How it works
Before we speak, you fill in a detailed intake questionnaire about your numbers, customers, content, sales and goals. I study it, along with your Instagram and website.
We then speak once every 15 days for 12 weeks: six calls in total. On Day 90, we review your final scorecard together over our call.
Between calls, you can reach me on email when you’re stuck.
Each call starts from where your business is that day. We review what happened since we last spoke, check the numbers, decide what matters most, and agree on the next 15 days.
After every call, you get a written list of actionables for the next 15 days. Each one says what to do, why it matters and when it’s done.
Before the next call, you send me a short report on what got done, what’s stuck and your numbers.
That way I come to every call already knowing where you stand, and we spend our time solving problems, not catching up.
What you get
- A diagnosis. We find the real problem behind the one you name. The problem you notice first is usually a symptom.
- A money check. We work out your profit per order, your break-even point, how long your cash will last, and whether your pricing and GST hold up. We check these before any growth advice.
- Reset goals. You get a target you can hit in 12 weeks and a stretch target. Your bigger goals stay as the long-term destination.
- A clear strategy. One direction, three bets that support each other, and a list of what we won’t do.
- Your 12-Week Upkeep Plan. There are six 15-day sprints. Every task has a clear why, a “done when” and a number to track. You also get a weekly time budget and a “who owns what” table for your team.
- A scorecard and activity tracker, so every 15 days you know what’s working and what to keep, tweak or stop.
- Actionables after every call. You get a written list of tasks for the next 15 days and a short report-back checklist. You send it to me before each call so I come prepared.
The four areas we work on
We work through four areas. Your diagnosis decides the order, not a fixed script.
- Content and brand. The Brand Compass and Content Framework help you set your tone and make content worth saving and sharing.
- New revenue avenues. The Possibilities playbook covers brainstorming, testing ideas with real customers and building feedback loops. It looks at WhatsApp, exhibitions, drops, retention and more.
- Customer service and sales conversations. The DM Sales Playbook covers handling hesitation, choosing your words, and being persuasive without being pushy, all in Instagram DMs and WhatsApp.
- Your sales pipeline. The Creative Strategy and Nurture and Convert playbooks cover ads and organic content, showing your work to build interest, nurturing followers and past clients, and converting when the need is real.
What you walk away with
- Fewer costly mistakes and faster, more confident decisions.
- A plan that changes as real results come in.
- Six playbooks you keep using after the 12 weeks.
- A partner in your corner who knows your business, so you’re not second-guessing every move alone.
Who this is for
Upkeep is for D2C founders who are already selling and want ongoing strategic support to grow steadily. It’s especially useful if your sales feel inconsistent, you keep switching direction, or you’re doing everything yourself. It suits founders who have taken a Revenue Clarity Call or Pre-Launch Clarity Call.
Please note
This is not done-for-you consulting. I give you the diagnosis, the plan, the playbooks and honest thinking every 15 days. You and your team do the work and report back before each call, so every session builds on real progress.