These are general guidelines. What is most important to us is that our clients are committed to growth and open to outside ideas.  We do not choose advisory clients based on budget or vanity. Above all, we only accept advisory clients who are an excellent match – both personally and professionally. 

• Runs a small creative industry company (1-25 employees) or consultancy and/or is somewhat new to the business, or transitioning from a corporate position to self-employment. 
 
• The decision maker(s) works directly with us – not through other staff members.
 
• Is uncertain how to grow the business or make a major transition.
 
• Is hiring us because of our depth of expertise and unabashed truthfulness. 
 
• Allows us to lead the process to decide which issues are relevant, and suggest the best solutions.
 
• Is willing to be engaged from the very beginning, participates with intense focus, and then jumps into implementation with commitment and passion.

• Has no hesitation about our fee against the background of the potential impact on their business, pays on time without reminder.
 
• Is open to a different perspective, an objective third party looking from the outside. They don’t blindly accept our advice but test and measure for impact.

Advisory services are delivered one-on-one to smaller companies and individuals in weekly consulting sessions. 

Agency services are for clients that need strategic planning and implementation similar to a virtual CMO or CRO. 

We have worked with clients with a single employee to thousands of employees. However our advisory practice is limited to companies with between 1 and 20 employees, and our agency services clients  that have between 20-150 employees.

Our entire practice is built on knowing what is appropriate for different size businesses with different levels of resources.

We possess no magical abilities to solve all your problems, however, our clients enjoy an outside perspective on how they are really doing.

• • We don’t pull punches

• • We never reinvent the wheel.

• • We don’t use boilerplate. Everything we do is specific to each client. 

• • We care more about solving your problems, than taking your money. (We will earn your money.)

Our clients understand change is still dependent on them, but they want to leverage our knowledge of what has been successful for other companies.

You will always know more about your business, but our knowledge of your firm will outpace any other consultant.

You can expect us to keep our word, come to you with solutions and give you 100% of our abilities 100% of the time.

You will work directly with Pete Monfre as your primary contact and senior level consultants and specialists. We have no junior people or interns that work on client accounts. All of our team is US based. 

More about Pete Monfre’s background here.

Four things:

1. Our approach. We have developed unique processes to get to the heart of the issue and solve problems quickly and more reliably. These processes center around rapid discovery, targeted research, positioning and putting systems in place that can be measured using the scientific method.
 
2. We have been doing this same work for over three decades with 600+ consulting clients and tens of thousands of others who have attended our workshops.
 
3. We only accept clients who are coachable and who are committed to changing the status quo. We’ve been in business too long to waste time trying to lead horses to water. 
 
4. We are very direct and candid, holding nothing back (although it’s always done with kindness).
   
   For example, if we think your baby isn’t cute, we wouldn’t say “Your baby is ugly.” We might hold up a picture and say “See this ugly baby? Your baby looks just like this one.”

We have found that we are not a good fit for most would-be clients. It’s always a good idea to explore working with other talented advisors in this field. If we can’t help solve your problem, we will do our best to recommend someone who can. 

Many of our clients feel like they must first solve their problems so they can tell us what they want. As facilitators our value is in rapidly analyzing circumstances and coming to the table with solutions.  The heart of our value is in helping unravel the complexity of the business and leading your team in determining the path to success. 

Most of our clients already have some kind of marketing plan – usually in their heads. At the same time most are disappointed with the plan’s performance or are frustrated that they can’t execute.

Perhaps our biggest value is that we know how to build plans so that they can be executed. This is often the problem with many marketing plans – they fail to drill down to details and responsibilities. 

It’s best to work with us as early as possible, before spending a lot of time doing “internal planning”

We will systematically clear the fog and create a clear road to your objective.

Austin Texas is our home base and since 2003, have worked with clients remotely around the world.  We also work from a cabin in the Rocky Mountains and from our sister agencies in Wisconsin and London. Clients hire us because they think we know what we are doing and not because we are nearby.

There are two phases in how we work. 

First, there is a period of time during which we are developing the plan. During this time, we are at your service. This typically takes 60 days although for some clients with limited availability or complex products/markets it can take up to 90 days.  

Once the plan is in place, we remain available for and additional 30 days in an advisory role as the plan is implemented. For a few clients, we may also be retained to advise over a longer period during which we would provide execution services and support as needed to execute the plan.  

Our main deliverable is insightful analysis and transformative advice. Our focus is not on long reports or even reports at all. Our clients gain an instantaneous depth of marketing experience. 

Our written recommendations are short, concise, and in outline form and usually delivered as a deck. We use shared documents and folders to deliver these recommendations. We can then expand personally by phone for leadership, teams or both. 

Of all the FAQs, this is the toughest one to answer and there are so many ways that you might misunderstand this or write us off because of it.

When prospective clients asked, we used to give references. We have worked with so many firms that the logistics of it are no problem.

After decades of doing this, we don’t and here’s why:

• • Our clients have not signed up to give you advice, nor help us sell our services. There is no assurance that what worked for them is applicable to you. Finally, our clients don’t have time to field dozens of calls from people considering hiring us.

• • In most cases asking for references is a sign of skepticism. And if you feel references are very important, you may be too skeptical to benefit from a client relationship. We recommend that you read everything that interests you on this site to get a feel for how we think and work with clients and then just go with your gut. 
    
    There are dozens of testimonials scattered through the site and on LinkedIn. Feel free to ask around or Google our names. 
    

• •  Some prospects would abuse the process and ask them each more than a dozen questions. Why should a non-paid reference bother? Often they’ve had an assistant do the calling. If you don’t have the time to check us out yourself, we won’t be a good fit.

• • In many cases, the work we have done for a client is confidential, as our work with you will be. 

We will sometimes make exceptions to this, but rarely. When we do, we will trade references so that each of us can call the other party’s references. Just give us the names and contact information for the last two or three professional advisors, consultants or agencies that you’ve worked with and we can introduce you to the same.

Work is paid in advance and non-refundable, for any reason, unless other terms are agreed-upon and stated in the Service Level Agreement. 

What gives? 

The reason is not cash flow. Rather, it gives us the freedom to be completely transparent with you, not harboring any fear that you’ll be upset and withhold payment. 

It also allows us to respond “yes” to customer requests and accomodations and pay any subcontractors their advance fees depending on what we are doing. 

Finally, we are a small company and our business model is not that of a bank. If you are concerned that we will abscond with your money and/or not deliver to your expectations, you might be too suspicious and/or cynical to be a good fit. 

This policy is applied uniformly with every client, from smaller firms to Fortune 500 companies.

The best way is to connect with us on LinkedIn or sign up for our steady stream of marketing know-how and knowledge through our blog, podcast, workshops and articles at the bottom of this page. 

Pete Monfre is also an artist in residence at the world-famous Saxon Pub in Austin, TX where you can find him performing to a couple hundred or so colleagues regularly.