WISE Paid Strategy Session: Insider Q&A Explained

Curious about what goes on in a WISE paid strategy session, and whether it's the right move for your business now? We sat down with Patrick Dillon and Matthew Hinkle, the experts who lead these sessions, to gain an inside look at what makes these consultations unique. We also explore what actionable insights clients walk away with, and why so many come back ready to take the next WISE step.

Meet the Experts

Patrick Dillon

Patrick, Founder and CEO of WISE Digital Partners, has launched eight businesses and currently owns three, with features in Entrepreneur, The Wall Street Journal, Fast Company, and Forbes. Since 2007, he's helped over 10,000 businesses, from local shops to Fortune 500 companies, optimize marketing, tackle growth challenges, and implement strategies that deliver measurable results.

Matthew Hinkle

Matt, our Director of Accounts, specializes in SEO, paid media, lead generation, and performance analytics for competitive industries like law, accounting, and professional services. He works closely with clients to build scalable, data-driven campaigns that improve lead quality, optimize performance, and often double, or even triple, yearly revenue.

Q: What's a WISE paid strategy session?

Pat

"It's a no-pressure, one-hour conversation about your business. We talk about where you are, what obstacles you're facing, what you've tried, and what's worked or failed. The goal is to give you clarity and actionable insights."

Matt

"These are deep-dive strategy calls tailored to your business. Whether you're stuck on a plateau or preparing to scale, we uncover real opportunities and roadblocks–all the things you won't get from surface-level advice or generic marketing tips."

Q: What topics do clients most often want to discuss?

Matt

"We see a lot of questions about why current SEO or paid media isn't performing, how to improve lead quality, which channels to invest in or cut, how to interpret performance data, and where they stack up against competitors. Scaling and rebranding are also becoming common topics."

Pat

"In a nutshell, whatever's holding their business back. Often, it's a mix of technical marketing issues and strategic planning. Every session is unique."

Q: How should clients prepare for their strategy session?

Matt

"Come ready with your goals, pain points, or questions. If possible, share access to key platforms that shed light on recent performance, such as Google Ads or website analytics, ahead of time. Be prepared to have honest conversations about what's worked and what hasn't, and have a list of your real-world challenges. We're here to solve problems, and the more specific you can be, the better."

Pat

"We also recommend reading over our WISE Guide on Websites, which we automatically send when you book a session. It gives a great foundation and will make the conversion much more productive."

Q: Any misconceptions about these sessions?

Matt

"A lot of people think it's a sales pitch or high-level advice. It's not. These are deep-dive, problem-solving sessions tailored to your business."

Q: What should clients expect to walk away with?

Pat

"You'll get a recording of the call along with AI-generated notes, as well as a detailed digital audit and list of simple, actionable steps you can implement immediately. You'll leave with more than just general ideas–you'll have a specific, clear roadmap for achieving your objectives. Many times, our clients will take these insights, work on them for about six months, and come back to us in a better position to execute larger campaigns."

Q: So you've had paid strategy clients return as full WISE clients?

Pat

"Absolutely. Because they see firsthand the value and expertise we bring to the table, it's common for a business owner who signs up for a paid strategy session to later return and sign on as a client."

Matt

"Prosperity ABCS and LUCA HQ are two recent examples."

Words From WISE Strategy Clients

"Thanks for this call; this was really helpful and really informative. Everything you said makes sense, and I know what to do next."

- Steven Owner of a CPA firm that specializes in working with Amazon sellers

"That blew my mind. I see why you’re the expert here. Thank you very much. I’m really excited to work together and to have someone take this over. I really appreciate someone like you coming in and taking someone like me through this from the beginning. And thank you for being honest with me."
- Lindsay Owner of an accounting firm in Lake Tahoe;
Now a client of WISE

"Thank you. This has been very valuable, a lot to chew on. It was a fantastic presentation; you answered every single question we had."
- Trey & Jordan Partners in an 8-figure nationwide accounting firm

Paid Strategy Prep

Ready to book a WISE paid strategy session? A little prep work ensures you leave with the clearest insights and most actionable takeaways. Here's a simple checklist to tackle before your paid strategy session:

✅ Goals – bring a list of your top business and marketing goals.

✅ Pain points – be ready to discuss your biggest challenges.

✅ Data access – share access to key platforms ahead of time (Google Ads, analytics, website dashboards, etc.)

✅ Honest reflections – be upfront about what's worked, what hasn't, and what you feel is holding you back.

✅ Questions – write down specific questions you want answered. No topic is off-limits!

✅ WISE Guide – review our guide on websites that's automatically sent to you upon booking.

Book a Strategy Session Today

Matt

"Bring your challenges, leave with a plan."

Book With Matt

Pat

"See your business clearly so you can move forward strategically."

Book With Patrick