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Four Sessions Over Three Months
A comprehensive consulting package designed for family businesses that want long-term support, strategic guidance, and professional follow-through. This package addresses business clarity, AI integration, marketing strategy, and long-term evaluation.
Session One: Family Business Assessment and Strategic Planning
A full analysis of your goals, roles, obstacles, and resources. You receive a tailored action plan to guide the next phase of growth.
Session Two: AI Tools for Efficiency and Growth
Customized guidance on AI applications that elevate your branding, marketing, productivity, and customer engagement.
Session Three: Marketing Strategy Consultation
A deep dive into messaging, target audiences, lead sources, and content strategy. You receive clear steps for improving visibility and reaching the right clients.
Session Four: Three Month Follow Up and Strategic Adjustment
A full review of your progress with updated recommendations, problem-solving, and new priorities based on your results.
Before the first session:
You complete a detailed intake form to help tailor the entire consulting plan.
Best for:
Family businesses seeking sustained guidance, accountability, and a structured framework for long-term success.
Four Sessions Over Three Months
A comprehensive consulting package designed for family businesses that want long-term support, strategic guidance, and professional follow-through. This package addresses business clarity, AI integration, marketing strategy, and long-term evaluation.
Session One: Family Business Assessment and Strategic Planning
A full analysis of your goals, roles, obstacles, and resources. You receive a tailored action plan to guide the next phase of growth.
Session Two: AI Tools for Efficiency and Growth
Customized guidance on AI applications that elevate your branding, marketing, productivity, and customer engagement.
Session Three: Marketing Strategy Consultation
A deep dive into messaging, target audiences, lead sources, and content strategy. You receive clear steps for improving visibility and reaching the right clients.
Session Four: Three Month Follow Up and Strategic Adjustment
A full review of your progress with updated recommendations, problem-solving, and new priorities based on your results.
Before the first session:
You complete a detailed intake form to help tailor the entire consulting plan.
Best for:
Family businesses seeking sustained guidance, accountability, and a structured framework for long-term success.