Blueprint & Growth Partnership · Prepared for Danielle White & Aimee Cook

9,500 businesses launched.
17 years of proof.
None of it on your homepage.

A mother-daughter succession. A registered tagline. Three companies under one roof. A track record most competitors would put on billboards. All of it exists. None of it is working for you yet. This proposal is the plan to change that.

17
Years serving independent advisors
9,500+
Businesses launched
3
Brands under one roof
30%
Internal clarity today — your words

What We Heard

Four things from your discovery call shaped this entire proposal. None of them were tactical.

01
The vision isn't clear outside of the owners.
You rated internal vision at 30%. That's not a failure — it's a candid diagnosis most leaders take years to make. The problem it names is real: when only the owners hold the vision, structure feels imposed, new hires can't sell what isn't articulated, and every initiative has to route through the same bottleneck. Clarity isn't just a communication problem. It's a growth constraint.
The bottleneck
02
Employees are pushing back on new structure.
Structure without story always feels imposed. When a team doesn't have a clear narrative for why the company exists, what it stands for, and where it's going, every new process looks like bureaucracy. The SOP resistance isn't a culture problem — it's a messaging problem. When the story is clear, structure becomes something people opt into rather than push back against.
The resistance
03
The first dedicated salesperson has no playbook to sell from.
He knows the business and believes in it. He needs scaffolding — articulated messaging, a defined process, and a clear story to carry into every conversation. You can't build a repeatable sales engine on instinct alone, no matter how good the instinct is.But without defined messaging and a repeatable process, that's a hard gap to close through instinct alone.
The untapped asset
The Vision

Where Myriad Advisor Solutions is going.

The most recognizable name in independent advisor services.
You said it yourself: you want to be the most recognizable in your markets and verticals. Dynasty, Sanctuary, and Orion have capital and polish. You have authority and experience. The difference isn't proof — it's visibility. That's what this engagement builds.
A team that carries the vision, not just the CEO.
Internal clarity at 30% means the vision lives in one person's head. At 80%, your salesperson can pitch it confidently, your team can execute without routing everything through Danielle, and new hires understand what they're building toward before their first week is over. That kind of clarity is the foundation for everything else.
Marketing, sales, and service that compound instead of compete.
Right now each area is operating independently — Paul running Zoho on the marketing side, a first-time salesperson learning on the job, and a service model that hasn't been mapped to either. When these three align, every advisor Myriad serves becomes a referral engine. That's not ambition. That's the math of a well-run growth system.
The Diagnosis

Where Myriad Advisor Solutions
stands today.

The current friction
17 years of proof that isn't load-bearing on your website.
9,500 businesses launched. 3,200+ locations. A planned mother-to-daughter succession that your own clients — advisors navigating their own transitions — would find deeply resonant. None of it is on the homepage. The hero is "EMPOWER YOUR BUSINESS." Your competitors say the same thing. Your story doesn't.
A vision that lives in one person's head.
Internal clarity at 30% means every initiative routes through Danielle. SOPs feel "too corporate" because there's no narrative for structure to plug into. The first salesperson is selling on instinct rather than a system. Paul is running Zoho in isolation. These aren't separate problems — they're the same problem at different points in the org.
Gaps across the customer journey.
Danielle rated three areas at 1 out of 5: whether Myriad has a clear, consistent message everyone on the team can articulate; whether the sales process is repeatable and not reliant on one person's instincts; and whether the team proactively keeps clients on track toward success. These aren't edge cases. They're the three pillars of a growth engine — engage, close, delight — and all three have room to grow.
The opportunity we see
Surface the story that's already there.
We're not building from scratch. The 17-year track record, the succession story, the "Do what you do best" tagline, the dual CEPA® credentials — it all exists. The first job isn't creating proof. It's making the proof visible, consistent, and load-bearing across every channel where an advisor might find you.
Give the vision legs beyond the CEO.
When the story is externalized — in messaging, in a sales playbook, in a service standard — the whole team can carry it. SOPs stop feeling corporate and start feeling like shared language. The new salesperson has scaffolding. Aimee has a framework to build strategy from. Structure becomes something people opt into rather than push back against.
Close the gaps across engage, close, and delight.
An assessment rating of 1 out of 5 on messaging, sales consistency, and proactive client success. These three scores point to the same fix: a growth engine where marketing, sales, and service are designed to work together — not independently.
Our Approach

The Illuminated Growth Framework
aligns what most growth partners treat separately.

Marketing, sales, and service only go so far on their own. When they operate independently, the insights that drive growth stay trapped in each area. The Illuminated Growth Framework aligns how you engage, close, and delight ideal clients so they work together to drive faster, stronger growth.

Marketing
Marketing
That engages ideal customers
We identify how your marketing attracts the right people, then align your messaging, campaigns, and channels to work together and consistently engage ideal customers.
→
Sales
Sales
That closes consistently
We look at how prospects become customers and build a process that converts the audiences your marketing engages — consistently, not by chance.
→
Service
Service
That delights and fuels growth
We look at the full customer experience — how you engage, retain, and delight your customers after they buy — and make sure that experience is designed to fuel growth, not just maintain it.
How It Unfolds

Three phases.
One commitment.

01
Month 1
Blueprint

The foundation for everything that follows.

02
Month 2
Traction

Strategy meets execution.

03
Months 3+
Full Execution

Your growth engine is running.

Month 1 · Blueprint
The foundation for everything that follows.

We learn everything about your business, your customers, and your goals — then build the roadmap that drives everything that follows.

  • Deep dive into your business goals
  • Survey your customers, team, and leadership
  • Audit your existing marketing, sales, and customer experience
  • Determine the results you need from each area of your growth engine
  • Deliver a custom blueprint report and roadmap to get there
Month 2 · Traction
Strategy meets execution.
Your growth team is formed and hits the ground running.

Your dedicated growth team is in place and executing. Quick wins go live while the longer-term roadmap takes shape.

  • Create and deploy updated StoryBrand messaging for your brand and products
  • Confirm the right data and analytics are captured to measure results
  • Deliver quick wins to start generating results
Months 3+ · Full Execution
Your growth engine is running.
The roadmap guides the path forward.

Continued execution against your roadmap priorities, with clear communication and regular reviews to keep growth on track.

  • Continued implementation of your roadmap priorities
  • Monthly review of results and analysis with your dedicated strategist
  • Clearly communicated priorities, deliverables, and timeline
  • Continued progress towards your growth goals
The Investment

Aligned with
where you're going.

The Blueprint
$15,000
 

One month. Full clarity.
Full immersion into your brand.

✓
Interviews & data collection — with your leaders, team, and customers, plus a deep review of your existing tools, channels, and data
✓
Full journey map — across marketing, sales, and client experience, from first impression through retention
✓
Gap analysis — where what you intend and what people actually experience don't match
✓
Prioritized roadmap — designed to bring your vision and growth goals to life, sequenced and actionable

You own everything we produce. The Blueprint stands on its own. If you don't feel confident moving forward, you walk away with a roadmap any team can execute.

Growth Partnership
$10,000+
per month

The Blueprint tells you what to do.
The partnership gets it done.

Your dedicated growth team executes the roadmap alongside you — so the strategy doesn't sit on a shelf. This could include:

✓
Brand messaging that carries your 17-year story
✓
Sales playbook for your first salesperson
✓
Marketing-to-sales-to-service alignment
✓
Content engine built on your existing proof
✓
Real data showing what's working

By committing to a growth partnership up front, we start assembling your growth team during the Blueprint — so you get results faster.

The First 90 Days

What to expect as we get started

You're making a commitment to the path forward.
Here's what that looks like.

Month 1
Month 2
Month 3
Partnership Phase
How it's designed
Blueprint
Execution begins
Full execution
Growth Engine
Building toward your vision.
Create your roadmap
Deliver quick wins
Execute roadmap priorities
Growth Team
Aligned with your vision.
Assemble
Execute
Deliver impact

What Our Clients Say

"We didn't just get great work. We got a world-class experience. They brought clarity, confidence, and world-class service every step of the way. We didn't just walk away with an amazing website and marketing — we walked away with momentum."

Kevin J.
Business Coach · Personal Brand Strategist · Virtual CMO

"Illuminated took the time to really learn about our business. From start to finish, we could tell they cared and were committed to getting the project done right. We thoroughly enjoyed the process and love our outcome."

Katrina L.
Chief Retail Officer

"Illuminated designed and implemented a system that reflects how our team actually operates, with automation, visibility, and structure tailored to our real-world process. The result is a more efficient process and a team that has everything they need at their fingertips."

Brooke K.
Sales and Service Team Lead
The Plan

Here's how we get started.

01

Pick Your Path

We align on scope, timeline, and team. Once that's aligned, we schedule your kick-off.

Next step
Next kick-off · Week of June 8
02

Start with Strategy

We deep dive into your marketing, sales, and service. While your blueprint takes shape, we start building your growth team in parallel.

Month 1
03

Scale with Confidence

Your growth team is in place, executing the blueprint roadmap alongside you — with both the strategy and execution needed to move toward your five-year vision.

Month 2+
The Next Step

17 years of proof
deserves to be seen.
Let's surface it.

DJ Soults
DJ Soults
Founder & CEO
Michael Bartos
Michael Bartos
Director of Growth
Katelyn Soults
Katelyn Soults
Chief Experience Officer
Certified & Partnered
StoryBrand Agency · HubSpot Solutions Partner · Unreasonable Hospitality Certified