Long-term engagement
Nine working documents. Built from your business.
Not templates. Not theory. Not a slide deck that sits on a drive. The Strategy Builder produces nine working documents — written against your business, reviewed by your advisor, locked in section by section — that you can use the following week.
It is the long-term engagement. Most clients start with a strategy session first — a short, structured conversation that confirms whether the Strategy Builder is the right next step. Soft entry, real work, no commitment beyond the session itself.
Programme fee is shared after a short conversation. We want to understand the business first.
Why this exists
Most strategy lives in the owner's head.
Nothing is written down
The strategy exists — but only in the owner's head. Staff make guesses. Suppliers ask the same questions twice. New hires take six months to be useful because the thing they needed to read on day one doesn't exist.
Marketing runs ahead of strategy
Campaigns get built before the offer is clear. Pricing gets quoted before the principles are set. The team is busy, the calendar is full, and none of it adds up to a position in the market anyone can describe in one sentence.
Every decision starts from scratch
Without a working document, every new question is a new debate. Should we take this client? Should we run this offer? Should we hire this person? The answer is in the strategy — but only if the strategy exists outside the owner's memory.
What you'll build
Nine documents. One coherent system.
Company DNA Canvas
Who the business is, who it is for, and what it refuses to be. The single source of truth every other document gets built on top of — not a vision statement, a working definition.
One-Page Strategy
The whole strategy on a single page. What you sell, who you sell it to, where they find you, what makes them choose you, and the one number that says whether it's working. Readable in two minutes. Defensible under questioning.
Offer Architecture
Every offer the business runs — named, scoped, priced, and ordered. What it includes, what it excludes, what it leads to next. The end of confused quoting and undefined deliverables.
Pricing Principles
Pricing built on value logic, not gut feel or competitor rates. The rules you use to set a price, hold a price, and walk away from work that doesn't meet it. Repeatable so the next staff member can apply it without you in the room.
Consultation Playbook
The structured conversation that turns an enquiry into a client. The questions, the sequence, the recommendation logic — written down so every consultation in the business follows the same shape. The cost of a broken consultation is everything you spent on marketing to create it.
Go-to-Market Blueprint
How the business actually reaches its market — channels, message, sequence, and the operating cadence behind it. What gets said, where, by whom, and how often. Not a marketing wish list. A market plan that can be executed on Monday.
Low-Hanging Fruit List
The work that produces revenue or saved cost inside 30 days using what already exists. The things you keep meaning to do, ranked by effort and impact, with owners and dates against them. Most businesses are sitting on three months of revenue they haven't collected.
60-Day Action Map
The next sixty days laid out as priorities, not a to-do list. Three priorities, owners, weekly checkpoints, and a clear definition of done. Long enough to make real progress. Short enough to stay honest about what's actually happening.
KPI Scorecard
The numbers the business is actually run on — not vanity metrics. What gets measured weekly, what gets reviewed monthly, what the targets are, and what action gets taken when a number moves the wrong way.
How it works
Guided, reviewed, locked in section by section.
01
Module by module, at your pace
Each section starts with the framework — the thinking, the examples, the decisions you'll have to make. Then the questions. You answer in writing, in your own words, against your own business. No templates, no fill-in-the-blanks.
02
Your advisor reviews every section
Nothing gets locked in until it's been read and approved. Where the answer is off, you get written feedback inside the section — not a generic comment, a specific challenge against what you wrote. Where it's right, the section is signed off and you move forward.
03
Questions get answered inside the work
Stuck on a section, unsure how to answer, or want to challenge the framework? Leave the question against the section. The advisor responds in the same place. The conversation stays attached to the work it relates to — not lost in an email thread.
04
Nine documents you can use the following week
Once every section is approved, the nine documents are generated as both PDF and Word. Yours to keep, share with your team, hand to a new staff member, or use as the brief for any future marketing, hiring, or operations decision.
Who this is for
Operators who already have a business but no working strategy document anyone could pick up and run with
Owners who keep being asked 'what do we actually do?' by staff, suppliers, or new hires — and don't have a clean answer
Businesses that have grown past the founder's head and need the strategy out of it
Clients moving from advisory sessions into a longer engagement and want the deliverables to be permanent, not memory-based
Who this is not for
Pre-launch founders — Before You Build is the right entry point first
Anyone looking for a one-session fix — the Strategy Builder is a working programme, not a workshop
Owners who want a marketing plan without the foundation underneath it — the order matters
If you're still pre-launch, start with Before You Build. The Strategy Builder assumes there's already a business to write the strategy against.
Same documents, two ways to build them
Strategy Builder or the 4-Week Jumpstart — same nine documents, different pace.
Both produce the same nine working documents. The difference is how you build them.
This program · Strategy Builder
Written yourself, at your own pace.
You write each section in the portal in your own words; your advisor reviews and locks each one before you move on. The long-term engagement — best when you want to go deeper on your own schedule.
The other path · 4-Week Jumpstart
Built one-on-one with your advisor, in four focused weeks.
Private 1:1 sessions on a fixed timeline — the same nine documents, finished in a month with a 60-day action plan ready to run. Best when you want momentum and a hard finish line.
See the 4-Week Jumpstart →One name, two meanings: “Strategy Builder” is also the workspace inside your client portal — the place these nine documents are actually written and reviewed, whichever path you take to get there.
Where it fits
A soft entry first. The deeper work when you're ready.
Most clients meet us through a strategy session — a single structured conversation that names the problem and points to the next step. The Strategy Builder is the longer engagement that produces the permanent documents. From there, ongoing work runs as a retainer or course by course.
Soft entry
Strategy Session
You are here
Strategy Builder
Ongoing
Retainer
As needed
Course by Course
The first step is a conversation
Start with a strategy session.
Before the Strategy Builder, a session. We'll ask about the business, what's working, what isn't, and whether the nine-document programme is the right fit. If it is, we'll walk through how it runs and what it costs. If it isn't, we'll tell you what is.
Your engagement stays between us. No kiss and tell →
Existing client? Sign in to the portal →