Clear Deliverables

Get comprehensive marketing strategy and actionable roadmaps without ongoing commitment—perfect for organizations that need clarity on specific initiatives.

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Is a Strategic Growth Project the Right Fit for Your Organization?

Strategic Growth Projects are ideal for organizations needing to solve a specific marketing challenge, seeking strategic direction without ongoing advisory, or having a clear initiative with a defined scope. They work best for those with internal capacity to execute recommendations and a disciplined approach to implementation.
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Focused Solutions, Tangible Results
Solve specific marketing challenges with a clear, project-based approach. Get strategic direction and a defined roadmap without the commitment of ongoing advisory services. Perfect for organizations ready to implement.
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Unlock Your Growth Potential
Ideal for organizations needing external expertise for planning but capable of handling execution. Gain clarity and direction with a flexible timeline and budget, tailored to your specific needs and resources.
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Navigate with Strategic Clarity
Get external expertise for planning and execution. Sweetgrass provides the roadmap, and you run it. Perfect for organizations that want flexibility on timeline and budget, with a clear strategic direction.

Available Projects:

Complete Marketing Audit + 90-Day Roadmap

What This Solves:
You know something isn’t working but you’re not sure what. Your marketing feels scattered. You need an outside perspective to diagnose issues and create a clear path forward.

Timeline: 2-3 weeks from kickoff to delivery
Investment: $6,500

 

What You Get:
  • Website audit (messaging, user experience, conversion optimization)
  • Competitor analysis (5-10 key competitors, positioning comparison)
  • Customer journey mapping (awareness → consideration → decision → retention)
  • Marketing channel effectiveness review
  • Pricing strategy evaluation
  • Brand messaging and positioning assessment
  • Current marketing spend and ROI analysis
Opportunity Identification:
  • Quick wins (low-effort, high-impact improvements)
  • Strategic opportunities (bigger initiatives with higher ROI)
  • Gaps and missed opportunities
  • What to stop doing (wasted effort/spend)
90-Day Action Plan:
  • Prioritized initiatives with timelines
  • Resource requirements (team, budget, tools)
  • Success metrics

Deliverable Format:

  • 25-40 page strategic document
  • Executive summary (2-3 pages)
  • Visual roadmap and timelines
  • 90-minute presentation walking through findings and recommendations
  • Recording of presentation for your team

What Happens Next::

  • You (or your team/contractors) implement the roadmap. I can answer clarifying questions via email for 30 days post-delivery. If you want ongoing support, we can discuss transitioning to Fractional CMO services.

Brand Positioning & Messaging Overhaul

What This Solves:

Your messaging feels generic. You struggle to articulate what makes you different. Prospects don’t immediately understand your value. Your team isn’t aligned on how to talk about what you do.

Timeline: 3-4 weeks
Investment: $8,500

 

What You Get:
  • Brand positioning framework (who you serve, what makes you different, why it matters, how you deliver)
  • Competitive differentiation analysis
  • Value proposition refinement
  • Brand promise and proof points

Audience Deep-Dive:

  • 3-5 detailed audience personas (demographics + psychographics)
  • Pain points, desires, objections for each persona
  • Language and messaging that resonates with each audience

Messaging Architecture:

  • Core brand messaging (elevator pitch, mission, vision, values)
  • Service/program messaging by offering
  • Key messaging pillars (3-5 main themes)
  • Proof points and credibility markers
  • Objection handling frameworks

Voice & Tone Guidelines:

  • Brand personality definition
  • Voice attributes and examples
  • Tone variations by context (website, email, social, sales)
  • Do's and don'ts for brand communication

Application:

  • Website copy framework (homepage, about, services pages)
  • Email templates (welcome, nurture, sales)
  • Social media messaging guidelines
  • Sales conversation talking points

Team Alignment:

  • 2-hour virtual workshop with your team
  • Messaging playbook they can reference
  • Q&A to ensure everyone is aligned

What Happens Next::

  • You use the messaging framework to rewrite website copy, update marketing materials, and align your team. I can provide feedback on first drafts via email for 30 days.

Launch Strategy for New Offering

What This Solves:

You’re launching a new retreat program, certification, online course, or service. You need a strategic plan to reach your revenue goals without wasting money on tactics that don’t work.

Timeline: 2-3 weeks
Investment: $7,500

 

What You Get:
  • Market sizing and opportunity assessment
  • Competitive landscape for this specific offering
  • Pricing analysis and recommendations
  • Demand validation and positioning

Go-to-Market Strategy:

  • Target audience definition for this offering
  • Positioning and messaging specific to this launch
  • Launch timeline (pre-launch, launch, post-launch phases)
  • Marketing channel strategy (where to focus effort and budget)
  • Budget allocation across channels

Tactical Roadmap:

  • Pre-launch (building awareness and anticipation) Email sequences to warm audience; Social media content strategy; Partnership and influencer outreach; Early-bird or beta program structure
  • Launch (conversion period) Sales page structure and key messaging; Email campaign sequences; Paid advertising strategy (if applicable); Launch event or webinar planning
  • Post-launch (momentum and optimization) Follow-up sequences; Optimization based on early data; Referral program activation; Long-term promotion strategy

Success Metrics:

  • KPIs to track at each phase
  • Revenue projections and break-even analysis
  • Conversion benchmarks
  • Attribution and tracking setup

Marketing Systems & Automation Build

What This Solves:

You’re doing everything manually. Leads fall through cracks. Follow-up is inconsistent. You need infrastructure that runs without constant hands-on effort.

Timeline: 4-6 weeks (depends on complexity and current state)
Investment: $10,000-$15,000

Complexity Factors:

  • $10k: Basic email automation + CRM setup + analytics dashboard
  • $12-13k: Above + marketing automation workflows + advanced segmentation
  • $15k: Full marketing stack integration + custom reporting + complex workflows

 

 

What You Get:
  • Current tools audit (what you have, what's working, what's redundant)
  • Recommended tech stack based on your needs and budget
  • Integration and workflow mapping
  • Implementation plan and timeline

Email Marketing Automation:

  • Welcome sequence (new subscriber onboarding)
  • Nurture sequences (education and relationship building)
  • Sales sequences (conversion-focused)
  • Post-purchase/post-retreat follow-up
  • Re-engagement campaigns for inactive contacts

CRM Setup:

  • Lead tracking and pipeline management
  • Customer segmentation
  • Follow-up task automation
  • Reporting dashboards

Analytics & Tracking:

  • Conversion tracking setup
  • Attribution modeling
  • Custom dashboards (website, email, ads, revenue)
  • Reporting templates for regular review

Documentation & Training:

  • Process documentation for your team
  • Troubleshooting guides
  • Handoff to ensure your team can maintain and optimize
An image of a collaborative brainstorming session with diverse individuals, symbolizing the custom and tailored approach of Sweetgrass consulting.

Custom Project Scope

Let's Design a Custom Marketing Strategy for Your Unique Needs

Do you have a specific marketing challenge that doesn’t quite fit the mold? At Sweetgrass, we specialize in crafting custom solutions tailored to your organization’s unique needs. From referral programs to event marketing, we’ll work with you to design a strategy that drives results.

Process:

  1. Initial call to understand your specific need
  2. Custom proposal with scope, timeline, deliverables, investment
  3. Agreement and kickoff
  4. Execution and delivery

Examples of custom projects:

  • Referral and partnership program development
  • Event marketing strategy (conferences, festivals, retreats)
  • Content strategy and 6-12 month editorial calendar
  • Paid acquisition strategy (I create strategy, you or agency executes)
  • Community building and engagement strategy for membership programs
  • Conversion rate optimization (CRO) for specific funnel or page

How Projects Work

Our project workflow is designed to be transparent and collaborative, ensuring that you’re informed and involved every step of the way.

We discuss your challenge, goals, and whether a project is the right fit. I’ll recommend which project makes most sense or if ongoing fractional CMO work is better.

I send a detailed proposal outlining scope, timeline, deliverables, and investment. Once agreed, you sign contract and pay 50% deposit to reserve dates.

We have a kickoff call. You provide access to necessary platforms, data, and team members. I begin research and analysis.

I do the deep work. Depending on project, we may have 1-2 check-in calls during this phase.
I present findings and recommendations via video call (recorded for you). You receive all deliverables: documents, frameworks, roadmaps, templates.

After delivery, I’m available via email for clarifying questions as you implement. This isn’t ongoing consulting, but ensures you’re not stuck.

Projects vs. Fractional CMO: Which Path Aligns with Your Needs?

Navigating the complexities of strategic marketing requires choosing the right approach. Whether you opt for a focused project or a Fractional CMO, understanding the nuances of each will ensure your organization thrives. Let’s explore the best fit for your unique challenges and aspirations.
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Choose a Project If...
You have a specific, defined challenge, the capacity to implement recommendations, and seek strategic clarity without ongoing commitment. A project offers a budget-friendly, one-time solution to address immediate needs.
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Choose a Fractional CMO If...
You need ongoing strategic guidance, have complex and evolving marketing needs, and value continuous optimization. A Fractional CMO offers embedded expertise and deep business knowledge for sustained growth.
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Not Sure? Start Here
Begin with a Strategic Intensive Session to solve an immediate challenge and determine the right level of engagement. This session provides clarity and direction for your marketing strategy.
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Ready to Discuss a Project?

Let's have a brief conversation about your specific challenge and determine if a Strategic Growth Project is the right fit.
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