Master Package
“The Future-Proof Business Plan”
Advance strategy to elevate leadership and market position through long-term resilience
Timeline: 12-month strategic partnership
Investment: Starting at $2,500/month ($30,000 annually)
Is Master Right For You?
Perfect for:
Established businesses (25-50 employees, $4M+ revenue)
Solid operations already in place
Ready for strategic positioning and industry leadership
You're ready for Master if:
✓ Your operations run smoothly—you're not firefighting daily
✓ You have retail partners or investors asking for ESG/sustainability reports
✓ You want to be recognized as an industry leader, not just another business
✓ You're ready for long-term strategic planning (3+ years out)
✓ You see resilience as competitive advantage, not just risk management
✓ You want a strategic partner, not just a consultant
Common reasons businesses choose Master:
Regulatory/Partner Requirements:
Retail partner (Whole Foods, Target, etc.) requiring sustainability data
Investor due diligence on ESG performance
B Corp certification interest
Climate disclosure requirements (TCFD, CDP, etc.)
Strategic Positioning:
Want to lead industry conversations on sustainability
Differentiating from competitors through impact
Attracting conscious consumers and premium customers
Building brand value around responsible business
Operational Maturity:
Outgrown Core Package systems
Ready for scenario planning and long-term strategy
Want integrated resilience across all functions
Building legacy business that outlasts current ownership
What You Get
The Master Package uses similar frameworks to what you saw in the free toolkit, but develops them into complete, custom strategic systems for YOUR business over 12 months.
PREPARE: Strategic Insight & Advanced Evaluation
- Enterprise Risk Management (ERM) framework tailored to your business
- Scenario planning for 3-5 potential future disruptions (expands on Scenario Stress-Test from toolkit)
- Climate risk and opportunity assessment (professional TCFD-aligned version of Climate Risk Snapshot)
- Full ESG readiness assessment
- Competitive benchmarking against industry leaders
- Deep stakeholder engagement with structured interviews
PROTECT: Testing, Integration, Resilience Culture
- Fully tested business continuity plan (with crisis simulations)
- Integrated operational systems across all functions
- Supply chain resilience program with ESG supplier scorecards
- Cyber resilience full assessment + mitigation strategies
- Employee resilience training + cross-skilling programs
- Quarterly crisis scenario exercises
PIVOT: Leadership Positioning & Strategic Growth
- Carbon footprint analysis (Scope 1, 2, 3 emissions) (professional version of dashboard metrics)
- Impact & Purpose Report for customers, partners, investors
- Strategic partnership development (community, industry, supply chain) (builds on value chain mapping)
- B Corp preparation (if desired) or other certifications
- Leadership positioning (speaking, awards, thought leadership)
- 3-year strategic roadmap with annual milestones
The plan comes with:
12 months of strategic advisory,
quarterly strategic planning sessions (4 sessions annually) and
priority email and phone support
Payment options: Monthly, quarterly, or annual (5% discount)
Contract: 12-month initial engagement with option to renew
Timeline: Months 1-3 (Foundation) → Months 4-6 (Implementation) → Months 7-9 (Positioning) → Months 10-12 (Optimization)
Master Package FAQs
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The Master Package elevates your business to long-term resilience and leadership. You receive full Enterprise Risk Management plan, scenario analysis, climate risk assessments, carbon footprint reporting, a stress-tested Business Continuity Plan, advanced supplier evaluations, and a complete Impact & Purpose Report.
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ERM identifies, organizes, and monitors risks across operations, suppliers, finances, compliance, people, and the environment. You receive a full ERM system tailored to small business reality - risk dashboards, governance structure, risk owners, and regular review cycles.
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Scenario analysis helps you prepare for “what if” situations like supply shortages, price spikes, weather impacts, demand changes, or market shifts. It allows you to make proactive decisions instead of reacting under pressure.
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It includes physical risk (heat, storms, supply impacts), financial implications, exposure in your operations and supply chain, and recommended action steps. You receive a simplified, small-business version of a TCFD-aligned climate review.
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At this level, we go beyond checklists. We assess cyber vulnerabilities, review vendor cyber risk, test backup recovery, evaluate incident response steps, and strengthen your digital resilience.
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You receive a scorecard that evaluates quality, reliability, communication, sustainability, ethics, and risk exposure. This helps you choose suppliers who support your long-term resilience and meet increasing expectations from retailers and partners.
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The report summarizes your environmental, social, operational, and resilience performance in a clear format. It’s ideal for customers, partners, investors, lenders, retailers, and community stakeholders who want to understand your impact.
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Through ERM, scenario planning, climate analysis, carbon insights, and supplier evaluations, you gain visibility into future risks and opportunities. This allows you to build a confident, future-proof strategy.
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Yes. The Master Package provides the systems, data, analysis, and reporting structure that many certification programs and retailers look for, including climate data, risk governance, social commitments, and supplier performance.
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We clarify roles, connect resilience to strategy, and support leadership communication. Your team gains direction, coordination, and shared ownership of risk and resilience.
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Scope: Master includes advanced strategic tools (ERM, scenario planning, TCFD climate risk, carbon footprint, impact reporting) that Core doesn't.
Duration: 12 months of ongoing strategic partnership vs. 3-4 months of project work.
Complexity: Master-level businesses have more employees, operations, stakeholders, and higher stakes.
Value: Core gets you operational resilience. Master gets you strategic advantage, industry leadership, and investor/partner-ready reporting. -
Not if you already have solid operations and basic resilience systems. But if you DON'T have business continuity plans, risk management, and documented processes, I'll recommend Core first. We'll assess this on the discovery call.
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I don't typically sell individual Master components because they're most effective when integrated. Carbon footprint is more valuable when connected to your strategic roadmap, ERM framework, and impact reporting. However, if you've already done foundational work, we can discuss custom scoping. Let's talk on a discovery call.
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The value of Master is in the ongoing strategic partnership, not just deliverables. 12 months allows us to implement and test systems, run quarterly scenario exercises, develop and publish your Impact Report, and adjust strategy based on what we learn. If you're under time pressure (regulatory deadline, investor requirement), we can prioritize certain components through custom scoping.
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Most clients either renew for another 12 months (often at reduced scope since foundations are built), shift to quarterly check-ins (4 sessions/year), go independent with annual plan updates, or bring me back for special projects (new locations, major changes, M&A). We'll discuss options in months 10-11.
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Most sustainability consultants focus narrowly on environmental metrics. I'm a resilience consultant who integrates sustainability. You get operational + strategic + environmental + social + governance resilience - it's holistic. Most sustainability consultants give you a carbon footprint and recommendations. I give you complete strategic transformation that includes sustainability but doesn't stop there.
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I can't guarantee certification (the final decision is B Lab's). What I DO guarantee: readiness support, clear gap identification, documentation support, and application assistance. If B Corp is a priority, we'll build the Master Package around that goal.
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Tell me exactly what they're asking for on the discovery call. Common requirements: CDP disclosure, TCFD-aligned climate reporting, Science-based targets, Scope 3 emissions, social impact metrics. Master Package can be tailored to meet these requirements while also building your broader resilience. I'll show you how to meet their requirements AND use it strategically for your business.
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Not at all. Master is for businesses serious about strategic resilience and competitive advantage. Sustainability is ONE component, but so are risk management, operational resilience, employee engagement, and strategic positioning. Some Master clients choose this because they're required to (compliance), want competitive differentiation (strategy), or believe in responsible business (values). You don't need to be a "sustainability leader", you need to be ready for strategic, long-term thinking.
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I typically start new Master engagements within 3-4 weeks of signing. I only take 1-2 Master clients at a time given the depth of partnership. To start within 6 weeks: Book discovery call → If we're a fit, I send proposal → Sign and pay first month → Kickoff within 3-4 weeks. If your timeline is more flexible: We can lock in your spot and pricing now.