Strategy grounded in execution.

Every business has opportunities hidden in the details — customer behavior, market shifts, experiences, and moments that influence decisions.

The Occasion Formula combines strategic thinking with real-world commercial experience to uncover what matters most, define priorities, and turn ideas into practical action.

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Marketing Checkup

See what’s working — and what may be getting in the way.

A focused review of how your business shows up and how customers experience it. I look across your positioning, messaging, offers, customer journey, marketing channels and other growth drivers to identify gaps, missed opportunities and areas that deserve more attention. You’ll leave with a clearer view of what matters most and where to focus first.


Best for: businesses that know something could be working better but aren’t sure where to start.

$495.00
90-Day Growth Plan

Turn the opportunity into a focused plan.

A practical roadmap built around your business goals, priorities, and opportunities. We’ll define the actions that matter most, establish clear next steps, and create a plan designed to move your business forward.

Best for: Businesses that know they want to grow but need direction and a path forward.

$995.00
Growth Partner

Keep the strategy moving.

Ongoing guidance to help you make decisions, prioritize opportunities, and adjust as your business evolves. A strategic partner who helps you stay focused, solve challenges, and turn plans into progress.

Best for: Businesses looking for continued support and accountability.

$1,250.00

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Ready to see what’s possible?

Tell me a little about what you’re working on, where you’re feeling stuck, or what you want to grow.

I’ll help you figure out the right next step.