Membership Plans

Practical, structured, and built around how lean teams actually work. Each class adds a layer. Together, they give you a finished, scalable plan you can implement on your own terms.

Compare Plans

Choose the plan that works best with your budget and schedule.

VIP

Premium

Standard

Instantly access all content

Yearly subscription

Monthly VIP webinars with Q&A

Access VIP community boards

First access to new content

Discounts on customized support

Instantly access Class 1 & 2

Monthly subscription

One new course unlocks each month

Access Premium community boards

Syncing Roots Toolkit buy-now option

Free mini toolkits and guides

Free subscription

Access monthly demos

Access Standard community boards

Syncing Roots Toolkit buy-now option

Marketing Roots

Marketing Foundations I

Get clear on who you're talking to and what you want to say. You'll put your brand basics on paper and figure out which customers you want more of.

CLASS 1

CLASS 2

Marketing Foundations II

Take stock of what's already working and figure out what you're leaving on the table. You'll also look at how partnering with other businesses can help you grow.

CLASS 3

Marketing Strategies I

Pick one or two goals that actually matter to you, and we'll map out steps to get there.

CLASS 4

Marketing Strategies II

CLASS 5

Marketing Campaigns I

Plan a campaign from scratch. Define the campaigns that work best for your business. No guessing, just a clear plan before you launch.

CLASS 6

Marketing Campaigns II

Learn how to check on a campaign while it's running and adjust when something isn't working. We'll also look at how to gather honest feedback from your customers and use it.

CLASS 7

Marketing Tools I

Most businesses already have more than they realize — your email list, your POS, your website. This class helps you look at what you have and see how it could be doing more for you.

CLASS 8

Marketing Tools II

Get a simple introduction to sales and marketing tools that help you keep track of customers, follow up easily, and stop letting good leads fall through the cracks.

Most businesses are already using tools that could do more for their marketing. These final two classes help you evaluate what you have, understand how it connects, and identify what to add as you grow.

Turn your plan into action. Plan and launch a campaign. Then, measure what worked and build on it for next time.

With your foundation in place, these classes help you set an intentional direction. Map out goals, build a repeatable action plan, and review referral and partnership strategies.

Before you can grow, you need to know what you're working with. Document your brand, clarify your audience, and identify the tactics that are most worth your time.

Build a simple, repeatable plan around your products and services. This class also covers referral programs and how to set up business partnerships that benefit both sides.

Syncing Roots

CLASS 9

An on-demand toolkit covering the five common gaps between Marketing and Operations for healthier, more aligned team communication.

Step 1 - Where We Stand

Step 2 - What We Noticed

Step 3 - What We'll Do

Syncing Roots: Operations-Focused Marketing for Lean Organizations

What's included in each class

Get a simple introduction to sales and marketing tools that help you keep track of customers, follow up easily, and stop letting good leads fall through the cracks.

Not sure where to start? Download our free surveys and score yourself across several main areas each class covers.

Download the worksheet

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