Business · 01 — Small Business Consulting

You've outgrown DIY.
You're not ready for a big agency.

For owners running existing businesses doing $100K to $1M in revenue. The brand and growth strategy you'd get from a fractional CMO — at a price that actually fits a business your size.

We're not a digital agency. We don't manage your ads or build your website. We tell you what to say, who to say it to, and why it matters — then help you execute or hand it off to the right people.

What you walk away with

A growth plan you can actually run with. Built around your business.

The deliverable is a written Growth Audit — not a slide deck, not a generic template. Built from a free upfront Recon (I do the public-data homework before you spend anything), a structured intake to understand the inside of the business, and a 60–90 minute working session where we pressure-test the recommendations with you in the room.

The Growth Audit covers your competitive landscape, where you sit in the market, a SWOT grounded in your specific situation, and 5 to 10 prioritized growth opportunities — each with rationale and a "next Monday" first move. By the end you have a 30-day action plan you can execute on your own, or with Trailhead as your ongoing strategic partner.

Who this is for

What I explicitly don't do

Trailhead isn't a digital marketing agency. No managing Google Ads, no running your social media, no redesigning your website. No bookkeeping, no tax strategy, no sales-team training. What I do is the strategic layer above all of that — brand, positioning, growth planning. When execution is needed, I'll connect you with the right partners.

How it works

Four steps. Free first.

Every engagement starts with a free Growth Snapshot. You see how I think before any money changes hands.

01

The Recon

A free Growth Snapshot I build from public data — your website, social, reviews, competitive landscape. Three strengths, three opportunities, one quick win you can act on next Monday. Delivered as a one-page PDF before any conversation about money.

02

The Strategy Session

If the Snapshot resonates, you complete a structured Trailhead intake and we spend 60–90 minutes together — virtual, working session, not a sales pitch. We pressure-test the recommendations against the inside of your business in real time.

03

The Growth Audit

A written multi-page document delivered within 48 hours of the session. Competitive landscape, full SWOT grounded in your situation, 5–10 prioritized growth opportunities, and a 30-day action plan with "next Monday" specificity.

04

Growth Partner (optional)

Some clients want a senior strategic partner alongside them as they execute. Two strategy calls a month, marketing calendar review, campaign feedback, and quarterly Growth Plan refreshes. Month-to-month. Cancel anytime. No agency contracts.

The Trailhead Promise

Start with a free Growth Snapshot.

We do the homework first. You see real thinking about your business before any money changes hands. By the end of it, you'll know whether the rest is worth a conversation.

Get a Free Growth Snapshot