Private Strategy Intensive
A structured 30-day engagement designed to give you the strategic clarity you've been missing and a concrete plan for where you're going next.
Private Strategy Intensive
A structured 30-day engagement designed to give you the strategic clarity you've been missing and a concrete plan for where you're going next.
Private Strategy Intensive
A structured 30-day engagement designed to give you the strategic clarity you've been missing and a concrete plan for where you're going next.
Most business owners don't lack ideas, motivation, or expertise.
What they lack is dedicated time and space to think clearly about the bigger picture, with someone who can help them see what's hard to see from the inside.
The Private Strategy Intensive is that time and space.
Over 30 days, we do the kind of deep strategic thinking that rarely happens in the middle of running a business.
We look at where you are, where you want to go, what's working, what isn't, and what needs to change.
You walk away with clarity on where you're going and a concrete plan for how to get there.
You have a clear vision for what you're building.
The problem isn't ambition or expertise, you have plenty of both.
The problem is that the day-to-day keeps pulling you back in, and every time you try to get strategic, something urgent gets in the way.
So you hire help. You try a new marketing approach.
You invest in the next tool or system.
And it helps, a little, for a while.
But nothing quite sticks, because underneath all of it,
there's no coherent strategy tying it together.
You're building on a foundation that was never fully designed.
What you actually need isn't another tactic.
You need someone to help you step back, see the whole picture, and build a strategy that's coherent, sustainable, and genuinely yours.
What’s missing isn't more action.
It’s clarity about the foundation those actions needed to be built on.
This is for you if:
You're an experienced professional or expert who has built something real and is ready to grow it more intentionally.
You're feeling the gap between where you are and where you want to be, but the day-to-day keeps pulling you away from the strategic thinking that would actually close it.
You've tried tactics and tools and outside help, but nothing has stuck because the foundation wasn't solid.
You're ready to step back, think clearly, and build a strategy that's genuinely designed around your specific situation.
This is not a coaching session.
It's not a workshop or a course.
It's a serious strategic engagement with an experienced advisor who will help you think more rigorously about your business than you can on your own.
"A gift for distilling complexity into actionable steps."
"I came in with a lot of ideas but wasn't sure how to prioritize or structure them. In one focused conversation, Rachel helped me articulate clear short-term, mid-term, and long-term goals that feel both strategic and aligned with who we are as a business. She has a real gift for distilling complexity into actionable steps. Her insights around marketing, digital offerings, and long-term brand vision were tailored specifically to where I am. I walked away with clarity, focus, and a renewed sense of confidence, and was already taking action on my short-term goals.”
BECCA KANNAPELL | Founder, POUND Jewelry
What's included
The intensive is structured across three phases over 30 days.
PHASE 1: PREPARATION
Before we meet, we do the groundwork. You'll complete a Pre-Intensive Business Vision and Values Assessment, which gives us both a clear picture of where you are, what you're building toward, and what's getting in the way.
We'll also have two preparatory calls, typically 60 to 90 minutes each, to review your existing plans, assets, and priorities.
By the time the intensive day arrives, we're already working.
PHASE 2: THE INTENSIVE
The intensive itself is a full day of deep strategic work, structured around whatever you most need.
For some clients, that's a comprehensive look at the business: vision, growth strategy, offer structure, revenue model, priorities, resulting in a clear 12-month roadmap with specific 90-day priorities.
For others, it's a focused deep dive into a specific challenge, decision, or opportunity they're facing.
Either way, you leave with clarity you didn't have when you arrived and a concrete path forward.
PHASE 3: INTEGRATION
Within two weeks of the intensive, we have a follow-up call to review your progress, answer questions that have come up, and make sure you're moving forward with confidence.
This is where we close any open loops and ensure the strategy is actually in motion.
25+
YEARS
Experience across growth, operations, and strategy.
100+
BUSINESSES
Advised across industries.
STRATEGY
CUSTOMIZED
To fit you and your business.
"She helped me get solid on the one thing."
"Not all the other things — the one thing.”
LAUREL RUTLEDGE | Chief Navigation Officer
Format and investment
The Private Strategy Intensive is available virtually or in person.
Virtual: $7,500
In person: $11,000
(travel and accommodations additional)
Both formats include all three phases:
the pre-work assessment and preparatory calls
the full intensive day
and the post-intensive follow-up call
