We help business owners strategically grow sales and drive profitability with our package options.

Business Clarity & Marketing Services



The Business Clarity is for you if you’re ready and motivated to improve your sales and profits, but you are not fully confident in how to understand your Financial/P&L and Customer/Marketing Data to strategically grow your business. 

We help you NAVIGATE YOUR BUSINESS DATA WITH CONFIDENCE, along with giving you recommendations and actions items, so that you can make smart decisions that impact the health, profitability and long-term success of your business.

A Sample of what’s included in the Business Clarity

  • On-boarding phase to conduct a business overview, dive into the data, set goals and expectations, and develop monthly sales forecasting for the calendar year
  • On-going monthly customized scorecards and summaries reviewing your performance and data with recommendations/action items in areas such as sales, margins, profits, product movement, channel expenses, P&L statements, as well as understanding marketing engagement and customer growth across platforms (email, social, etc.). 
  • Each month includes three touch points (and a shared project management tool for communication, and scorecards/summaries)
    1. Customized Scorecard (Marketing, Customer, Product/Transactional Data) with video commentary
    2. Financial/P&L Summary and Updated Sales Forecast with video commentary
    3. End of Month Call


We offer two different marketing service packages for our clients.

Full Service

This is for you if you are a business owner who wants a team behind the scenes to PLAN AND EXECUTE YOUR MARKETING STRATEGY to build your brand online, drive customers to your site and help to scale your business.

You thrive on partnership transparency, sharing business insights and seeing the results, but don’t want to be bogged down in the data and daily details on a regular basis.

A Sample of What’s Included

  • Annual marketing data analysis for your business
  • Quarterly reviews: strategic roadmap with deep analytics
  • Monthly content creation, curation, copywriting and graphics for platforms such as blogs, social media and email marketing
  • Social engagement on selected platforms: Instagram, Facebook/LinkedIn and Pinterest
  • Community management and timely response on all social platforms
  • One-time lead magnet update and clean up of platforms including email template(s), Pinterest boards, Instagram, Facebook and LinkedIn
  • Email support from Ellen Grace and shared project management tool to track open items and documents

Marketing Roadmaps

Are you a business owner who wants help creating A CLEAR MARKETING PLAN that ties together all the moving parts of your business into a cohesive and effective roadmap? 

Perhaps you have a small, but mighty team of people you can delegate tasks to, but you want to be confident in the direction you are pointing them (and your business) in.

A Sample of what’s included

  • Annual overview of your business to help priorities goals and build out a formal marketing strategy
  • A 90 day strategic roadmap that includes:
    • High level plans to support internal milestones, external campaigns, core and new products/services
    • Cohesive guidance on how & when to communicate across each platform
    • Grouped into 30-day content plans for areas such as blogs, social media and email marketing
    • Defined roles to execute your custom plan based on your internal team
    • Detailed weekly and daily task lists for timely execution
  • Email support from Ellen Grace and shared project management tool to track open items and documents

Wondering Which Package is right for you?

Book a discovery call to help determine whether Business Clarity, Full Service or Marketing Roadmaps will best support you and your business growth.

What Clients Say



“Lyndsay is wonderful to work with.  She immerses herself in our data each month and continues to drive long term growth strategies as well as some quick wins.  Our marketing plans are cohesive, creative & thorough while directly supporting our sales growth by categories and sales channels.  She continues to help us deepen our relationship with the customer and supports our business goals.”

— Jamie Grobecker Co-Founder at Sugar Paper