The Memo
Start with clarity.
One focused session and a written plan for what to do next, and what to stop worrying about. The easiest way to start working with The Brief.
You don't need more ideas. You need a plan.
The Memo is the fastest way to get an experienced second set of eyes on your business and leave with priorities you can act on this month.
The Memo gives you a clear, written plan in one focused session.
Your Memo May Cover
Where Your Business Stands
Your Idea + Offer
Your Target Customer
Pricing
Business Setup Steps
Brand + Presence
Marketing + Visibility
Systems + Operations
Time + Capacity
Goals + Priorities
What to Ignore for Now
Your Best Next Step
The Engagement
01 — SHARE
You complete a short intake form, so we start with the full picture.
02 — MEET
One focused 60-minute session, virtual or in person.
03 — DELIVER
Within 3 business days, you receive your Memo: a clear, written plan for what to do next.
04 — MOVE FORWARD
Follow it on your own, send one follow-up question within 7 days, or turn it into a full Brief.
Your Memo
A clear plan for what to do next, and what to ignore.
Where You Are Snapshot
Your Top 3 Priorities
Your Not Now List
30-Day Action Plan
Your Recommended Next Brief
Who Else You'll Need
Curated Resources
One Follow-Up Question by Email
After The Memo
Your Memo is just the beginning.
When you're ready for more, your full session fee is credited toward any Brief booked within 30 days. You can also continue with The Addendum or ongoing support with The Advisory Brief.
Investment
One session. One written plan. One clear next step.
The Memo is a flat fee of $195.
Your full session fee is credited toward any Brief booked within 30 days.
Paid in full at booking.
The Memo May Be Right for You If:
You have an idea but don't know where to start.
You're doing a lot, but aren't sure what's actually working.
You want expert eyes on your business before investing in a bigger project.
You need clear priorities, not more ideas.
You're not sure which Brief is right for you.
Frequently Asked Questions
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No. A consultation decides whether we're a fit. The Memo is the work itself: a focused session and a written plan you keep.
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That's a great time to start. The Memo helps you see the first steps clearly before you spend time or money.
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No. The Brief is a boutique business advisory firm, not a law or accounting firm. If something needs an attorney or CPA, your Memo will tell you, and we'll point you to one.
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You can follow your Memo on your own, or book a Brief within 30 days and your session fee is credited toward it.
Ready to Get Briefed?
Start with one clear next step.
Book your Memo and leave with a plan you can actually follow.