Root from the Heart

8 week coaching container

Program Breakdown

  • 🫚 Week 1: The Roots


    Purpose, Vision, & Values
    Connect with your Compelling Why and what sparked the business in the first place, articulate the bigger picture, and define the deeper forces that guide your decisions and the impact you want to make.

  • 🪾 Week 2: The Trunk


    Brand Promise & Core Offering
    With your foundation in place, we define what you offer, what makes it valuable, and how to position it with confidence.

  • 🐿️ Week 3: The Animals


    Your Customers
    Dig into who you serve or want to serve and their motivations, challenges, needs, and expectations.

  • 🌴 Week 4: The Branches


    Desired Impact and Brand Personality
    Define how you would like your brand experience to make your customers feel, and how your business should behave in order to achieve that.

  • 🍃 Week 5: The Leaves


    Customer Journey & Experience Intent
    Identify the key moments where your brand interacts with customers and define the emotional intention behind each stage — from first impression to loyal advocate.

  • 🌺 Week 6: The Flowers


    Messaging and Expression Framework
    Clarify how your brand speaks and shows up — its voice principles, messaging pillars, and behavioral guidelines — so communication feels aligned, confident, and consistent.

  • 🍋 Week 7: The Fruit


    Visual Direction
    Translate your strategic foundation into a clear visual direction that reflects your values, positioning, and Desired Impact.

  • 🌳 Week 8: Tending the Tree


    Integration & Next Steps
    Review your complete Brand Tree and integrate your new clarity into daily operations, team alignment, and future growth.

Coaching Format

Root from the Heart can be completed individually or in a small group. Either way, you’ll move through the same core framework and build a deeper brand foundation that can guide your decisions long-term.

The difference is how you want to process the work. The lists below outline what you can expect from each format.

Individual Coaching

  • Focused 1:1 coaching and space for nuance

  • Private weekly coaching sessions

  • Personalized feedback on your strategy, messaging, audience, and experience

  • More room to follow what your business needs most

  • Strong fit for sensitive decisions, complex offers, or internal business questions

  • Great for established businesses, pivots, or more layered brand questions

  • You’ll leave with a deep brand foundation shaped with more direct coaching and nuance

Group Coaching

  • Guided community, shared perspective, and thoughtful discussion

  • Small-group weekly coaching sessions

  • Teaching, exercises, discussion, examples, and group coaching

  • A shared weekly rhythm that keeps the process moving

  • Strong fit if you learn by hearing others process similar challenges

  • Great for business owners who want depth without doing the work alone

  • You’ll leave with a deep brand foundation strengthened by reflection, community, and accountability

Whether done in a group or individually, when you have finished this transformational program, you will have a completed digital workbook with:

  • A clarified Compelling Why, Vision, and Brand Values to root your brand

  • Defined Positioning and Promise that guide your business decisions

  • Customer Persona(s) that reflect(s) your most aligned audience(s)

  • Journey Map and Action Plan to reach, serve, and retain your best customers

  • Brand Personality and Story that feel like you

You will also get:

  • Useful templates and frameworks (in Notion, a free app)

  • Your custom Brand Tree summary

  • Clear strategic next steps

  • Lifetime access to an exclusive group of thoughtful business owners like you

  • The confidence to talk about your work with clarity and purpose

Have more questions?

See FAQ

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