Essentials

Price Range: $7.5K – $15K
Timeframe: 2–4 weeks
Format: Roadmap + key asset(s)
Tier Purpose: Entry price, single pain point solved

Overview

The Essentials tier is designed to deliver clear, focused, and execution-ready strategy around a single critical business function—without requiring a full-stack engagement. In 2 to 4 weeks, we diagnose a key issue, develop a custom solution, and produce one or more strategic assets ready for deployment. This engagement is ideal for clients with limited scope, urgent priorities, or a single pain point preventing forward movement.

Where the Intro Sprint offers high-level clarity in a short burst, Essentials takes one layer deeper—delivering not just strategic guidance but also tangible work product. From refining a core offer or pitch deck to developing a mini go-to-market plan or operational framework, Essentials delivers tightly scoped results that improve traction, performance, and strategic confidence.

Purpose

The Essentials engagement is built to address urgent, targeted challenges with clarity, speed, and deliverable output. It is especially valuable when a business is:

  • Struggling to finalize an offer or product strategy

  • Preparing to launch a campaign or raise capital

  • Losing leads or conversions due to unclear messaging

  • Trying to improve internal workflow without a full operational overhaul

  • Scaling from early traction to structured growth and needing guidance in one specific area

This tier is structured to create momentum by solving one high-priority issue decisively—often unlocking new opportunities, clarity, or systems that make future growth smoother and faster.

It also serves as a professional “test phase” for clients exploring larger engagements like Signature or Premium Partner by proving ROI through a fixed-scope, fast-execution project.

Deliverables

Essentials includes a targeted roadmap plus a core asset or system, depending on the challenge. All work is custom-developed and may include any of the following:

Strategic Roadmap

This document outlines the strategic logic, tactical sequence, and support required to solve the problem at hand. The roadmap is structured with:

  • Diagnostic summary of the issue and its root cause

  • Strategic recommendations, clearly prioritized

  • Tools, vendors, or internal roles needed for execution

  • Short-term benchmarks and risk indicators

  • Optional visual frameworks or mapped workflows

This roadmap is formatted to serve as a practical internal guide that aligns stakeholders and accelerates execution.

Core Deliverable Asset

Depending on the problem being solved, the Essentials engagement produces one key asset tailored for immediate use. Examples include:

  • Refined offer structure, pitch narrative, or pricing model

  • Mini go-to-market campaign blueprint

  • Team onboarding or operational SOPs

  • Strategic positioning statement or brand narrative

  • 30-day lead generation plan with copy samples

  • Investor deck audit with annotated revisions

  • Advisory for launching a flagship product or repackaging a service line

We ensure the final product is not only strategic in design, but practical in implementation—ready to be deployed the day after delivery.

Advisory Access

While not a retainer, Essentials includes direct access throughout the engagement to ensure feedback loops and collaboration. This includes:

  • Two to three live sessions (strategy call, asset review, final delivery)

  • Asynchronous support via email or shared workspace

  • Access to templates, models, or proprietary tools as relevant to the engagement

  • Documented responses to clarifying questions, recommendations, or optional next steps

Clients leave the engagement with not just the deliverable, but the thinking and process that went into it—enabling adaptation and reuse internally.

Optional Add-ons

While scoped to one challenge, this tier allows for optional stacking of adjacent solutions, including:

  • Additional offer versioning or tiered product design

  • Social caption bank or email sequence tied to launch

  • Funnel wireframe with conversion strategy overview

  • Mini competitor audit with messaging differentiation

  • Internal SOP documentation or change management checklist

Add-ons are scoped at project initiation and priced proportionally.

Summary

Essentials is the ideal tier for fast-growing companies or individual founders seeking high-quality strategy and execution for a specific area of focus. It offers a clear, contained scope with concrete outputs—allowing for fast wins and forward movement without requiring deep commitment.

Whether you’re solving a known issue or exploring a new opportunity, this tier delivers actionable clarity and a polished solution that bridges vision to execution—and opens the door to more advanced engagements when timing and needs evolve.

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