions per month
- Priority async access by Slack or email
- Same-business-day response when available
- One structured deep-dive review per quarter
- Quarterly planning and decision review
- 3-month minimum, then month-to-month
- Best for founders who want senior operator access across the SaaS business without hiring fractional leadership
Three different relationships for three different stages
The right tier is not about buying more calls. It is about matching the advisory relationship to your decision cadence. Some founders need a monthly checkpoint. Others need biweekly strategic support. A smaller number need senior operator access before hiring fractional leadership.
You need a recurring strategic checkpoint
You may have just completed a consultation, or you may be early enough that major decisions come in waves. A monthly session gives you outside perspective without turning the relationship into a heavy engagement.
You are making connected decisions every few weeks
Your roadmap, pricing, customer feedback, acquisition, activation, and retention questions are starting to overlap. Biweekly advisory gives you enough continuity to make better decisions without embedding someone in the business.
You want senior operator access before a fractional hire
You have enough complexity that one-off advice is no longer enough, but you may not need a fractional CPO, CMO, or Chief Growth Officer. Executive Advisory gives you recurring strategic access, priority async support, and one structured deep dive per quarter.
A working relationship, not just a standing call
Every advisory engagement starts with a brief onboarding session to establish context: your product, customers, business model, current constraints, and what you are trying to get done in the next 90 days. That context informs every session that follows.
You set the agenda
Sessions are working sessions, not structured coaching calls. You bring whatever is in front of you — a decision you're wrestling with, a customer conversation that surfaced something important, a draft you want to pressure-test, a strategic question you've been circling. We work through it.
Between sessions, the relationship continues
Decisions don't wait for the next scheduled call. Async access means you can share a draft, flag a development, or ask a quick question between sessions and get a substantive response — not a holding acknowledgment. The depth of async access increases with the tier.
The value compounds as the relationship deepens
By month three, I know your product, your team, your customers, and your decision-making patterns well enough that the sessions are faster and more specific than any one-time engagement could be. That's why the 3-month minimum on Strategic Advisory and Executive Advisory exists — not to lock you in, but to get past the context-building phase to where the work gets genuinely useful.
Most advisory starts with one of the consultations
The consultations are designed to produce a specific deliverable fast — an MVP scope, a churn analysis, a positioning document. Advisory is what happens when you want help executing on what that work surfaces, or when you want a thinking partner for the decisions that follow.
The most common path
A founder books an Idea Validation or Churn & Retention session, gets the deliverable, and realizes the work has surfaced more questions than answers — or that execution is harder than expected. Founder Advisory exists specifically for this transition. Low commitment, month-to-month, and the context from the consultation carries forward.
Tiers are graduated, not fixed
Many founders start with Founder Advisory, find value in the relationship, and upgrade to Strategic Advisory when their decision velocity increases. A small number are at a stage where Executive Advisory is the right fit from the start. The tiers are designed to match the relationship to the stage — and the stage changes.
Not sure which tier to start with? Founder Advisory is the lowest-friction entry point. If more is needed, it is easy to upgrade. If less turns out to be enough, you can step down or pause without making it complicated.
See All Tiers →Frequently asked questions
What's the difference between advisory and coaching?
Coaching usually focuses on the founder's development over time. Advisory is focused on the business decisions in front of you: product strategy, positioning, pricing, activation, retention, roadmap tradeoffs, growth priorities, and operating decisions. You may get useful personal insight from the work, but the primary goal is to help you make clearer decisions for the company.
What if I need to pause or step back from a tier?
Founder Advisory is month-to-month with no minimum — pause or cancel at any time. Strategic Advisory and Executive Advisory have a 3-month minimum, then convert to month-to-month. After the minimum, you can reduce to a lower tier, pause, or end the engagement at any monthly boundary. The 3-month minimum is about building enough context to get real value from the relationship — not about lock-in.
What does "one structured deep dive per quarter" mean on Executive Advisory?
Once per quarter, we use part of the advisory relationship for a more structured review of one priority area — for example positioning, pricing, activation, churn, roadmap focus, or expansion opportunities. It includes prework, a dedicated working session, and a short written recommendation memo. It is not a replacement for a full standalone consulting engagement, but it gives the advisory relationship one concrete strategic output each quarter.
Can we sign a mutual NDA before starting?
Yes — standard for any ongoing advisory relationship. I can send a short mutual NDA if you don't have one, or sign yours if it's reasonable. This is best handled before the onboarding session.
Do unused sessions roll over?
No — sessions don't roll over month to month. This is intentional. The value of advisory is regular engagement, not banked hours. If you're consistently not using your sessions, that's a signal the cadence or tier isn't the right fit, and we should talk about adjusting it.
How is this different from hiring a fractional CPO?
Fractional CPO engagements involve embedded leadership — joining operating meetings, helping manage the product function, and taking deeper ownership of product strategy and execution. Advisory is an external thinking-partner relationship. I do not attend your standups or manage your team. If you need someone embedded in the product organization with direct team responsibility, Fractional CPO is the right conversation. Advisory is most useful when the founder, operator, or existing leader wants a high-quality external perspective on an ongoing basis.
Do you take equity or advisory shares?
Advisory is cash-only at the rates listed. I do not take equity for standard advisory relationships. If an Executive Advisory engagement evolves into a formal board or equity advisory arrangement, that would be a separate conversation.
How quickly can we get started?
Usually within one to two weeks of booking. The onboarding session — a brief, non-billable context-building call — happens before the first formal session. From there, the cadence follows whatever the tier specifies.
Ready for a recurring SaaS operating advisor?
Start with Founder Advisory if you want the lowest-friction entry point. Choose Strategic or Executive Advisory if decisions are moving quickly and you want a more consistent cadence.