Own Your Voice
STRATEGIC ROADMAP™

Strategy without strings

Expert strategy, built for your business—not our bottom line.

The Strategic Roadmap™

This 30+ page personalized content strategy system is designed exclusively to help Experts like you achieve your goals.

At the end of the process, you will have — for perhaps the first time ever — a clear vision and direction for where you want to go and what you need to do to get there.

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Strategy precedes action

Goals without action are empty dreams. Action without strategy is wasted energy.

We believe individual actions (Social media, content creation, website creation, etc) should not be executed without first defining a strategy. And the strategy should be informed by specific goals and positioning.

Therefore, we start every engagement by working with you to understand your goals and ideal positioning in your market space. The results of that exercise then drive our strategic recommendations and service actions.

What do I get?

The Contents

Your goals and objectives will be clearly articulated and mapped into actionable tasks with 30+ pages of research and recommendations.

Your  STRATEGIC ROADMAP will include:

3-5 Key Recommendations providing clear, customized strategies with detailed guidance on implementation.

Case Studies & Market Insights showcasing successful strategies from comparable businesses and/or professionals with key takeaways relevant to your growth.

Actionable Tactics outlining the specific steps needed to execute your strategy effectively.

Content System Framework delivering a phased approach to creating, publishing, and promoting content that strengthens your brand.

Staffing & Resource Recommendations identifying the roles, hires, or external partnerships needed for successful execution.

Time Commitment estimating the time required from your team to implement each recommendation.

Estimated Costs breaking down projected expenses associated with each recommendation to support informed decision-making.

(Many clients say this is the first time they’ve ever had a grasp on what they actually need to do, and when and how they need to do it.)

What Are Clients Saying?
Heritage Brands played a vital role in facilitating our transformation by asking the right questions at the right moments and providing a fresh perspective to our responses. The Strategic Roadmap they offered empowered us to hit the ground running. Moreover, the diverse range of skills and insights brought to the table by Heritage helped us envision, anchor, and plan in a manner that would have been challenging to achieve independently.
Christie James
Christie JamesDirector of Community Development, Still Hopes
Heritage Brands helped us focus on what mattered most — building a platform and audience. The intentionality and thought behind everything they do is evident and impressive.
Spencer Matthews
Spencer MatthewsFifth Hammer
Heritage Brands has revolutionized the way that I do business and establish my digital credibility and executive visibility. With their expert strategies and systems, I’ve been empowered to become a thought leader, publish compelling LinkedIn content, and ultimately lead to my unparalleled success in the digital landscape.
Danny Pritchard
Danny PritchardSpecial Forces Veteran & Venture Capitalist
Most of the conversations I'm having now are in the millions or tens of millions. A couple of those conversations were started off of the engagement I've been getting on LinkedIn thanks to the advice Heritage gave me. They're directly responsible for conversations I’m having about millions of dollars worth of business.
Eamon Walsh
Eamon WalshCEO, Statera Limited
5+ years ago, publishing a quality book could've been sufficient to get the results you’re looking for as a thought leader. Now, however, you have to take a more comprehensive approach to establishing your industry authority. What Heritage Brands is doing by tying podcasting and content creation together in order to build a unified thought leadership platform resonates with the priorities of leaders today.
Michael Piperno
Michael PipernoPrincipal, The Comvia Group
If you're looking to grow your business and become highly visible in your marketing efforts then don't think twice – get in touch with Heritage Brands right now.
Andrea Ryan
Andrea RyanFounder, Virtual-Assistant.ie
As the CEO of a Marketing Operations Consulting and Managed Services provider I can say that Heritage has exceeded our expectations in helping us take the first step (which is the hardest) and to keep moving forward on our journey to increase our leadership visibility. They have been key to helping us align our needs with the Heritage Brand’s podcasting, branding and content service offerings.
Chris Kahler
Chris KahlerCEO, EMMsphere
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WHAT'S THE PROCESS?

The Process

From Discovery to Delivery:

Two 1.5-2 hour Discovery Sessions

Follow-up calls and meetings as needed to clarify points uncovered during discovery

Open access to us, via email, during the 2-3 week period between your Discovery Session and your Delivery Session

1.5-2 hour Delivery Presentation including:

  • Page by page explanation of your personalized roadmap
  • Open discussion Q&A with you and any team members you want to include
  • Explanation of specific next steps for you and your team
  • Cover any specific technical training that you and/or your team need to begin executing your plan 

 

With these resources in-hand, you will have everything you need to get started on your journey on your own, or with the aid of an in-house team.

If we are a good fit to execute your plan, a proposal for ongoing work together will be presented at delivery.

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IS OUR STRATEGIC ROADMAP™ RIGHT FOR YOU?

Before diving deeper, let’s ensure the Strategic Roadmap™ is the right fit for you. 

You Value the Journey.
Success isn’t just about where you’re going—it’s about understanding the steps that got you here. We work best with leaders who appreciate the process, embrace collaboration, and check their ego at the door.

You Have Real Expertise.
If you’re a legitimate expert struggling with imposter syndrome, we can help. If you’re a self-proclaimed “guru” without meaningful experience, we’re not the right fit.

You Invest in Strategy to Avoid Wasted Effort.
Marketing without strategy is far more expensive. The real cost isn’t in the roadmap—it’s in misaligned execution. We’ve seen businesses waste massive budgets on disjointed marketing efforts simply because they didn’t start with a plan. The Strategic Roadmap ensures every dollar you spend is intentional, focused, and aligned with your goals.

You Have the Foundation to Execute.
While we typically align best with businesses generating $250,000+ in annual revenue, solopreneurs below this threshold who are serious about strategic growth have also found immense value in the roadmap.

Are you ready to start your journey?

When you purchase, we’ll reach out within 48 hours to schedule your discovery call. We can’t wait to get started helping you own your voice!

you might be thinking

Deciding who to trust with your marketing strategy isn’t easy. If you’re considering working with Heritage Brands, you may have a few questions or hesitations. That’s completely normal—smart leaders ask the tough questions. Here are a few things we often hear, along with how we approach them.

We understand this concern. A strategy that never gets implemented doesn’t create results. That’s why our roadmap is built to be fully executable, regardless of who implements it. Many agencies create strategies that serve their own service offerings. We don’t. Every recommendation is designed with one goal: what’s best for your business.

Not necessarily. If you have an internal team, the roadmap will guide them. If you need external execution, we help you find the right specialists for your needs, not just whoever happens to be on our payroll. And because we start with strategy, you’ll always know what needs to be done—no guesswork, no wasted effort.

Our job isn’t to keep you dependent on us—it’s to give you clarity and direction so you can move forward with confidence. Long-term success doesn’t come from signing a long-term contract—it comes from having a strategic foundation that aligns marketing with business goals. That’s what we provide.

Yes, but there’s a key difference—our roadmap stands on its own. You can take it and execute it however you choose. There’s no hidden funnel to force you into additional work with us. The roadmap is designed to be a blueprint for your success, not a sales pitch for our services.

Marketing without strategy is far more expensive. The real cost isn’t in the roadmap—it’s in misaligned execution. We’ve seen businesses waste massive budgets on disjointed marketing efforts simply because they didn’t start with a plan. The Strategic Roadmap ensures that every dollar you spend is intentional, focused, and aligned with your goals.

Bottom Line – We’re here to give you the best strategy for your business or personal growth—without strings, pressure, or commitments you don’t need. That’s what makes the Strategic Roadmap different.

FREQUENTLY ASKED QUESTIONS

With millennials now accounting for the largest share of today’s corporate buyers (see the WSJ’s “Millennials Are Changing What It Takes to Succeed in Sales” from November 2022), there’s never been a more important time to build trust and establish expertise with your audience. Studies indicate that millennial and Gen Z buyers will anonymously research you and your expert services firm long before they reach out to start a sales conversation. Will you pass that test and earn their business?

An active digital presence establishes credibility, expands reach, and fosters trust in our digital age. Being absent digitally can limit opportunities and impact brand trust. Essentially, it’s not just about being seen, but about building meaningful relationships with your target audience.

People connect differently with personal brands than they do with organizations. By differentiating the two, you can create genuine touchpoints with your audience, offering educational insights without eliciting an overt “marketing feel.” Coupling a strong personal brand with an established organization’s brand is a requirement in today’s digital age if you want to stand out.

Yes! We aim to empower you to lead confidently with the tools we provide. However, should you need support, we’re here to help at various levels of engagement.

Personal branding is about authenticity, not vanity. Emphasize these proven personal branding fundamentals to your leaders:

  • Trust in individuals over corporations.
  • Credibility enhancement.
  • Authentic and broader reach.
  • Relationship-driven sales.
  • Enhanced brand visibility.
  • Thought leadership’s educational value.
  • The necessity of a digital presence in today’s age.

Thought leadership is a long-term play. Here’s how you can measure its impact:

  • Monitor content engagement (likes, shares, comments).
  • Track quality of conversations and references.
  • Observe follower/subscriber growth.
  • Record feedback and direct interactions.
  • Analyze website traffic patterns.
  • Recognize long-term opportunities like partnerships.
  • Assess influence in decision-making and audience retention. 

In essence, the value of thought leadership is multifaceted, driving both immediate engagement and long-term trust.