Root from the Heart
Brand coaching for purpose-driven small business owners ready to grow with clarity and intention.
Root from the Heart is a hands-on coaching experience that helps you build a well-rooted brand story and strategy—so decisions get easier and your message feels steady.
Whether you have a new business you are still establishing, or you’ve been in business for a while and need some realignment, together, we’ll clarify what you stand for, what you promise, and how you want people to feel when they engage with your business.
Something Feels Off—But You Can’t Quite Pin It Down
Maybe your team isn’t on the same page…
Maybe your customers are giving you mixed feedback—or disappearing altogether…
Maybe every decision, from pricing to posting on Instagram, feels like a shot in the dark…
Maybe your message changes every time you try to explain what you do…
Maybe your marketing feels scattered, and daunting, and you just don’t know what to say…
You know your work matters, but your brand isn’t reflecting it yet, and every decision feels hard.
When your brand isn’t clearly defined and deeply rooted, everything starts to feel… wobbly.
You don’t need new offerings, or a super fancy website, or to just “post more on social media.”
You need to get back to basics. It’s time to define for yourself, and anyone who works for you, why this business needs to exist, who it’s here to help, what it does to help them, and just how it does that.
That’s where I come in. This is exactly what we build together, piece-by-piece, in our sessions.
Program Overview
-
🫚 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.
You’ll leave with the pinpoint clarity your business needs to make confident decisions, foster a healthy internal culture, and connect in real ways with your best audience.
When you have completed 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?
Want to talk?
Program Registration
The same structured, 8-week process in a small group setting with like-minded business owners to build or realign your brand foundation, with hot-seat coaching and support for intentional growth.
A focused, guided process inside an 8-week coaching container for you to identify, align, and communicate your brand foundation with the reasons and people it exists to champion.
This is individual coaching with highly tailored feedback and outputs.
All sessions will be online UNLESS you are in the Kansas City area and elect to meet in-person.