Strategy Discovery & Custom Plan Presentation

Starting at

$

250

About this service

Summary

I help founders and small teams bring clarity to their brand, strategy, and storytelling. With 10+ years of experience across media and mission-driven sectors, I specialize in translating big ideas into actionable plans and content that connect. My approach blends insight-led strategy with creative execution—so you leave with tools you can actually use.
This strategic engagement begins with a short intake assessment to help me understand your goals, audience, challenges, and current positioning. We'll then meet for a 30-minute discovery call to clarify priorities and align on focus areas. Based on our conversation and your responses, I’ll create a custom strategy deck and detailed written plan outlining your recommended approach across brand, messaging, content, or growth—tailored to your business needs. You’ll have an opportunity to provide feedback, and I’ll deliver a final version with clear next steps and a suggested timeline.

Process

Scope Estimate: 15 hours
Intake Assessment You’ll complete a short form to help me understand your goals, audience, brand voice, and current challenges.
Discovery Call (30 minutes) We’ll align on focus areas, clarify priorities, and discuss initial ideas or roadblocks.
Strategy & Creative Development (8–12 hours depending on scope) I’ll synthesize your input and our conversation into tailored deliverables—this could include a strategy deck, content framework, branding toolkit, or campaign plan depending on your project.
Review & Feedback You’ll review the draft deliverables and provide one round of feedback for refinement.
Final Delivery (3-4 hours) I’ll send you a polished final version with a written plan, timeline, and clear next steps you can take action on immediately.
(Optional) Ongoing Support (flexible, by request) We can schedule follow-up sessions or retain continued support to implement the strategy, execute content plans, or evolve your brand.
Note: Time estimates and deliverables may vary based on the project scope and client needs. All timelines and expectations will be confirmed up front.

What's included

  • Intake assessment (short questionnaire)

    A brief but insightful form that gathers information about your business goals, audience, challenges, and current brand positioning.

  • 30-minute discovery call

    A focused video or phone call to clarify goals, align priorities, and discuss strategy direction based on your intake responses.

  • Custom strategy deck

    A visually compelling presentation that outlines strategic recommendations across brand, content, messaging, or growth.

  • Audience Persona Development

    Creation of up to 3 target personas based on your ideal audience segments, including pain points, motivations, content preferences, and messaging recommendations.

  • Competitor Snapshot

    A concise analysis of 2–3 competitors or comparable brands to identify gaps, inspiration, and differentiation opportunities.

  • Detailed written plan with roadmap and timeline

    A comprehensive written guide that accompanies the deck with clear next steps, action items, and suggested timing.

  • 1 round of feedback and final delivery

    You’ll review the materials, share input, and receive a polished final version with any requested revisions applied.

  • Mini Brand Audit

    A top-level evaluation of your existing brand touchpoints (e.g. website, social, materials) with recommendations for alignment and improvement based on your new strategy.

  • Execution Roadmap

    A detailed, phase-by-phase implementation guide that breaks your strategy into specific tasks, milestones, and suggested timelines for smoother rollout.

  • OPTIONAL: Follow-up Strategy Session (30 minutes)

    A live call 2–4 weeks post-delivery to revisit your plan, answer questions, and help you apply next steps or adjust direction based on early results.


Duration

2 weeks

Skills and tools

Business Strategist

Marketing Strategist

Canva

Canva

ChatGPT

ChatGPT

Google Analytics

Google Analytics

HubSpot

HubSpot

Industries

Healthcare
Nonprofit
Digital Media