Find out in two weeks exactly which leaks are costing you signed cases — and which fix matters first. A scored OS Map and a written prescription, built with you in a live working session. $1,500 (first 3 clients) / $3,000 — a standalone first piece of work we propose after a free discovery call, and the fee credits to your first CMO month if you go forward.
Spartan is run by Matthew Tate — 15 years coaching marketing directors at law firms and home-services businesses.
Three minutes from Matthew on what the OS Diagnostic buys, how the fee credits to your first CMO month, and what walks out of the working session with you.
Your team completes the Asset Audit Questionnaire in week one — goals, KPIs, lead sources, intake flow, tech stack, current spend, current performance. We get read access to your Google Business Profile, your site, your CRM, your GA4 if you have it, and the last ninety days of intake records. This is the input to everything that follows.
Your Spartan Marketing OS Score, 0–100. Each of the five pillars — marketing scorecard and cadence, lead generation, intake conversions, reviews and nurture, reporting and attribution — scored 0–20 against a written rubric. You see exactly where the score is high, where it leaks, and how much each leak is costing in signed cases.
You and your intake lead on Zoom with us. We walk through the audit, validate the score, and build your OS Map on screen. Then we name the specific Quick Win Campaign that runs in the first weeks if you move into a CMO engagement. The session is recorded; you keep the recording.
A short, structured conversation about where the owner wants the firm in twelve to twenty-four months — case-type mix, headcount, owner take-home, time off the bench. The prescription is anchored to that target, not to a generic "more leads" frame.
Not a strategy deck — a playbook. What's broken, what to fix, in what order, and which path matches your firm's baseline, capacity, and stage. The prescription names one of three paths.
Once we've agreed the OS Diagnostic is the right start, sign the agreement and the fee is due upfront. You get the Asset Audit link, a kickoff Loom from us, and a Zoom invite for the working session in week two.
Your team completes the Asset Audit Questionnaire. You grant read access to GBP, site, CRM, and the last ninety days of intake records.
Score all five pillars 0–20. Compute revenue-per-employee, marketing-spend percent, and the gaps in your Ideal Case Bucket. Draft the prescription.
Recorded. Owner attends — intake lead strongly preferred. We tear down the OS together, build the OS Map on screen, name the leaks in priority order, and lock the Quick Win Campaign that would run if we move forward together.
The written prescription document lands in your inbox. The prescription names the path: CMO engagement at one of three tiers, Reset, or walk away with the roadmap.
If the prescription points to CMO or Reset, the matching written proposal lands in your inbox. We never pitch the engagement inside the working session itself — the session earns trust; the proposal follows.
Sign forward into a CMO engagement or into Reset, and the Diagnostic fee credits dollar-for-dollar to your first CMO month. Walk away, and the OS Map, the prescription, and the recording are yours.
Fixed scope, fixed price. The OS Diagnostic is a real piece of work — a standalone first piece we propose after a free discovery call, not a cold purchase. We don't dress a sales pitch up as an audit. You know the full cost before we start, and it never grows. Intro pricing: $1,500 for the first 3 clients, then $3,000.
The credit — the fee follows you into the engagement.
The Diagnostic fee you paid credits dollar-for-dollar to your first CMO month at Engaged, Embedded, or Anchor intensity.
The Diagnostic fee you paid credits dollar-for-dollar against your 90-day Reset block at $8,000.
If you walk away with the roadmap — no signed engagement inside the thirty-day window — the fee stays the fee. You keep the OS Map, the prescription, the recording, and the Quick Win playbook. The walk-away path isn't a failure case; for some firms it's the right answer, and we'd rather you act on the roadmap than buy a tier you can't absorb.
The credit is the point. We measure what you take home — that means routing each firm to the engagement that actually fits, including the engagement we don't sell you. (Credits are computed on what you actually paid — a credit, once applied, is exhausted, and your credits never exceed your cash paid.)
We name the tier and path at the recap, not on a call — from the OS Score and the vision alignment.
From $3,500/mo
Default case. The prescription names the right tier — Engaged ($3,500/mo — we direct, your team implements most of it), Embedded ($7,000/mo — balanced split, the most common case), or Anchor ($10,500/mo — we own most of the install) — based on the per-pillar baseline we scored and the implementation split your team can support. Every CMO tier covers all five pillars from Day 1 in 90-day blocks.
See full tier detail$8,000 · 90 days
Prescribed when the firm presents with a defined transitional pain: a pipeline emergency, an escape from a bad vendor relationship, or a marketing reset forced by a change at the firm. Ninety days, $8,000, one block — mandatory conversion to a CMO engagement at day 90 or we end the work cleanly. Reset has one shape and one job, and it's prescribed here — at the OS Diagnostic — not sold from a page.
You keep everything
Prescribed when the firm's situation, capacity, or fit doesn't support a paid engagement right now. You keep the OS Map, the written prescription, the Quick Win playbook, and the recording. The roadmap is real work — most firms would pay an agency more to produce a thinner version of it. Acting on it yourself is a legitimate path; we'd rather you do that than overbuy.
We don't pick the path in a sales conversation. We pick it from the score, the vision alignment, and what the firm can absorb.
The install model is human-driven, AI-supported throughout — senior operator judgment in the seat, AI in the backstage handling the parts that used to consume disproportionate operator hours.
Fifteen to thirty minutes, free. It's an honest fit-check — if the OS Diagnostic is the right start, we'll propose it. You'll never be charged to talk to us.
Email: [email protected]
Address Office: 5501 Trin Street, Alexandria VA 22310
Assistance Hours:
Mon – Sat 9:00am
Sunday – 8:00pm
