WAYS WE HELP

STRATEGIC PLANNING

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Guidance in developing mission-driven and values-aligned business strategy for intentional, equitable, and sustainable growth.

When growing a business, there is an unmistakable difference when working from a well thought-through, carefully-crafted plan.

What We Do

When starting out on a new ad{venture}, having an experienced guide and a detailed roadmap to reference helps us move through the process and toward our desired destination with greater clarity and confidence. Whether you’re at the threshold of a brand new venture, you’re an established business that’s reached capacity and ready for your next phase of growth, or you’ve outgrown your current brand identity and need to uplevel and refresh, we provide the blueprint for values-aligned business development. We work with you to help establish a strong foundation for the expansion you’re envisioning, to help you meet the goals you’re intending.

When growing a business, there is an unmistakable difference when working from a well thought-through, carefully-crafted plan.

What We Do

When starting out on a new ad{venture}, having an experienced guide and a detailed roadmap to reference helps us move through the process and toward our desired destination with greater clarity and confidence. Whether you’re at the threshold of a brand new venture, you’re an established business that’s reached capacity and ready for your next phase of growth, or you’ve outgrown your current brand identity and need to uplevel and refresh, we provide the blueprint for values-aligned business development to help establish a strong foundation for the expansion you’re envisioning, to help you meet the goals you’re intending.

Why We Provide This Service

We significantly increase our chance for success when we invest the time to do the research, define, prioritize, and outline the steps. When growing a business, there is an unmistakable difference when working from a well-thought-through, carefully crafted plan. Investing time into discovery, analysis, and evaluation will help you establish focused objectives and a detailed direction that enhances your potential for reaching the goals that will propel your businesses forward. Engaging in the process of developing a thoughtfully-designed strategic plan provides the opportunity to identify contributors and resources. It will also reveal potential challenges to be addressed and worked through to maximize its value and effectiveness.

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How it Benefits Your Business

The more clearly you define why you’re in the business you’re in, what’s unique about what you have to offer, and the values that anchor your vision, the brighter the beacon will be to attract clients and customers aligned with your vision and who will have interest in the products and or services you offer. Integral to developing a business strategy that truly reflects your values and amplifies your purpose, is doing the work to succinctly articulate the vision you hold for how you will improve people’s lives, which is the cornerstone for all commerce and business. This level of clarity will be a guiding light in defining the impact you aim to make and how you see the future growth of your business.

Areas of Expertise

* Click on the highlighted box to read the content in the section.

Research, strategic planning, and plan implementation in the following areas:

  • Business Start-up
  • Business Expansion
  • Rebrand Research
  • Revenue Projections & Expense Forecasting
  • Develop Project Planning & Workflow Schedules

Testimonial

* Click on the highlighted box to read the content in the section.

I hired Amanda and the WB team to help launch my law firm. Amanda helped with everything from deciding on a business name, URL, mission statement, logo, website, business cards, social media–and so much else! She *really* gets to know her clients and cares about them personally.

Her approach is extremely thorough. At times I felt a bit frustrated that the process wasn’t moving faster, but she had the expertise to push back and explain to me the importance of taking our time with each step–you only get to make a first impression once!

She also served as a coach, helping me navigate the strong emotions that come with starting a business. She helped me devise a funding strategy and face my fears around money. She also helped me better understand how to leverage my personal credit to build by business’s credit. She really helps with every aspect of the process and she has been invaluable.

I plan to continue using WB for ongoing support for maintaining my blog and social media strategy. I highly recommend working with Amanda. I think any business owner would benefit from working with her, but especially entrepreneurs who are mission-driven and really care about how their business is showing up in their community.

– Alix Devendra | Attorney, Aligned Law

Resources

* Click on the highlighted box to read the content in the section.

Sign-up to receive our mostly monthly mailings and blog post announcements, where you’ll find business development and digital marketing resources, info, tools, and tips for purpose-driven business owners.

Client Tribute

* Click on the highlighted box to read the content in the section.

Learn more about our collaborative relationship with Aligned Law and the impact of the business development strategy and planning work we’ve done together over the years.

AREAS
OF
EXPERTISE

TESTIMONIAL

RESOURCES

CLIENT
TRIBUTE

 

Areas of Expertise

 

  • Research, strategic planning, and plan implementation in the following area:
    • Business Start-up
    • Business Expansion 
    • Rebrand Research
    • Revenue Projections & Expense Forecasting
    • Develop Project Planning & Workflow Schedules

Testimonials

 

I hired Amanda and the WB team to help launch my law firm. Amanda helped with everything from deciding on a business name, URL, mission statement, logo, website, business cards, social media–and so much else! She *really* gets to know her clients and cares about them personally.

Her approach is extremely thorough. At times I felt a bit frustrated that the process wasn’t moving faster, but she had the expertise to push back and explain to me the importance of taking our time with each step–you only get to make a first impression once!

She also served as a coach, helping me navigate the strong emotions that come with starting a business. She helped me devise a funding strategy and face my fears around money. She also helped me better understand how to leverage my personal credit to build by business’s credit. She really helps with every aspect of the process and she has been invaluable.

I plan to continue using WB for ongoing support for maintaining my blog and social media strategy. I highly recommend working with Amanda. I think any business owner would benefit from working with her, but especially entrepreneurs who are mission-driven and really care about how their business is showing up in their community. – Alix Devendra | Attorney, Aligned Law

Resources

 

Sign-up to receive our mostly monthly mailings and blog post announcements, where you’ll find business development and digital marketing resources, info, tools, and tips for purpose-driven business owners.

 

Client Tribute

 

Learn more about our collaborative relationship with Aligned Law and the impact of the business development strategy and planning work we’ve done together over the years

About the Wholehearted Team
Amanda Winn
Crystal Horton
Dom John
Elizabeth Aikens
Jaden Winn
Jennifer Alyse
Jenna Britton
Jewell N. Fears
Josh Gingerich
Marri-Beth Serritella
Rich Yodsukar
Téa Godfrey
Valerie Derbaudrenghien
Join the Wholehearted Team
Digital Marketing Specialist
Overview About Our Services
Strategic Planning

DEI Consulting

Building Your Brand Story
Website Development

SEO & Google Business Product Consulting

Video & Photography
Community Engagement

Program Development

Website Maintenance & Monthly Reporting
About Our Process
Overview About Our Mentors and Influencers
Human-Centered Business
Values-Aligned Business
Diversity, Equity, & Inclusivity
Stages of Business & Legal
Money & Finance
The Creative Process
Storytelling Branding
Design, Color, & Typography
May We Recommend
Welcome To Our Blog
Developing Your Brand Story & Identity

Heart-Centered Business for Social Good

Working to Create Race Conscious & Culturally Diverse Spaces
Social Engagement & Community Building

Developing Your Online Business Home™

Google Business Profile & Search Engine Optimization (SEO)

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