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management consulting
CustomStrat Advisory works with CEOs, executive teams, and boards of mid-sized banks and insurance companies to drive growth, improve performance, and navigate strategic change. Our work is anchored in a clear understanding of customer needs and behaviors—ensuring strategy and transformation efforts translate into measurable business outcomes. A core focus is helping leadership teams structure and lead strategic discussions—particularly quarterly offsites and board sessions—to ensure clear priorities, alignment, and follow-through. Led by a former Chief Strategy Officer and board director, engagements are typically senior advisor-led, with the ability to bring in additional experienced support as needed to accelerate analysis and execution. We combine board-level perspective, large-scale operating experience, and practical execution focus to help leadership teams make better decisions and deliver results. Typical engagements include growth strategy, strategic planning, executive and board offsite preparation and facilitation, performance improvement, and post-merger integration.
CustomStrat Advisory works with CEOs, executive teams, and boards of mid-sized banks and insurance companies to drive growth, improve performance, and navigate strategic change. Our work is anchored in a clear understanding of customer needs and behaviors—ensuring strategy and transformation efforts translate into measurable business outcomes. A core focus is helping leadership teams structure and lead strategic discussions—particularly quarterly offsites and board sessions—to ensure clear priorities, alignment, and follow-through. Led by a former Chief Strategy Officer and board director, engagements are typically senior advisor-led, with the ability to bring in additional experienced support as needed to accelerate analysis and execution. We combine board-level perspective, large-scale operating experience, and practical execution focus to help leadership teams make better decisions and deliver results. Typical engagements include growth strategy, strategic planning, executive and board offsite preparation and facilitation, performance improvement, and post-merger integration.
CustomStrat Advisory has been mentioned across 1 podcast.
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Founder Solo gives you 50 AI pitches per month using the credit model (Standard pitches cost 1 credit, Enriched pitches cost 2). Founder Pro raises that to 200 credits per month and adds full Booking Probability access, unlimited Magic Match, Apollo enrichment credits, and data export capabilities. Both plans use the same credit system, so you can stretch your monthly budget further by using Standard-mode drafting.
Agency tiers have no base fee. You pay per managed client and per talent profile. Agency Standard is $199 per client per month; Agency Pro is $399 per client per month. Both add $39 per talent profile per month. Your own team's user seats are always free.
A talent profile represents one person (founder, executive, or spokesperson) you are booking onto podcasts. It includes their bio, topics, headshots, and outreach history. Team plans include 5 profiles; agency plans are pay-as-you-go.
Yes, at any time. Upgrades take effect immediately; downgrades apply at the end of the current billing period. Contact support if you need help migrating between plan families.
Every paid plan includes a 15-day free trial. Your card is saved at signup but you will not be charged until day 16. Cancel any time from your dashboard.
You keep access until the end of your current billing period. No charges after that. Your data is retained for 30 days in case you reactivate.
Yes. Select Annual on the pricing toggle and the discounted price is applied automatically at checkout. The annual price shown is the full year cost.
That is our Enterprise tier. Contact our sales team and we will build a custom plan with volume pricing, a dedicated account manager, and SLA guarantees.
