Strategic Guidance with Long-Term Impact

This is where our partnership begins. During your initial consultation, we conduct a discovery session to understand your goals, current position, and challenges. You’ll walk away with a high-level roadmap, fresh insight, and a clear next step — even before we enter a full engagement. We don’t do fluff; we bring focus.

• One-on-one strategy session
• Business Intake Summary (PDF)
• Personalized Action Plan (PDF)
• Quick-Start Resource List
• Strategy Snapshot Worksheet
• Call Recording & Timestamped Notes (if applicable)

Value: Ideal for startups unsure of their next move or entrepreneurs seeking a trusted second opinion. This alone can clarify decisions that save thousands in missteps.

Before you dive into a new market, we help you map it. This service includes competitive research, customer profiling, pricing intelligence, and positioning strategies. Whether you’re launching a product or expanding into a new vertical, we arm you with clarity, data, and direction.

• Comprehensive Market Research Report (PDF)
• Target Audience Persona Profiles
• Competitor Benchmarking Matrix
• Market Viability Scorecard
• SWOT Analysis (Editable Template)
• Go-to-Market Strategy Outline
• Local vs. National Positioning Guide
• Customer Discovery Questions (Worksheet)

Value: You avoid costly assumptions and instead enter the market with data-driven confidence and strategic advantage.

Before you dive into a new market, we help you map it. This service includes competitive research, customer profiling, prYour brand is more than just a logo — it’s the foundation of how your business communicates, connects, and competes. This package is designed for entrepreneurs and small businesses ready to establish or refine their market presence with clarity and confidence. We provide actionable resources and strategic insight to help you articulate your brand’s voice, design, and positioning — ensuring your business resonates with your ideal audience and stands out in the market. The deliverables are tailored so you can continue building with consistency long after the engagement ends.

• Comprehensive brand audit
• Core messaging guide (mission, values, tone, and voice)
• Visual brand recommendations (logo feedback and style inspiration)
• Basic website structure and UX mockup
• Strategic social media content framework
• Market positioning map with competitive differentiation insights

Value: This toolkit equips your business with everything you need to confidently define your brand and communicate it effectively across platforms.

We go beyond spreadsheets. Our financial consulting gives you a real-world view of your business health, profitability potential, and cash flow risks. From forecasting and cost modeling to identifying investment opportunities, this service is built for founders who want to make decisions grounded in financial clarity.

• 3-Year Financial Forecast Template (Editable Spreadsheet)
• Cash Flow Management Tracker
• Break-Even Analysis Calculator
• Profitability & Margin Analysis Worksheet
• Budgeting Framework (Pre-Built Template)
• Pricing Strategy Toolkit
• Financial Health Scorecard (PDF)
• KPI Dashboard Sample (Spreadsheet + Tutorial)
• Consulting Session Summary & Financial Roadmap (PDF)

Value: You get to make better decisions today with a clear picture of tomorrow. Ideal before seeking funding, hiring, or scaling.

You’ve got traction — now what? This service turns long-term goals into an actionable growth plan. We analyze your systems, evaluate what’s working, and design a framework that aligns your time, team, and tools with your vision. Perfect for founders looking to scale without chaos.

• Strategic Growth Roadmap (PDF)
• Scalable Operations Framework
• Revenue Stream Expansion Planner
• Marketing & Sales Funnel Blueprint
• Team & Systems Development Guide
• Quarterly Goal-Setting Worksheet
• Milestone Tracker (Spreadsheet)
• Brand Expansion Strategy Template
• Risk Assessment & Mitigation Plan
• Consulting Session Recap & Growth Action Plan (PDF)

Value: Scaling isn’t just about revenue — it’s about structure. We help you build for growth without burning out or breaking what’s already working.

Revenue doesn’t just happen — it’s built through intentional strategy and systems. This package is designed to help small businesses build or optimize the infrastructure behind consistent sales. We deliver a full playbook of monetization strategies and automation tools so that your sales process can run smoothly and scale sustainably. Whether you’re struggling to convert leads or just need a more professional, hands-off system, this package gives you the resources to make it happen.

• Customized sales funnel blueprint
• SEO Optimization Blueprint
• Email nurture sequence (with copy templates)
• Offer refinement and upsell structure
• Lead generation audit and strategy
• Automation workflows and tech stack guidance

Value:
You’ll walk away with a streamlined and repeatable sales engine — designed to generate more revenue without relying on guesswork or manual effort.

This high-value package is built for serious entrepreneurs and small business owners who want both expert coaching and structured resources. We work alongside you as a strategic partner — offering guidance on launch planning, positioning, branding, financial projections, and business model development. After two in-depth consultation sessions, you’ll walk away with a clear framework, customized tools, templates, and guides you can use to confidently grow and manage your business. Think of it as having an advisory board and playbook in one — without the ongoing overhead.

• Two support consultations (120 min) across strategy, finances, and growth
• Complete digital package of tools, templates, and tailored resources.
  • Customized Business Growth Plan (PDF & Editable Format)
  • Market Entry Analysis Report
  • Brand Strategy Workbook
  • Financial Projection Template (3-Year Forecast)
  • Business Model Canvas & Guide
  • Pricing Strategy Calculator
  • Launch Readiness Checklist
  • Founder’s Strategy Journal (Digital Workbook)
  • Customer Journey & Funnel Mapping Template
  • Consulting Session Notes & Action Plan (PDF)

Value: It’s like having a co-founder in your corner — with experience, objectivity, and a commitment to your success.

When businesses stall or hit the ceiling, the root cause is often internal — misalignment between people, structure, and leadership. This package is for companies facing operational bottlenecks, inefficient communication, or leadership gaps that slow down growth. It’s time to rebuild the foundation, from the inside out.

We help you identify structural inefficiencies, refine your leadership team, and implement HR practices that build accountability and scale. Whether you’re preparing for a major growth phase or just trying to reduce internal friction, this package gives you a complete toolkit to restructure your organization with clarity and purpose.

• Restructuring Strategy Deck
• HR Compliance & Employee Handbook Template
• Leadership Assessment & Growth Framework
• Change Management Guide
• Scalable Org Chart Blueprint
• Roles & Responsibilities Matrix
• Employee Onboarding & Development Toolkit
• Culture & Engagement Playbook

Value: Streamline your team with ready-to-implement org charts, leadership frameworks, and HR systems that eliminate role confusion and reduce team inefficiencies by up to 25%.

In today’s digital-first economy, protecting your data and optimizing your tech operations isn’t optional — it’s foundational. This package is designed for growth-stage and enterprise-level businesses that are ready to tighten their digital infrastructure, proactively mitigate risk, and unlock scalable efficiency through automation and smarter systems.

We go beyond the basics of cybersecurity, offering strategic insight into your digital vulnerabilities and creating a roadmap for a secure, high-functioning business environment. From evaluating your current tech stack to implementing AI solutions, this package positions your company to thrive securely and intelligently in an increasingly automated world.

• Four support consultations (90 min)
• Cybersecurity Risk Assessment Toolkit
• Business Continuity & Disaster Recovery Plan
• Secure Data Handling & Privacy Policy Templates
• Custom Tech Stack Recommendation Report
• Workflow Automation Blueprint
• AI Integration Roadmap
• Employee Cyber Hygiene Training Deck
• Technology Vendor Evaluation Matrix

Value: Safeguard your business with a cybersecurity risk toolkit, automation roadmap, and custom tech stack plan — saving you from potential $100K+ breach costs while increasing daily workflow efficiency by 30%.

You’ve got traction — now what? This service turns long-term goals into an actionable growth plan. We analyze your systems, evaluate what’s working, and design a framework that aligns your time, team, and tools with your vision. Perfect for founders looking to scale without chaos.

• 5 Consulting Sessions (90 min each)
• End-to-End Business Transformation Plan
• Investor-Ready Financial Model
• M&A Preparation Guide
• Leadership & Culture Development Workbook
• Business Process Re-engineering Toolkit
• Advanced Automation & Integration Map
• Enterprise Brand & Marketing Strategy Deck
• Global Expansion Readiness Kit
• 6-Month Strategic Mentorship Portal Access
• Custom Technology Implementation Roadmap
• Risk Management & Compliance Checklist
• Talent Development & Hiring Framework

Value: Gain a full-scale business transformation suite — including financial modeling, brand strategy, investor decks, and market playbooks — that replicates the impact of hiring a $50K advisory board.