Strategy Call
FreeTwenty minutes to name the decision and the smallest thing that resolves it.
Any stage · 20–30 minHow we work
We start where the evidence says your brand first breaks.
Most brands don’t need everything rebuilt. They need the right starting point. Every engagement opens with the SHAPE Diagnostic, so the scope follows the evidence, not a standard package. The result is a brand customers can choose quickly, want to buy again, and that your team can scale.
The path
Five steps from first question to measured progress.
Each step answers one question and hands the next step real evidence, so nothing gets rebuilt from memory. SHAPE is the method we use in Step 3.
STEP 1
Diagnose
Free · ~20 minThe SHAPE Diagnostic: 45 statements across the five stages, written for your kind of business — a consumer product brand, or a business customers come to — with an instant readout of your weakest stage and the handoff that’s failing.
Take the Diagnostic →You’ll know whether, and where, to go deeper.
STEP 2
Audit
$99 · creditedThe SHAPE Audit checks your answers against real evidence and scores them independently. It opens on the same business type you chose in the Diagnostic, so the statements read the same way. Your score and ours sit side by side, with your team’s view included.
Start the Audit →You’ll know the real growth constraint and your entry point.
STEP 3
Build
The level that fitsWe fix the first stage your Audit flags and work forward from there, at the smallest level that solves it.
Ideal for an Advisory Session See the levels →You’ll have a position, offer, standards, and assets that align.
STEP 4
Launch
Go live & hand overThe work goes live, and your team takes ownership of it with clear owners and timing.
Designed for a Guided Working SessionYou’ll see how customers respond: reviews, repeat purchases, and what they tell their friends.
STEP 5
Measure
60 days after launchWe retake the Audit 60 days after launch and compare it with your first one, alongside customer signals like conversion, reviews, and repeat purchase, so you can see what actually improved and what to work on next.
Requires a Consulting Sprint or higherYou’ll see scores move and the next priority become obvious.
Your entry point
The earliest stage scoring below 3 is where the work begins.
SHAPE runs in sequence. A weakness upstream quietly undermines everything built after it, so we start with the first gap, not the loudest one.
| If the first gap is in | It usually sounds like | We start with | Usually delivered through |
|---|---|---|---|
| SSee | “We’re not sure what’s working or why.” | Evidence baseline and market read | SHAPE Audit → Advisory Session |
| HHumanize | “We know our product, but not what our customers really care about.” | Customer interviews and insight synthesis | Consulting Sprint |
| AAlign | “Everyone describes us differently.” | Positioning, promise, and priorities | Guided Working Session or Sprint |
| PProduce | “We know what to say, but we can’t execute it consistently.” | Message system, standards, and assets | Sprint → Implementation & Automation |
| EExpress | “We launched, but we’re not getting traction or learning.” | Activation, scorecard, and cadence | Implementation → Retained Partnership |
What each stage delivers
Every stage ends in a decision you can use.
Select a stage to see what we do, what you receive, the decision we agree on before moving forward, and how you’ll know it’s working.
Stage one · See
Get an honest, shared read on the brand.
What is actually true about the brand, the customer, and the market today?
Usually delivered throughSHAPE Audit and Advisory Session
What we do
- Align on business goals, constraints, and the decision this work must unlock
- Run the double-scored SHAPE Audit, building on your Diagnostic results
- Audit current brand assets, touchpoints, messaging, and materials
- Map the market, competitors, alternatives, and whitespace
- Review performance across awareness, conversion, retention, and referral
What you receive
- SHAPE Audit scorecard: your score vs. ours
- Perception-gap analysis and Findings report
- Competitive landscape and whitespace map
- Performance baseline to measure against
- A clear statement of the real growth constraint
Decision gate
We agree on the evidence baseline and the one constraint this engagement must solve first.
Evidence of progress
Evidence replaces assumptions; leadership sees the same picture; the team can name the problem in one sentence.
Stage two · Humanize
Translate evidence into the customer’s real needs.
What does the right customer need, say, feel, and experience?
Usually delivered throughConsulting Sprint
What we do
- Interview customers, lapsed customers, people who almost bought, and your team
- Capture the exact words customers use for the problem, the stakes, and the win
- Map jobs to be done, triggers, pains, objections, and emotional drivers
- Walk every touchpoint to find moments that earn or lose trust
- Define the ideal customer, priority segments, and buying occasions
What you receive
- Customer insight synthesis and opportunity map
- Ideal customer profile and priority segments
- Voice-of-customer language bank
- Objection and emotional-driver map
- Customer experience map with moments of truth
Decision gate
We agree on one primary customer and the progress they are trying to make, described in their words, not ours.
Evidence of progress
The team describes the customer the way the customer describes themselves; messaging starts from real customer language.
Stage three · Align
Commit to one position, one promise, and the proof.
Why should the right customer choose you, and who owns delivering on it?
Usually delivered throughGuided Working Session, or a Sprint when stakeholders disagree
What we do
- Define the category frame and the real alternative the customer would choose
- Write the positioning, value proposition, and brand promise
- Assemble the proof points and reasons to believe
- Set brand principles that act as decision filters
- Pressure-test the position against real buying scenarios
- Set priorities (offer, buyer, channels) and name the owners
What you receive
- Positioning statement and value proposition
- Brand promise, pillars, and narrative
- Proof library and reasons to believe
- Message hierarchy and elevator pitch
- Brand principles and decision filters
- Priorities and ownership matrix
AudienceWhose problem are we best equipped to solve?
ProblemWhat costly or urgent progress are they trying to make?
AlternativeWhat do they do or choose today?
DifferenceWhat can we credibly own that alternatives cannot?
ProofWhy should the customer believe us now?
StoryWhat simple idea should they remember and repeat?
Decision gate
One primary audience, one market frame, one differentiated promise, the evidence that makes it credible, and who owns it.
Evidence of progress
Customers understand the product faster; internal language becomes consistent; reviews and DMs show fewer “what is this?” questions.
Stage four · Produce
Build what the team needs to deliver the promise.
What does the team need to execute the promise consistently?
Usually delivered throughConsulting Sprint and Implementation & Automation
What we do
- Package the value into a clear offer, entry point, scope, and pricing model
- Map the customer journey from first scroll to repeat purchase and referral
- Turn the message system into campaigns, product pages, and conversion paths
- Create brand standards, briefs, templates, and quality checklists
- Design priority touchpoints and build the launch assets
- Build the launch plan with owners, dependencies, and contingencies
What you receive
- Offer architecture and pricing hypotheses
- Customer journey and funnel design
- Product story, page and packaging copy, and objection handling
- Brand standards: voice, tone, and visual usage
- Brief, content, and campaign templates
- 90-day launch plan and asset kit
Decision gate
A primary offer, customer, conversion path, and channel mix, with every priority touchpoint given an asset, a standard, and an owner.
Evidence of progress
Owners can move without ambiguity; quality varies less; the team knows what to launch and why.
Stage five · Express
Show up consistently, and improve every cycle.
How do we show up, earn authority, and improve from evidence?
Usually delivered throughImplementation & Automation and Retained Partnership
What we do
- Put the work into market with clear ownership, timing, and feedback loops
- Prioritize channels by customer behavior, fit, cost, and speed of learning
- Build authority through creators, partnerships, PR, and community
- Define the scorecard, reporting cadence, and thresholds that trigger action
- Run experiments and adapt the plan using evidence
- Train the team, transfer ownership, and retake the Audit at 60 days
What you receive
- Activation plan and channel strategy
- Authority and visibility plan
- Growth scorecard and dashboard specification
- Weekly, monthly, and quarterly operating cadence
- Playbooks, SOPs, and team training
- 60-day Audit comparison with your first scores
Decision gate
Every recurring activity has an owner, a standard, a source of truth, a measurable outcome, and a review rhythm.
Evidence of progress
The right customers find you, buy again, and bring friends; friction becomes visible; audit scores move; the team improves without depending on one person.
Ways to work with us
Choose the smallest level that resolves the decision.
Each level adds responsibility and certainty. Your Audit results tell us which one fits, and the $99 is credited toward it.
Advisory Session
$500An outside read on your situation and the next move, with a written action summary. Ideal for Step 3, Build.
See · Humanize · 90 minGuided Working Session
$2,500Half a day with your team, taking one decision from open question to settled answer. Designed for Step 4, Launch.
Align · half-dayConsulting Sprint
From $8,000One defined brand problem resolved with facilitation, ending in a decision brief and roadmap. Includes the 60-day Audit.
Humanize · Align · Produce · 2–4 wksImplementation & Automation
From $15,000We build, configure, test, and deploy the operating system, with workflow, training, and controls.
Produce · Express · 6–8 wksRetained Partnership
From $20,000Ongoing ownership of measurement, improvement, and the decisions between projects. Three-month minimum.
Express → See · 3, 6 or 12 moWhat we need from you
Three things make the work move.
- Access. Customers, stakeholders, current materials, performance data, and relevant tools.
- Decisions. A small decision group that can resolve tradeoffs and protect strategic focus.
- Participation. An honest self-assessment, prepared working sessions, timely feedback, and clear ownership between meetings.
What success looks like
Not a new story. A connected growth system.
Clear
Customers and teammates understand what the brand stands for and why it matters.
Commercial
The strategy brings in more of the right customers, converts them better, and keeps them coming back.
Repeatable
Your team can deliver, measure, and improve growth through a shared system.
Your next step
Twenty minutes tells you where to start.
Take the free SHAPE Diagnostic to find the stage holding the others back, or book a free strategy call and we’ll work it out together. No charge, no obligation.