AYMI · Prepared for KDB Steele
Expanded Marketing Proposal June 2026 v1.0
Marketing Proposal · For Kathleen Bloomingberg

From a name
to a practice.

A growth system that turns the work you’re building into a recognizable, findable practice — one that has a clear voice, a defined audience, and a steady inbound flow of the right kind of clients.

Prepared byAYMI · New York & London
Prepared forKathleen Bloomingberg · KDB Steele
Engagement typeMonthly retainer · 90-day initial sprint
§ 01 · The Opportunity

From an idea to
a practice in market.

A new consulting practice has two simultaneous jobs: define the work clearly enough that the right buyer recognizes themselves in it, and build the surface that makes that work findable when they look.

KDB Steele is in the rare and valuable position of being early enough that every decision compounds — the name, the voice, the niche, the first lead magnet, the first piece of content all set up the next ten. The danger of being early is that without a system, the practice stays in identity territory long enough that competitors with less depth but more presence end up owning the search results, the social conversations, and the warm referrals.

What AYMI builds is the system that makes the practice real in market. That starts with clarifying what KDB Steele actually offers (life-skills consulting in the healthcare space spans a wide range — burnout-recovery coaching for clinicians, life-integration coaching for patients managing chronic illness, transition coaching for healthcare workers shifting roles — each is a different audience with different language, different acquisition channels, and different price points). It moves into building the digital surface that audience can find. And it carries through to the lifecycle and reputation infrastructure that turn first clients into the case studies, testimonials, and referral flow that compound for years.

The long-term goal is simple: a year from now, KDB Steele is a known voice in its lane, with a steady inbound flow of qualified consultation requests and a body of public work that earns trust before the discovery call.

§ 02 · The Shift

Where you are vs.
where this takes you.

Eight axes of the marketing surface, current state and post-engagement state.

Practice
Definition
Current

The practice is named and the founder has clinical depth in the work, but the offer language ("life skills consulting in healthcare") spans several distinct audiences. Without a clear primary ICP, every piece of marketing has to do double duty — and ends up resonating with no one.

Future

One clearly-defined primary ICP, one secondary ICP, and a productized first offer that the primary buyer can self-qualify for. Every page, post, and piece of content speaks to that buyer in their own language.

Digital
Surface
Current

No live website found at kdbsteele.com or related domains. LinkedIn profile is sparse. No Instagram or Facebook business presence visible. Functionally, KDB Steele exists in identity but not in market.

Future

A clean, single-page-app practice site with a defined offer, founder bio, social proof framework, lead magnet, and consult-booking flow. LinkedIn presence positioned for the primary ICP. Initial brand surface built so first prospects can verify before they reach out.

Content
Authority
Current

No published work in market — no blog, no newsletter, no LinkedIn cadence. Whatever Kathleen knows from her clinical training and SIU coursework is private knowledge today, not findable expertise.

Future

Two pillar articles per month on the primary ICP’s most-searched concerns. Weekly LinkedIn posts establishing voice and authority. A monthly newsletter that grows the warm audience deliberately.

Lead
Acquisition
Current

No acquisition channel running. Inbound is whatever happens by personal network referral and word-of-mouth — not predictable, not scalable.

Future

A productized lead magnet (the Clarity Diagnostic) plus a small, disciplined organic LinkedIn + SEO presence. Paid layered only after the offer is validated and proven to convert.

Offer
Architecture
Current

"Consultation" is the operative word but the consultation isn’t scoped — is it 30 minutes free? An hour paid? A program? A retainer? Buyers don’t buy ambiguous offers.

Future

A clearly-named, productized first offer (e.g. "KDB Steele Clarity Diagnostic — a 90-minute structured conversation, $X") with a defined deliverable, a clear next step, and a path into longer engagements.

Social Proof
Surface
Current

No public testimonials, case studies, or named clients. New practice — this is expected and not a problem to hide, but it is a gap to fill systematically.

Future

A structured intake-to-testimonial flow that captures consented client outcomes inside the first six months. By month nine, a small but real set of named case studies anchor the practice’s credibility.

Lifecycle /
Email
Current

No email list. Every conversation that happens — referral conversation, intro call, networking exchange — disappears once it’s over.

Future

A monthly newsletter from day one. Every conversation funnels into a nurture cadence that keeps KDB Steele in front of warm contacts for the 6-12 months it takes for "I’m thinking about it" to become "I’m ready."

Operations /
AI
Current

Solo practitioner managing her own intake, scheduling, follow-up, and content production alongside the actual client work and the SIU coursework.

Future

AI-drafted content workflow, automated nurture flows, structured intake form, and a unified executive dashboard. Kathleen spends her time on the work itself, not on the marketing administration around it.

§ 03 · Directional Growth Benchmarks

What the system should produce.

Illustrative 12-month targets for a year-one solo consulting practice. Anchored against AYMI benchmarks for newly-launched advisory and coaching practices in adjacent verticals.

1→1
Primary ICP locked + validated
6–12
Paid Clarity Diagnostics / month
25–40%
Diagnostic to engagement conversion
2–4
Active retainer engagements by month 12
500–1,000
Newsletter subscribers by month 12
2,000+
LinkedIn followers in lane
24
Published pillar articles
3–5
Named case studies / testimonials

Targets are directional and tied to the Foundation tier of execution — appropriate for a year-one practice still validating its offer. They assume the primary ICP gets locked inside the first 30 days, which is the most consequential decision in this proposal.

§ 04 · Three Possible ICPs, One Choice

Three audiences, one primary lane.

A life-skills practice in the healthcare space could credibly serve any of these three audiences. Each is a different business. The first 30 days of the engagement is choosing — together — which one becomes the primary lane.

PERSONA 01
The burnout-recovering clinician
A nurse, NP, or physician who’s been in clinical work long enough to notice the cost — emotional exhaustion, depersonalization, identity collapse around the role. Wants help building life skills outside the white coat. Pays personally, often urgently. High emotional fit if Kathleen’s training maps here.
→ Lead magnet: Clinician Burnout Self-Assessment
→ Pillar: Clinical career & identity
PERSONA 02
The patient managing chronic illness
A patient (or caregiver) navigating a chronic diagnosis — diabetes, autoimmune, post-cancer survivorship, long COVID. Needs the life-skills layer that medical care doesn’t cover: pacing, energy management, identity integration, family communication. Often pays cash, sometimes with provider referral.
→ Lead magnet: Chronic Illness Life Integration Roadmap
→ Pillar: Living with diagnosis
PERSONA 03
The healthcare worker in transition
A healthcare professional pivoting careers — out of bedside, into administration, into consulting, into adjacent industries. Needs life-skills support around the transition (financial, identity, family, professional network). Often paying personally during a transition window.
→ Lead magnet: Healthcare Career Transition Diagnostic
→ Pillar: The post-clinical career

These three personas are starting hypotheses — Kathleen has the clinical and academic background to credibly serve any of them, but trying to serve all three at once is the most common reason new consulting practices stall. The first month of the engagement is built around picking one as primary, holding a clear secondary, and letting the third wait. That decision unlocks every other build that follows.

§ 05 · The Most Important Expansion

The KDB Steele Clarity Diagnostic.

The highest-leverage build for a year-one practice isn’t a webinar funnel or a downloadable PDF. It’s the productized first offer that converts a curious lead into a paying client without ambiguity.

The Anchor Asset
A productized 90-minute Clarity Diagnostic — the named, scoped, first paid engagement that converts a curious prospect into a paying client and surfaces who’s a real fit for ongoing work.

The Diagnostic is a structured 90-minute consultation, priced (price to be set in the scoping call), with a defined deliverable — a written summary of what surfaced, what to do next, and (where appropriate) what longer engagement would look like. The first 30 days of the AYMI engagement is spent designing this specifically for the primary ICP — the questions asked, the framing offered, the deliverable produced.

The Diagnostic is also the first measurable conversion event in the practice. Inbound inquiries can be qualified against it. Lead magnets can route into it. Referrals can be offered it. Once it’s running, every other piece of marketing has a destination to convert toward — and the practice has its first repeatable cash-flow unit.

The Paid-Diagnostic Funnel

From cold reader to first paid conversation in four touches.

01
Discovery
LinkedIn post, search result, or referral introduction. The primary ICP recognizes themselves in the language and visits the site.
02
Lead magnet
Self-assessment, roadmap, or diagnostic worksheet specific to the primary ICP. Free, useful on its own, structured to surface readiness for the next step.
03
Nurture sequence
Five-touch email sequence delivered over two weeks. Useful content, clear voice, low pressure. Surfaces the Clarity Diagnostic as the natural next step for those who’re ready.
04
Paid Diagnostic
The 90-minute structured conversation. Real value delivered. Path into a longer engagement offered cleanly to those who’re a fit, no pressure for those who aren’t.
Target performance: 6–12 paid Diagnostics per month by month 9, with 25–40% converting into a longer engagement. Sized to a solo year-one practice, not a high-volume coaching operation.
§ 06 · Content Engine

Kathleen’s clinical voice, in public.

Once the primary ICP is locked, the content engine’s job is to make Kathleen the recognizable voice on that specific corner of the healthcare-life-skills space — not a generalist saying the same things as ten other consultants.

PILLAR 01
Primary ICP Authority
For the chosen primary buyer

Two pillar articles per month — long-form, search-tuned, anchored on the questions the primary ICP actually types. The asset that compounds over years as the practice’s indexed body of work.

PILLAR 02
LinkedIn Voice
For the warm professional network

3–4 LinkedIn posts per week in Kathleen’s voice — observations from the work, frameworks, honest field notes. The lane where referrals happen and where the warm-network becomes a marketing channel.

PILLAR 03
Monthly Newsletter
For the deliberate warm-list cultivation

One monthly newsletter — one teaching, one field note, one signal of what’s happening in the practice. The compounding asset that turns one-time readers into long-term warm prospects.

PILLAR 04
Secondary ICP Touchpoints
For the secondary buyer lane

Lighter cadence — quarterly long-form, monthly LinkedIn — for the secondary audience that the practice serves without making them the primary focus.

Operating cadence

§ 07 · Organic Acquisition

The disciplined organic stack.

A year-one solo practice usually shouldn’t be paying for traffic. The right system is a disciplined organic stack — SEO + LinkedIn + warm-network cultivation — that grows the practice steadily and earns the right to layer paid in year two.

LinkedIn-led acquisition

The primary acquisition channel for KDB Steele’s year one. Kathleen’s LinkedIn profile is repositioned for the primary ICP. Weekly posting cadence in her voice. Strategic engagement on the posts of adjacent practitioners and prospective referral partners. Direct outreach to a curated list of potential referral sources over the first 90 days.

SEO + indexed content

Two pillar articles per month indexed for the primary ICP’s highest-intent queries. Service pages built and ranking for the productized offer. Local SEO if the practice is geo-anchored, national if not — that’s another decision the scoping call locks.

What AYMI manages

Paid acquisition is intentionally not part of the year-one engagement. The right time to add paid is once the Clarity Diagnostic is converting consistently against organic traffic — typically months 9–12.

§ 08 · Warm Network Cultivation

The practice you already have.

A year-one consulting practice’s most underused asset is the practitioner’s own warm network — peers from training, prior colleagues, professors, classmates, professional association contacts. The first 90 days is built to activate that network as a referral surface.

What AYMI builds

§ 09 · Lifecycle & Email

What happens between conversations.

A consulting decision is a long-cycle decision. Lifecycle is what keeps KDB Steele in front of warm contacts during the 6–12 months it takes for "I’m thinking about it" to become "I’m ready now."

Five automated flows

Broadcast cadence

Monthly newsletter — one teaching piece, one practice signal, one useful resource from the broader field. Open-rate target 42%+ for a healthcare-adjacent professional list.

§ 10 · Site Build & Conversion

The practice site, built from zero.

KDB Steele doesn’t need a 20-page agency site. It needs a focused 5–7 page practice site that does five things well: communicates the practice, names the offer, captures the lead, books the Diagnostic, and builds the warm list.

Build priorities

§ 11 · AI-Powered Operations

A solo practice that runs like a team.

The single biggest threat to a year-one solo practice is the founder spending all her time on administration instead of the work. The operations layer reclaims that time.

Core systems

§ 12 · Proof

AYMI’s track record.

A note on relevance: AYMI’s named work in solo consulting practices is in progress. The three below are the closest documented analogues — advisory and health-adjacent brands where the same authority + conversion architecture compounded.

Pulled from the AYMI case library · See full studies at aymi.agency/work

Advisory brands AYMI built the systems for.

BCG Digital Ventures
+320% qualified leads
+45% conversion rate
4.5x return on ad spend
The closest analogue on the demand side — specialty-led advisory work with long consideration cycles. Same lesson: depth, not breadth, converts the right buyer at the right price.
Quicken
+350% premium subscriptions
−48% CAC
4.1x customer LTV
Demonstrates the compounding value of a productized offer with disciplined acquisition. Same architecture we’d build around the KDB Steele Clarity Diagnostic — the productized first transaction that anchors everything that follows.
Nutrafol
+320% recurring revenue
+58% patient retention
4.2x marketing ROI
A clinician-credentialed brand in a healthcare-adjacent space that built its scale on authority + lifecycle. Same playbook adapted to a solo consulting shape — make the depth legible, then earn the multi-month relationship.
§ 13 · Engagement Shapes

Three shapes of execution.

Below are the three engagement shapes we’d propose for this work. The investment for each is held for the scoping call — we’d rather decide together what’s in scope first, then price it once the answer is real.

PackageTeamAI DashboardBest fit
Growth System 1 Strategist ✓ Included Everything in Foundation plus paid acquisition layered on validated organic, full lifecycle stack, AI Agent Dashboard. Right once the Diagnostic is converting and the offer is locked.
Full Authority OS 2 Strategists ✓ Included Everything in Growth System plus a dedicated editorial PR program, founder personal-brand workstream, and speaking-circuit cultivation. Right for a mature practice scaling authority deliberately.
Growth System
1 Strategist · AI Agent Dashboard
  • Everything in Foundation, plus:
  • Paid acquisition: LinkedIn + Meta + Google Search layered on validated organic.
  • AI Agent Dashboard: Live unified dashboard, weekly insight digest.
  • Lifecycle: All five automated flows.
  • CRO cadence: Monthly A/B testing on highest-traffic pages.
  • Reporting: Live dashboard + weekly action summary + monthly strategic review.
Full Authority OS
2 Strategists · AI Agent Dashboard
  • Everything in Growth System, plus:
  • Second strategist: Dedicated to the authority workstream.
  • Editorial PR program: 3–5 placements per year in healthcare or consulting press.
  • Founder personal brand: LinkedIn editorial calendar, long-form pieces, podcast guest tour.
  • Speaking circuit: Conference + association strategy, talk development, follow-up plan.

All shapes include AYMI strategy direction across The Method (Discovery, Strategy, Creative, Launch, Optimize). Media spend (when paid is added in later stages), software, and any creator fees are pass-through and billed separately. Contract is month-to-month after the initial 90-day sprint commitment.

§ 14 · Our Recommendation

The Foundation tier.

Recommended for Year One
Foundation — the right shape for a year-one solo practice still validating its offer in market.

Foundation is the recommended starting shape and a deliberate choice. A year-one solo practice that hasn’t yet locked an ICP and validated a paid offer should not be running paid acquisition. The Foundation tier builds the organic and conversion infrastructure that earns the right to layer paid in year two — and protects Kathleen from spending into a funnel that hasn’t been calibrated yet.

Growth System is the right shape once the Clarity Diagnostic is converting consistently against organic traffic — typically a month-9 to month-12 upgrade once the math is real.

Full Authority OS is the right shape once the practice is mature, profitable, and ready to scale authority systematically through PR, speaking, and personal brand. Year two or three, not year one.

§ 15 · 90-Day Sprint

How the first quarter runs.

By the end of the 90-day sprint, KDB Steele exists in market with a live practice site, a productized first offer, an active LinkedIn voice, a published body of pillar work, and a warm-network outreach cadence that’s already producing referrals. The practice is real.

§ 16 · The Long View

A practice that compounds.

A new consulting practice has one fragile year and many durable ones that follow. The fragile year is where the founder decides whether to define the work clearly enough that it gets findable, or to stay in identity mode long enough that competitors with less depth fill the space.

The final goal is simple. Every piece of content makes Kathleen’s voice more recognizable. Every Clarity Diagnostic becomes a referral, a testimonial, or a longer engagement. Every warm-network conversation closes a loop or opens one. The practice gets more findable and more durable every quarter.

Next Step

A 45-minute scoping call to lock the right shape and the direction.

We’d like to walk through this proposal with you in person — talk through which of the three candidate ICPs feels most alive, surface what offer you’ve already been delivering informally, confirm the right engagement shape, and align on the investment for year one.

Engagement Lead
Mike Komaransky
AYMI · Performance & Growth
Email
studio@aymi.agency
Book a call
aymi.agency/contact?industry=consulting
AYMI · New York & London
Prepared by AYMI for KDB Steele · June 2026 · v1.0
Confidential — for Kathleen Bloomingberg only.