01Engagement Archetypes
Four kinds of companies we take on, and a single methodology underneath each.
If your situation resembles one of these four patterns, the rest of the index will read as a working forecast rather than a sales document. The shared methodology is the 7-Lens Positioning Audit, applied and adapted per archetype.
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i
Series B–C SaaS
Repositioning for category-of-one.
A 9–12 week engagement that takes a $10M–$40M ARR product company from “feature parity with the leader” to a defensible narrative the sales team can actually repeat. Ships with positioning memo, narrative architecture, messaging matrix, and a sales-enablement playbook.
Typical range: $96K – $186K
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ii
PE-backed rollup
Portfolio unification under a new parent brand.
A 10–14 week system engagement that maps four to eight acquired companies onto a single master identity, naming architecture, and visual system — without erasing the equity each sub-brand has earned. Ships with naming logic, identity system, sub-brand templates, and a 90-page implementation playbook for the in-house team.
Typical range: $184K – $640K
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iii
Consumer DTC relaunch
Repackaging the same product for a premium shelf.
A 8–11 week identity and packaging engagement for DTC brands preparing to enter retail, raise a growth round, or shed a founder-era visual identity that no longer matches the price point. Ships with identity, packaging system, photography direction, and a wholesale toolkit.
Typical range: $72K – $148K
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iv
Professional services repositioning
Reframing a 20-year-old firm for the next decade.
A 10–14 week strategy engagement for law firms, consultancies, and accounting practices whose existing brand was set by the founding generation and now reads as static. Ships with positioning memo, narrative architecture, identity refresh, and a partner-facing narrative deck.
Typical range: $88K – $214K