Your brand is fine. That is the problem.
Fifteen years of operations, profitable books, real customers, and a website that looks like 2019.
A private-equity buyer is reading your deck or a younger competitor with better design is winning your deals. You want one person who can do brand and site and CRM and lifecycle, instead of five vendors with a PM layer in between.
One of three conversations put you on this page.
The B2B services founders who hire this kind of operator usually arrive after a specific moment. A buyer surfaced. A competitor closed a deal that should have been yours. Or the vendor stack finally got too expensive to keep stitching.
// 01
The PE exit conversation
A buyer is at the table, due diligence is six months out, and the brand looks ten years older than the operations. The website was built in 2019 and the deck still uses logos pulled from Google image search.
// 02
A younger competitor with better design
Someone half your age and a fifth your size is winning deals you should have won. Their site loads in a second. Yours has four years of duct tape from rotating freelancers. The booth at the last trade show was the breaking point.
// 03
Five vendors with a PM layer in between
A brand agency, a web shop, a CRM consultant, a paid media outfit, and a lifecycle freelancer. Every handoff drops something, every invoice goes up, and the founder is still the one stitching it together at 11pm.
Stood up an entire branded media arm for a B2B steel company.
A B2B shipping container company with a Central Valley fabrication facility, a coast-to-coast delivery footprint, and a Drupal site that had grown faster than its content hygiene could keep up with. Operations were dialed in. The marketing infrastructure had not caught up.
Twelve months as fractional CMO. One operator. Brand, site, programmatic SEO, AI product page system, two designed sub-brands, a public docu-series called Conex Culture, and a streetwear concept that proved the brand could carry weight outside the yard.
30+
city landing pages
9
product page variants
4
episode scripts
2
sub-brands designed
A two-week audit, then a multi-month rebuild.
The wedge is a $1,500 Stack Audit. The retainer that follows runs $8K to $15K a month for the brand and martech rebuild, with a typical arc of twelve to twenty-four months.
B2B services rebuilds usually run as a full brand overhaul paired with a martech rebuild. The Stack Audit maps your current vendor surface, the gaps in brand and infrastructure, and the order of operations. Most engagements that follow cover everything below in some combination, prioritized by what your team needs to ship first.
// what the engagement covers
- Brand identity, voice, and a usable design system (the navy + signal yellow Conexwest palette is the canonical reference)
- Site rebuild on a stack your team can actually maintain
- CRM and lifecycle architecture (segments, flows, transactional, the email infrastructure that actually drives revenue)
- Programmatic SEO and content systems sized to your category
- Sub-brand or product-line work when the parent brand needs room to extend
- Internal training so your office manager and ops lead can run the playbook after the engagement ends
What a finished engagement looks like.
The Conexwest engagement is the canonical reference for the shape of the work. Navy plus signal yellow plus white is the actual palette. Conex Culture is the actual public brand IP. Two designed sub-brands sit underneath the parent.
// 01
Brand identity that holds up at trade shows
Navy plus signal yellow plus white is the Conexwest example. A grown-up palette, a real wordmark, a voice that reads as the market leader instead of the seven-figure family business.
// 02
Conex Culture style brand IP
Conexwest got a public-facing docu-series, a host persona, episode pipeline, and branded apparel that travels on camera. The brand carries weight outside the yard. That is the bar.
// 03
Two sub-brands designed in parallel
Conexcool for refrigerated storage and WestWatch for telematics. Two full brochure systems, parallel four-page layouts, designed to live underneath the parent brand without diluting it.
// 04
Programmatic SEO and lifecycle infrastructure
City landing pages, product detail systems, transactional and lifecycle email flows, and CRM segmentation that your sales team can actually use. The marketing side of the house finally matches the operations side.
Other B2B engagements in the same shape.
Ready to map the gap? Start with the audit.
Two weeks, $1,500, and a written read on where the brand and the martech are leaving money on the table. Audit fee credits to month one of the retainer if you continue.
We are not a tech company. Will you understand our industry?
Conexwest sells shipping containers. Tradefull runs a 3PL technology platform across Amazon, Walmart, and Target Plus. Bloom operates in the cannabis vertical. Operations-rich, blue-collar adjacent, vertical-trade-show heavy is the home turf. The first two weeks of the engagement are spent learning your business with your ops lead, your top reps, and your best customers.
What if our agency is already doing the marketing?
Most of the time the agency handles paid media or a slice of content, and the brand foundation underneath is the actual gap. The engagement starts with a Stack Audit that maps what your agency is doing, what is missing, and where the seam between us should sit. Plenty of engagements run alongside an existing agency. The point is one named operator owning the brand and the martech, not replacing every vendor in your stack.
How long is the engagement?
A Stack Audit is two weeks and $1,500. The retainer that follows is $8K to $15K a month with a three-month minimum and month-to-month after. Twelve to twenty-four months is the typical arc for a B2B services rebuild. PE exit timelines compress it. Trade-show driven timelines stretch it.
Do you do paid media?
Paid media management is priced separately and usually stays with whoever currently handles it. The retainer covers the brand, the site, the CRM and lifecycle architecture, the content systems, and the analytics. If the paid media vendor is the bottleneck, that is its own conversation.
Will you train our internal team?
Yes. The Conexwest engagement included building systems an office manager and an ops lead could pick up and run. Documentation, training sessions, and Loom walkthroughs are part of the work, not an upsell at the end. The goal is your team owning the playbook by month nine or ten.
One operator. All the way through.
