Tools, training, and a tight-knit community for independent marketing professionals.
You’re a self-employed marketing professional. You’re good at what you do and have been doing it a long time.
You’re deep in the weeds, grinding out deliverables, working hard but feeling like a hamster on a wheel. You don’t have the right kind of traction.
You know you to move up the strategic ladder grow (and survive). It’s even moreso now that AI is taking over marketing.
It’s to operate at the strategic level.
To do work that gets consistent results for you and your clients. To earn more and do better work.
You’d like to be doing mostly strategic engagements.
To be a fractional CMO, consultant, mentor, or strategic advisor. But you’re not sure how to break out of your current ‘thing’. You feel trapped.
You’d like to document and sell your intellectual property.
To turn your expertise into assets than can be sold as knowledge products, training programs, Claude Skills, speaking engagements, or as compliments to your services.
You want to diversify your income.
To sell higher-leverage offerings that grow your bottom line without working more hours.
This curriculum will help you transition from selling tactics to delivering results at the strategic level.
Curious? Hope to see you inside!
—kevin
What You Get
⭐ Lifetime Access
You don’t “rent” the materials like with other memberships. When you join, you join for the lifetime of this product including future trainings and resources that get added later.
⭐ Slack + Zoom Community
Members get access to a private Slack community to exchange ideas and connect more deeply with other marketers. I also share examples, links, videos, private audio lessons, and more—exclusively within the community. We also do regular Community Calls so you can network and talk shop with other marketing professionals.
⭐ Templates & Training
Unlock hours of live and recorded educational workshops with me and/or guest experts. You’ll also get access to the tools, templates, systems, and processes I use daily in consulting work.
Own the Archives
Unlock lifetime access to a growing library of resources and training.
Advisor Operating System
Get the essential templates, systems, and workflows you need to run your consulting engagements.
Templates
Advisor Operating System
Get instant access to everything you need to run an organized and effective consulting engagement
I. Business Admin & Staying Organized
II. Client Engagement Processes & Templates
- Client Kick-Off Email
- Client Discovery Questionnaire – 100+ Questions
- Call Notes Template
- Marketing Strategy & Channel Summary
- Buyer Personas
- Channel Summary
- KPI Spreadsheet
- Standard Operating Procedures
III. Methodology & IP Development
- Marketing Playbook (Trello Template)
- Client Operating System (Trello Template)
- Market Research (Airtable Template)
- Swipe File (Airtable Template) + Example
BONUS:
And more are being added each month!
Additional Resources
- Marketing Partner Rolodex — vetted freelancers, consultants, and agencies to refer implementation work
- Inspiration Swipe File — examples of websites, landing pages, services, ads, and more to use in your business
Training Library
Audiolog: Private Podcast
Implementer Rolodex
Expertise Swipe File
What’s Inside
Active paying members unlock access to the following resources (and future updates).
Training
Business Model Design
Designing your expertise business model
- How to Package, Price, and Sell Custom Consulting
- How to Design Productized Advisory Services
- How to Sell and Deliver Single Strategy Calls
- The Right Way to Sell Fractional CMO Services
- Memberships, Subscriptions, and Community Offers
- An Intro Guide to Mentorship as a Service
- Intro to Selling Digital Knowledge Products
- Selling Implementation Like a Strategist
- Intro to Selling and Delivering Group Coaching
Marketing Your Business
Positioning, sales, and marketing
- Intro to Business Development for Marketing Professionals
- Marketing Fundamentals for Consultants
- Sales Strategies, Tactics, and Mindsets that Convert
- How to Use Writing to Attract More Clients
- How to Choose a Niche for Your Marketing Practice
- How to Gain Traction in a New Niche
- How to Leverage Conferences & Events to Attract Clients (as a Speaker or Attendee)
- Golden Goose Strategy: How to Leverage Other Audiences to Attract Clients
- The 10 Laws of a High-Performing Consultant Website
- Camera, Lighting, and Audio Setup for Your Home Office Studio
- How To Use Video To Attract Clients
- Video Basics: How to Record, Edit, and Publish Videos as Marketing
- Copywriting Frameworks 101
Methodology and IP Development
Refining your methodology and turning it into intellectual property
- Creating Proprietary IP Frameworks and Your Signature Methodology
- The 5 P’s of Marketing Execution – Planning & People
- The 5 P’s of Marketing Execution – Projects & Processes
- The 5 P’s of Marketing Execution – Performance
- Financial Acumen for Marketing Strategists
- The Advisor Operating System—Organizing Everything You Do
- Client Onboarding & Consulting Delivery Process
Guest Experts
- How to Create Clean, Clear, and Convincing Website Copy and Messaging with Billy Broas
- Leveraging Deep Insights and Long-Form Content to Attract Clients with Liam Curley
- Unleashing the Power of AI and ‘Dark Data’ to Find Profitable Market Insights with Abi Awomosu
- How to Negotiate Advisor Equity Compensation with Rod Burkert
- Google Analytics 4 Workshop with Jordan Choo
- The 5 Lightbulbs Copywriting Framework with Billy Broas
- How to Rank Your Website in Google with Tsavo Neal
- Personal Branding Techniques To Help You Become The Obvious Choice with Robby Fowler
- How to Generate More Sales from ANY Email List with Dylan Bridger
And more are being recorded live each month!
Unlock more profit in your practice
Mindshare is all about the business side of running a successful marketing consulting practice. It’s about learning how to package and sell your expertise—not just your hands.
Membership is ideal for marketing professionals looking to:
✅ Deliver high-quality strategic marketing services that makes people never want to cancel with you.
✅ Sell your unique expertise with memberships, training, courses, templates, and other IP assets you can sell indefinitely.
✅ Become a trusted advisor to your clients and break free from the endless grind of deadlines, tasks, and deliverables.
✅ Make yourself AI-resilient with a business that evolves with the latest expectations.
✅ Make cash flow diversified and predictable with recurring revenue supplemented by high-value products and projects.
Back in 2017, I came to the realization that I didn’t want to build a big agency.