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Headshot of Susan Ruth Lundy
Susan Ruth Lundy

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Meeting Preference: Email, In Person, Video

Languages: English

How I Can Help You

Welcome to a tailored consulting experience designed for service business owners navigating the complexities of marketing intangibles or their own expertise. I specialize in collaborating with professionals such as CPAs, insurance/real estate agencies, MFT counselors, and more. My ideal clients are justifiably self-confident business owners who are ready to elevate their ventures.

For startups at the crucial stage of deciding on business type or structure (profit vs non-profit vs. social service org), crafting comprehensive business plans (long-form, not one-pagers), and devising effective financial and marketing/sales strategies, I am here to guide you. Established companies seeking assistance in succession planning, especially the transition of family-owned businesses or those sold to long-term employees, can rely on my expertise.

On a personal level, I thrive working with ambitious over-achievers who are clear about their goals and seek support in achieving them. In my role, I act as both mentor and cheerleader, believing that the best results emerge when clients match my effort and fortitude. Be prepared for a collaborative journey where, for every hour we work together, you can anticipate engaging in multiple hours of purposeful homework essential for resolving your business challenges. Rest assured, this isn't meant to burden you; it's a key component in our strategy to drive your business forward.

A unique aspect of my approach is that, as your Lead Mentor, I commit to being with you every step of the way. While I bring extensive expertise to the table, I also recognize the value of additional subject matter expertise (SME). Therefore, I may pull in co-mentors with specialized knowledge to ensure a comprehensive consulting experience.

Anticipating an initial weekly cadence, our interactions will gradually shift to bi-weekly, monthly, and eventually quarterly over the years. I consider every client I accept as Lead Mentor a significant investment of my time, reflecting my dedication to your long-term success.

If this resonates with you and you find it not just helpful but exciting, I'd love to virtually meet you. Please note that my commitment requires a mutual understanding: if the outlined expectations align with your needs and aspirations, I look forward to the prospect of collaborating on your business journey. If any aspect seems unreasonable or if you prefer multiple mentors, I encourage you to explore other options better suited to your preferences.

Areas of Expertise

  • Branding
  • Business Plan
  • Business Structure
  • Communications Tech
  • Customer Service
  • Financial Literacy
  • Human Resources
  • Management & Operations
  • Marketing
  • Marketing Strategy
  • PR/Media
  • Sales
  • Strategy Development
  • Tax Planning
  • Work/Life Balance

Industry Experience

  • Business Consulting & Coaching
  • Education
  • Nonprofit
  • Professional Services
  • Public Relations & Communications
  • Real Estate
  • Social Assistance & Family Services
  • Wellness, Healthcare, & Home Health
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CONNECT
712 H St NE PMB 98848
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Washington, DC 20002
(415) 764-4964

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Funded, in part, through a Cooperative Agreement with the U.S. Small Business Administration. All opinions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA.

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