Quick, free, 5-minute checks to see where your marketing and operations efforts are aligned and where they are not.

The Roots Course series teaches business owners practical marketing techniques to help guide clear decision making. We'll build a foundation and work through templates that create a plan that fits your business operations, goals, and audience. Each class is hands-on, actionable, and designed to help you attract customers, build your brand, and make marketing work for your business—without overwhelm. Class 1 topics: Brand guides, Your audience & messaging, Simple growth tactics, Campaign basics

Class two helps small business owners understand different marketing approaches, confidently invest in marketing, and learn from real-world lessons. This class completes the foundational skills from Class One and prepares participants to plan campaigns with clarity. Class 2 topics: Inbound vs outbound marketing, investing in marketing, failed marketing, building your brand kit

Define your marketing strategies through clear goals, budget planning, and timing. This course includes a video, worksheet, and a strategy template to help you create a clear path for your next marketing campaigns.

In this class, we begin mapping out the customer journey. This is where our inbound and outbound marketing form a relationship that encourages new leads and nurtures existing clients by identifying specific touchpoints that draw the most engagement. This will inform budget decisions and strategy moving forward.

Class 5 is about building. We use the analogy of building a physical business to describe how we are building the customer journey. Starting with building the front door, we then create the welcome desk, sales floor, return path, and community wall. We build each step with intention and set ourselves up for sustainable growth.

In Class 6, we create effective messaging for our campaigns using a simple worksheet to guide each decision. We also cover budget & resource planning, Bethany's "Best for" list, and ethics basics.

**coming soon** Core tech tools Privacy & security basics Physical tools Making it work

**coming soon** Bridging the gap between marketing & operations CRM & CMS tools Making tools work for you

For businesses where people wear multiple hats. This toolkit identifies five gaps between Marketing and Operations: client info, materials, what you offer, communication, and promotions. Three exercises: Assess. Each team answers questions individually, then compares answers. Observe. Everyone logs real moments for one month, then compares answers. Plan. Turn observations into action with named owners, steps, and timelines.

Includes chapters 1-2 (out of 8) in the Syncing Roots toolkit as an a la carte purchase option. This toolkit is designed to align marketing with operations by addressing 5 common gaps. Chapter 1 includes an introduction to the full kit and instructions. Chapter 2 includes the 1st exercise, where participants will first sit down individually and answer questions about what they know and assume about aspects of the business before reviewing as a group and preparing for exercise 2.

Exercises 2-3 in the toolkit, called "What We Noticed" and "What We'll Do". Here, each participant will log brief notes about real-life examples of gaps they observe in their daily tasks. The group then comes together and completes exercise 3, where you will agree on whether the gap is a quick fix, needs discussion, or requires leadership approval. These exercises prepare you for the remainder of the toolkit, where you create an action plan to address each gap. Your final action plan is next.

This is the final portion of the Syncing Roots Toolkit (chapters 5-8). These chapters guide your team in addressing the gaps they identified. Following a similar flow to the rest of the toolkit, participants will collaborate to create a Success Plan, a Risk Assessment, a Communication Plan, and finally, a Project Review. This helps your team organize, collaborate, and lead efforts to bridge the gaps.