Advisory, workshops, and audits that turn marketing complexity into clarity
Each engagement is structured, time-boxed, and designed to create clarity. You get practical insights, documented recommendations, and a plan your team can implement.
Most clients start with one of these three engagement types, depending on where they need clarity most.
Marketing Architecture Advisory
Question: How can marketing operate as a connected system?
Answer: Most companies engage in marketing activities without a formal marketing system. The advisory engagement helps you define roles, workflows, and reporting structures that connect brand, demand, and revenue.
You get: A defined operating model for marketing. Role clarity across internal teams and partners. Governance and decision frameworks. Metrics and dashboards tied to business goals.
Duration: 6 to 8 weeks. Best for companies building or restructuring marketing teams.
Strategy and Alignment Workshops
Question: How can leaders balance brand and demand to drive growth?
Answer: Leadership teams often struggle to balance short-term revenue pressure with long-term brand building. Clear Harbor Advisory workshops foster alignment around shared goals, messaging, and measures of success, enabling brand and demand to work together instead of competing for resources.
You get: A shared understanding of how brand and demand reinforce each other. A 90-day plan that connects awareness and conversion goals. Clear decision criteria. Documented alignment among key leaders.
Duration: 1 to 2 days. Best for teams that need focus and consistency across sales, marketing, and leadership.
Marketing Maturity and AI Readiness Audits
Question: How can AI help small teams scale with structure and control?
Answer: The audit shows how your people, processes, and platforms work together and where intelligent automation can help. You get clarity on what to automate, what to protect, and how to use AI to increase speed without losing brand voice or editorial quality.
You get: A full marketing systems assessment. Clear visibility into AI readiness and risk areas. A responsible AI plan. A prioritized 90-day roadmap for scaling with confidence.
Duration: 3 to 4 weeks. Best for small and mid-sized teams ready to scale faster with guardrails.
How this work typically unfolds
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Clear Harbor Advisory focuses on structure and strategy, not campaign execution. You get a framework that helps your team and partners execute with clarity.
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Yes. Each project is scoped to your size, team, and goals. Most clients begin with an audit or a workshop before moving to advisory.
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AI is used to streamline analysis, uncover insights, and model options faster. You always maintain full editorial control.
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Projects range from 3 to 8 weeks. Pricing is shared after our first conversation and confirmed once goals and scope are clear.
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Usually the marketing lead and one or two senior stakeholders. Workshops often include cross-functional teams.