Our Process


Our roadmap to achieving your dreams

Onboarding Step 1 & 2

Onboarding Step 3

Take Stock
Discuss & Evaluate
Create Style Guide & Suggest Website Upgrades
Client Approves
Style Guide
Deliver Account Updates & Templates
Tutorial 1

We show you how to access and use our membership program, Savvy Advisor.

Tutorial 2

We guide you through reviewing content on our project management platform, Monday.com

First Month's content

Content Call

Create Content

Review & Revise


We always advertise your content for reach on the Lite & Bold plans. If you decide to upgrade, however, we develop a detailed advertising plan for future advertising at this point.

We review the performance of your content up to this point.

We adjust your content based on our findings from your metrics. 

After your first quarter call, we’ll move into a routine of monthly content planning calls and quarterly review calls.