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Strategy & Creative Roadmap Package
Canva
SquareSpace
Social Media
Newsletters
Pinterest
Created by
Melissa F
5.0
About
What’s Included
🔸 60–90 minute deep-dive session to review your existing tools, systems, and creative content
🔸 A custom roadmap outlining next steps for:
 • Canva templates and visual content (social, Pinterest, newsletters)
 • Content strategy (light copy refresh recommendations)
 • System setup (newsletter platforms, social scheduling, etc.)
🔸 30-minute follow-up session to tweak the plan and clarify any questions before moving into the next phase
🔸 Optional Add-On: Visual Brand Refinement — for advisors who need help finalizing colors, fonts, and cohesive visuals before launch.
🔸 60–90 minute deep-dive session to review your existing tools, systems, and creative content
🔸 A custom roadmap outlining next steps for:
 • Canva templates and visual content (social, Pinterest, newsletters)
 • Content strategy (light copy refresh recommendations)
 • System setup (newsletter platforms, social scheduling, etc.)
🔸 30-minute follow-up session to tweak the plan and clarify any questions before moving into the next phase
🔸 Optional Add-On: Visual Brand Refinement — for advisors who need help finalizing colors, fonts, and cohesive visuals before launch.
Pricing & Inclusions
While this package provides guidance to the user and CoPilot on how to work together,
users will retain full control and responsibility over how the work is executed by their CoPilot.
Lucia does not actively monitor or regulate the work involved in each package and
will not be held liable for any final outcomes or results achieved through a package.
