Strategic Advisory Packages
Strategic expertise delivered the way you need it in a lighter-touch engagement.
Focused, actionable, and designed for you.
This is a lighter-touch engagement designed for teams that want strategic guidance and external perspective, but don’t need a fractional leader embedded in their operations.
Quick overview.
This is strategic guidance you can tap into when you need it. I bring the outside perspective that helps you get unstuck, pressure-test decisions, or go deeper on one or two issues with your team. It is flexible by design. Some clients work with me for three months. Others keep me on as long as it adds value.
We meet at a cadence that fits your rhythm (weekly, biweekly, or monthly). Between sessions, I’m available via email or Slack for quick collaboration and alignment.
As your advisor, I can:
How it works.
Help you think through strategic decisions
Review or audit specific parts of your GTM process.
Share proven frameworks and templates for your team to adapt.
Connect you with relevant resources or introductions when needed.
Advise your executive team during key moments.
Engagement options
Strategic Advisory Packages
TIER 1
Foundation
$2,500/month
For startups with strong internal teams who need strategic direction.
1x monthly strategy session (60–90 min) with leadership
Strategic insights brief after each session with action steps
Quarterly review of performance against KPIs and roadmap
Unique to Foundation: Simple, focused guidance for teams that already execute well but need outside perspective.
Outcome: Clarity on critical decisions without adding full-time strategy headcount.
TIER 2
Acceleration
$3,700/month
For startups actively scaling and testing new GTM motions.
Bi-weekly strategy and GTM sessions (60 min each)
Strategic insights briefs with recommendations tied to growth priorities
Course-correction guidance every two weeks based on performance
Quarterly review with expanded focus on scaling metrics and growth blockers
Unique to Acceleration: Frequent touchpoints and deeper quarterly reviews to support active scaling.
Outcome: Faster scaling through structured guidance and regular feedback loops.
TIER 3
Optimization
$5,000/month
For startups that need Maven as an embedded strategic partner.
Weekly strategy sessions or working sessions (60 min)
Custom frameworks tailored to your team (ICP design, sales motion, revenue model)
Quarterly strategic planning and roadmap refresh
Strategic partner in key meetings & initiatives
Unique to Optimization: High-touch partnership with custom frameworks and on-demand access.
Outcome: Ongoing partnership with Maven acting as an extension of your executive team.
Why it works
You get a clear-thinking partner who understands how fintech teams grow and how financial institutions buy. It gives you strategic clarity without the commitment of a fractional role. The cadence is flexible, the guidance is practical, and your team gets what they need to make better decisions and move with confidence.
Complement your Strategy Advisory Package with
Marketing execution options
TIER 1
Get Moving
$4,000/month
For early-stage fintechs building visibility and a repeatable pipeline.
Lead gen strategy inc. ad campaign strategy and management (ad spend separate)
LinkedIn content support (8x posts)
Monthly email newsletter
CRM evaluation & recommendations
Monthly reporting with actionable insights
Outcome: Early traction, consistent pipeline growth, clear ICP definition, and sharper messaging.
TIER 2
Keep Growing
$5,000/month
For scaling fintechs ready to professionalize GTM
Everything in Get Moving
Monthly LinkedIn article creation (up to 750 words)
1x lead generation asset
Automated email nurturing sequences
Expanded content for A/B testing - e.g. carousels, animations
Outcome: Stronger lead flow, structured GTM process, clear ROI tracking, and expanded visibility.
TIER 3
Stand Out
$7,500/month
For fintechs aiming for category leadership and accelerated growth.
Everything in Keep Growing
Event & conference strategy
Account-based outreach (2x ABM campaigns with 3-5 stages each)
PR and thought leadership support for media
Monthly strategy calls
Outcome: Category recognition, faster pipeline growth, stronger credibility, and broader market reach.
Plus: HubSpot CRM setup and automation, case studies, whitepapers and lead magnets creation, and event dinners or roundtables planning. (The add-ons are all evaluated and priced as needed and based on scope.)
Those who strategize, win.
Sara Smith
Senior Global Marketing Manager, GDS Link
What sets Angi apart is her ability to spot the disconnects between sales and marketing before they become real problems. She can translate a founder's vision into clear operational steps, and she knows how to coach teams on showing up consistently and strategically online.
Kelly Baumann
Former Head of Growth, Benny
Her deep expertise in the credit union space was instrumental in helping us shape a high-impact buying process and create sales enablement collateral that truly resonated.
Jordan Mackley
CEO & Founder, ScribeUp
Angi has a unique ability to balance building scalable systems and automation with the urgency of executing quickly to “win deals now.” Her can-do attitude is infectious, and she consistently goes above and beyond, including opening doors through her industry connections.
Phil Hong
Founder GuideAI
Angi made an impact on GuideAI the moment we connected! As a Board Advisor through RevTech Labs, Angi brought structure, strategy, and clarity to our go-to-market approach. Her experience in fintech and financial institutions helped us better position our product and accelerate early traction with the right partners.
In a few weeks you too can go from inconsistent, to predictable sales.
Ready to start?
Fill in this form, and I’ll get back to you shortly to book a first call.
-
Packages start at $3,000. Everything is tailored to your stage and goals.
-
Most start with a 5-week sprint focused on ICP, messaging, sales process, and demand gen. Some continue with ongoing support.
-
If I see major blockers early, I call them out. Together, we adjust quickly and don’t waste your time or budget.
-
Evaluate:
Did the advisor have startup experience?
Did the Advisor have financial services experience?
How did their advice help propel you forward?
Was the advisor open if he/she did not have expertise and willing to pull in other view points.
How much time have you been trying to make the current process work?
Are you willing to take constructive criticism and implement a new process?
-
Fintech founders, GTM leads, and RevOps teams, mostly pre-Series B and looking to build a repeatable sales motion or refine an exsting one.
-
Yes. We build outbound playbooks, write messaging, and coach teams on how to engage through email and LinkedIn.
-
Yes. I offer monthly support for execution, growth planning, or campaign optimization.
-
No. But I often use FedFis (data), HubSpot (CRM), and Zapier (automation). We’ll work with what you have and recommend only what helps. The pricing for services does not include costs associated with tech stack or data.
-
Yes, if an intro makes sense, I’m happy to make it. But introductions are not guaranteed or included as part of the service.
-
Yes, I can attend events on your behalf or augment your team when needed, but that’s scoped separately and agreed on a case-by-case basis. I also help you identify which events are worth your time and how to show up with a clear plan.
Build sustainable growth through go-to-market strategies backed by both buyer and seller insights.
