Custom Brand Assessments

Custom Assessments

Built to diagnose and optimize, these assessments will uncover gaps, streamline productivity, and align your marketing, design, and execution systems. All packages include 3 custom brand assessments, 35 module brand building master class, 360 page brand builder guidebook, and 300+ Brand Optimizer AI prompts.

Design & Build

Define your identity, communicate your value, and establish the visual and verbal foundation of your brand.

Foundation Development Package

Establish the strategic groundwork of your brand, including mission, values, audience definition, and market positioning.

Custom Assessments Included in This Package:

  • Purpose, Mission, Vision, and Values Systems Assessment
  • Ideal Client and Audience Targeting Assessment
  • Competitor Differentiation and Brand Mapping Assessment

Messaging Systems Package

Define the language, voice, and core messaging that guides how your brand communicates across every platform.

Custom Assessments Included in This Package:

  • Brand Voice and Tone Assessment
  • Brand Tagline and Key Message Assessment
  • Messaging Pillars and Communication Themes Assessment

Visual Identity Systems Package

Create a cohesive visual structure through logos, typography, color systems, and usage guidelines to ensure brand recognition and consistency.

Custom Assessments Included in This Package:

  • Logo, Icons, and Graphic Marks Assessment
  • Brand Typography and Color Systems Assessment
  • Brand Guidelines Assessment

Optimization & Execution

Systems designed to optimize performance, streamline execution, and build the internal structure required to scale.

Business Growth Package

A strategic advisory service designed to help you clarify your direction, structure your offers for maximum impact, and create a plan for scalable, sustainable revenue growth.

Custom Assessments Included in This Package:

  • Go-to-Market Strategy Assessment
  • Offer Development & Pricing Models Assessment
  • Revenue Planning & Expansion Roadmaps Assessment

Audits & Diagnostics Package

A comprehensive deep-dive into your brand, systems, and operations to uncover inefficiencies, missed opportunities, and areas for immediate improvement and long-term growth.

Custom Assessments Included in This Package:

  • Brand, Website, and Funnel Conversions Assessment
  • Operational Efficiency Leaks Assessment
  • Strategy Reviews and Optimization Assessment

Execution & Productivity Package

Custom-built systems that help founders and teams plan, prioritize, and execute with precision. Eliminating distraction, improving focus, and accelerating daily output.

Custom Assessments Included in This Package:

  • Weekly Planning Systems Assessment
  • Task Management Frameworks Assessment
  • CEO Prioritization and Time Blocking Assessment

Systems & Structure Design Package

Build the internal architecture your business needs to operate efficiently, scale smoothly, and reduce dependency on constant oversight.

Custom Assessments Included in This Package:

  • SOPs and Playbooks Assessment
  • Project Management and Team Operations Assessment
  • Automation and Tool Selection Assessment

Team Building & Alignment Package

Build a team that’s structured, empowered, and aligned, so everyone knows their role, owns their results, and moves in the same direction.

Custom Assessments Included in This Package:

  • Role Design and Hiring Structure Assessment
  • Accountability Systems Assessment
  • Culture Alignment and Internal Communication Assessment

Strategy & Positioning

Systems built to position your brand, package your offers, and align your marketing for scalable growth.

Brand Positioning & Clarity Package

Define and communicate your brand’s true value, so you attract the right clients, stand out from the competition, and build long-term trust and authority.

Custom Assessments Included in This Package:

  • Brand Narrative and Mission Assessment
  • Messaging Hierarchy and Storytelling Assessment
  • Differentiator and Authority-Building Assessment

Offer Architecture Package

Design, structure, and price your offers to increase perceived value, streamline delivery, and create a clear path to scalable revenue.

Custom Assessments Included in This Package:

  • Signature Program or Service Assessment
  • Value Ladders and Pricing Tiers Assessment
  • Packaging Services for Scale and Simplicity Assessment

Funnel & Campaign Strategy Package

Build smart, strategic pathways that move your audience from attention to action, so you generate more leads, close more sales, and create consistent revenue.

Custom Assessments Included in This Package:

  • Lead Generation Funnel Planning Assessment
  • Sales Campaign Mapping Assessment
  • Email Sequences and Nurture Systems Assessment

Marketing Alignment & Planning Package

Connect the dots between your goals, content, and campaigns, so every piece of marketing you put out moves your business forward with purpose.

Custom Assessments Included in This Package:

  • Quarterly Marketing Plans Assessment
  • Promotion Calendars and Campaign Sprints Assessment
  • Asset Checklists and Creative Assessment

Performance & Efficiency

Systems built to simplify execution, monitor key performance drivers, and create a seamless client experience.

Operational Efficiency Systems Package

Streamline your internal workflows, eliminate manual tasks, and implement smart systems so your business runs lean, fast, and friction-free.

Custom Assessments Included in This Package:

  • Automations Assessment
  • Integrated Tool Stacks Assessment
  • Delegation, Elimination, and Simplification Assessment

Metrics, KPI, and Tracking Package

Get the tools and systems to measure important data, so you can make faster decisions, spot problems early, and track progress with total clarity.

Custom Assessments Included in This Package:

  • Weekly KPI Check-Ins Assessment
  • Scorecards and Visual Reports Assessment
  • Custom Dashboards Assessment

Client Experience Package

Design a client journey that feels seamless, professional, and personal, so you increase satisfaction, retention, and referrals while reducing churn and confusion.

Custom Assessments Included in This Package:

  • Onboarding Flows and Delivery Frameworks Assessment
  • Feedback and Testimonial Systems Assessment
  • Service Optimization Protocols Assessment

Leadership & Alignment

Systems that optimize founder performance, strengthen executive decision-making, and unify teams around shared goals.

Executive Strategy & Advisory Package

We serve as your behind-the-scenes strategic partner, helping you think through big decisions, refine direction, and stay accountable to the growth plan you’ve built.

Custom Assessments Included in This Package:

  • Decision-Making Assessment
  • Strategic Planning Assessment
  • Accountability Partner Assessment

Team Alignment & Leadership Package

Create a team that’s unified, mission-driven, and capable of executing at a higher level, through intentional alignment, training, and communication systems.

Custom Assessments Included in This Package:

  • Team Alignment Assessment
  • Communication Protocols Assessment
  • Performance Culture Building Assessment

Founder Optimization Package

We work directly with founders to build daily systems for energy, focus, and execution, so they operate at peak performance.

Custom Assessments Included in This Package:

  • Focus, Energy, and Time Management Assessment
  • Calendar Structure and Bandwidth Assessment
  • High-Output Routine Assessment

Foundation Development Package

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Messaging Systems Package

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Visual Identity Systems Package

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Business Growth Package

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Audits & Diagnostics Package

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Execution & Productivity Package

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Systems & Structure Design Package

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Team Building & Alignment Package

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Brand Positioning & Clarity Package

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Offer Architecture Package

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Funnel & Campaign Strategy Package

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Marketing Alignment & Planning Package

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Operational Efficiency Systems Package

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Metrics, KPI, and Tracking Package

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Client Experience Package

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Executive Strategy & Advisory Package

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Team Alignment & Leadership Package

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Founder Optimization Package

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