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Sweet Delights

  • Large gourmet cupcakes, similar to Crumbl. Mainly focused on cupcakes, cookies, and cakes; family-run business.
  • Wants to expand and reach a wider audience
  • Top sellers include red velvet (cup)cake, red velvet chocolate chip cookie, and wedding cakes.
  • No formal team; mainly family-run with occasional part-time help
  • Owner is unwilling to grow with delivery—prefers keeping business in her location
  • Currently uses a simple order sheet; no digital systems but wouldn’t be opposed to it
  • No social media presence currently, protective of brand identity. We will need to present clear examples to feel comfortable with expanding online
  • Broad audience, no specific demographic

Questions

  • What strategies do you have to help with marketing?
  • Are you interested in ads, loyalty, email campaign?
  • What are your short-term vs long-term goals?
  • Are you planning on expanding or staying local?
  • Do you have any improvements?
  • Discuss sales and customer traffic as well as seasonal trends
  • Break down POS, CRM, inventory software as long as it’s intuitive
  • What are your biggest business challenges?
  • Do you interact with local community?
  • Emphasize that she needs to hire new people if/when the business expand?

Service Tiers

Starter Tier - $75/mo

  • Website hosting + content updates → $25
  • Google Drive/Forms setup and support → $20
  • Monthly check-in (photo or email) → $30
  • Total → $75

Growth Tier - $155/mo

  • All Starter Tier services → $0 (included)
  • Social media management (2–3 posts/week) → $50
  • Mailchimp setup + 1 newsletter/month → $30
  • Square POS/CRM support and review → $20
  • Monthly performance summary (traffic, engagement) → $30
  • Total → $155

Signature Tier - $275/mo

  • All Growth Tier services → $0 (included)
  • Loyalty program management (Square Loyalty) → $15
  • Seasonal/Promo email campaign (1 extra) → $25
  • Branded content creation (images/templates) → $40
  • Quarterly strategy call/report → $40
  • Total → $275

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