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Frequently Asked Questions
Below you will find answers to questions relating to the services that we provide. If you have additional questions or would like to receive our Company Overview in your email please fill out the form above.
Startup Strategy Session
What’s included in the 90-minute strategy session?
You’ll receive a deep dive review of your current business or idea, guidance on structure and direction, and a custom roadmap with clear next steps.
Will I get a written roadmap or summary after the call?
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Yes. You'll receive a detailed strategy summary and prioritized action plan within 48 hours.
Can this session be applied to an existing business, not just a startup?
Absolutely. Many clients use it to refocus, clarify priorities, or troubleshoot specific bottlenecks.
How is this different from a typical business coaching call?
This is an actionable, high-impact session designed to build momentum—not a recurring coaching relationship. It’s tactical, not theoretical.
Business Launch
What’s the timeline for a full launch setup?​
Launch setups typically take 2–4 weeks, depending on complexity and responsiveness.
Do you help file LLCs or just advise on structure?
We can guide you through the filing process or manage it entirely through our preferred partners.
Is banking setup included, and can you work with any bank?​
Yes. We help you choose and set up business banking, with preferences for banks that integrate well with your systems.
Can I choose which parts of the blueprint I need, or is it a full package?
Yes, it's modular. You can select individual components or request the full start-to-finish launch.
Financial Systems Setup
Do you set up my entire QuickBooks account or just provide templates?​
We offer full QuickBooks setup—including chart of accounts, integrations, and workflows—or custom spreadsheet alternatives.
Will you teach me how to maintain the financial system after setup?
Yes. We include training to ensure you can confidently manage your finances alongside of the included quickbooks experts and your bookkeeper or CPA.
Can you help clean up past financial data or just start from scratch?​
Both. We can clean and restructure historical data or build new systems from the ground up.
Is this service suitable if I already have a bookkeeper?
Yes. We work alongside your bookkeeper to ensure your systems are optimized and scalable.
Branding and Marketing
What deliverables are included in the branding package?
Packages include a full brand guide, logo files, typography, color palettes, and optional templates for proposals, social media, and marketing.
Do you build websites or just design them?
We offer both. We can design, revamp or develop your website (usually on platforms like Wix, Webflow, or Squarespace).
Can I request social media templates or email marketing assets?
Yes. These are available as add-ons or included in custom branding packages.
How is your branding approach different from a traditional design agency?
We combine strategy and design, aligning branding with your business goals and customer experience—not just aesthetics.
Service Optimization
Will you help price my services or just organize them?
We do both. We analyze value, market fit, and margins to recommend effective pricing and packaging.
Do you include onboarding templates like proposals and contracts?
Yes. We provide templates or help you customize your own, including proposals, scopes, and client onboarding documents.
Can you help restructure existing services or just create new ones?
We specialize in both—streamlining what you offer, how you deliver it, and how it's positioned.
Can you help me productize my services for easier sales and delivery?
Absolutely. We can turn your expertise into scalable, repeatable service packages that are easier to sell and systematize.
Operational Efficiency and Structure
What tools and platforms do you integrate (e.g., CRMs, automations)?
We support tools like QuickBooks, HubSpot, Asana, Zapier, Jobber, and many, many more—tailored to your business type and team capacity.
Do you create custom SOPs or use templates?
We create custom SOPs using your workflows, with the option to adapt proven templates as needed.
Can you help automate repetitive tasks across tools like QuickBooks, Zapier, or HubSpot?
Yes. We identify opportunities for automation and help implement them—saving time and reducing errors.
How do you approach long-term planning and roadmap creation for scaling?
We co-create a detailed growth roadmap that aligns your services, tools, team, and finances with your vision.
Ongoing Advisory
What’s included in the monthly retainer—how many calls and what kind of support?
You’ll get weekly strategy calls, unlimited email/text support, and access to custom tools, templates, documentation and more depending on your specific needs.
Can the retainer be paused or adjusted based on workload or seasonality?
Yes. Retainers can be adjusted or paused with advance notice—flexibility is built into our approach.
Do you provide custom tools or templates as part of the retainer service?
Yes. We tailor spreadsheets, proposals, marketing templates, SOPs, and dashboards to your evolving needs.
Is this retainer suitable for businesses that already have a team or advisor?
Definitely. We often serve as a high-level strategic partner working alongside internal teams or external advisors.




