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Boutique brand strategist's workspace �— strategy notebook and refined desk styling at Portia & Cleo Studio, where every brand begins with the founder's story.

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
Editorial brand mood — antique velvet and classical detail evoking the Cleo side of Portia & Cleo Studio: presence, magnetism, refined elegance.

The Founder's Story Manuscript

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

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Offer Price $550 for Manuscript & Companion Workbook

 

*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.

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The Authority Builder

Client Story

The results. In their words, for the Founder's Story. 

"Katie gave me something I didn't know I needed until I had it. Walking through my company's story, what drives me, and what I stand for was one of the most illuminating experiences I've had as a business owner. My founder's story has shown up in panel talks and speaking engagements, and now as I go through a rebrand, it's the north star I keep coming back to. I send every entrepreneurial friend I have her way — working with Katie to capture your founder's story is one of the most foundational things you can do for your business."

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— Lynnae Pompeo, Founder/Owner, Reverie Photo Booth

Brand strategy for women-led businesses — Portia & Cleo Studio empowers female founders to lead with refined presence and strategic clarity.

The Authority Builder 

In a service-based business, you are the brand. Your expertise, your perspective, your way of thinking — that's what clients are buying before they ever book a call.

 

The Authority Builder is a done-for-you content system designed to make that expertise visible, consistent, and impossible to ignore.

Not a scattered content calendar. Not filler posts. A cohesive monthly system that takes your best thinking and distributes it across every digital space where your ideal clients are already looking for someone like you.

 

Twice a month, one macro piece — a blog post — becomes the source material for everything else. We translate it into the surfaces your audience already touches: LinkedIn, Instagram, Facebook, your newsletter, Substack and a branded slide system. Every asset threads back to the same core idea, so your presence begins to feel like one clear, authoritative voice — not a dozen fragmented ones.

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:

– 2 expertly written blog and Substack posts that establish your expertise and build long-term discoverability
– 8 strategic Instagram & Facebook posts to maintain consistent brand presence (static main feed posts)
– 8 LinkedIn posts crafted to position you as a leader and trusted voice in your industry
– 2 value-driven newsletters to nurture your audience and deepen client relationships
– A branded slide deck system to support cohesive, repeatable visual storytelling

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Strategic Visibility for the Expert You Already Are

The Authority Builder creates a cohesive presence across platforms so your audience doesn't just see you, they know you.

 

Over six months, your content begins working together:

– Blogs establish depth and position you as the go-to expert in your field
– LinkedIn builds professional credibility with the clients who need what you do
– Social content keeps you visible and connected between discovery and decision
– Newsletters turn followers into loyal, trusting clients

When your personal brand speaks with one clear voice across every platform, you stop chasing clients — and start attracting them.

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Starting at $1,850 / month (12 month retainer offered)

The Social Stoyrteller Suite

Client Story

The results. In their words, for the Authority Builder. 

"Working with Portia & Cleo Studio changed how I show up online. I used to feel invisible — one in a sea of millions — and now people recognize me as an expert in my field, with my name coming up in conversations I wasn't even part of. The numbers back it up: my LinkedIn content has reached thousands of the right people, and my email open rates regularly hit 80%+, nearly triple the industry average. More than the metrics, though, it's the first time my online presence has actually felt like me." —

 

Megan Gregor, CMC, MLIS, Voice of File It Fierce and Founder of MuniRM

The Strategist
Coffee meeting flat lay — two cappuccinos and shared conversation, where every Portia & Cleo Studio brand partnership begins.

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 consultant engagement designed for  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

  • Monthly visibility strategy design outlining themes, campaigns, audience priorities, and KPI focus

  • Quarterly creative direction for campaigns, launches, and seasonal storytelling

  • Master content calendar architecture across digital channels and in-person activations

  • Brand voice oversight document — a living guardrail for whoever is producing copy

 

Creative Direction & Standards

  • Visual direction guidelines — a clear, actionable reference for photography style, color application, typography hierarchy, and design standards, so every visual asset meets the same bar

  • Curated inspiration board updated quarterly to keep the aesthetic intentional and current — aligned to campaign themes, seasonal direction, or audience positioning

  • Copy guidelines — defining tone, sentence structure, vocabulary, do's and don'ts, and how the brand sounds across every channel

  • One round of sample copy per month — on-brand reference text your team can use as a model when producing new content, written directly to the month's themes and priorities

 

Review & Stewardship

  • Weekly review of in-house or third-party content — social, newsletter, web copy — with edits returned within 48 hours

  • Brand consistency audits across Google Business Profile, social media, the website, and key digital touchpoints

  • Photography and visual direction review prior to publication

 

Partnership & Vendor Leadership

  • Senior point of contact for your PR firm, photographer, designer, and influencer partners

  • Quarterly recommendations on event, sponsorship, and activation opportunities — which to pursue, which to pass on

 

Communication & Reporting

  • Bi-weekly check-ins, in-person within a 25-mile radius of Bellevue, WA, or virtual by request

  • Monthly performance and recommendations memo, delivered ahead of the second check-in of each month

  • Reasonable email correspondence between meetings

 

What’s Not Included at This Tier

  • Daily content creation, scheduling, or community management

  • Newsletter writing or send — direction and edits, yes; drafting from scratch, no

  • Hands-on website edits, Google Business Profile updates, or platform management

  • 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.

 

Starting at $1,500/ month (3, 6 & 12 month retainers offered)

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The Community Social Media Sprint

There are moments in a community's story that demand to be told — and told well.

 

A grand opening. A cultural celebration. A city-wide event that draws people together and reminds them why this place matters. These are not ordinary marketing moments. They're opportunities to deepen belonging, drive real foot traffic, and create the kind of content that makes your community feel seen.

 

At Portia & Cleo, we show up for those moments.

 

The Community Social Media Sprint is a focused, high-impact content engagement designed for cities, programs, and organizations that need to hyperconnect with their community around a specific event or activation. This isn't a long-term retainer. It's a strategic burst — built for momentum, designed for reach, and rooted in the kind of storytelling that turns followers into participants and participants into advocates.

 

We've done this for the Mercer Island community, the LightRail opening, and the Bellevue Spring District's World Cup celebration. Each time, the result was the same: content that didn't just document an event, but made people feel like they belonged to something bigger than themselves.

 

Because the best community marketing doesn't just announce what's happening. It makes people feel like they'd be missing something if they weren't there.

 

What's Included

— 10 professionally produced static content pieces, ready to publish across your social platforms

— Expertly written, SEO-optimized copy with a tourism-forward lens — crafted to drive discovery, foot traffic, and community engagement

— Narrative-driven content strategy rooted in community storytelling and local identity

— Messaging designed to foster a true sense of place and belonging for your audience

— 3 hours of on-site filming to capture the energy, people, and spaces that make your community worth showing up for

 

This is the sprint. The story. The content that puts your community on the map — and keeps people coming back.

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Starting at $1,700 

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Client Story

The results. In their words, for the Social Media Sprint. 

"Katie was an incredible partner in helping us develop tourism-focused content for Explore Mercer Island as we launched a new tourism initiative within the Chamber. She was a pleasure to work with — organized, responsive, and supported by systems that were intuitive and seamless to use. The entire process felt effortless from start to finish. Through the content she created, we reached 21,353 accounts, racked up 97,448 views, and gained 120 new followers, with our top reel alone hitting 13,800 views and climbing."

 

— Jen Dean, Mercer Island Chamber of Commerce

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