— Our Services
Designed for moments
of change.
Every engagement is built around a specific business moment — from transforming an established brand to launching something new or preparing for an AI-first future. Some clients need a complete transformation; others need an experienced partner to guide a critical stage of growth. Wherever you are, the goal is the same: create clarity from the inside out, build alignment, and propel growth and performance.
— 01
Brand Transformation
When the business has outgrown the brand.
Brand Transformation is Upper Story’s flagship engagement. Together, we dive deep into customer data and research to align strategy, operations, talent, product development, customer experience, marketing and execution into one clear direction the entire business can move behind. This isn’t just about changing how the business looks — it’s about changing how the business works.
-
Businesses entering a new stage of growth
A disconnect between business goals and brand & revenue performance
Legacy brands ready for reinvention
Companies navigating change
Organizations struggling with alignment
Leadership teams seeking greater clarity
-
A clear strategic direction
Positioning your leadership team believes in
A connected customer experience
A marketing roadmap built around business goals
Internal alignment across teams
A practical plan for sustainable growth
-
6–12 months
— 02
Fractional Chief Brand & Marketing Officer
When you need executive leadership — not another agency.
Sometimes the business doesn’t need more ideas. It needs someone who can connect them. As your Fractional Chief Brand & Marketing Officer, I become part of your leadership team — bringing together brand, customer experience, marketing and commercial strategy while building capability inside your organization. This is hands-on leadership, embedded in your business. Not advice from the sidelines.
-
Founder-led businesses
Growing organizations
Leadership transitions
Private equity-backed companies
Businesses building internal marketing capability
-
Item description
-
Minimum 6 months
— 03
Strategic Projects
Which engagement is right for you?
-
“We’ve outgrown our brand.”
↓
BRAND TRANSFORMATION -
“We need experienced leadership.”
↓
FRACTIONAL CHIEF BRAND & MARKETING OFFICER -
“Marketing isn’t working as hard as it should.”
↓
GROWTH STRATEGY -
“We’re launching something new.”
↓
GO-TO-MARKET STRATEGY -
“We’re opening new locations.”
↓
RETAIL EXPANSION -
“Customers are finding competitors through AI.”
↓
AI VISIBILITY AUDIT
Not sure where to start?
Your Questions, Answered
-
Senior brand and marketing leadership on an embedded, part-time basis — the strategy and decisions of a CBO/CMO without a full-time hire.
-
An agency executes a slice and you coordinate the rest. I own the whole arc and stay accountable for the outcome.
-
Real transformation compounds — the minimum is the shortest honest path to results.
-
A strategy and baseline in the first 4–8 weeks, a live brand by the second phase, and measured performance through the engagement.
-
Premium and luxury brands across retail, hospitality, e-commerce, health & wellness, fashion, consumer and restaurant.