The Foundation
$3,200 · one time
A one-time strategy engagement. Every deliverable below is a written artifact you own permanently, compiled into a single organized Marketing Strategy Playbook, plus one live handoff session.
Phase 1Discovery & Audit
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01
Marketing Audit
A written review of your current marketing: website, social presence, messaging, branding, channels, and lead flow. States plainly what’s working, what’s underperforming, and where customers are being lost.
Written assessment · 3–6 pages
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02
Competitive & Market Snapshot
A scan of 3–5 direct competitors covering how they position, price, and message. Identifies the specific gap you can own.
Written summary with side-by-side comparison
Phase 2Strategy
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03
Ideal Customer Profile
A defined profile of your best-fit customer: who they are, what they want, what they fear, what objections they raise, where they spend attention, and what makes them buy. One primary profile, with a secondary profile if the business genuinely warrants it.
Written profile(s)
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04
Positioning Statement
A clear written articulation of who the business is for, what it does best, and why it’s the obvious choice over the alternatives. The strategic anchor every other deliverable points back to.
Defined statement plus supporting rationale
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05
Offer Breakdown
Your core offer, sharpened: named, structured, and priced with intent. Includes specific recommendations to restructure, bundle, or reprice where needed.
Written offer document
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06
Messaging Framework
The core message, value proposition, key talking points, and the actual language to use across all marketing. Includes example headlines and taglines.
Written framework
Phase 3The Plan
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07
Marketing Strategy
The master document. Pulls the audit, customer, positioning, offer, and messaging into one clear strategy: the priorities, the recommended channels, and the reasoning behind each call.
Written strategy document
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08
90-Day Action Plan
A specific, prioritized roadmap of exactly what to do in the first 90 days, in what order, with the reasoning. Concrete tasks, not themes.
Sequenced action plan
Phase 4Handoff
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09
Strategy Presentation & Handoff
A live walkthrough of the full strategy, by call or in person, with time for questions. You leave understanding the plan, not just holding it.
One session · 60–90 minutes
The foundation everything is built on. It stands completely on its own.