Marketing & Sales Consulting
Aligning Marketing & Sales to Drive Revenue Efficiently
Too many businesses treat marketing and sales as separate entities, leading to inefficiencies, wasted effort, and lost opportunities. At UPWARD, we know marketing exists to fuel sales—not operate in a silo. Born from sales, we understand how these functions must work together to drive leads, accelerate the sales cycle, and create momentum before a salesperson even enters the conversation. Our consulting services help organizations harness their marketing resources strategically to generate trust at scale, streamline processes, and ensure every effort contributes directly to revenue growth.
Bridging the Gap Between Marketing & Sales
For many businesses, marketing creates content and campaigns without truly understanding how they translate to sales. Sales, on the other hand, often struggles to leverage marketing materials effectively—leading to a disconnect that slows down growth.
We help businesses break down these silos by:
- Aligning marketing efforts with sales objectives – Every marketing initiative should contribute directly to lead generation and revenue.
- Creating sales-driven content & resources – Marketing should pre-educate prospects, so sales conversations happen with informed, ready-to-buy leads.
- Shortening the sales cycle – A well-optimized marketing strategy should eliminate unnecessary friction and accelerate the path to closing deals.
Our approach ensures that marketing supports sales—not just with activity, but with impact.
Evaluating & Optimizing Your Processes
It’s not just about doing more—it’s about doing the right things efficiently.
We conduct an in-depth evaluation of your existing marketing and sales operations to identify:
- Gaps in alignment that slow down revenue growth
- Inefficiencies in lead generation, follow-up, and conversion
- Opportunities to optimize automation, content, and outreach
Our insights give you a clear roadmap to move forward, ensuring your teams are not only doing work that drives business but also running as smoothly as possible.
Generating Trust & Momentum at Scale
Marketing isn’t just about lead generation—it’s about creating informed, confident buyers before they ever speak to sales.
We help businesses strategically position their messaging to:
- Build trust at scale – Establish credibility so leads arrive primed for conversion.
- Eliminate friction in the buyer’s journey – Ensure marketing nurtures leads so sales can close faster.
- Empower sales with ready-to-use content – Give your team the tools to make conversations more impactful and effective.
By the time your sales team gets a lead, they shouldn’t be starting from scratch—they should be closing deals with momentum already in motion.
What Makes Our Website Design Services Special?

Websites that Go Beyond Status-Quo
We go beyond the status quo experience offered by WordPress and build on the Webflow platform providing an optimal user experience without sacrificing performance or security.
Responsive Design
Our designs are responsive and automatically adjust for optimal viewing on desktops, tablets, and smartphones, ensuring a seamless user experience across all devices.
Comprehensive Yet Simple CMS Functionality
We build upon Webflow's fully integrated CMS (Content Management System) that allowing easy creation and changes to repetitive items such as team members, jobs, locations, blogs, etc.
Comprehensive SEO Optimization
Our approach to SEO optimization goes well beyond considering simple keywords. We are attentive and intentional with all aspects that factor into SEO including page-by-page meta descriptions, ensuring all images are in WebP next-gen format, applying alt-text to all image assets, providing, adding Open Graph images and more.
Hosting and Security
Webflow provides fast and reliable hosting on a global Content Delivery Network (CDN) with automatic scaling to handle traffic spikes. Enhanced security features protect against threats and ensure your site remains safe.
We Don't Hold You Hostage
We're not going to build an overly complicated site that requires you to come to us for every single change. With us, you're always in control.
Elegant Interactions and Animations
We infuse your site with subtle and elegant interactions and animations to enhance the user experience, engaging users with dynamic content and effects that trigger based on their interactions.
Easy Client Editing
Our goal is not to gate keep your site. Rather we make it easy to access and edit your site with only the most basic of skills. If you can competently send an email then you can edit a site built by UPWARD.
Beyond Websites...
We're a full-service digital agency providing marketing services ranging from strategy, campaigns, videography, advertising, and beyond.
Our Content Creation Process
From Strategy to Execution, We Deliver High-Impact Content
At UPWARD, we take a comprehensive approach to content creation, ensuring every step aligns with your business goals. From developing a strategy that resonates with your audience to writing, editing, and optimizing each piece of content, we handle it all. Our goal is to ensure that every word serves a purpose—driving engagement and conversion.
Discovery & Research
We start by understanding your business, your audience, and your goals to inform every aspect of our content strategy.
Audience Profiling
We dive deep into who your audience is, what motivates them, and how they make decisions to ensure our content speaks directly to them.
Content Strategy Development
We create a tailored strategy that aligns with your business goals, incorporating SEO, user behavior, and market insights.
Writing & Editing
Our team crafts compelling, engaging copy that’s optimized for both search engines and human readers, with thorough editing to ensure clarity and impact.
SEO Optimization
We integrate SEO best practices throughout the content to boost visibility and rankings while maintaining a natural, user-friendly flow.
Review & Refinement
We analyze performance and feedback to continually refine and improve content, ensuring it always meets your audience's needs and business goals.
Our Consulting Process
A Strategic Blueprint from Evaluation to Execution.
At The Upward Spiral Group, our consulting process is designed to be as straightforward as it is effective. Many CEOs approach us with an inkling of what might be hindering their marketing and sales performance. However, our goal isn't to echo their suspicions but to provide an unbiased, comprehensive analysis. By delving deeply into every facet of your operations, we uncover the full tapestry of factors impacting your current situation. Our objective evaluations lead to a clear, prioritized roadmap for improvement that often reveals insights beyond the initial executive hunches. This thorough approach not only clarifies the path to success but frequently delivers results that are both enlightening and transformative for the leadership teams we partner with.
Evaluate
We start with a deep dive into your marketing and sales operations, assessing your messaging, methods, and team dynamics. This thorough analysis helps us identify key areas for improvement and lay the groundwork for targeted solutions.
Optimize
Based on our initial findings, we develop a prioritized list of actionable improvements. This phase focuses on refining your strategies and realigning your resources to ensure maximum efficiency and effectiveness in reaching your revenue goals.
Execute
Once the optimization plan is approved, you have the option to implement the strategies with your internal team or engage our experts to manage the execution. We support you through the implementation, ensuring that the strategies deliver the intended outcomes and drive success.
Flexible Leadership for Every Business Phase
Tailoring Our Services to Match Your Evolving Needs
Our Fractional CMO services are designed to provide maximum flexibility, catering specifically to smaller companies or those in pivotal Series A or B stages seeking to establish or reshape their marketing departments. Whether you're looking to fill a recent vacancy in marketing leadership or transition towards a more revenue-focused marketing strategy, we offer the expert guidance needed to navigate these critical transitions. Our approach not only fills the leadership gap but also sets a strategic course that aligns with your long-term business goals. We understand the unique challenges of scaling effectively and affordably, ensuring that our services adapt to meet your evolving needs without the overhead of a full-time executive.
Strategic Expertise
Access seasoned marketing expertise to lead strategic initiatives without the long-term commitment of a full-time executive.
Cost Efficiency
This flexible approach allows you to manage budget more efficiently while still accessing top-tier marketing leadership.
Quick Adaptability
Quickly adapt your marketing strategies to meet changing market conditions or company goals without the typical delays of hiring or onboarding new staff.
Focused Growth
Focus on critical growth areas with targeted expertise tailored to drive results in your specific industry or market segment.
Leadership Continuity
Maintain continuity in marketing leadership, especially during transitional periods such as post-leadership turnover or significant company milestones.
Foundational Development
Design and execute ad campaigns across digital platforms to maximize reach, engagement, and ROI.
Our Consulting Process
A Strategic Blueprint from Evaluation to Execution.
At The Upward Spiral Group, our consulting process is designed to be as straightforward as it is effective. Many CEOs approach us with an inkling of what might be hindering their marketing and sales performance. However, our goal isn't to echo their suspicions but to provide an unbiased, comprehensive analysis. By delving deeply into every facet of your operations, we uncover the full tapestry of factors impacting your current situation. Our objective evaluations lead to a clear, prioritized roadmap for improvement that often reveals insights beyond the initial executive hunches. This thorough approach not only clarifies the path to success but frequently delivers results that are both enlightening and transformative for the leadership teams we partner with.
Evaluate
We start with a deep dive into your marketing and sales operations, assessing your messaging, methods, and team dynamics. This thorough analysis helps us identify key areas for improvement and lay the groundwork for targeted solutions.
Optimize
Based on our initial findings, we develop a prioritized list of actionable improvements. This phase focuses on refining your strategies and realigning your resources to ensure maximum efficiency and effectiveness in reaching your revenue goals.
Execute
Once the optimization plan is approved, you have the option to implement the strategies with your internal team or engage our experts to manage the execution. We support you through the implementation, ensuring that the strategies deliver the intended outcomes and drive success.
Flexible Leadership for Every Business Phase
Tailoring Our Services to Match Your Evolving Needs
Our Fractional CMO services are designed to provide maximum flexibility, catering specifically to smaller companies or those in pivotal Series A or B stages seeking to establish or reshape their marketing departments. Whether you're looking to fill a recent vacancy in marketing leadership or transition towards a more revenue-focused marketing strategy, we offer the expert guidance needed to navigate these critical transitions. Our approach not only fills the leadership gap but also sets a strategic course that aligns with your long-term business goals. We understand the unique challenges of scaling effectively and affordably, ensuring that our services adapt to meet your evolving needs without the overhead of a full-time executive.
Strategic Expertise
Access seasoned marketing expertise to lead strategic initiatives without the long-term commitment of a full-time executive.
Cost Efficiency
This flexible approach allows you to manage budget more efficiently while still accessing top-tier marketing leadership.
Quick Adaptability
Quickly adapt your marketing strategies to meet changing market conditions or company goals without the typical delays of hiring or onboarding new staff.
Focused Growth
Focus on critical growth areas with targeted expertise tailored to drive results in your specific industry or market segment.
Leadership Continuity
Maintain continuity in marketing leadership, especially during transitional periods such as post-leadership turnover or significant company milestones.
Foundational Development
Design and execute ad campaigns across digital platforms to maximize reach, engagement, and ROI.
Frequesntly Asked Questions
Are you looking for answers to our customers' most frequently asked questions? Here they are.
What is a Fractional CMO?
How can a Fractional CMO benefit my small business?
What kinds of companies typically hire a Fractional CMO?
Can a Fractional CMO help if we are looking to scale our marketing efforts?
How does a Fractional CMO integrate with existing teams?
What’s the typical duration of engagement with a Fractional CMO?
How quickly can a Fractional CMO make an impact?
Content Designed to Connect, Captivate, and Convert.
Connecting with Prospects Requires More Than Just Talking About Features.
Connecting with your prospects requires more than listing features; it demands an immersive narrative that resonates with their core needs and aspirations. Our content strategy pivots from mere description to creating deep, meaningful connections. By focusing on the challenges, experiences, and goals of your audience, we develop content that not only informs but also transforms. This purpose-driven approach ensures each piece of content builds trust, engages deeply, and compels action, aligning your solutions with your audience's journey. Through intentional design and storytelling, we guarantee a digital presence that's not just visible but impactful, fostering lasting relationships and driving conversions that truly reflect your brand’s value.
Connect
We frame your solutions through the lens of your prospects, accounting for their problems and aspirations, to enable a deep, meaningful connection.
Captivate
We present your solutions as a bridge transporting prospects from their current state to their aspirational state, captivating their imagination and interest.
Convert
We culminate by compelling your audience to action, overcoming doubts and establishing trust, affirming that you are the key to achieving their aspirations.
We don't just provide quick fixes - our services are an investment in your future success.
Cody Strate
Founder | Managing Director

Request a Free Consultation
Want to see what we're about.
Let's chat.
