Bearings

Fractional Leadership · Bearings

A monthly check on your marketing, with clear next steps.

Once a month, we look at your marketing results with you and leave your team with clear advice on what to do next.

Role
Your monthly marketing adviser
For
Local and regional businesses and charities
Investment
$1,000 a month for charities, $1,250 a month for businesses

Who this is for

Bearings is for local and regional businesses and charities that serve people face to face. The day-to-day marketing might be handled by any of these people.

A junior staff member.

Capable and keen, with no one senior to check the work or help them grow.

The owners themselves.

Running the business and the marketing at the same time, often after hours.

Someone whose real job is something else.

The office manager, the volunteer, or whoever said yes when no one else could.

Whoever it is, they’re already doing the work. What’s often missing is an experienced eye on the results each month, and someone to help decide what comes next.

Need someone more hands-on? Helm may be the better fit.

How a month works

Your team gathers the numbers, we review them, and together we decide what to adjust.

  1. 01

    Your numbers arrive

    Your team sends a short list of agreed measures at least five business days before we meet. Raw exports from tools like Mailchimp or Meta are welcome.

  2. 02

    We review the month

    The results, the work done during the month, and what your team has room for in the month ahead.

  3. 03

    A focused meeting

    Centred on coaching and next steps for your team.

  4. 04

    A written report

    With two to four recommendations your team can act on.

What this isn’t

Leading your team.

Bearings is advice and coaching. We don’t manage your staff or produce work between meetings.

Gathering your data.

Your team pulls the numbers using a simple template we provide. If you’d like us to gather them ourselves, that work is quoted separately.

Need more hands-on support? Helm and Keel are built for that.

Investment and terms

$1,000 a month for charities and nonprofits. $1,250 a month for businesses. A one-time setup fee of $500 covers the extra work of the first month, when we agree on your measures and build a baseline.

Billing

Invoiced monthly, in advance. Payment by Interac e-Transfer.

Term

An initial three-month commitment, continuing month to month thereafter. Either party may end the engagement with 30 days’ written notice.

Your numbers

Due five business days before each meeting. If they arrive late, we meet on what’s available.

How we work

Remotely. Meetings are booked at times that work for both of us.

Availability

Bearings is offered to a limited number of organizations at a time. We encourage you to reach out early to reserve a place.

Why Bearings?

Before a sailor changes course, they take a bearing: a reading of where the boat is and where it’s headed. Bearings does the same for your marketing once a month.

It’s the lightest of our fractional services, built for teams who are already doing the work and want someone experienced checking where it’s taking them.

Let’s talk it through.

It starts with a conversation about what you’re working toward and who it serves. We choose the work we take on with care, and we hope you’ll do the same with us. If it’s a fit, we start with three months together, then continue month to month.