[Portfolio Demo]Halverstone Advisory is a fictional practice created byUpstate Web Co.— retainer counts, exit history, and case-study details are illustrative.

/ The practice

Senior CMO work.
Not content marketing
in CMO clothing.

Halverstone is a fractional CMO advisory for early-stage B2B SaaS founders. Five concurrent retainers, $8K-$12K/mo. Twenty years operator experience and two exits. Pricing, positioning, GTM, channel, and hiring — the work that compounds, not the work that fills a calendar.

/ 01

Pricing + Positioning

The work that moves NRR from 108% to 134% in three quarters. Worked twice this past year.

/ 02

GTM Motion

Killing an SDR program is a one-meeting decision after three weeks of customer interviews. The hard part is the meeting.

/ 03

Hiring + Org

Hiring a VP Marketing too early is the most expensive mistake a $3M-ARR founder makes. We design the org you actually need today.

3

B2B SaaS roles before independent

2

Exits

5

Concurrent retainers

20yr

Marketing operator experience

/ Methodology

90 days,
then quarterly,
then handoff.

Every engagement starts with a 90-day kickoff sprint — a structured diagnosis followed by structured shipping. Then quarterly OKR reviews. The end goal is your in-house hire taking over, not a permanent retainer.

Full methodology →

Phase 01 · Weeks 1-4

Diagnosis

Customer interviews (15-25 calls), win/loss analysis, competitive teardown, current-state audit of pricing/positioning/GTM. Output: a written diagnosis with named root causes — not symptoms.

Phase 02 · Weeks 5-8

Decisions

Sequenced strategic decisions with the founder, board (if relevant), and head of growth. Each decision is a one-page memo + a kill-criteria. Decisions that don't pass the kill-criteria do not ship.

Phase 03 · Weeks 9-12

Shipping

First wave of changes ship — pricing page, positioning, GTM motion, hire plan. The CMO does the work alongside your team, not from the side.

Quarterly · Months 4-24

OKR Reviews

Quarterly OKR reviews with the founder + growth lead. Adjustments to the strategy as the business shape changes. Most engagements run 12-24 months. Then handoff.

/ Recent work

Three engagements.
Real numbers.

All case studies →

/ 01 · B2B SaaS — DevOps

Pricing rebuild for a 4-year-old DevOps SaaS

90-day kickoff sprint + 14 months retainer

Net revenue retention moved from ~108% to ~134% over the following three quarters as accounts expanded internally without seat conversations.

/ 02 · B2B SaaS — Security

Positioning reset for a security SaaS in a crowded category

90-day kickoff sprint + 9 months retainer

Inbound demo requests doubled in 90 days post-relaunch. The competitors did not change what they were doing — but customers stopped pattern-matching this product into the same set.

/ 03 · B2B SaaS — Vertical Fintech

GTM motion redesign for a vertical-fintech SaaS

90-day kickoff sprint + ongoing

Embargo lifts 2026-05-15.

Embargo lifts 2026-05-15

/ Field notes

What I'm thinking about.

All field notes →

/ 01 · April 22, 2026

When to Fire Your First Marketing Hire

A pattern across four engagements: founders hire too soon, too senior, and at too high a salary. The diagnostic test for whether your first marketer is going to work.

Read the note →

/ 02 · April 8, 2026

Pricing Is Positioning

The pricing sheet is the most-read piece of marketing copy on your site. Treat it like one.

Read the note →

/ The work

This is CMO work —
pricing, GTM, hiring.

Halverstone is a structured consulting practice. 90-day kickoff sprints. Quarterly OKR reviews. 12–24 month engagements that hand off to your in-house hire. The operator on the call does the work alongside your team — pricing rebuilds, GTM rewrites, executive search briefs, board-level positioning.

The field notes get written when the work surfaces something worth writing about. The case studies get published when the embargo lifts. Both are byproducts of the practice, not the product.

/ Pre-call fit

Not sure if
we're a fit?

Tell me about your stage, ARR, and what's broken. I'll respond with a one-paragraph honest read on whether a 90-day sprint is the right move — or whether you'd be better off with a different shape of help.

No retainer pitch. If we're not a fit I'll say so and point you at someone who is.

/ Quick fit screener

Try: "$2M ARR security SaaS in a crowded category" · "$8M ARR vertical fintech, SDR motion broken"