Built to Flow

Your advisor · Heather Crabtree

Your sessions

Sessions

Aug 12, 2026

Pricing conversation

Your retainer margin is thinner than it feels. We agreed on a minimum engagement and a simple three-tier package to test through September.

Action steps

  • Draft three retainer packages

    Larissa, Owner

  • Share the draft packages in Messages for review

    Larissa, Owner

Jul 6, 2026

Anchor Session

Ninety minutes on where Sun Scribe is going. We named what you want to be known for, the season you're in, and the three moves that matter most this half.

Action steps

  • Read The Plan and reply with anything that doesn't sound like you

    Larissa, Owner