Stay strategically aligned, all year long, on your terms.

You keep moving forward—without losing focus.

You’ve got your roadmap—now you can stay focused and aligned with flexible, follow-up strategy packages. No need for execution contracts or long-term retainers.

Need a quarterly reset, a fresh start to the year, or just an on-call strategic sounding board? You decide what support fits—when you need it most.

See how you can keep a true partner in your corner—without anyone getting in your way.

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Trusted by successful early-stage entrepreneurs, family business and lower-middle market companies.
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Client-Success Story

Holistic Marketing Plan for 30-Year-Old Family Business

Driving revenue for a home care agency.

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Elevating your business

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Hear from our clients

We take pride in a job well done. But believe the true mark of (mutual) success is an ongoing partnership.

"From the onboarding phase to the intended goal state, I cannot recommend Raised highly enough."
Robert Jackson
Owner, Custom Home Care
"From the onboarding phase to the intended goal state, I cannot recommend Raised highly enough."
Jaime Loomis
Owner, TheraTrain
"From the onboarding phase to the intended goal state, I cannot recommend Raised highly enough."
Thomas Dwyer, Jr
Owner, TJD Associates

Stay Strategically Aligned

Keep the momentum all year.

Quarterly Growth Check-In
Realignment for lasting results

Every 90 days, your leadership team gets a 90-minute guided session to regroup, refocus, and realign—without starting over. You’ll revisit your roadmap, spotlight what’s working (and what’s not), and leave with a clear set of priorities for the next quarter.

Annual Strategic Refresh
Stay fresh, stay focused

Each year, hit reset with a tailored planning sprint so your leadership and roadmap are realigned for what’s next. You’ll review your progress, clarify what’s changed, and walk away with a focused, achievable plan—so you’re not re-inventing the wheel.

Executive Advisory Retainer
On-call strategy partner

eed fast, reliable support throughout the year? Keep a trusted advisor in your corner for quarterly check-ins, tough decisions, and team realignment—without paying for full-scale implementation. You get strategic guidance when you need it, as often as you need it.

Quarterly Growth Check-In

What's included?
  • Quick pre-session pulse check (so you hit the ground running)
  • 60-90 minute facilitated alignment session for your leadership team
  • Updated 90-day action focus (when focus shifts)
  • Clear, written summary for easy team handoff
Who It's For
  • Leaders craving roadmap accountability
  • Teams juggling growth, hiring, and ops who need a regular reset
  • Fast-moving organizations who don't want the overhear—just clarity
Why It Works
  • Adapts as your capacity, goals, or team structure evolve
  • Makes alignment automatic—even with shifting players
  • Returns your strategic focus, no implementation required
Investment
  • $1,750 per session
  • Bundle: 4 sessions for $6,000

Annual Strategic Refresh

What's included?
  • Quick alignment workshop for your leadership
  • Spot-check of current capability and team pulse
  • Review of your last roadmap to see what’s changed
  • Updated goals and 90-day priorities, ready to launch
  • Strategic summary and step-by-step plan
Who It's For
  • ClarityTrack grads ready for an annual reset
  • Teams with new leaders or evolving objectives
  • Operators who want a clear, achievable kickstart (not a full reinvention)
Why It Works
  • Rekindles clarity—without rebuilding your whole strategy
  • Quickly realigns teams after change or turnover
  • Builds momentum and a shared plan for the year ahead
Investment
  • $4,500 (1-2 week sprint)

 

Executive Advisory Retainer

What's included?
  • Quarterly Growth Check-Ins (4x/year, scheduled for you)
  • Direct access to strategic guidance by email or voice memo
  • Fast reviews of vendor plans, messaging, and priorities
  • First-in-line for annual planning refresh
    Micro-roadmap tweaks as your world changes
Who It's For
  • Executive teams who want year-round clarity
  • Owners/operators without full-time strategy leads
  • Fast-moving orgs that want focus—without the friction (or dependency)
Why It Works
  • Provides fast, expert support—no retainer bloat or hard tie-in
  • Keeps your leadership focused, aligned, and ready for growth
  • Means you always have a trusted partner available (as much or as little as you need)
Investment
  • $12,000 per year (very limited slots available for personalized support)

You don’t have to solve it all alone—clarity starts with a conversation.

Let’s talk about your growth goals, your toughest challenges, and how you can move forward with less friction and more focus.