A Goal Without a Plan is Just a Day Dream

I love this quote from Rick Conlow. Strategy Sessions are a great approach to get a bird’s eye view of where you are, where you want to be and make an action plan for reaching goals.

What are you working on?

If you are working on a marketing project, feeling stuck or overwhelmed, unsure of what your best next steps are... here are some ways I can help you in a Strategy Session!

Email Marketing

We can talk about where you are in your EM journey and best practices or we can go granular with any of these areas...

  • list building
  • email campaigns
  • list segmenting
  • list hygiene
  • automations
  • engagement
  • conversions

Content Marketing

Content marketing is a pretty high level topic for a single strategy session but I'm happy to help get you on the  right path for where you are today. Here are a few subtopics that come up often for my clients...

  • content strategy
  • content creation
  • distribution to other channels
  • optimization for SEO
  • content repurposing
  • content management

Website Marketing

Since your website is the hub of all marketing and customer services (or it should be if it's not) it means that it's also where most of your lead generation, customer acquisition and content should come from and go to. This means there is overlap with your Email Marketing, Content Marketing, and Social Marketing so it's an important place with a lot of moving parts. I can help you get on track with the following...

  • optimize for seo
  • link building
  • keyword research
  • increase conversions
  • website traffic

Marketing Funnels

Helping customers through the journey from discovery to decision making is essential to your online business success. Since you are not in front of customers physically you need to have pathways for the different stages of  what's often called the customer journey.

We can take a look at what you are currently doing and some ways to improve on that or get your started.

How it Works

Step 1 - Secure Your Session

Fill out the client services application. This is just a formality so I know up front who you are and what you are cooking up in your online business.

I will send you information on how you can secure your session with a payment and make an appointment.

Step 2 - Let me know what we're working on

You will need to provide some direction on the higher level details of what you want to work on. This will allow us to make better use of our session.

Step 3 - Our Time Together

This is where the fun begins! Sessions are done on Zoom where we can talk on video and look at anything online. We'll discuss your recent efforts, what you're working towards, and where you might be stuck. I'll let you know the best next steps to help you stay on track and you can ask me any questions that arise.

Step 4 - Post Session Follow Up

I will get in touch after the session to provide you with a transcript, my notes, etc. Monthly or quarterly review sessions can be scheduled if you’d like to continue monitoring progress.


How long does a session last?

These sessions last approximately 40-60 minutes.

Can my business partner attend?

Of course! Just let me know in advance if you are able.

Where will we meet?

We will meet on Zoom.us. It’s great there because we can use video, share screens, use a whiteboard and record the session.

Do I need to sign up for any services or have specific technology to attend?

You may be prompted to download Zoom software to your computer or device if you haven’t done so in the past. Also, these sessions work best if you can attend from a desktop or laptop.