Trailhead Business · Brand & growth strategy

Big-brand strategy for small businesses — and the ideas that haven't launched yet.

Brand strategy, positioning, and growth planning for businesses that have outgrown DIY — plus honest validation and launch strategy for founders and first-time entrepreneurs with a new idea. Built on 35 years inside brands like Red Bull, CLIF Bar, and Equinox, with AI-powered research behind every read. I'm not a digital agency — I'm the strategy layer above one.
Decades building these brands — and hiring the people who shaped them.
Airwalk·Red Bull·Equinox·CLIF Bar
Why Trailhead

The strategy layer everyone else skips.

Long Island has plenty of digital agencies. What it doesn't have is someone who spent decades building major brands — now doing that thinking for small businesses and founders, and telling you the truth even when it isn't what you want to hear. I don't run your ads or build your site. I tell you what to say, to whom, and why — then help you execute or hand it to the right people.

What I do

Two ways in — both start free.

Whether you're running a business or sitting on an idea you haven't launched, there's a track for you. Each one starts with free work and earns its way forward.

For existing businesses

Small Business Consulting

Outgrown DIY, not ready for a big agency.
For owners doing $100K–$1M who need senior marketing strategy without the overhead.
The Recon
Growth Snapshot — 3 strengths, 3 opportunities, 1 quick win
Free
Strategy Session
Growth Audit + 90-min session + 30-day plan
$350–$500
AI First Steps
Half-day working session — find where AI saves you real hours, set it up, learn to run it yourself
$350–$500
Growth Partner
Ongoing strategy + execution support, month-to-month
$750–$1,500/mo
Request a free Growth Snapshot →
For new ideas & founders

New Ideas

From napkin sketch to go/no-go decision.
For first-time founders, side-hustlers, inventors, and owners exploring a new line.
The Spark Check
Idea Snapshot — honest first read on your concept
Free
Validation Session
Full Validation Report — go / no-go / pivot
$350–$500
Launch Blueprint
Complete go-to-market plan + 90-day roadmap
$750–$1,200
Request a free Spark Check →
The Trailhead Promise

See the work. Then pay.

No retainers up front, no long contracts. Every engagement starts with the work, not the invoice.

01

Start with the work — free

A Growth Snapshot or a Spark Check, built before you spend a dollar. You see how I think first.

02

Go deeper, then get invoiced

If you want the full audit or validation, I deliver it — then bill you. Not the other way around.

03

Partner month-to-month

Ongoing strategy and execution support with no long-term contract. I earn the relationship every month.

Why I'm different

Strategy, not execution. Truth, not flattery.

Whether you're growing a business or testing an idea, you get senior, honest thinking — and a straight answer, even when it isn't what you hoped to hear.
What I'm not
A digital agency — I don't run ads, build sites, or post your social
A business-plan writing service for bank loans
An incubator or accelerator — I don't take equity
An AI idea-validator spitting out a score
What I am
Brand & growth strategy — what to say, to whom, and why — then how to execute it.
Honest validation — I validate the idea, not your feelings. The truth saves you the $50K mistake.
Go-to-market that ships — positioning, launch sequencing, and a 90-day plan you can run Monday.
The strategy layer — the thinking that makes your agency, ads, and site actually work.
AI, hands-on — I use these tools every day in my own work. I'll set them up in yours and show you how to run them.
Who I work with

Built for operators and builders.

The framework works across categories — the research and strategy get customized to yours.

DTC & e-commerce
Restaurants & food/bev
Local service businesses
Professional services
Aesthetics & wellness
Retail & brick-and-mortar
First-time founders & entrepreneurs
Inventors & product creators
Side-hustle builders
Straight answers

Questions I get asked first.

The short versions. Anything else, ask me on the form.

What actually happens in a Growth Snapshot?

You send me your business name, your website or social, and the one thing you'd most like to grow. I spend a few hours on it and send back a one-pager: three strengths, three opportunities, and one quick win you can run next Monday. No call required, no invoice. If it's useful, we talk about what's next.

How is this different from hiring a marketing agency?

An agency runs things — ads, social, your website. I don't. I'm the strategy layer above that work: what to say, to whom, and why — and which channels and tactics will actually reach them, whether that's local search, Meta ads, email, or a partnership nobody's thought of yet. Most small businesses skip that layer and pay an agency to execute a plan nobody wrote. If you already have an agency, my job is to hand them the plan and make their work land.

Can you help me actually use AI in my business?

Yes — and not with a slide deck. AI First Steps is a half-day working session. We look at how you actually spend your week, find the two or three places AI saves you real hours (quotes, follow-ups, scheduling, writing, research), set the tools up together, and I show you how to run them yourself. You leave with something working, not a list of ideas.

What does it cost?

The first read is free. A Strategy Session (full Growth Audit, 90-minute session, 30-day plan) runs $350–$500, and so does an AI First Steps working session. A Validation Session for a new idea runs $350–$500 and a Launch Blueprint $750–$1,200. Ongoing Growth Partner work is $750–$1,500 a month, month-to-month, cancel anytime. You see the work before you see an invoice.

Do you only work with Long Island businesses?

No. I'm based in Centerport, NY, and I like working with local owners face to face, but everything I do works over a call and a shared doc. Clients so far have been in New York, Florida, and California.

Big-brand thinking. Straight answers. See the work, then pay.

Start with a Growth Snapshot or a Spark Check — no pitch, no pressure, no invoice until you've seen how I think.

No-cost first read
Two minutes on the form and I'll get back to you, usually the same day. Prefer to text or call? Anytime.