Let's stop reinventing the wheel
- If your team explains the offer 5 different ways
- If content takes forever to approve
- If marketing feels like whack-a-mole
- If you keep asking "What should we say..."
kind words from clients
I couldn't have accomplished as much on my own!
I’m excited the message is so much clearer now and I’m so much more confident in what I’m going to say when I’m out and about. I don’t feel like I’m grasping at what I say.
– Jeremy portillo, founder of retrofit
The VIP Day Process
Messaging With Purpose
I travel to you and spend a dedicated day working with your team to clarify your positioning, message, and customer story.
We collaborate live until your message feels clear, true, and ready to use.
session 1
Who are you?
90 min
We spend the first session of the day deep-diving into your company's values, vision and personality. This is the starting block so we know ultimately what you want to say.
Your leadership story
Your Core Values
Your vision & strategy
Company origin story
session 2
Who's in the audience?
90 min
Next, we deep dive who you most want to serve. We go beyond demographic "CRM" information and understand their psychographics, alternative options and more. We also consider your referral partners and develop persona information for them as well.
We'll accomplish:
Ideal Customer Persona (ICP)
Ideal Referral Partner Persona (IRP)
Marketing Channel Identification (where to reach these people)
We'll accomplish:
Session 3
Live Review of Brand Storyline
90 min
While you take a walk or check your email, Katie will draft the Brand Storyline. During the third session, we'll do a live review session to hear the summary of the day's findings and will make refinements in a collaborative session.
We'll accomplish:
Alignment & approval of ICP & IRP
Alignment on Brand Story Direction
Marketing Roadmap Next Steps
Sample schedule
(Just so we’re clear)
Every VIP Day is custom-planned based on your goals and growth stage. That said, we know it helps to see the general timeline so you can plan accordingly.
Here’s how our days often take shape:
9-12pm
Sessions 1 & 2 -- Collaborative session with Katie & your team to uncover: Who are you? Who is in the audience?
12-1pm
Lunch break
1-2:30pm
Business Strategy - discussing offers & positioning
2:30-3:30pm
Katie will write the draft of the Brand Storyline while you go for a walk, grab a coffee and/or check your email
3:30-5pm
Live Review & Refinement Session to finalize the Brand Storyline
for the next 90 days
Following our VIP Day session, you'll have the opportunity to book up to 3 Message Strategy / Coaching questions -- this is your phone-a-friend as you implement the Brand Storyline
Dear Agency Friends:
Yes, I'm happy to collaborate with you to serve your clients with a VIP session! Let's schedule some time to plan it out.
Investment
a strategic engagement
That investment covers:
- A full-day strategy session with your core team
- Real-time message and positioning decisions
- A clear, documented Brand Storyline your sales and marketing teams can immediately use
- A shared foundation that supports future content — whether we create it or your team does
- Strategy session follow up calls for the next 90 days
For context, many clients compare this to: several months of agency retainers, multiple rounds of website or sales copy rewrites
or ongoing internal misalignment that quietly slows everything down
If you’re considering a VIP Day, the next step is a short call to confirm fit and scope — not to “sell you,” but to make sure this is the right format for what you actually need.
Ready to get started?
All projects start with a simple call.
kind words from clients
Katie is an absolute pleasure to work with. She is thoughtful, creative, talented, and most importantly an active listener. She did an incredible job of pulling out the core and heart of our identity and was the catalyst for helping us talk about the brand in ways we had been searching for but couldn't seem to find the words for.
One of the most enjoyable creatives I've had the opportunity to engage with in my career, and I would recommend a conversation with her to anyone that is looking to tell their brand's story.