Frequently Asked Questions
What happens when I purchase access to an assessment?
When you purchase access to an assessment, you'll receive an email (sent to the email address you used at checkout). It will take about 5 minutes to arrive in your inbox, so be sure to check your spam folder, too. This email will include a link to the 13 questions you must submit to receive your complete messaging strategy, audience persona, or brand voice guidelines document, delivered to your inbox as a link to an editable Google Doc in under 15 minutes. Usage: You get 3 refinement opportunities for 30 days to perfect your output for ONE specific use case (one offer, one audience segment, one platform focus, etc.). Need outputs for multiple offers, audiences, or contexts? Each requires a separate purchase.
Why are your assessments different from other marketing tools?
Most marketing prompt lists promise a brand or messaging strategy, but only produce generic, disconnected outputs. They don’t actually take an assessment of your business or audience to benefit you in any real way. My assessments work completely differently. Each product—audience persona, messaging strategy, or brand voice—is built on the same Sequential Intelligence Framework, which turns your answers into a layered, strategic portrait engineered to grow your business. Here’s the key difference: ● The framework is made of multiple components with dependencies. Some prompts build directly on answers from earlier prompts, while others pull insights from different components that came before. ● On the back end, AI doesn’t treat every question in isolation. Each answer informs later prompts selectively, allowing the system to create a networked, interconnected understanding of your brand, audience, and messaging. ● The result is outputs that are cohesive, actionable, and nuanced, reflecting the complexity of your real-world business rather than generic “one-size-fits-all” recommendations. Put simply, my assessments are built on structured, strategic processes that builds clarity and depth, giving you outputs that actually make sense and can perform in your business.
How do your assessments actually work, and what makes them different from other tools?
Each of my assessments—the Audience Persona Assessment, Brand Voice Assessment, and Messaging Strategy Assessment—are built on the same Sequential Intelligence Framework. Think of this framework like stacking blocks: every component within a product is informed by the ones before it. This allows the AI to generate outputs that are coherent, interconnected, and strategically precise, without relying on generic prompts. Each product delivers a standalone document: the Audience Persona Assessment breaks down demographics, psychographics, decision-making factors, and pain points; the Brand Voice Assessment outlines tone, emotional posture, humor, and other brand-specific components; the Messaging Strategy Assessment synthesizes both into a fully actionable messaging framework. The insights included in these assessments—like audience behaviors, pain points, and decision-making factors—are immediately useful. For example, many of them can be applied directly to your marketing copy. At the same time, the assessments are compatible with primary research: if you have survey data, interview insights, or other intelligence, you can feed that into the system to refine outputs. This process works with the rigor of a $5,000+ consulting engagement, but it’s delivered in a structured, systematic assessment. Each component communicates selectively with others, building a networked understanding that would take weeks of manual analysis to replicate. In short, these aren’t just reports or generic outputs. They are strategically engineered intelligence designed to help you understand your audience, define your brand voice, and craft messaging that performs while still giving you the flexibility to integrate your own research or judgment.
What powers your assessment tools, and why are the results so precise?
At the core, the assessments leverage Claude (Anthropic’s AI), trained on millions of business documents, market research studies, and strategic frameworks. But raw AI alone isn’t enough. Most people get mediocre strategy results because the input isn’t structured to capture nuance or context. Here’s what makes my system different: ● Strategic question design: 13 targeted questions surface exactly the data needed for meaningful analysis. ● Sequential prompt architecture: Each question builds on previous responses, creating compounding context that the AI uses to generate outputs that are coherent and actionable. ● Framework integration: Graduate-level strategic methodologies—psychographics, behavioral economics, positioning theory—are embedded in the structure, ensuring rigor and sophistication. ● Output refinement: Months of testing guarantee that every deliverable meets or exceeds the quality of a professional consulting session. The AI executes the analysis, but the strategic scaffolding is mine. This is what transforms AI capability into expert-level insights your business can act on with confidence. You don’t just get data—you get strategically structured intelligence that’s designed to give you clarity, credibility, and results.
What frameworks are integrated into the assessments?
While the exact prompting on the back end is proprietary, each Assessment draws on a carefully synthesized set of proven strategic frameworks. These frameworks are distilled from decades of brand strategy research, graduate-level methodologies, and best practices from top thinkers and industry leaders, then re-engineered to work within the Sequential Intelligence Framework. Audience Persona Assessment: ● Psychographic profiling: motivations, values, and identity ● Behavioral economics: decision triggers and purchase psychology ● Jobs-to-be-Done: what your audience is trying to accomplish ● Archetypal analysis: Jungian psychology (Level C certified through Marty Neumeier’s program) Brand Voice Assessment: ● Brand personality frameworks ● Communications theory: tone, voice, differentiation ● Audience alignment psychology ● Competitive positioning analysis Messaging Strategy Assessment: ● Positioning frameworks synthesized from leading brand strategy research ● Messaging hierarchy models refined from professional practice ● Value proposition structuring ● Channel-specific adaptation methodology This isn’t a collection of copied templates. It’s a proprietary, rigorously tested system that translates complex strategic thinking into usable, professional-level outputs. The assessments deliver precision, clarity, and actionable intelligence, giving you a structured path to understand your audience, define your voice, and craft messaging that works.
What's the difference between using the assessments vs. using an AI tool myself?
Three critical differences: 1. Strategic question design - The 13 questions aren't random. They're designed to surface exactly the data needed for deep analysis. 2. Sequential Intelligence Framework - Questions build on each other in a specific order. Each answer informs how the AI interprets subsequent questions, creating progressively deeper context. 3. Expert refinement - I've spent months engineering the prompts to produce outputs that match $5,000+ consultant deliverables, not surface-level AI responses.
Can I trust AI to understand my brand/audience?
The AI doesn't "understand" - it executes strategic frameworks at scale. Think of it like a calculator: powerful tool, but the value comes from knowing which formulas to use and how to interpret results. I've encoded 20 years of strategic expertise into the assessment design. The proof is in accuracy: Beta testers consistently say results feel like "me on paper" - that's not AI magic, it's systematic strategic depth-building.
What if the results don't feel accurate to me?
I’m going to hold your hand when I say this... The results of your assessments aren’t designed to make you feel good about yourself. They exist to tell you what you need to know about your audience, and depending on which assessment you took, what your target audience needs to hear from you to feel completely understood, heard, and seen. Strategy documents like the ones produced from my assessments are not about what you like. They’re about what WORKS. If the results feel uncomfortable, that’s often because they’re showing you what your AUDIENCE needs from you, which may not align with how you see yourself or your business. Now, if the information specifically about your business feels inaccurate, that is another story. You have 3 refinement opportunities over 30 days for an output that articulates information about your brand just the way you'd like.
How do I know this will work for MY specific niche?
The Sequential Intelligence Framework adapts to your context. That's the point. Generic templates force you into pre-defined categories. My assessments provide business intelligence specific to YOUR business by layering your unique responses through proven strategic frameworks. Whether you're a therapist, coach, doula, nutritionist, or wellness practitioner (hell, you could be a marketer), the methodology works because it's built on universal strategic principles applied to your specific situation.
Why can't the assessments just create content for me?
The assessments give you something more valuable than generated content - they give you the strategic foundation that informs ALL your content. Here's why that matters: Content generators give you posts and copy, but no grounding in what makes for profitable content or how to adapt it for different contexts. You're dependent on the tool for every piece of content. Strategic assessments give you the underlying intelligence - your audience psychology, your brand voice principles, your core messages. Now you can: ● Create content yourself with strategic clarity ● Use AI tools MORE effectively (with your strategy as the guide) ● Adapt your message across channels ● Train team members or contractors ● Make strategic decisions beyond just content You get a strategic asset you own and reference forever. Not outputs you read once and forget.
Can I use this with AI to create content?
Absolutely! That's one of the best applications. Your assessment results become your AI instruction manual. When you paste your Brand Voice Guidelines, Audience Persona, or Messaging Map into any preferred AI tool, alongside a content request, the AI generates content that aligns with the soul of YOUR brand, and your brand only. Without this strategic foundation: "ChatGPT, write me an Instagram post about my coaching services" → Generic, could be anyone's post. With your assessment: "Here are my Brand Voice Guidelines and Audience Persona. Write an Instagram post about my coaching services using this strategic framework" → On-brand, speaks to your specific audience, sounds on-brand. (And if you think it isn't using your voice, just confirm that it is).
How reliable are the results? Will I get different outputs if I run it twice?
The assessments are designed for analytical consistency, not creative variation. Here's what that means: This is a strategic analysis tool, not a content generator. The AI tool I am using is identifying patterns in your responses and mapping them to established strategic frameworks. That's analytical work, similar to how a consultant would analyze your business. Consistency level: If you answer the questions the same way twice, you'll get 85-95% consistent results. Minor variations in phrasing might occur (it's AI, not a database), but the core strategic insights—your audience's pain points, your brand voice traits, your positioning—will remain stable. Think of it like this: * Ask two experienced consultants to analyze your business → You'd get similar insights with slightly different wording * Run this assessment twice with identical answers → Same pattern: consistent strategic insights, minor language variations What this is NOT: * A content generator where every output is completely different * A creative tool where drift is expected * Something that produces wildly different strategies each time What this IS: * Strategic intelligence based on your specific inputs * Analytical pattern recognition, not creative interpretation * A reference document you can trust and use repeatedly Bottom line: The strategic foundations (who your audience is, what your brand stands for, what messages matter) stay consistent. That's what you need to build a business on.
What if I don't like some of the language or insights?
The Assessments give you strategic intelligence - how you apply it is up to you. Here's how to think about it: The data points (audience pain points, brand voice traits, core messages) are strategic insights based on pattern analysis. They're meant to inform your decisions, not dictate them. You have options: 1. Use the language as-is - Copy messaging directly into your website, social posts, or marketing materials 2. Use it as a strategic guide - Let the insights inform your own writing. For example, if your persona shows "imposter syndrome" as an emotional vulnerability, you know to address that theme in your own words 3. Refine and rerun - You have 3 runs over 30 days. If something feels off, adjust your assessment responses and regenerate for refined results This is intelligence, not a prescription. You're the expert on your business. These are strategic insights to inform your decisions, not the ultimate rules you must follow.
Is there any risk in using an AI-generated strategy?
Let's be honest about what you're getting and what the limitations are. What the AI does well (LOW risk): ● Pattern recognition across business contexts ● Identifying psychological and behavioral patterns ● Synthesizing your specific inputs into strategic frameworks ● Generating comprehensive analysis at scale The Assessments create stable, reliable strategic intelligence because it's analytical work. Identifying patterns, not creating content from scratch. What requires YOUR judgment (where YOU add value): ● Deciding which strategic insights to prioritize ● Adapting insights to your specific business nuances ● Applying the strategy in real-world execution ● Adjusting based on market feedback Risk level: ● Strategic drift risk: LOW - The Sequential Intelligence Framework creates consistent analytical outputs ● Relevance risk: MEDIUM - You still need to evaluate which insights matter most for specific situations ● Application risk: ON YOU - The strategy is only as good as your execution (or the execution of your marketing support) Compare this to: ● Hiring a consultant: Similar strategic risk (different consultants = different perspectives), 10x the cost, 6-8 weeks timeline ● DIY strategy: HIGH risk if you lack expertise, time-intensive, often inconsistent ● Using generic templates: HIGH risk of generic, misaligned strategy Bottom line: This gives you consultant-level strategic intelligence with minimal drift risk. What you do with it is up to you. Same as any strategic deliverable.
Why should I invest in this now versus waiting?
Let me be direct with you about something most people aren't thinking about: This opportunity is temporary. Here's what I mean: 1. AI access and pricing are in flux Right now, I can offer these Assessments at $297-997 because AI API costs are relatively low and accessible. That won't last forever. As AI companies adjust pricing, restrict access, or change terms of service, tools like this either: ● Increase in price significantly ● Become unavailable ● Get absorbed into enterprise-only platforms I can't promise these prices will stay this low. I also can't promise this tool will always be available in this format. 2. This is foundational intelligence you own forever Once you have your Assessment results, they're YOURS. Forever. ● Your audience psychology doesn't fundamentally change overnight ● Your brand voice principles remain consistent ● Your messaging strategy is a reference document you use for years You're not buying a subscription that expires. You're buying strategic intelligence you can reference, apply, and build on indefinitely. Even if you don't use it immediately, you HAVE it. That's worth something. 3. The AI landscape is evolving fast - and unpredictably Six months ago, tools like this didn't exist at this price point. Six months from now, the landscape could look completely different: ● AI companies could restrict commercial use ● Regulatory changes could impact availability ● Market consolidation could eliminate independent tools ● Pricing models could shift to enterprise-only I built this while the window was open. That window won't stay open forever. 4. You can use this even if you're not ready to implement Got an Assessment but don't have time to act on it yet? That's fine. ● Hire a marketer and hand them your strategy documents ● Give them to a VA or content creator as creative briefs ● Reference them when you're ready to rebuild your website ● Use them 6 months from now when you have capacity Strategic intelligence has a long shelf life. Get it now while it's available and affordable, use it when you're ready. Bottom line: I can't guarantee: ● This pricing will last ● This tool will always be available ● AI access will remain this open I CAN guarantee: ● Once you have these results, they're yours forever ● This is the best ROI you'll find for professional-grade brand strategy ● You're getting in while the technology and business model make this possible Waiting isn't free. It's a bet that conditions will stay favorable - and that's not a safe bet in the AI space right now.
Is this really worth the investment right now?
Let's talk about what you're actually getting and why the timing matters. What this costs: ● Audience Persona Assessment: $297 ● Brand Voice Assessment: $397 ● Messaging Strategy Assessment: $997 What this replaces: ● Brand strategist consultation: $3,000-10,000 ● Market research on your audience: $2,000-5,000 ● Messaging framework development: $5,000-15,000 ● Timeline: 6-8 weeks of back-and-forth What you get instead: ● Professional-grade strategy in under 15 minutes ● 3 Assessment runs over 30 days (refine until it's right) ● Reference documents you own forever ● Zero ongoing costs or subscriptions Here's what most people don't think about: Even if you never use these documents yourself, they have value: ● Hand them to any marketer, copywriter, or VA you hire → They know exactly how to position your brand ● Use them as creative briefs for content creators ● Reference them when working with designers or web developers ● Give them to consultants to accelerate their understanding of your business You're not just buying strategy for today. You're buying a strategic asset. The "I'll wait" trap: I get it - you're busy. Money is tight. You'll "get to it later." But here's the reality: ● Later, this might cost 2-3x more (if AI pricing changes) ● Later, this might not exist (if access or regulations shift) ● Later, you'll still need this information (your business still needs clear positioning) Right now, you're ahead of the curve. Most wellness entrepreneurs don't have documented messaging strategy (the core component of a business, brand, and content strategy). Most are winging it, posting inconsistently, hoping something lands. You can have professional-grade strategic intelligence for less than $1,000 - while that's still possible. Think of it this way: If I told you that in 2 years, getting this level of strategic clarity would cost $15,000 and require working with a consultant for 6 months, would you wish you'd invested $997 today for a messaging strategy? That's the bet you're making by waiting.
What if I'm not ready to implement this yet?
Get it anyway. Here's why: Strategic intelligence doesn't expire. The results from the assessment(s) are reference documents, not perishable goods. You can: ● Get them now, use them in 6 months or 2-3 years from now ● Reference them whenever you're ready to act ● Hand them to someone else to execute ● Keep them as your strategic foundation for 2+ years Most business owners I've worked with wish they had this earlier - not because they were ready to use it, but because having strategic clarity CHANGES how you make decisions, even if you're not actively implementing. You'll make better choices about: ● What content to create (or ignore) ● Who to hire and what to brief them on ● Which opportunities align with your positioning ● How to talk about your business in any context Even if it sits in a Google Doc for 3 months, it's there when you need it. And here's the thing: You'll probably use it sooner than you think. Once you SEE your brand voice articulated clearly, you'll naturally start applying it. Once you UNDERSTAND your audience's purchase triggers, you'll reference them in sales conversations. Strategic clarity has a way of becoming immediately useful, even when you think you're "not ready." Get it while it's available. Use it when you're ready. But don't wait and risk missing the window entirely.
What makes you qualified to deliver these assessments?
This isn't academic theory. It's 20 years of applied brand strategy: ● Helped organizations raise $40M+ through strategic messaging ● Worked with Fortune 500 brands at Ketchum PR (PepsiCo, Mastercard, IKEA, JPMorgan Chase) ● MS in Integrated Marketing Communications (summa cum laude, West Virginia University) ● Level C Brand Strategy Certification (Marty Neumeier program) ● Former marketing professor teaching graduate-level brand equity and market research I've codified this experience into a systematic process so wellness entrepreneurs get consultant-level strategy without the $10K+ price tag or 6-week timeline.
What is your sales policy?
All sales are final due to instant digital access.
How is this impacting the environment?
I use Claude AI via API to generate outputs for you, which is among the more energy-efficient language models available. I’ve also optimized my workflow to minimize API calls and computational overhead.