OUR PROCESS

Invest in Your Next Level L.E.A.P

For Extraordinary Results in Your Business

The secret to greater impact and sustainable growth, is to do fewer things, better.

Our approach connects the dots between your marketing, sales, and customer experience to uncover hidden opportunities— creating streamlined strategies that drive measurable growth.

OPPORTUNITIES FOR GROWTH

These are just a few examples of ways to increase profits and impact without adding more people to your team or more meetings on your calendar:

Smarter Lead Generation & Funnel Optimization

Get more from what you already have.

• Diversify lead sources so you’re not at the mercy of algorithm changes

• Make your existing funnels more efficient before investing in new ones

• Improve conversion rates at every stage of the buyer journey

• Validate what’s working so you can scale with confidence

Strategic Growth Without the Overhead

Access CMO-level thinking without the cost or complexity.

• Customize a customer ascension plan that aligns with your market

• Identify hidden revenue streams inside your current model

• Build scalable systems that support growth without burning out yourself or your team

• Expert-level strategy and implementation without a full-time hire

Sales Process Optimization

Convert more leads and close deals faster — without working harder.

• Capture and qualify leads more effectively with the right tools and automations

• Optimize your sales pipeline for speed and visibility

• Set up automated follow-up and nurture sequences that feel personal, not pushy

• Reduce drop-offs and speed up decision-making

Customer Journey Strategy

Create a journey clients love that keeps them coming back & increases LTV.

• Design re-engagement campaigns that revive dormant leads and customers

• Implement upsells and cross-sells that feel helpful, not salesy

• Increase referrals, reviews, and repeat purchases organically

• Build a community around your brand to deepen trust and loyalty in your surrounding area

Messaging That Converts

Upgrade how you communicate so every marketing dollar goes further.

• Refine your brand voice and offers to resonate with your ideal customer

• Craft messaging that earns trust and increases conversions

• Make your content and ads more effective without increasing spend

• Show up as the expert in your space with messaging that positions you as the go-to

If we haven't met yet, hi there! I'm Lexi.

Over the past decade, I have mentored over 500 business owners to optimize their digital marketing and sales systems.

I have served a multitude of industries including holistic health care, online education companies, personal development, transformational retreats, wellness tech, e-commerce, and start ups in Silicon Valley.

I understand first-hand the challenging decisions you are faced with on a daily basis as a business owner, and the ways that trying to push the needle on your success can test your time and patience.

The truth is: almost everything that created business growth in the early stages needs to shift when you're ready to scale.

That’s where we come in.

I work alongside you and your team to implement change so you can continue to build your company without having to be the only person providing strategic direction.

My talent is identifying unique opportunities so your company can propel forward with a new way of thinking in your business while providing resources to your team that operationalize revenue generation in your company.

Together we'll navigate the path, avoid common pitfalls, and discover the fastest route scaling your brand.

See why entrepreneurs are calling us their best kept secret…

INTRODUCING

Next Level L.E.A.P

An exclusive consulting experience for business owners and their teams looking for next-level support, measurable results, and revenue growth.

Our process is fully customized to you and the needs of your organization.

We tailor the solutions to fit your resources and vision.

WHAT'S INCLUDED:

Quarterly Strategic Planning

A quarterly strategic planning session with you, your team, and Lexi where together, we decide on core focuses, milestones, progress evaluation, and recommended completion dates based on your revenue goals.

Weekly Audits

Submission of assets to receive feedback from Lexi on materials such as landing pages, email sequences, sales calls, scripts, ad creative or any other marketing/sales collateral that your team is working on.

Direct Access Slack Support

Have a question and need immediate assistance? Your sales, operations and marketing leads have Slack access to Lexi and her team each weekday for quick questions that need immediate answers.

Asset Resource Vault

Access a library of our own tutorials, walk- throughs, swipe files, frameworks, reporting structure, and sales process maps as tools to support your specific strategy.

Dashboard Creation

What gets measured matters. As part of your onboarding we offer you guidance around the creation of a weekly company scorecard with recommended marketing and sales KPIs.

1:1 Meetings

Individual bi-weekly meetings directly with Lexi for messaging creation, KPI Dashboard review, feedback and strategy check-ins. You get access to top-tier marketing strategy for a fraction of the cost.

OUR JOB IS TO DO ONE THING FOR YOU:

Increase your revenue while getting rid of stuff that's causing you stress.

The net effect of this is a total transformation of your business. 

Every 90 Days Has a Specific Focus + Goal

Your growth is planned in quarterly segments.

Every 90 days we put together a custom plan with cutting-edge growth strategies to catapult you to the next level of revenue.

These quarterly VIP sessions keep us laser-focused. Together, we work on one specific business objective at a time. I work closely with your team and partners to support implementation and measure progress at every step.

As we stack wins, you'll see how quickly exponential growth can happen.

Because this isn’t only about scaling—it’s about aligning your time, your legacy, and the parts of your business that bring you joy.

We look forward to supporting you in your journey towards sustainable scaling and hope to see you take your next level L.E.A.P.

“We hired Lexi to help with our clients and customer success to take things up a notch. Lexi is a wealth of knowledge. She knows how to specifically and contextually speak into situations and solve for the short with the long-term in mind.”

Jake T. - Agency Owner

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