Our Process and Pricing
Get a clear understanding of how we work and the investment you can expect to make.
Fulcrum Planning Packages
We offer three types of planning engagements: Strategic Planning, Operations Planning, and Marketing Planning. Each can be purchased individually or bundled together for comprehensive support.
How pricing works:
- Fixed-price engagements based on scope and complexity
- No hourly billing
- No invoice surprises
- Quote provided upfront before work begins
Below are the three planning types, typical investment ranges, and what impacts final pricing.
Strategy
For businesses that need strategic clarity on priorities and where leverage exists in their ecosystem.
Strategic Planning Facilitation | $3,500
- Facilitated planning sessions to clarify priorities and identify leverage points
- 1-year plan with quarterly objectives and key tradeoffs
- Strategic framework document (3-5 pages)
- Timeline: 2-3 weeks
- Best for: Leaders who need strategic clarity but have internal capacity to execute
Comprehensive Strategic & Operational Planning | $5,000-7,500
- Everything in Strategic Planning Facilitation, plus:
- Ecosystem analysis (core, adjacent, and tertiary market opportunities)
- Operational planning and resource allocation recommendations
- Initiative prioritization framework
- Strategic partnership and leverage identification
- Timeline: 4-6 weeks
- Best for: Leaders who need both strategic direction and operational roadmap
These are one-time planning engagements. For ongoing execution support, see Fractional Partnership options below.
Operations
For businesses that need operational systems designed to execute their strategic priorities.
Operational Assessment | $3,500
- Current operations audit (workflows, tech stack, team structure)
- Process gap analysis and friction point identification
- Technology waste assessment (typical findings: 30-40% redundant spend)
- Prioritized optimization roadmap
- Timeline: 2-3 weeks
- Best for: Leaders who need clarity on operational inefficiencies before committing to redesign
Operational Systems Design & Installation | $5,000-7,500
- Everything in Operational Assessment, plus:
- Process documentation for 5-7 critical workflows
- Technology stack optimization and integration plan
- Team structure redesign with clear ownership and accountability frameworks
- Partnership-based capacity planning (identifying where to use staff vs. contractors vs. outsourced support)
- Timeline: 4-6 weeks
- Best for: Leaders ready to build operational infrastructure but need design expertise, not ongoing execution support
These are one-time design engagements. For ongoing operational execution support, see Fractional Partnership options below.
Marketing
For businesses that need marketing operations systems and strategic positioning—not campaign execution.
Marketing Operations & Positioning | $3,500
- Market positioning analysis and competitive differentiation
- Core messaging framework aligned to ICP pain points
- Marketing tech stack audit and optimization recommendations
- Website copy strategy (we provide framework, not copywriting)
- Timeline: 2-3 weeks
- Best for: Leaders who need strategic direction for marketing but will execute internally or through agencies
Comprehensive Marketing Systems Design | $7,500
- Everything in Marketing Operations & Positioning, plus:
- Ecosystem analysis identifying adjacent market opportunities
- ICP definition and pain point research
- Marketing process documentation (content workflows, lead nurture, conversion paths)
- Channel strategy and partnership identification
- 12-month marketing roadmap with prioritized initiatives
- Timeline: 4-6 weeks
- Best for: Leaders building marketing infrastructure from scratch or redesigning broken systems
We design marketing systems and strategy—we don't execute campaigns, write content, or manage ads. For execution support, see Fractional Partnership options below.
Combined Planning Packages
Most clients need more than one type of planning. We offer pre-set bundles with built-in discounts, or we can customize a package specific to your needs.
Foundation Package | $9,500
Strategic + Operations Planning (save $1,000)
Growth Package | $9,500
Strategic + Marketing Planning (save $1,500)
Complete Foundation | $16,500
Strategic + Operations + Marketing (save $2,500)
Note: Bundle pricing is based on Tier 1 services. Comprehensive tier upgrades available.
Ongoing Execution Engagement
Monthly retainers for businesses ready to execute without adding to their headcount
Starting at $3,000/month | Minimum 6-month engagement
We don't just hand you a plan and disappear. Our execution partnerships provide ongoing strategic and operational support to ensure your plan actually gets implemented.
Our full business operations team can execute plans, install technology systems, build custom automations, manage content creation—whatever execution support your business needs to maintain momentum.
Available for:
- Strategic Execution - We function as your fractional strategic leader
- Marketing Execution - Content creation and ongoing marketing management
- Operations Execution - Continuous systems optimization and support
What's included:
- Strategic leadership and decision support
- Operational execution support
- Regular accountability check-ins
- Continuous system refinement
- Support as changes are implemented and resistance shows up
Pricing scales based on your business requirements and scope of support needed.