Strategic Execution Services
Structure, Systems, and Experiences for Better Business Outcomes
Support the business as it grows. Plan and manage campaigns that reach the right customers, and design the internal processes and automations that keep operations running smoothly as the workload and team expand.
Growth & Operations
Experience Design
Improve the experience for customers and the people who serve them. Identify pain points, across the customer and employee journey, streamline key touchpoints, and create experiences that build loyalty, retention, and referrals.
Digital
Modernize the technology that runs and represents the business. Identify and implement the platforms and digital presence, from CRM to website, that save time, reduce repetitive work, and make it easier for customers to find and do business with you.
Our Approach
Phase 1: Discovery
A Strategic conversation to understand your challenges and pain points.
Phase 2: Audit & Risk Assessment
We interview stakeholders, map processes, and analyze systems to identify opportunities and areas of improvement.
Phase 3: Strategy & Roadmap
We develop a comprehensive plan with redesigned processes, technology recommendations, and a phased roadmap.
Phase 4: Implementation & Optimization
We work in sprints to implement the recommended solutions, measure outcomes, and refine as we go.
What Our Clients Say
“Katie’s work product is exceptional. I gave her my ideas and she brought color, character, and aesthetic to my vision. She is a marketing genius, easy to work with and innovative. I strongly recommended her!”
— Jordan M.
Founder, Girassol Wellness
“Working with Katie was one of the best decisions I made for my business. She helped bring clarity to my brand, created a website that truly reflects Lauren Ashley Beauty, and provided strategic direction every step of the way. Her ability to turn ideas into an actionable plan made the entire process seamless. If you’re looking for someone who is creative, strategic, and genuinely invested in your success, work with Katie-you won’t regret it.”
— Lauren A.
Founder, Lauren Ashley Beauty
“Katie is phenomenal, greatly professional, highly skilled on what she does, innovative with her approaches…And she's not a robot, meaning she's not just trying to give a template to a person. She really takes the time to specialize the best approaches and the best tactics for you as an owner and for your brand…So highly recommended, ten stars, and I can't thank you enough, Katie.”
— Micah B.
Founder, PowerHouse Sports Academy
Ways to Work Together
We structure partnerships to fit the needs of your business.
Strategy Session
Stuck on one big decision and don't know where to start? We help small teams, solopreneurs, and early-stage business owners get unstuck. Whether it's a website, a new hire, or a product launch, we’ll create a clear, actionable plan for the thing that’s holding you back. With a focused strategy call, a written roadmap, and follow-up support, you'll leave with a next step you (or your team) can act on immediately, without prematurely committing to a bigger engagement. Ready to turn one big question into a clear next move?
What's included:
Structured 90-min. call that identifies the specific challenge and relevant context
Written roadmap covering the recommended approach and actionable next steps
One round of follow-up questions after the session
Investment: $500
(50% deposit due at time of booking)
Customer Journey Mapping
Losing customers somewhere along the way but not sure where? We help businesses uncover the moments where customers decide to stay or leave. With team interviews, customer data, and a fully mapped-out journey, you'll get a visual of your full customer journey and a prioritized list of fixes to address their pain points and strengthen your differentiation. Ready to turn the guesswork into a game plan?
What's included:
Visual map of customer interactions and touchpoints
Analysis of customer experience, including pain points and emotions
Analysis of customer feedback and performance metrics
Strategies for process improvement and customer-centric solutions
Investment: Starting at $1,500
(final scope and pricing determined after consultation)
Customer Experience (CX) Strategy
Feel like the customer experience you provide is always different? We help businesses design a service model that delivers the same great experience to every customer. With a redesigned service model, hands-on staff training, and an ongoing way to track what's working, you'll turn inconsistent service into your biggest competitive edge. Ready to give your customer loyalty and revenue a boost?
What's included:
Customer journey mapping
Tool implementation to streamline customer interactions
Customer personas and segmentation
Measurement of performance metrics such as Net Promoter Score (NPS) and customer satisfaction score (CSAT)
Collaboration for continuous improvement
Investment: Starting at $8,000
(final scope and pricing determined after consultation)
Onboarding Experience Design
Bringing on your first hire and have no idea where to start? We help growing small businesses build an onboarding experience that gets new hires up to speed fast, and makes them want to stick around. With a structured 90-day plan, ready-to-use materials, and hands-on manager training, you'll turn a stressful first hire into a repeatable process you can use for every hire after. Ready to position your business for retention?
What's included:
Review of current hiring practices, even if informal or nonexistent
Structured training plan for the first 90 days
Onboarding checklists and company information materials
Retention-focused engagement strategies for onboarding and beyond
Training session for implementation
Investment: Starting at $2,500
(final scope and pricing determined after consultation)
Database Management
Does your CRM give you a headache? We help businesses pick the right CRM or get real value out of the existing one. With vendor evaluation (or a full cleanup), data migration, and hands-on training, you'll turn scattered contacts into a system that supports your business goals. Ready to turn your CRM into a revenue driver?
What's included:
Assessment of current CRM usage or a requirements for a new system
Vendor evaluation and selection support, or an optimization plan for the existing system
Data cleanup, configuration, and migration support
User training
Investment: Starting at $3,000
(final scope and pricing determined after consultation)
Website & E-Commerce Design / Redesign
Is your website costing you customers instead of winning them? We help businesses turn their site into a tool that tells a cohesive story that converts. With a full performance review, a roadmap built around your visitors’ decisions, curated brand assets, and a design connected to your existing tools, you'll get clear pathways for browsers and buyers alike. Ready to turn visitors into customers?
What's included:
Review of current site performance and visitor behavior
Website layout and user experience (UX) design
Tool integration (CRM, analytics, booking, payments)
Content creation for effective brand messaging
Mobile device optimization
Testing and post-launch adjustments
Investment: Starting at $4,000
(final scope and pricing determined after consultation)
Process & Automation
Tired of things slipping through the cracks? We help businesses turn chaotic, undocumented processes into streamlined ones. With a full process review, automation where necessary, and documented SOPs, you'll cut down on dropped handoffs and speed up resolution time. Ready to lower costs and improve quality?
What's included:
Mapping of current processes
Identification of inefficiencies
Redesigned processes and automation where appropriate
SOP documentation
Implementation and training
Investment: Starting at $4,000
(final scope and pricing determined after consultation)
Strategy sessions are an instant book. All other services begin with a complimentary 45-min. consultation. A proposal, with project scope and pricing, is provided after the consultation.
Not sure where to start? We can figure it out together.