How We Work  

The Wisdom Link employs a unique combination of strategic planning, creative services, and technology to create solutions that deliver a measurable ROI

Our Approach

Phase One: DEFINE

We define what makes your company unique, powerful, and competitive.  This one-day strategic planning day, we call the Innovation Lab, defines market, model, message and marketing.

Phase Two: DESIGN

We design a unique
client experience that
supports the entire company
using your sales and
fulfillment process
as the backbone.

Phase Three: DEPLOY

Finally, we deploy a
scalable process training
solution that can be
followed by all using our PlaybookBuilder software and interview process.


This day has been phenomenal. I came here with a lot of wisdom but I’ve been stuck. Within one day with The Wisdom Link, I feel totally unstuck. I feel a new sense of passion and direction about where I am going.
— Tim Smith, Fairway Asset Management
The Wisdom Link helped
my team to buy-in on our plan,
breaking down what we need
to do while giving me
clarity and a plan to work.
— Barbara Barton, American Financial Services
I gained great confidence
through Jon’s exercises.
The Wisdom Link helps
you gain clarity to focus
on what’s important with
an action plan to follow.
Very powerful.
— David Allen, Departures Aviation
The Wisdom Link provides an immersive experience where you learn to understand your business on a more intimate level, radically clarify your future objectives and get a real pulse on your market, your model, your message and the mediums necessary to make that next evolution of your business a reality.
— Sean Rosensteel, Savvy Pro Web

Leading companies are driving performance with The Wisdom Link.