You’re stuck working in the business. We help you work on it.
Whether you need expert facilitation to align your team or fractional leaders to move your strategy forward, we help you identify what’s holding your business back—and what will move it ahead. Get clear, take action, and grow without the cost or commitment of a full-time executive team.
We diagnose your biggest growth barriers. then plug in as your outsourced C-suite to solve them.
honored to work with:
Designed for:
- Organizations looking for a partner to confirm they’re on the right track—or help them course-correct
- Established leadership teams pushing for next-level growth
- Leaders ready for more efficient meetings, real accountability, and operational structure
- Small business owners seeking clarity, direction, and strategic support
- Mid-sized businesses with strong internal talent needing outside perspective
- Growth-minded, engaged, and open-minded leaders who want to work on the business, not just in it
Strategic Planning That Actually Moves the Needle
Planning that aligns, focuses and delivers.
Lead better meetings. Set clearer goals. Build a smarter path forward.
Quarterly or annual planning sessions shouldn’t be just another meeting. At Wellspent, we guide your leadership team through focused, high-impact conversations that uncover root issues, align on priorities, and create an actionable plan you can actually execute. Our experienced facilitators bring structure, clarity, and momentum—so your team leaves aligned, motivated, and ready to grow.
OUR SERVICES INCLUDE:
Strategy & Planning – Strategic facilitation, goal setting, and growth roadmapping
Fractional Leadership – CEO, COO, CFO, CMO, and more
Finance & Operations – Budgeting, forecasting, tax strategy, KPI tracking, SOPs
Marketing & Sales – Brand clarity, SEO, content strategy, campaigns, social media and e-mail automation and more...
People & Process – Org charts, meeting rhythms, AI tools, succession planning
Support That Covers Every Corner of Your Business
Expert help where (and when) you need it.
From big-picture strategy to day-to-day execution, our fractional team plugs in exactly where your business needs support. Whether you need a strategic facilitator, a part-time CMO, or help building better systems, we bring deep experience across all six pillars of sustainable growth: facilitation, finance, marketing, operations, client experience, and process improvement.
No guesswork. No bloated retainers. Just experienced leaders solving real problems with practical solutions.
We don’t hand you a plan and walk away—we build it with you and help bring it to life.
The Wellspent difference
Most consultants offer templated strategies and then disappear. We’re different. We start by diagnosing your biggest growth blockers, then co-create a focused, realistic plan. From there, our team can step in with fractional leadership or hands-on support to move it forward.
Whether you need strategic facilitation or embedded execution, we meet you where you are—with the experience to help you scale what’s working and fix what’s not.
01. Discovery
02. Diagnosis
03. Prescription
04. Execution
We start with a deep-dive discovery session to understand your business from the inside out; what’s working, what’s not, and where the friction lives.
Using decades of hands-on experience, we identify the root causes behind stalled growth, wasted spend, or team misalignment and map out what’s holding you back.
You get a clear, prioritized roadmap with actionable next steps across finance, marketing, operations, and client experience customized to your business and goals.
Not every team needs extra hands—but when you do, we’re ready. Some clients take the plan and run. Others bring us in to help execute. Our fractional C-suite leaders plug in where you need them most—marketing, finance, ops, or systems—so your strategy doesn’t just sit on the shelf.
We don’t hand you a plan,
we implement it with you.
Blake has a unique skillset that combines financial mindedness with human leadership,
allowing him to provide practical insights and clear action steps to help your company achieve big things.
— Founder & CEO - Construction Industry Client
With Maren, we’ve gained a proven marketing leader who is helping us achieve our business growth goals.
She consistently drives results and builds timeless brands, all while honoring her gift for storytelling. Her fractional CMO leadership allows us to stay on budget while benefiting from her expertise.
— CEO, Financial Services Client
I hired Lauren to create systems and streamline operations for my business.
Lauren is an expert at identifying efficiencies and implementing them in a way to fuel growth. With Lauren leading operations, we built a new brand identity, tackled audacious new projects, and eliminated production bottlenecks to more than double top line revenue. I would highly recommend Lauren.
— CEO, Retail Industry Client
Bonnie is incredibly easy to work with, highly professional, and has a rare ability to balance high-level
strategic thinking with the willingness to jump in and handle the day-to-day. As my Chief Operating Officer, she was instrumental in building out the systems and processes across all of my businesses.
— CEO, Retail Industry Client
Business owners who want to scale but feel overwhelmed or off-track
Founders who are passionate about their craft but never learned how to run a business
Growing businesses between $1M–$700M in annual revenue
You Built the Business. Now Let’s Help It Grow.
For founders who are stuck in the day-to-day.
Most of our clients didn’t start their businesses to manage spreadsheets, hire teams, or build systems—they started with a passion to solve a problem or deliver something exceptional. But as the business grows, so do the demands—and strategy takes a back seat.
We help founders and leadership teams step out of the weeds and into their role as true leaders. Whether you’re overwhelmed, off-track, or just out of bandwidth, our facilitated planning and fractional leadership give you the clarity, structure, and support to scale sustainably.
Teams with operational gaps, poor marketing ROI, or stalled momentum
Leaders who spend all their time working in the business and never get time to work on it
Let's Connect
Tired of feeling stuck?
Lack of clarity
Inefficient processes
Stalled or stagnant growth
Team misalignment or burnout
If any of this sounds familiar, it’s time to get support that actually moves the needle:
Missed goals or messy execution
Gaps in accountability or leadership
Repeating the same problems
No plan for what happens after you