Release what no longer serves. Reignite what does.
Each year tells a story — of growth, lessons, and the occasional glorious chaos.
The Annual Reset Session is your sacred space to pause, reflect and realign before beginning a new cycle. We’ll work together to celebrate your wins, examine what fell short and reset your Signal to continue the strategic momentum you’ve created.
This extended, 3–4 hour strategy immersion gives you time to celebrate what thrived, release what didn’t, and refine your Strategy Signal for another year of success.
Together, we’ll trace the patterns of your past year, recognize what truly mattered, set aside what didn’t, and reset your course with clear, inspired intention for the year ahead.
3–4 Hour Strategy Immersion
A guided deep-dive session to review your entire year — from Spark to Signal — honoring progress, identifying lessons, and mapping what’s next.
This session builds directly from the Strategy Scrollbook. You’ll use your completed Scrollbook pages as the foundation for our conversation. (Its purchase is required before the Session.)
Year-End Reflection Framework
We’ll revisit your Audiences, Objectives, Initiatives, and Projects to see what blossomed, what composted, and what’s ready to grow next.
Signal Recalibration
Refine your Strategy Signal for the upcoming year and clarify which Initiatives deserve renewed focus.
Comprehensive Follow-Up Summary
You’ll receive a detailed written recap including:
Recording & Transcript
Full session recording and transcription included for future reflection and integration.
Your Annual Brand Strategy Reset awaits!
Close this chapter with clarity and step confidently into the next.
What to bring to your Quarterly Resonance Session.
Your Notes
Whether you have a list on paper, or in your head, let’s review what was great, what rode the waves and what looks like it might be starting to sink so we can correct course!
Strategy Signal
Bring your Cloud Sourced Strategy Scrollbook from the previous year, especially the Signal page so we have a visual reference of the strategy you’ve worked with all year.
Project Pulse
Let’s review each project from a high level and talk about the strengths and static of each to gain insights as we plan next year’s projects.
Quarterly Reflections
The Quarterly Reflections from the Scrollbook will have some keen insights to what went well, and what didn’t last year. Let’s use them as we plan next year.
A Cloud Sourced Strategist helps you translate reflection into renewal.
In this session, you’ll be guided through a process that feels less like an audit and more like a ritual reset — combining practical business review with energetic recalibration.
It’s structured, spacious, and deeply human.
An experienced strategist will guide you through the review and help you reset your Strategy Signal for the coming year based on what you’ve learned and where you want to go!
We’ve got you covered.
Download the Cloud Sourced Strategy System Overview — a printable PDF that provides an overview of the guides and guidance offered with the Strategy Sessions.
FAQ: Brand Strategy Sessions ~ Annual Reset
Q: Do I need the Cloud Sourced Strategy Scrollbook before booking?
A: Yes. The Scrollbook is the foundation for your session — the core of our Strategy system. For this Annual Reset session, you should have used it for a full year before we meet.
Q: Do I need to have my life together before the Annual Reset?
A: Absolutely not. This session is how you get it together. Show up with your spreadsheets, your spark, and whatever emotional support beverage you prefer. We’ll sort the rest.
Q: What if the reflections make me want to cry?
A: Then we’ll call it a data release. Tears are just strategic hydration. We’ll let it out, dry our eyes and keep going anyway. That’s where your real power lies…
How do I schedule my session after purchase?
Once your order is complete, you’ll receive an email with a short introduction form to fill out and return to us, as well as scheduling options.
We’ll coordinate directly to find a date and time that works best for you — no automated calendars, just human connection.
What should I bring to the session?
Your Scrollbook Signal, Quarterly check-in reflections, Project Pulse pages and notes on how the past year developed (the good, the bad and the ugly).
Because our system is built on the Cloud Sourced Strategy Scrollbook, you need to purchase it and use it for a year before we schedule an Annual Reset Session.
What happens during the session?
We’ll spend 3-4 hours exploring your wins and losses over the past year, how your Strategy Signal served you, and of course celebrating the good stuff.
Then, we’ll take those insights and create a new Signal for the year ahead.
Think of it as equal parts clarity, creativity and strategic alchemy.
Will I get notes or a recording afterward?
Yes! You’ll receive a full transcription of our session along with a written summary of key takeaways, insights and action items — your personalized roadmap for moving forward.
What if I need more time or want ongoing support?
Additional time can be added at $97/hour for deeper exploration or follow-up guidance.
You can also book Quarterly or Annual Sessions once you’ve completed your Signal Session to stay aligned and on track.
Can I bring my team or business partner?
Absolutely — collaboration can spark powerful breakthroughs. Just let me know in advance so we can tailor the format and ensure everyone’s aligned.
What if I’m not sure this is right for me yet?
That’s what the free Sales Sheet is for!
Download the overview to learn more about the process, reflect on your current challenges, and see if you’re ready to find your Signal.
Have questions before or after you order? Just email us!
Connect@CloudSourcedWisdom.com
