Our Process

Ready to Work With Us? Here is our process.

Step 1: Book a Vision & Values Call

Schedule a 30 minute call with us here.

This is our first step in getting to know you, your vision, and the heart behind what you're building.

Step 2: Deep-Dive Discovery Session

If we’re aligned and feel like a strong match, we’ll set up a follow-up session with members of our team.

Together, we’ll explore your goals in more depth, brainstorm ideas, and map out what’s possible.

Step 3: Choose a Path & Package

From there, we’ll recommend the right package for your needs and decide—together—on the best path forward to bring your vision to life.

Package 1: The Spark Session

One-Time Project Fee | Give Form to Your Creativity

This foundational package is designed for early-stage visionaries ready to move forward with clarity and confidence. It’s the first step in shaping your brand or product through a focused and supportive process. You’ll walk away with a clear understanding of your message, your audience, and the creative direction that brings your ideas to life.

Examples of what this package may include:

• Clarifying your mission and brand positioning

• Defining your brand voice and messaging

• Designing a light visual identity (logo concept, font, and color palette)

• Recommending platforms and tools aligned with your goals

Ideal for creatives and entrepreneurs ready to bring their vision into form with purpose and focus.

Examples of what this package may include:

• Clarifying your mission and brand positioning

• Defining your brand voice and messaging

• Designing a light visual identity (logo concept, font, and color palette)

• Recommending platforms and tools aligned with your goals

Ideal for creatives and entrepreneurs ready to bring their vision into form with purpose and focus.

Package 2: The Systems Setup

One-Time Setup & Implementation Fee | From Vision to Execution

Whether we’ve just helped you define your brand or you’re arriving with a clear direction, this package transforms your strategy into a fully functioning backend. We help implement the systems that will support your growth—so you can operate with clarity and confidence.

Examples of what this package may include:

• A deep-dive onboarding session to assess your business needs

• Configuration and implementation of your business systems

• CRM architecture with tagging, segmentation, and automation

• Funnel creation, lead magnet setup, and email integration

• Platform selection and technical implementation

We help you put the right systems in place—so you can focus on growth.

Package 3: The Ecosystem Expansion

Monthly Retainer | Automate, Scale, and Evolve

This package is for solopreneurs and early-stage businesses looking for ongoing support as they scale. We help manage, refine, and evolve your digital systems so you can stay focused on your mission.

Examples of what this package may include:

• Maintaining and updating CRM workflows and automations

• Managing onboarding and client intake systems

• Supporting course or membership platform operations

• Refining funnels, content delivery, and payment processes

• Adjusting campaigns, optimizing lead flow, and strategic oversight

Think of us as your backend partner—so you can stay focused on leading your business.

Package 4: The Amplifier

Monthly Retainer | Marketing, Messaging & Momentum

This high-touch partnership is for thought leaders, authors, and impact-driven brands ready to elevate their presence. We partner with you to create bold strategies, powerful content, and streamlined systems—so your message lands where it matters.

Examples of what this package may include:

• Strategic planning and multi-platform content campaigns

• Ghostwriting, book development, or podcast production

• Branded video creation, editing, and publishing

• Social media content creation and scheduling

• Custom-built automations and AI-integrated workflows

• Conversion tracking, live dashboards, and analytics

We co-create your brand’s future—strategically and creatively.