Co-Pilot Program · A Strategic Partner in the Seat Next to You
You don’t need another consultant on the outside. You need someone in the cockpit with you. The Co-Pilot Program gives you an experienced strategic partner who sits beside you on key decisions, helps structure initiatives, and keeps execution moving—without adding a full-time executive to payroll.
CasperB2B becomes your go-to partner for “What should we do next?”, “How do we roll this out?”, and “What are we not seeing yet?” So you’re not carrying every decision and every plan alone.
Discovery, Priorities & Working Rhythm
We start by understanding your world: goals, pressure points, current initiatives, and where decisions tend to get stuck. From there, we set a clear rhythm for how we’ll work together.
- Deep-dive discovery session with ownership or leadership
- Clarification of 3–5 core priorities for the next 90 days
- Agreement on communication cadence (weekly / bi-weekly sessions)
- Defined channels for quick questions, reviews, and approvals
Strategic Planning & Decision Support
With priorities set, we help you translate vision into concrete plans—and stand beside you as a sounding board when big decisions appear.
- 90-day action plans tied to real capacity and budgets
- Support on choosing between competing projects or vendors
- Help framing initiatives for teams, stakeholders, or partners
- Risk and impact thinking: what happens if we move—or don’t
Hands-On Implementation Guidance
Plans only matter if they turn into real work. As your Co-Pilot, we help you keep projects moving, unblock teams, and adjust when reality hits the timeline.
- Review of key deliverables, campaigns, and launch assets
- Support for marketing, systems, or ops teams on “how” to execute
- Accountability check-ins to keep initiatives from stalling out
- Course corrections when data or feedback suggests a better route
Ongoing Advisory & Leadership Support
Over time, the value of a Co-Pilot is in the pattern recognition: seeing how decisions connect, where momentum is building, and what to protect as you grow.
- Regular strategy sessions to review progress and reset priorities
- Support preparing for key meetings, pitches, or board updates
- Outside perspective on team structure, vendors, and roadmaps
- Option to scale support up or down as your needs evolve
Who Do You Talk to Before You Make Your Biggest Moves?
The Co-Pilot Program is built for leaders who don’t want to make those calls alone anymore. You keep control of the wheel. CasperB2B sits beside you with clear thinking, real experience, and a bias toward action.
Talk to CasperB2B About Co-PilotOr call 1-207-222-7737 and ask about the Co-Pilot Program.
Co-Pilot Program · Frequently Asked Questions
Who is the Co-Pilot Program best suited for?
The program is ideal for owners, GMs, and department leaders who are driving growth, juggling multiple priorities, and want a trusted strategic partner to think through decisions and help keep execution on track.
How is this different from traditional consulting?
Traditional consulting often delivers a report and walks away. Co-Pilot is ongoing, embedded support: fewer slide decks, more real conversations, and consistent involvement across planning and execution.
How often do we meet?
Most Co-Pilot engagements include weekly or bi-weekly strategy sessions, plus asynchronous support for reviews, questions, and quick decisions between calls. The exact rhythm is tailored to your needs.
Will you speak directly with my team and vendors?
Yes, if you want us to. We can remain a behind-the-scenes advisor or work directly with your teams and external partners to help clarify direction and support execution.
What if our needs change over time?
That’s expected. As priorities shift, we adjust the focus of the Co-Pilot engagement—whether that means leaning more into marketing, systems, operations, or leadership support.
Is there a minimum commitment?
Most Co-Pilot relationships begin with a 3–6 month commitment to ensure enough time to understand your world, create momentum, and see meaningful progress. Longer-term partnerships are common once value is clear.
Can this replace hiring a full-time executive?
In some cases, yes—especially when you need senior-level thinking and structure but aren’t ready to add another high-salary leadership role. In other cases, Co-Pilot complements existing leadership by adding dedicated focus on growth and execution.
How do we get started?
The first step is a discovery session to align on your goals, constraints, and expectations. From there, we’ll recommend a Co-Pilot structure that fits your stage and priorities.
Why Leaders Choose a Co-Pilot Instead of Going It Alone
Being “the person in charge” doesn’t mean you have to be the only one carrying the thinking. A strong Co-Pilot makes your decisions sharper, your plans clearer, and your execution less fragile.
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Clear thinking under pressure: A dedicated partner to help filter noise, frame decisions, and keep you focused on what actually moves the business.
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Better roadmaps: Plans that match your resources and stage—ambitious, but realistic enough to execute without burning out your team.
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Stronger execution: Someone watching the throughline from idea to implementation so good initiatives don’t die halfway.
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More balanced leadership load: Less mental isolation for you, more shared ownership of how the business grows.
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Faster, more confident moves: When you’re not second-guessing alone, you can move faster with more conviction.
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A true strategic partner: Someone whose only agenda is helping your business perform—and helping you lead it well.
Want a Co-Pilot in the Next Phase of Your Growth?
If you’re carrying too many decisions alone—or you’re ready for your next moves to be more intentional and less reactive— the Co-Pilot Program is designed for you.
Contact Us About the Co-Pilot ProgramFor immediate questions, call 1-207-222-7737 and mention the Co-Pilot Program.
