Executive Advisory Retainer

The Executive Advisory Retainer is Bespoke Business Development’s elite-level advisory engagement, created for founders, executives, and leadership teams navigating complex business decisions, strategic pivots, high-stakes growth, or expansion into new markets. This ongoing monthly partnership ensures you never face mission-critical decisions alone—and provides consistent, confidential access to top-tier advisory support when it matters most.

While most consulting firms focus solely on deliverables, our Executive Advisory Retainer™ is designed for high-leverage decision-making. It brings clarity, structure, and strategy to the most important parts of your business—whether you’re negotiating a partnership, evaluating new offers, optimizing your leadership team, preparing for investor discussions, or structuring a rollout plan for new products.

This is more than mentorship or one-off coaching. It’s an embedded strategic presence, available on-demand, calibrated to your long-term goals, and structured to scale with you.

Strategic Purpose

Every stage of business introduces new variables—new risks, new stakeholders, new opportunities, and new blind spots. Founders and executives are expected to wear multiple hats, make rapid decisions, and remain both visionary and operationally sharp. But without trusted, experienced, and unbiased guidance, even the best leaders can become reactive, misaligned, or stuck.

The Executive Advisory Retainer™ is designed to provide:

• Ongoing strategic clarity

• Sounding board support before making consequential moves

• Accountability, structure, and momentum at the leadership level

With access to an advisor who understands your business from the inside out, you gain the space and perspective to make smarter, faster, and more confident decisions across departments, partnerships, and growth initiatives.

Scope of Engagement

This is a recurring monthly engagement that blends scheduled strategy sessions with on-demand advisory access, tailored to your working style and business rhythm.

Monthly Strategy Sessions

You receive 2 to 4 high-level strategic calls per month. These sessions are designed for:

• Business model refinement

• Organizational restructuring or leadership alignment

• Investor and capital planning discussions

• Market positioning decisions

• Pricing, packaging, or offer optimization

• Strategic planning across short-term sprints or long-term vision

Each session is documented with key takeaways and next steps. These conversations are direct, pragmatic, and results-driven.

Document & Asset Review

Need feedback before launching something big? As part of your retainer, you receive review and advisory feedback on:

• Pitch decks and investor documents

• Sales scripts and lead generation assets

• Brand messaging and positioning copy

• Go-to-market strategy plans or campaign calendars

• Product roadmaps or pricing models

All reviews are delivered within agreed-upon response times and can be accompanied by annotated comments, voice memos, or video walkthroughs.

Asynchronous Voice Memo and Email Access

Between sessions, we offer asynchronous communication via voice memos or email to maintain momentum. You can send updates, questions, or reflections and receive targeted strategic responses without having to wait for a scheduled call.

This “in your pocket” approach is particularly valuable for:

• Rapid decision-making

• Leadership support in times of uncertainty

• Staying on track during execution-heavy phases

• Checking assumptions before deployment

Optional Slack Channel or Project Workspace

For clients with ongoing project work or team collaboration needs, a shared Slack channel or Notion/ClickUp workspace can be provided for:

• Real-time collaboration

• Document sharing and asynchronous updates

• Coordination with key team members (optional, with confidentiality agreements)

This workspace becomes your digital advisory boardroom—available anytime, customized to your internal processes.

Deliverables

While this engagement is advisory in nature, clients receive:

• Strategic notes and summaries from each session

• Annotated review documents and voice memo feedback

• Quarterly objective planning sheets (optional)

• Email or voice memo access with guaranteed turnaround windows

• On-demand guidance during moments of uncertainty or decision-making

• Optional access to select Bespoke Business Development internal tools, templates, or frameworks