Strategic Consultations with Heather and the CBDC Team
Whether you’re dreaming up your first planner, adding a planner product to your existing business, or scaling an established product line, our team is here to guide you through the strategy and operations that make your vision possible.
With Heather’s deep expertise and approachable style, you’ll walk away with a fresh perspective and a plan you can put into action, ready to chart your own course.
with Heather and the CBDC Team
Whether you’re dreaming up your first planner, adding a planner product to your existing business, or scaling an established product line, our team is here to guide you through the strategy and operations that make your vision possible.
With Heather’s deep expertise and approachable style, you’ll walk away with a fresh perspective and a plan you can put into action, ready to chart your own course.
Strategic Consultations
Planner Strategy & Operations Session
Investment: $750
New to the planner production journey? Need quick feedback or advice? This is like therapy — or happy hour — for your business.
Whether you’re running a planner business or weaving a planner product into your existing work, it can feel like juggling a dozen moving parts — from product launches to production schedules to day-to-day operations.
In this session, I’ll help you cut through the overwhelm, get clear on your priorities, and map out a plan that actually works for your business. With 20+ years of experience, I blend big-picture strategy with practical operations know-how so you leave with clear direction and actionable next steps.
This service is perfect for you if:
You have too many ideas and don’t know where to start.
My rainbow highlighters are ready to give your brainstorm a Home Edit makeover — organizing and refining your ideas into a polished, market-ready collection.
You need to establish or re-evaluate your business practices like inventory, fulfillment, or operations.
With a little strategic planning (and a whole lot of iced tea!) I’ll uncover blind spots and offer practical improvements.
You’re stuck in “The Perfect Storm” — consistently behind, launch dates slipping, drowning in the day-to-day tasks.
I’ll take the helm (yes, George Clooney style) and map a custom production and launch schedule so your operations are smooth sailing from here on out.
What’s included:
A 90-minute 1:1 live video consulting session with Heather
Expert coaching on your business needs — from product development to operations
A call recording and written notes with clear action items delivered post-call
Notes
from past sessions
“Heather went above and beyond in the coaching session.
There were moments in which she would say, ‘you didn’t mention this but . . .’ and would insert extremely helpful advice. Her insights were gold.”
Melinda
“I got every question answered with full attention.
Along with valuable insights, recommendations, and ideas based on Heather’s years of experience. This call was priceless.”
Shawna
“Heather is an open book and beyond helpful with her guidance without making you feel like a newbie (which I am).
With Heather, I never felt like any question I had was a dumb question. It’s intimidating breaking into a new industry, but having Heather there every time I need a coaching session makes it far less scary navigating this new territory.”
Sam
Planner Audit
Investment: $497
It's like Sisterhood of the Traveling Pants for your planner.
Upload a PDF of your planner file and our team of design and editorial pros will each take a turn testing and reviewing it. Then we’ll return your planner to you with a thorough set of recommendations and notes from our adventures.
This service is perfect for you if:
You think your planner is finished, but you’re second-, third-, and fourth-guessing everything.
Let’s face it, it’s time for you to step away and get an unbiased review with actionable fixes. We’ll help you get this thing over the finish line.
Your brand voice doesn’t carry over to your planner copy.
We’ll read through your planner copy (all the words!) and provide editorial feedback on how to re-align what you’ve composed with your brand and what you want your planner to accomplish.
You’re unsure if your design and composition resonate with your ideal customer.
We’ll do a deep dive and provide insight so your product makes the right impression.
What’s included:
Comprehensive review of your planner design and how every aspect of it aligns with your customers' needs, brand, and business goals.
Your analysis will include feedback on:
Design:
Usability, font & color choices, page mix, page flow and organization
Editorial:
Word choice & readability and how design affects both
Overall:
Suggested retail price
