The Small Business Program Built for the Carolinas
A strategic clarity program designed specifically for Carolina-based founders, family businesses, and growth-minded teams.
Because small businesses deserve the same level of alignment, focus, and strategic firepower as enterprise teams—just delivered in a way that matches their realities.
Build Your Strategic Operating System.
What the Program Is:
Engagement Snapshot
-
A structured engagement paced to uncover misalignment, build a cohesive strategic foundation, and equip your team to carry it forward.
-
Work is done through a combination of remote strategy sessions and on-site workshops to drive clarity, alignment, and momentum.
-
Strategic Operating System
Unified Story & System
Alignment & Enablement Toolkit
What Success Looks Like:
Post-Engagement Snapshot
-
It’s not just a logo or a campaign; it’s a system that embeds clarity into every decision, ensuring your brand shows up consistently, powerfully, and with purpose across the entire customer journey.
-
Strategic Brand Design isn’t just clarity for today — it’s a system that scales with you. As your team grows, your story stays consistent. As your offerings expand, your brand stays coherent.
-
Your brand tells a cohesive, differentiated story that’s felt across every customer interaction, increasing clarity and confidence.
Who is the program for?
Founders and owner-operators who want structure without slowing down their momentum
Family-run businesses navigating generational transitions or new growth opportunities
Small teams (5–50 employees) where roles overlap, communication gets messy, and clarity is hard to maintain.
Focus Areas:
Customer
Clarity
Prioritization &
Focus
Messaging &
Communication
Go-to-Market
Readiness
What does the program solve?
Unclear messaging that fails to reflect your local strengths and story.
Lack of a distinct sense of place that customers can instantly recognize.
Difficulty standing out against larger, better-known competitors.
Program Methodology:
Discovery
A Communication of
Value AssessmentEvery engagement begins by uncovering what your internal and external audiences value most, and where friction exists between what you offer and what they need. This sets the foundation for informed decisions that align your efforts with the realities of your market.
Phase 1:
Strategic Alignment
-
Landscape Review
Direct Competitors Review (≥4)
Substitutes Review (≥2)
Alternatives Review (≥2)
Stakeholder Interviews
Internal & External (≥3)
Brand Presence Review
Brand Guidelines Review
Physical Marketing Collateral Review
Digital Marketing Collateral Review
Strategic Insights Report
Workshop (≥2 Hours)
Executive Debrief of Strategic Insights Report
Collaborative Session
Supplemental Research (Optional)
To Be Quoted Upon Request
-
2-3 Weeks
-
Starting at $500
Definition
Brand Strategy and Alignment Around a Shared Direction
Once the landscape is clear, we move into definition of the shared direction that guides every decision ahead. This is where we articulate your brand strategy. The Define phase turns insight into alignment, ensuring your leadership team is united around shared objectives.
-
Brand Strategy
Development (≥2 Rounds of Iteration)
Team Onboarding (Optional)
To Be Quoted Upon Request
-
2-3 Weeks
-
Starting at $3,000
Design
Translation of Your Brand Strategy Into a StrategicOS
With clarity and alignment in place, we design the system that brings your strategy to life. Together, we explore innovation opportunities across product, marketing, and sales. Then we equip your team with the understanding and tools they need to activate the strategy.
Phase 2:
Building the System
-
Identity Development
Look & Voice
Optional: Sound, Feel, Smell, Taste
Operational Guidelines
Business Objectives
Business Priorities
Brand Architecture
Marketing Guidelines
Instructions
Examples (≥2)
Product Guidelines (Optional, But Recommended)
To Be Quoted Upon Request
Sales Guidelines (Optional, But Recommended)
To Be Quoted Upon Request
Team Onboarding (Optional, But Recommended)
To Be Quoted Upon Request
-
3-4 Weeks
-
Starting at $9,000
Deployment
Implementation of Your Strategic Operating System
This is where alignment turns into sustained action. You execute the strategy, deliver value-driven experiences, and build momentum through continuous refinement. For as long as you need, I help you maintain clarity, measure impact, and adapt as your audience and market evolve.
Phase 3: Activating Across Teams
-
Execution Support
Creative Direction
Design
Training
Coaching
Vendor Management
-
Retainer (Timeline to Be Estimated Upon Request)
-
Starting at 2,500/Month
Note: Engagements are limited each year to ensure deep focus and quality delivery.