strate gy / insights / ideas / innovation
Private Offering
Strategy & Innovation Advisory Retainer

Senior counsel on strategy, innovation and culture. No project required; my standing agenda is to surface your blind spots and help you navigate through them.

Many traditional consultants show up when you call, bill for ramp-up, do a project and hand you a deck. This offering is a different arrangement: you get a senior advisor (that's me, Jason) who works to stay up to date on your context, on-call for the urgent, and proactively watching for what you haven't thought to ask about yet. Think of it as having an invested, neutral party in your corner — dedicated to your organization's success, but without the internal orthodoxies and fully industry-agnostic.

15 years of front-end innovation, insights, strategy, facilitation and culture-building across multiple $1B+ individual CPG brands, large publicly traded organizations and closely-held companies of all sizes. Fluent in B2B, B2C, family-owned, PE-backed, and publicly traded organizations.
Four things. No timesheets.
Async Access
Quick-reaction advisory and consultation via text, email or video; for clients in West Michigan, this includes site visits when possible. This could be a decision, an opportunity, a pressure test, a gut-check. Reach out and I'll respond; no tickets, queries, or "do we have hours for this?" necessary.
Monthly strategy call
60–90 minutes structured around what's actually live in your business. Innovation adjacencies (product, process, business model). Priority setting, decision clarity, what to move and what to hold.
Proactive Intelligence
2–3 drops per month: competitive moves, category shifts, business model signals, not written with AI but always with a specific POV on what it means for you.
Your individual context
I work to learn your priorities, team dynamics and strategic constraints. Each month builds on the last.
Monthly Investment
$3,000
per month
Minimum term 3 months
After that Month-to-month
Clients at this level Max 6
Availability Limited
Facilitation add-ons
Workshops & working sessions
Scoped separately. But because context is pre-loaded, any engagement runs faster and goes deeper. You're not paying for discovery that's already done.
You're dealing with growth and complex decisions, but you have a lean strategy and innovation function.

You're navigating decisions that don't fit neatly into a project scope — product bets, business model shifts, organizational questions, build-vs-buy calls. Things that keep surfacing in leadership conversations without resolution.

This works best for mid-market companies from $25M to around $1B — those going through significant growth, family leadership transitions, severe marketplace disruptions and new innovation challenges. Complex enough to need real counsel, but lean enough that a full internal strategy and innovation function doesn't make sense — or exists, but needs an outside eye to pressure-test it.

Consumer Products B2B B2C Family-owned PE-backed Publicly traded
It's all about right-sizing the engagement.

The big firms (the MBBs of the world) can be the right call when you need a team, a brand name on the cover page, or a capital budget to match. Engagements typically start north of $500K.

This is designed for something different; it's a more personal and more dedicated engagement providing ongoing judgment from a senior strategy and innovation advisor who gets to know you and your business deeply, at a cost that doesn't require a capital budget to justify.