Private Advisory Services

High-touch business advisory, brand coaching, and done-for-you messaging for business growth

Private advisory engagements encompass strategy and implementation and are typically focused on one or more of these areas…

  • Ideal Client + Key Conversion Messages – identify your priority audience and what they want and need to hear from you so you’re attracting right-fit people

  • Brand Positioning + Elevator Pitch – dive deep into the features, benefits, and outcomes of your work and determine your unique value so you know what to center your brand messaging around

  • Your Prospect Pipeline – establish or re-engage your outreach and follow-up efforts using our Primed Pipeline™ system for marketing that next stops regardless of how busy you get

  • Offers & Delivery Model – package and position services for leveraged recurring revenue and develop promotional strategies that are designed for your business model

  • Customer Journey – identify and install conversion messaging along all the touchpoints of your client conversion journey—from initial contact to post sales call follow-up—for a Calm & Confident Conversion Experience™

  • Email Marketing Campaigns – for audience nurture, engagement, and revenue in your inbox

FORMAT AND DELIVERABLES: These vary from project to project but usually involve a mix of strategic sessions with the business owner and relevant leaders as well as hard deliverables such as strategic growth plans, messaging campaign outlines, and content writing for specific assets like a website update, sales materials, or an email campaign.

FEE: Varies but typical engagements start at $2500

To find out if a Private Advisory engagement is the right kind of support for your situation, let’s discuss. You’re under no obligation to commit. You won’t feel pressured, but you will feel more clear about your next steps.


I used the language we’ve been creating for a proposal I submitted last week. It was the fastest and most elegantly written proposal I’ve submitted. My client came back and said ‘it hits the mark’ — he’s never said that about a proposal before! Needless to say, we got the project so we’ve already recouped our expenses with you and we’re not even done yet!

– Sue, Accelerated Success

Lisa explained what she was doing and why and in a way that made sense, but also taught me how I can continue with things on my own — feels empowering. She offered her expertise and input but allowed me to use my voice and have my opinions.

– Laura, Therapist and Wellness Coach, Albers Mind & Body Wellness

Compared to how hard doing my marketing was before we did the message development vs. after, it was like night and day.

– Jennifer, N.D., Mountain Sage Medicine and Hera Woman

“Thanks so much, Lisa! For the help with the Brand Messaging, as well as, the extra consult to help with the translation to the website. Yes, great working together through this creative process…I’m very pleased with our results.”

– Tonya A, Paragon ADVISORY