What Happens After You Book
This process is intentionally spacious. The goal isn’t speed for speed’s sake. It’s clarity that actually sticks.
1. You share your context
After payment, you’ll receive a short intake form where you can share:
Where your business is right now
What feels heavy, confusing, or scattered
Your goals for the next three months
Any constraints I should design around (time, energy, season, capacity)
This ensures your plan is built for your real life, not an idealised version of it.
2. I step into your business
I review everything you share through both a strategic and human lens.
I’m looking for:
What matters most right now
What’s unnecessary or draining
Where clarity will create the biggest shift
How to simplify without losing momentum
This is where the reset happens.
3. Your personalised 90-day plan is created
I design a clear, sustainable 90-day marketing and sales roadmap that includes:
Focused priorities for each month
What to actively work on, maintain, or pause
Simple, realistic actions you can follow without overwhelm
A structure that respects your energy and season
Your plan is delivered as a beautifully organised PDF you can return to again and again.
4. You receive a guided Loom walkthrough
Alongside your plan, you’ll receive a 30-minute recorded Loom where I walk you through:
The thinking behind your roadmap
What to prioritise first
Where to be gentle with yourself
How to use the plan flexibly, not rigidly
This is so you’re never left wondering, “But how do I actually use this?”
5. Delivery timeline
Assuming I have all the necessary information, your PDF roadmap and Loom walkthrough will be delivered within 5–7 working days of receiving your completed intake form.
A Few Important Notes
This is a strategy and clarity service, not implementation
The plan is designed to guide your next three months, not lock you into perfection
If additional support would genuinely help, I’ll share options. If not, you’ll have everything you need to move forward independently
The Intention Behind This Work
This isn’t about doing more.
It’s about knowing what matters, releasing the rest, and moving forward with a sense of steadiness.
Your next 90 days, held with clarity, care, and direction.