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How to Sell Advice

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Strategize, advise, and teach what you know.

Build a strategic marketing practice that leverages your expertise—not just your hands.

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…within 3 months of working with Kevin, I pulled in $9k of recurring revenue doing the work with the kind of clients I want to work with. I’ve got clarity on what my strengths are, my positioning, and a clear content plan to go out and deliver. This is just the start.
— Liam Curley

Is this you?

You run a solo marketing freelance or consulting practice.

You’re good at what you do and have been doing it for a long time. You enjoy it most days.

But you also want to operate at a higher level.

You spend most of your time executing projects for your clients—it’s hard to even find time to work on your own business!

The long tail of execution work is holding you back. While you enjoy the craft, you’d like to become more strategist, advisor, and teacher vs. feeling like an order-taker.

You want to do less grunt work and more big-picture work. The kind of work that moves the needle for your clients… and commands a premium.

The problem is, you can’t seem to sell strategy separately from the execution work.

Maybe you’d love to be doing mostly strategic advisory work, but you can’t seem to shake the implementation part that “your market only wants to buy”.

Or maybe you’d like to do some teaching. To document your expertise and sell it as knowledge products for years to come. Or to offer live training and speaking engagements.

Or maybe you want to do all of it! You just want to diversify your income and do higher-leveraged things.

This group is here to help you transition from exclusively selling done-for-you services to managing, advising, and teaching instead.

We’ll help you create more leverage in your business around your expertise, not just your hands—all without needing to build an agency.

Earn a great income, enjoy your work, and build a business that fits your ideal lifestyle.

Curious? Hope to see you inside!

—kevin

Unlock more profit in your practice

Mindshare is all about the business side of running a successful marketing consulting practice. It’s about learning how to package and sell your expertise—not just your hands.

Membership is ideal for marketing professionals looking to:

✅ Become a trusted advisor to your clients and break free from the endless grind of deadlines, tasks, and deliverables.

✅ Design your business model to be more profitable, less stressful, and easier to deliver.

✅ Leverage your expertise into memberships, training, courses, templates, and other assets you can sell indefinitely.

✅ Create more leverage with done-with-you, one-to-many, and productized services.

✅ Make cash flow predictable with recurring revenue supplemented by high-value projects.

What You Get

As a member, you’ll get the resources and social support you need to successfully transform your independent practice, including:

⭐ 1:1 & Group Mentorship
mascotWe’ll meet over Zoom a few times per month to chat about topics like marketing, business model design, knowledge products, and more. You can also ask as many questions as you like on these calls and/or within a dedicated Slack channel.

⭐ Slack Community
mascotMembers get access to a private Slack community to exchange ideas and connect more deeply with other marketers. I also share examples, links, videos, private audio lessons, and more—exclusively within the community.

⭐ Templates & Training
mascotUnlock hours of live and recorded educational workshops with me and/or guest experts. You’ll also get access to the tools, templates, systems, and processes I use daily in consulting work.

Own the Archives

Unlock lifetime access to a growing library of resources, training, and content.

Advisor Operating System

Get the essential templates, systems, and workflows you need to run your consulting engagements (see full list here).

Training Library

Unlock access to all past workshop recordings with over 45 hours of deep-dive training on specific topics (see full list here).

Audiolog: Private Podcast

Quick tips, ideas, and real-world-tested strategies to help you grow your business.

Implementer Rolodex

Struggling to find good people to implement your advice? Get access to a database of vetted marketing freelancers to help get the job done. From web and graphic designers, to developers, ad managers, copywriters, SEOs, and more.

Expertise Swipe File

Get access to a swipe file filled with examples of sales pages, newsletter tactics, service pages, websites, marketing tactics, and a whole lot more.

What’s Inside

Active paying members unlock access to the following resources (and future updates).

Training

Business Model Design

Designing your expertise business model

  • How to Package, Price, and Sell Custom Consulting
  • How to Design Productized Advisory Services
  • How to Sell and Deliver Single Strategy Calls
  • The Right Way to Sell Fractional CMO Services
  • Memberships, Subscriptions, and Community Offers
  • An Intro Guide to Mentorship as a Service
  • How to Create Your First Education Product (Coaching Call)

Marketing Your Business

Positioning, sales, and marketing

  • Intro to Business Development for Marketing Professionals
  • Marketing Fundamentals for Consultants
  • How to Use Writing to Attract More Clients
  • How to Choose a Niche for Your Marketing Practice
  • How to Gain Traction in a New Niche
  • How to Leverage Conferences & Events to Attract Clients (as a Speaker or Attendee)
  • Golden Goose Strategy: How to Leverage Other Audiences to Attract Clients
  • The 10 Laws of a High-Performing Consultant Website
  • Camera, Lighting, and Audio Setup for Your Home Office Studio

Methodology and IP Development

Refining your methodology and turning it into intellectual property

  • Creating Proprietary IP Frameworks and Your Signature Methodology
  • The 5 P’s of Marketing Execution – Planning & People
  • The 5 P’s of Marketing Execution – Projects & Processes
  • The 5 P’s of Marketing Execution – Performance
  • Financial Acumen for Marketing Strategists
  • The Advisor Operating System—Organizing Everything You Do
  • Client Onboarding & Consulting Delivery Process

Guest Experts

  • How to Create Clean, Clear, and Convincing Website Copy and Messaging with Billy Broas
  • Leveraging Deep Insights and Long-Form Content to Attract Clients with Liam Curley
  • Unleashing the Power of AI and ‘Dark Data’ to Find Profitable Market Insights with Abi Awomosu
  • How to Negotiate Advisor Equity Compensation with Rod Burkert
  • Google Analytics 4 Workshop with Jordan Choo
  • The 5 Lightbulbs Copywriting Framework with Billy Broas
  • How to Rank Your Website in Google with Tsavo Neal
  • Personal Branding Techniques To Help You Become The Obvious Choice with Robby Fowler
  • How to Generate More Sales from ANY Email List with Dylan Bridger

And more are being recorded live each month!

Templates

Advisor Operating System

Get instant access to everything you need to run an organized and effective consulting engagement

I. Business Admin & Staying Organized

  1. Organization & Workflow
  2. Consulting Revenue Tracker
  3. Proposal Template

II. Client Engagement Processes & Templates

  1. Client Kick-Off Email
  2. Client Discovery Questionnaire – 100+ Questions
  3. Call Notes Template
  4. Marketing Strategy & Channel Summary
  5. Buyer Personas
  6. Channel Summary
  7. KPI Spreadsheet
  8. Standard Operating Procedures

III. Methodology & IP Development

  1. Marketing Playbook (Trello Template)
  2. Client Operating System (Trello Template)
  3. Market Research (Airtable Template)
  4. Swipe File (Airtable Template) + Example

BONUS:

  • ConvertKit HTML Template + RSS to Email Automation Tutorial

And more are being added each month!

Additional Resources

  • Marketing Partner Rolodex — vetted freelancers, consultants, and agencies to refer implementation work
  • Inspiration Swipe File — examples of websites, landing pages, services, ads, and more to use in your business

What’s Inside

Feedback

Get questions answered and gain clarity on what you need to do next.

Training

Monthly training and bonus content to help you level up your business.

Community

Talk shop with other marketing advisors and strategists.

Templates

All of the templates you’ll need to sell and deliver advisory services.

Unlock Access →

Get Lifetime Access

Sign up today and get lifetime access to all content, resources, and private community.

Mindshare Archives

$499

One-time payment. Lifetime access.

  • Live workshops, usually 1x/month
  • Single-channel Slack access for networking and peer support
  • Lifetime access to the Mindshare Archives training, templates, and resources library
  • Audiolog Private Podcast with insights and strategies to help your inner game
  • Quarterly community calls to network, talk shop, and ask questions

Optional Bonuses:

  • 1-month access to Mindshare Connect
    Group Coaching + Full Community + More
    ($99 value)
  • 1-month access to Mindshare Engage
    1:1 Async Slack DM Coaching w/ Kevin
    ($349 value)

Unlock Access

Frequently Asked Questions

Tell me more about the private & unlimited Slack DM access

Mindshare Engage members can DM me any time to ask for private guidance related to things like pricing, sales process, positioning, proposals and other questions that come to mind.

Unlike with my private mentorship program, I won’t go into deep-dive editor mode if you ask me to review something, for example, but I will give you the guidance you need to move forward with clarity and confidence.

I will reply to your questions within 48 business hours, but I aim to reply within the same day if I can.

If you need me to review something in depth, such as website copy, marketing assets, proposals, etc., you can expect a detailed response each Wednesday. All other specific questions will be addressed right away.

Sometimes, we can chat live in Slack if we’re both available at the same time, though the general pace will be asynchronous.

Is it easy to cancel once I sign up?

Yes, you can cancel with a single click from within your member portal.

What if I can’t make the scheduled calls?

You can leave a message in the Group Mentorship Slack channel and I will answer it for you either in the chat, during the call (you can watch the recording), or with a detailed audio recording.

Can I use your templates and processes in my own business?

Yes! You can use the templates and teachings for your regular consulting clients right out of the box, though I recommend editing it to make it your own. Reselling it or teaching it as your own to other marketers is not allowed, however. I consider this my IP and protect it accordingly.

Why listen to me?

Back in 2017, I came to the realization that I didn’t want to build a big agency.

I was doing web design and digital marketing for B2B businesses with a team of distributed contractors.

It was working, but it didn’t feel right.

Like you, I was doing too much, burning myself out, and could never really turn off my brain at night.

I was always on-call. Always thinking about the next due date. Always wondering why my margins weren’t higher at the end of the day.

My niche—owner-managed B2B services companies—was too broad. I had no real competitive advantage. No negotiating leverage.

I was making a good living but was working hard for it. I knew if I wanted to grow I had to make a change.

I could use my skills to build a “real” agency—with employees, project managers, and an office to bring it all together.

But the thought of that frankly didn’t appeal to me at all.

It was then I realized I could focus instead on the parts I enjoyed most—the strategy and leadership part of marketing.

I could then guide my clients to their goals as an impartial advisor and “producer” of sorts—that’s where the most value came from anyway.

The model immediately felt more aligned with my clients’ interests.

That’s when I began to phase my work into advisory model and never looked back.

Since 2017, I’ve sold over US$1M in advisory services with an average retainer value of ~$3,500/month.

There’s a fair few advisory miles—or kilometres, since I’m Canadian—in my shoes.

I don’t pretend to have all the answers. But I do have experience to share and lessons to teach. And I’m still in the game, innovating on the model and sharing what’s working (or not working).

Join us on this journey.

—kw

100% money-back guarantee

If you’re not getting clear value, I don’t want your money. Notify me within the first 30 days and I’ll refund your membership fee in full.

 

Testimonials

Before working with Kevin, my head was a complete mess.

I’d spent the past couple of years trying to build a solo business, promoting my brand on social, building an audience, and even though the vanity metrics looked good, I felt like I was getting nowhere. I was jumping from tactic to tactic, constantly tweaking and switching positioning, not winning the work and attention I felt was due. I was picking up work, but it was low-priced, adhoc and broad.

I felt like a fool as well. I’m supposed to be good at this. I’m a marketer, but I just couldn’t see the wood for the trees in my own marketing.

I decided to work with Kevin to help introduce some objectivity. I needed someone with marketing expertise who was a marketing expert himself, experienced in working with marketing consultants, and could get to know me well enough to give me the advice specific to where I want to go.

I think within 3 months of working with Kevin, I pulled in $9k of recurring revenue doing the work with the kind of clients I want to work with. I’ve got clarity on what my strengths are, my positioning, and a clear content plan to go out and deliver. This is just the start.

Kevin is calm, thoughtful, and generous. Basically, everything you’d want in a mentor.

This was absolutely one of the best business decisions I’ve ever made.

—Liam Curley, Content (“Insight”) Marketing Strategist

“Within a relatively short period of time, Kevin legitimately transformed my consulting business. I was struggling with a lack of focus, my website didn’t speak to my target audience and my branding was misaligned. Considering my job is to help other companies find their way out of similar messes, it’s hard to believe my own business was in such bad shape. Kevin helped narrow my target market, write better copy and establish the tools and resources I needed to operate efficiently. Then he helped me design the engagement processes for my clients, providing me with a scalable and proven system I can use over and over again.”

— Doug Jones

“Working with Kevin has been a game-changer. Within six months, I doubled my already six-figure business, increased my average retainer size by 33%, and phased out of most of the tactical execution work I was doing before—freeing up my time and energy to take on more clients and grow the business further. His coaching has played a key role in helping develop systems and methodologies to underpin and strengthen my marketing advisory business. No more flying by the seat of my pants! As important, he’s encouraged me to embrace new approaches and ideas that I would have never considered.”

— Mark Evans

When I started working with Kevin, I was looking to move from a consultant offering custom services to an advisor with productised services. I didn’t like the approach of many coaches out there but I immediately connected with Kevin. He’s thoughtful, experienced and sees things from multiple perspectives. With his guidance and Advisor OS, I was able to find better fit advisory clients and improve my client delivery. I often refer to his training material before an important sales call or thinking through the best structure for an advisory client. I recommend working with him.

– Theo Ohene

I recently lost a whale client, which was a huge blow to my income.

I returned to the drawing board, trying to figure out what to do next. But figuring out the next step was overwhelming. That’s when I reached out to Kevin for help.

He invited me to one of his group coaching calls. My most important takeaway? I was thinking too small. Kevin and everyone on the call guided me step by step, helping me clarify the offer I wanted to create.

I realized I didn’t have to stay stuck as a freelancer doing everything by hand. Kevin showed me how I could step into an advisory role or even position myself as a Content Producer/Director—someone who ensures that all the content aligns with a brand’s tone and strategy.

After the call, my mind was buzzing with ideas. Honestly, I am overwhelmed by his generosity.

— Pranav Kale

“Working with Kevin has been a really great experience. He pushed me to get clear on my ideal audience and shape tailored messaging for them. Our discussions also gave me accountability, which was super important.

I was impressed with Kevin’s structured approach to consulting. He provided practical frameworks that helped me shape my offering. Now I have a roadmap to keep making progress.

Even when I struggled, Kevin was patient and understanding. He strikes a nice balance – stretching my thinking while meeting me where I’m at. Thanks for the valuable mentorship Kevin!”

– Stéphane Franceschini

“As a graphic designer, I’ve been struggling to understand how I can transition into advisory services and how to position them. The workshop turned it all around for me. I sold my first advisory service within a month after it, tripling my usual hourly rate. It was extremely insightful and at the same time easy to understand for someone like me who is not a marketing professional. The highest value for a very affordable price. Thanks Kevin!”

-Veranika Lemeshava

I started working with Kevin because I was looking for a mentor to help me scale from a freelancer to an agency. I had been following Kevin’s work for a while, and liked the way he thought about marketing, advisors and working as a freelancer.

I joined his mentorship group and I quickly learnt a lot! Kevin always took the time to understand my problem in-depth, help me think through a solution and guide me as I was implementing it. He was always available in case I had a question I had in the moment, as well.

As a result, I managed to grow from being a freelancer with 1 agency client, to becoming an agency with 3 clients and contractors working for me in the space of 3 months. He helped me with positioning, managing clients and had a lot of ideas to help with marketing.

I always felt I had someone to come to if I had issues, and that was invaluable for me. I highly recommend Kevin’s services to anyone who wants very personalised support. Kevin always encouraged me to think first rather than proposing a solution, and our calls were always enjoyable. 

With Kevin, you’ll have a mentor, but also a friend who is really rooting for you and helping you succeed.

—Araminta Robertson, Content Marketer

“When I started working with Kevin I was charging $500 for website builds. One year later, I was selling websites for $7,000 and it’s only grown from there [to $10k+].

Kevin has a great approach to coaching. It’s personalized and tailored toward your goals. Being a web designer and developer, I wasn’t pursuing traditional fractional marketing gigs. He helped me fine-tune my onboarding process and qualify clients to help me get to the next level in my business.

This membership is great for anyone looking for an awesome community to learn how to sell their knowledge and not just their hands.”

—Luke Netti, Webflow Designer

“…thank you for your guidance and continued emphasis on positioning as a strategic advisor and all that goes into that. I had a sales call this morning and it was the most confident I’ve been on one of these calls in explaining what value I offer.”

—Kristen W.

The Membership is a goldmine of digestible nuggets of real-world insight from somebody who’s earned his stripes in the marketing world. Most importantly, I’ve made new business connections through Kevin’s Mentorship community and have been able to ask, and get direct, tailored responses, to questions and challenges I deal with in the day-to-day operation of my business. I couldn’t recommend this enough as a professional investment.

—Taylor Mason, Copywriter

I started speaking to Kevin approximately 2 months ago, and in those 2 months, I’ve learnt more about marketing than I did at 4 years of college and one year in an agency. I cannot recommend enough this service. Kevin’s analytical thinking and skin in the game from having done it before are a welcome introduction to anyone looking to break into marketing. He knows what works, what doesn’t, and there’s always a why behind advice or thoughts.

—David J., Agency Employee & Aspiring Consultant

When I first approached you with what I thought was a simple inquiry, I had no idea it would lead to such thought-provoking conversations. Through your Mentorship subscription, you’ve opened my eyes to new and exciting possibilities that have already helped me identify an area of expertise to package and sell to clients. I look forward to each new instalment.

—Barb H., Consultant

As an agency owner, I struggle with separating strategy and execution along with being another “me too” agency. Thanks to Kevin’s invaluable insights, I’ve been able to start that separation of strategy and execution. as a result it has helped build stronger trust between my clients and I, structure more profitable engagements and scale my agency faster. Between the deeply insightful knowledge and active community of peers, Kevin’s mentorship program has been an excellent investment. I highly recommend signing up and taking advantage of it.

—Jordan Choo, Agency Owner

Kevin’s mentorship program has already done so much for in the little time that I have joined in regards to getting me to think about my business differently in order for me to grow my revenue. Kevin’s content is very relevant in helping me grow my business while keeping true to being a one-woman show. He is highly attentive (gets back to me within the same day with a podcast), highly transparent with his advice and business, and highly knowledgeable in all areas of marketing. If you’re a marketing consultant I highly suggest working with Kevin and joining one of is his mentorship programs.

—Michelle Roberts, Brand Strategist

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