“Branding, Funding, Operations, Wealth, Image & Executive-Level Support
All In One Place.”
Full Brand Discovery Strategy Call (1–2 hours)
Brand Positioning: your category, audience, value promise
Brand Story & Narrative (short + extended versions)
Messaging Pillars: what your brand consistently talks about
Tagline + Sub-Taglines
Brand Tone & Voice Guidelines
Visual Identity Direction (colors, moods, typography recommendations)
Ideal Client Persona Definition
“Why You” Unique Value Framework
Competitive Differentiation Map
1–2 Page Brand Identity Summary
Optional Add-On: Complete Brand Book
Full UX/UI Architecture Plan
Design & Development of 5–12+ pages (based on your needs)
Responsive Mobile Design
Services & Product Pages
About Page + Brand Story
Contact Page (with automated routing to CRM)
Booking Calendar Integration
Lead Capture Forms
Social Media Integration
On-Page SEO Setup
Domain Connection
Security + Speed Optimization
Optional Funnels Added Upon Request
Consultation on LLC vs. S-Corp vs. Sole Proprietorship
EIN Application Guidance
Professional Business Email Setup
Calendar Sync across devices
Automated Appointment Booking
Organizational File Structure (Google Drive setup if needed)
Templates for Basic Workflows
Compliance Preparation Checklist
High-Level Operational Plan
Brand Messaging Strategy
Short & Long Bios (IG, FB, LinkedIn)
Elevator Pitch Messaging
Service Descriptions (clear & compelling)
Content Pillars (3–7 major ongoing topics)
Introductory DM or Outreach Scripts
Messaging to use in networking, emails, or pitching
Setup/Optimization of IG, FB, and LinkedIn
Professional Bio Copywriting
Visual Branding Alignment
Profile/Headshot Cropping or Enhancement
Highlight/Feature Layout Recommendations
Posting Theme Categories (3–5 recurring content types)
Branding Consistency Guide
CRM Setup (GHL or similar)
Sales Pipeline Structure
Automated Email/SMS Follow-Ups
Lead Routing + Notification
Calendar/Booking Integrations
CRM Dashboards for Performance
New Client Onboarding Workflow
Automation Testing & QA