Ivery Strategy Group

Strategic Clarity & Growth Foundation

A focused strategic engagement designed to help service businesses clarify positioning, strengthen messaging, and build a clear path for growth.

Most service-based businesses aren’t lacking effort—they’re lacking clear positioning.

Without it, messaging becomes inconsistent, differentiation becomes unclear, and growth feels harder than it should.

Unclear messaging
Trying to serve too many types of clients
Competing on price instead of value
Marketing that feels inconsistent and unfocused

This engagement is designed to help you define a clear strategic foundation so your positioning, messaging, and growth efforts work together effectively.

Who This Is For

Service-based businesses that want to grow with more clarity and direction, including:

Consultants and coaches
Agencies and freelancers
Home service businesses
Professional service firms
Small businesses offering specialized services

What You Walk Away With

A clearly defined ideal customer you can confidently target
A strong and differentiated market position
Messaging that clearly communicates your value
A focused strategy for sustainable growth
Greater clarity and confidence in your business direction
The ability to attract better-fit clients and reduce price-based competition

What You Receive

A clearly defined Ideal Customer Profile
A refined Brand Positioning Statement
A strong Value Proposition
A structured Messaging Framework
A Strategic Growth Roadmap with prioritized next steps

What We Focus On

Market & Customer Clarity

Define the exact type of client your business is best positioned to attract
Analyze your business model and market dynamics
Identify opportunities to better position your business within your competitive landscape

Brand & Messaging Clarity

Clarify your brand positioning in the market
Define a clear and compelling value proposition
Develop messaging that resonates with the right audience

Strategic Direction

Identify your highest-impact growth opportunities
Define clear strategic priorities
Build an actionable roadmap you can immediately implement

Engagement Process

Phase 1: Discovery & Diagnostic

A structured deep dive into your business, market, and current challenges

Phase 2: Strategy Development

Defining your positioning, messaging, and strategic direction

Phase 3: Strategic Blueprint

Delivery of a clear, structured strategic blueprint you can immediately apply to your business

Investment

$3,000 – $6,000

(depending on scope and complexity)

Customer Acquisition & Growth System

Designed for service businesses that want to move beyond referrals and build a consistent, scalable client acquisition system.

A structured approach to consistently attracting and converting the right clients.

Most service-based businesses rely on:

Referrals
Word-of-mouth
Inconsistent marketing efforts

While these can generate business, they rarely create predictable or scalable growth.

This engagement is designed to help you build a clear and repeatable system for generating leads, attracting qualified prospects, and converting them into clients.

Who This Is For

Service-based businesses that:

Are ready to grow but lack consistent lead flow
Want a more structured and strategic approach to marketing
Have a foundation in place but need a scalable acquisition system
Are looking to move beyond referrals into predictable growth

What You Walk Away With

A clear and focused marketing strategy aligned with your business goals
Defined and prioritized marketing channels that actually drive results
A structured system for consistently generating qualified leads
A more effective and intentional path from prospect to paying client
Greater consistency and predictability in your growth
Reduced reliance on referrals as your primary source of business

What You Receive

A defined Customer Acquisition Strategy
A prioritized Marketing Channel Plan
A Lead Generation System tailored to your business
A structured Customer Acquisition Funnel
Conversion Optimization Recommendations
A clear Implementation Roadmap with prioritized next steps

What We Focus On

Marketing Strategy & Channel Focus

Identify the most effective channels for your business based on your market and goals
Define a clear strategy for how each channel supports growth
Develop direction for SEO, local marketing, social media, and paid advertising

Lead Generation System

Build a structured approach to consistently attract qualified prospects
Define lead magnet and offer strategy
Develop partnership, referral, and email marketing systems

Conversion & Optimization

Design a clear and effective path from prospect to client
Identify gaps and opportunities in your current funnel
Provide recommendations to improve conversion and client experience

Engagement Process

Phase 1: Marketing & Acquisition Analysis

Evaluate your current marketing efforts, lead sources, and conversion performance

Phase 2: Strategy Development

Define your marketing channels, acquisition approach, and system structure

Phase 3: System Design & Roadmap

Build a clear, actionable plan to implement and scale your acquisition system

Investment

$4,000 – $8,000

(depending on scope and complexity)

This engagement is designed to help service-based businesses move from inconsistent marketing to a structured and scalable client acquisition system.

Strategic Growth Advisory for Service Businesses

Designed for service business owners who want ongoing strategic support as they grow, scale, and refine their business.

Ongoing strategic guidance to support consistent, long-term growth.

Most service-based businesses don’t struggle with creating a strategy.

They struggle with implementing it effectively over time.

As businesses grow, new challenges emerge:

Shifting priorities
Evolving markets
More complex decisions

This engagement provides ongoing strategic support to help you stay focused, make better decisions, and maintain momentum as your business scales.

Who This Is For

Service-based businesses that:

Are actively implementing a strategy
Are in a growth or scaling phase
Want experienced strategic guidance and perspective
Value ongoing support and accountability

What You Gain

Ongoing strategic direction to guide business decisions
Continued refinement of positioning and messaging as your business evolves
Clear guidance on marketing, growth opportunities, and priorities
Accountability to stay focused on the highest-impact actions
Greater clarity and confidence as you scale your business
The ability to make better decisions faster and with more certainty

What You Receive

Monthly Strategic Advisory Sessions
Ongoing Access for Strategic Guidance and Decision Support
Continued Positioning and Messaging Refinement
Growth Planning and Priority Setting
Strategic Recommendations Based on Your Business Stage
A Clear Focus on High-Impact Actions and Opportunities

What We Focus On

Strategic Direction & Decision Support

Provide clarity and perspective on key business decisions
Help you evaluate opportunities and make more confident choices
Ensure your actions stay aligned with your overall strategy

Growth & Marketing Guidance

Refine your marketing approach as your business grows
Identify new opportunities for expansion and client acquisition
Adjust strategy based on performance and market changes

Focus & Accountability

Keep you focused on what drives the most impact
Help you prioritize effectively as new challenges arise
Maintain momentum and avoid getting pulled in too many directions

How It Works

Monthly Strategy Sessions

Dedicated sessions focused on your current priorities, challenges, and opportunities

Ongoing Strategic Support

Access to guidance on business decisions, marketing direction, and growth initiatives

Growth Planning & Prioritization

Support in identifying and focusing on the highest-impact actions

Continuous Refinement

Adjusting strategy, messaging, and direction as your business evolves

Investment

$1,500 – $3,500 per month

This engagement provides the ongoing strategic partnership needed to support sustainable growth, stronger decision-making, and long-term success.

Schedule a complimentary discovery call

Our Consulting Process

At Ivery Strategy Group, we believe that meaningful strategy begins with understanding. Our process is designed to ensure that every engagement is thoughtful, collaborative, and aligned with the goals of the businesses we serve.

We work closely with clients through a structured consulting approach that moves from discovery and analysis to strategic recommendations and long-term growth planning.

1. Discovery Call

Every engagement begins with a strategy consultation.

This initial conversation allows us to learn more about your business, your current challenges, and the outcomes you are hoping to achieve. It also provides an opportunity for you to learn more about our approach and determine whether our consulting services are the right fit for your needs.

During the discovery call, we may discuss:

• Your business model and service offerings

• Current marketing and brand positioning

• Growth goals and strategic priorities

• Challenges or barriers limiting progress

The goal of this conversation is to identify whether a deeper strategic engagement would provide meaningful value for your business.

2. Determining the Right Fit

Not every consulting engagement is the same, and not every business requires the same level of strategic support.

Following the discovery call, we assess whether our services are well aligned with your needs. If there is a strong fit, we will recommend the most appropriate consulting engagement based on your business objectives.

Our focus is always on ensuring that clients receive thoughtful guidance that genuinely supports their growth rather than offering one-size-fits-all solutions. Pricing varies by project scope.

3. Strategic Proposal

When we determine that a partnership makes sense, we will prepare a custom consulting proposal outlining the scope of the engagement.

Your proposal will typically include:

• The consulting services to be provided

• Key strategic objectives

• Project timeline and phases

• Deliverables and outcomes

• Investment and engagement structure

This document provides complete clarity on how the engagement will unfold and what results you can expect.

4. Engagement Agreement

Once the proposal is approved, we will finalize the consulting agreement to formally begin the engagement.

To secure the project timeline and begin our strategic work, we require a 50% engagement fee upon signing the agreement, with the remaining balance due according to the agreed schedule.

This structure allows us to dedicate the appropriate time, analysis, and strategic focus required for each client engagement.

5. Strategic Work Begins

After the agreement is finalized, we begin the consulting engagement.

Depending on the scope of the project, this may include:

• brand positioning analysis

• marketing strategy development

• business growth planning

• competitive market analysis

• messaging and positioning frameworks

Our objective is to deliver clear strategic insights and actionable recommendations that support long-term growth and sustainable competitive advantage.

Call to Action Section

Start the Conversation

If you’re looking to clarify your positioning, improve your marketing effectiveness, or build a clear roadmap for growth, the next step is a complimentary discovery call.

We’ll discuss your current challenges, goals, and opportunities—and determine whether there’s a strong fit to work together.

If you’re ready to strengthen your positioning and attract better clients, schedule a discovery call.

Schedule a discovery call