• Weekly Brand & Offer Clarity Strategy Sessions
• Done-for-you positioning + copy for your irresistible offer
• Competitor & customer false-belief mapping
• 1-page automated funnel (ClickFunnels or equivalent)
• Lead magnet setup (guide, checklist, or freebie included)
• Integrated booking calendar + confirmation emails
• CRM pipeline setup (track & manage leads easily)
• Multi-channel AI assistant (calls, SMS, email, chat, WhatsApp, IG, Messenger)
• Drip campaigns (follow-ups, reminders, reactivation sequences)
• Referral trigger system (ask happy clients for referrals automatically)
• Full ad account setup (Google + Meta)
• Campaign buildout + audience targeting
• 2-3 ad creatives/month copy + graphics)
• Monthly optimization for higher ROI
• Performance reports + recommendations
Your personal point of contact who works with you for seamless support.
• Manages all updates and ongoing tasks
• Sends regular reports & progress updates via Slack + email
• Keeps deadlines and deliverables on track
• Acts as your "inside team member", without the overhead of hiring staff
• 1x/month private mentorship session (business & marketing strategy)
• Ongoing support and communication between coaching meetings
• Roadmap check-ins to make sure systems scale with you
Industry: Mortgage & Financial Services
Goal: Create a more structured and consistent lead generation process with clearer follow-up and client communication.
What We Implemented
✔ Funnel strategy and consultation flow
✔ CRM automation and lead tracking
✔ Automated follow-up sequences
✔ Messaging flow
✔ Messaging structure for lead nurturing
✔ Appointment booking and confirmation system
Focus: Creating a smoother client journey from first inquiry to booked consultation.
Industry: Food and Beverages
Goal: Help restaurants better attract, educate, and support vegan-conscious restaurant owners through clearer positioning and operational structure.
What We Implemented
✔ Customer assessment funnel
✔ Educational customer journey system
✔ Offer positioning
✔ Messaging strategy
✔ Offer positioning and messaging strategy
✔ Customer communication framework
✔ Operational support structure for consistency
Focus: Creating a more aligned customer experience and stronger market positioning.