Turning a Strategy Methodology Into a Client Experience

Client

Jonathan King, the founder of a strategic business advisory firm that helps leadership teams navigate the conversations, decisions, and commitments required to build meaningful strategy and execute it.

As Jonathan's business strategy facilitation work evolved, so did the business itself, leading to the creation of a new brand: Get Strategy, Done®.

Objective

Create a professional, useful resource that could support Jonathan and his team throughout their client engagements while giving clients a tangible reference they could continue using after their work together ended.

While a workbook was the goal for the end product, we set out to translate Jonathan's approach to strategy into a resource that felt true to his methodology, reflected the new Get Strategy, Done® brand, and could become a meaningful part of the client experience.

Strategy

L&L worked closely with Jonathan to turn his vision into a cohesive, client-facing workbook from the ground up.

We took the ideas, processes, resources, and strategic framework behind his work and developed them into a structured 100+ page workbook designed to help leadership teams actively work through their strategy.

The resource was created to serve two purposes: a working document clients could use during facilitated sessions and a reference guide they could return to after the engagement.

Rather than creating a document that simply captured information, L&L focused on making the workbook an extension of the Get Strategy, Done® experience.

Deliverables

L&L delivered:

• A fully designed 100+ page Get Strategy, Done® workbook
• Custom layout and visual design developed from scratch
• A structured resource that guides clients through the strategic process
• Client-facing exercises and working sections to support facilitated sessions
• Reference materials and resources clients could return to after their engagement
• A cohesive branded experience aligned with the new Get Strategy, Done® positioning
• A reusable client asset that can support future engagements and be updated as the methodology evolves

Result

The finished workbook gave Jonathan and his team a tangible tool to bring into client engagements and gave clients something they could take with them and continue using.

The immediate result was a resource Jonathan was proud to put in front of his clients and one that clients could actively use throughout the strategy process.

More broadly, the workbook helped turn Jonathan's expertise and methodology into a repeatable, branded client asset rather than leaving the value of the engagement entirely within facilitated conversations.

The client received:

• A polished, professional resource that could be integrated directly into client engagements
• A tangible representation of the Get Strategy, Done® methodology
• A tool clients could actively work through rather than simply read
• A long-term reference resource containing key concepts and supporting materials
• A reusable asset that could be incorporated into future client work
• A stronger, more consistent client experience under the new brand

Why It Worked

The project worked because L&L approached the workbook as part of the client experience, not simply as a design project.

Jonathan already had the expertise, methodology, and vision. Our role was to translate that thinking into something clients could see, interact with, and take with them.

The result was a resource that made the Get Strategy, Done® methodology tangible and gave the work a life beyond the strategy session itself.

Instead of simply documenting the strategy process, L&L helped turn it into an experience clients could actively participate in and continue using.