Board of Advisors
Get business guidance from virtual advisors across finance, operations, marketing, technology, legal risk, compliance, crisis planning, and strategy.
Access executive-level perspective whenever you need it. As an SMB, you can ask questions to the full board to get cross-functional insights, or speak directly to individual advisors for specialized guidance.
Meet the Board
Unlock cross-functional executive analysis. Ask the full board or individual advisors for specialized strategic guidance.
Book My Guided DemoWorked Board Meeting Example
See how the Board provides strategic cross-functional analysis for a sample prompt.
"I run a 12-person service company doing $2M revenue and want to add $500K in recurring revenue over 12 months. What sales and marketing strategy should I pursue?"
CFO (Financial Advisor) Response
To hit $500K in new recurring revenue on a $2M base, we need to add $41.6K/month in monthly recurring revenue (MRR). CFO recommends auditing customer acquisition cost (CAC) and customer lifetime value (LTV). Focus on package structures that lock in long-term contracts (e.g. 12-month agreements) rather than month-to-month to safeguard project margins.
CMO (Marketing Advisor) Response
To generate $41.6K in new MRR, CMO recommends a targeted account-based marketing (ABM) campaign directed at high-value local prospects. Create educational whitepapers, case studies, and host a monthly webinar program demonstrating immediate operational cost reductions. Run retargeting campaigns on LinkedIn and Facebook to capture warm traffic.
COO (Operations Advisor) Response
Operations must prepare for client delivery scaling. Audit current team workload capacities. Recommend setting up standardized workflows using AI agents (reception/EA) to free up operational hours. Ensure standard operating procedures (SOPs) are documented before scaling to maintain service quality.
Synthesized Board Recommendation
The Board recommends a 3-pronged approach: 1) Repackage service offerings into 3 distinct annual contract tiers to secure MRR; 2) Launch a hyper-focused LinkedIn B2B campaign targetting local mid-market accounts; 3) Automate internal appointment setting and prospect research to ensure the sales team operates at peak efficiency.
The Nine Advisors
Your dedicated team of virtual executives ready to provide cross-functional strategic insights.
CFO
Cash flow, pricing, margins, financial strategy
COO
Operations, scaling, KPIs, vendor management
CMO
Marketing strategy, brand, channels, growth
CTO
Technology roadmap, AI strategy, security, cloud costs
General Counsel
Contracts, IP, employment law basics, regulatory risk
Business Strategist
Positioning, revenue model, market expansion
Crisis Advisor
Continuity, risk planning, disaster recovery
Government & Compliance
Compliance, licensing, government contracting
CSR & ESR Advisor
Social responsibility, sustainability, ESG, DEI