Strategy Services
Strategy is not just about what you do—it’s about how you think, how you position, and how you lead.
At Portia & Cleo, every strategic decision is made with precision and purpose. We build brands that don’t just exist in the market, but define their place within it… shaping perception, guiding direction, and creating momentum. Because when your strategy is aligned—internally, externally, and emotionally—your audience doesn’t just notice you, they believe in you. And belief is what drives action.
We approach strategy through the lens of perspective and pattern—how your audience interprets value, what differentiates you in a crowded space, where opportunity lives, and what compels someone to choose you. From foundational positioning to outward expression, every layer is designed to bring clarity to your message—rooted in story—confidence to your decisions, and consistency to how your brand shows up in the world.
The Founder's Story
There comes a point in your business where what you’ve built no longer matches how you’re talking about it.
You know your work has depth.
You know it’s meaningful.
But when it comes time to articulate it, on your website, in a room, on a stage—you feel the gap.
At Portia & Cleo, we close it.
This is a focused one-hour session where we extract, structure, and write your founder story into a clear, compelling narrative you can actually use.
Not a brainstorm.
Not a loose outline.
A written manuscript for your brand.
We guide you through the core elements—your passion, your purpose, and your promise—then shape it into a Macro Story Synopsis: a refined, narrative-driven document that becomes the foundation for how you show up everywhere.
Because when your story is clear, your messaging follows.
What You Walk Away With
A fully written Founder Story Manuscript—a strategic, story-driven document designed to be used across your business, including:
– Website copy and About pages
– Speaking engagements and panel introductions
– Podcast interviews and press features
– Social content and storytelling series
– Brand messaging during a rebrand or pivot
*LIMITED TIME BONUS INCLUDED
Manuscript Companion—a strategic, story-led AI prompt workbook built to multiply your Founder's Story across every channel, including: – Website copy and About pages – Social content, carousels, and caption series – Speaker bios, panel introductions, and podcast prep – Email sequences, sales pages, and launch messaging – Onboarding welcomes and press pitches
This is the companion you return to every time your story needs to move.
Investment Price $525
The Authority Builder
The Authority Builder is a done-for-you content system that takes your best thinking and distributes it across every digital space where your audience is already looking for you.
Not a scattered content calendar. Not filler posts. A cohesive monthly system that turns one considered piece of long-form into a full month of visibility.
Twice a month, one macro piece—a blog post or Substack essay—becomes the source material for everything else. We translate it into the surfaces your audience already touches: LinkedIn, Instagram, Facebook, your newsletter, and a branded slide system. Every asset threads back to the same core idea, so your presence begins to feel like one clear voice instead of a dozen fragmented ones, that demands the authority of your expertise.
Because when your content is cohesive, your authority compounds.
What You Receive Each Month
A fully managed content system, delivered on a calm, predictable cadence, including:
– 2 expertly written blog posts to establish expertise and improve long-term discoverability
– 8 strategic Instagram & Facebook posts to maintain consistent brand presence (limited to static main feed posts only)
– 8 LinkedIn posts crafted for leadership and professional authority
– 2 value-driven monthly newsletter to nurture your audience
– A branded slide deck system to support cohesive, repeatable visual storytelling
It’s Strategic Visibility.
The Authority Builder creates a cohesive presence across platforms—so your audience doesn’t just see you, they understand you.
Over six months, your content begins working together:
– Blogs establish depth and expertise
– LinkedIn builds credibility and professional trust
– Social content maintains visibility and connection
– Newsletters deepen relationships and loyalty
Investment Price $1, 850 / month - 12 month contract for services offered
*$500 One Time Account Set-Up Fee
The Social Storyteller Suite
There’s a point where showing up “when you can” stops working.
Where inconsistent posts, unclear messaging, and scattered visuals start to dilute the very brand you’ve worked so hard to build. Not because you don’t have something valuable to say—but because it’s not being expressed with the clarity, consistency, and intention your business actually requires.
That inconsistency? It’s costing you visibility, recognition, and trust.
At Portia & Cleo, we don’t just create content, we build presence through social media marketing.
This is for the brand that’s ready to be seen as it actually is. Refined. Strategic. Established. Not guessing what to post, not scrambling for ideas, not defaulting to trends—but showing up with content that is aligned, elevated, and unmistakably yours.
Because social media isn’t about volume. It’s about positioning.
Every post becomes an extension of your brand story—designed to hold attention, communicate value, and reinforce your authority in the market. We approach content through the lens of narrative and behavior: what your audience needs to see, how they engage, and what builds momentum over time.
Monthly Scope & Deliverables
Content Creation & Design
10 professionally produced posts per month across up to two platforms
A blend of static graphics, custom carousels, and up to two short-form videos (add $250 for in-house filming) and edited in-house
Branded Canva graphics aligned with your visual identity to elevate recognition and cohesion
Messaging & Strategy
Story-forward copywriting crafted to strengthen thought leadership, clarity, and connection
A 45-minute monthly strategy call to refine themes, align messaging, and evolve your narrative
A streamlined monthly content plan mapping angles, messaging, and creative direction—housed in your Notion client portal
Execution Support
Content scheduling support so your posts are fully prepped and ready for you to publish
Optional posting service available (+$150/month)
Investment Price $1, 500 / month - 12 month contract for services offered
*$300 One Time Account Set-Up Fee
The Strategist
There comes a point in your business where the marketing is happening — but the brand is slipping.
The posts are going out. The newsletter is sending. The website has been updated. But somewhere between the calendar and the conversation, the consistency is fading, the voice is drifting, and the standard you set for your brand is no longer being met by the work going out the door.
You don’t need more execution. You need someone holding the line.
At Portia & Cleo, we hold it.
The Brand Strategist is a retainer engagement designed for founders and businesses who already have a team, a contractor, or in-house support producing the day-to-day marketing — and who need a senior strategic voice making sure that work lands consistently, clearly, and on-brand.
Think of this as your fractional Brand Director. Not the hands writing every caption, but the mind setting the strategy, reviewing the work, protecting the voice, and making the high-leverage calls that shape how your brand shows up in the market.
Because the brands that earn long-term trust aren’t the ones producing the most content. They’re the ones producing it with the most clarity.
This is the engagement for the founder or business who has built, hired the support, and now needs the seasoned creative leadership that ensures every piece of marketing reflects the caliber of the work behind it.
Monthly Scope & Deliverables
Strategy & Direction
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Monthly content strategy memo outlining themes, campaigns, audience priorities, and KPI focus
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Quarterly creative direction for campaigns, launches, and seasonal storytelling
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Master content calendar architecture across digital channels and in-person activations
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Brand voice oversight document — a living guardrail for whoever is producing copy
Review & Stewardship
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Weekly review of in-house or third-party content — social, newsletter, web copy — with edits returned within 48 hours
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Brand consistency audits across Google Business Profile, Instagram, the website, and key digital touchpoints
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Photography and visual direction review prior to publication
Partnership & Vendor Leadership
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Senior point of contact for your PR firm, photographer, designer, and influencer partners
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Quarterly recommendations on event, sponsorship, and activation opportunities — which to pursue, which to pass on
Communication & Reporting
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Bi-weekly check-ins, in-person within a 25-mile radius of Bellevue, WA, or virtual by request
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Monthly performance and recommendations memo, delivered ahead of the second check-in of each month
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Reasonable email correspondence between meetings
What’s Not Included at This Tier
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Daily content creation, scheduling, or community management
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Newsletter writing or send — direction and edits, yes; drafting from scratch, no
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Hands-on website edits, Google Business Profile updates, or platform management
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Crisis communications retainer — additional hours can be added with written approval
If those execution-heavy needs become priorities, this engagement can be extended or upgraded with two weeks’ notice.
Investment Price $3,000 / month — 6 month minimum engagement
Approximately 20 hours per month, billed at a flat monthly rate for predictability. Hours are tracked, with a monthly summary delivered alongside each invoice.