Engagement Models
PB MedTech offers four ways to engage — from ongoing fractional leadership to defined-scope diagnostic projects.
Monthly Retainer Engagements
All retainer engagements include priority access, reserved monthly hours, and embedded leadership. Minimum 3-month commitment. Scope and terms are discussed during the discovery call.
Strategic oversight, board prep, investor-facing narrative, and high-level commercial guidance. Reserved monthly hours with priority access. Light on execution, high on leverage.
Best for: Boards, PE operating partners, and CEOs who need a senior commercial voice without operational involvement.
Most Common
Primary fractional CMO engagement. Strategy development plus active team oversight, sales enablement, and cross-functional execution leadership. The most common engagement model for Series B+ companies without a sitting CMO.
Best for: Companies that need CMO-level direction without the full-time hire.
Deep operational involvement at approximately 50–60% of a full-time schedule. Cross-functional leadership across marketing, product, sales, and commercial operations.
Best for: Companies in active turnaround, pre-launch critical phase, or post-acquisition integration where sustained, hands-on commercial leadership is required.
Board & PE Advisory
Structured advisory relationship for company boards. Typically includes a defined number of hours per month, board meeting participation, and async availability between meetings. Formally scoped — not an open-ended arrangement.
Per portfolio company engagement, structured around the operating partner relationship. Equity consideration available for pre-Series B engagements on a case-by-case basis.
Light monthly commitment · 3-month minimum · Available as standalone or structured transition from any retainer tier
Strategic Advisor on Retainer
Engagement has concluded and an internal leader is in place, but you want ongoing access for quarterly strategy reviews, course corrections, and critical decisions. Structured as a formal handoff — not an open-ended arrangement.
A Series B CEO or VP of Marketing managing the marketing function directly who needs a senior sounding board. Covers strategic prioritization, messaging decisions, team assessment, and board-level marketing narrative.
Entry-Point Projects
Not ready for a retainer? These fixed-scope projects deliver immediate diagnostic value and convert to any retainer tier at no additional onboarding cost.
Before you scale, you need to know if your commercial infrastructure can handle it. This assessment identifies gaps in your go-to-market strategy, positioning, and sales execution — and delivers a concrete 90-day plan to close them.
Deliverables:
Current-state commercial assessment
Competitive positioning gaps
Go-to-market recommendations
90-day execution roadmap
When a product underperforms or an acquisition stalls, the cause is rarely obvious. This engagement digs into root issues — positioning, sales execution, market fit, internal alignment — and tells you what's actually broken and what it will take to fix it.
Deliverables:
Root cause diagnosis
Competitive and market fit analysis
Prioritized recovery plan with go/fix/exit recommendation
Most launch failures are preventable. In the 60–90 days before you go to market, this sprint stress-tests your messaging, segmentation, and sales readiness so you're not spending the first year recovering from a soft launch.
Deliverables:
Messaging and positioning assessment
Segmentation validation
Sales team readiness review
Launch sequencing plan