Consultation & Strategy
We start with discovery, consultation, and a practical strategy so you know what to prioritize first, what to budget for, and how to move forward with confidence.
Do What You Love, Everything Else...
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Stage 0 · Start free
Foundational Stage
Blueprint & Roadmap
We help you get your blueprint and roadmap together, with free tech support and consulting so you can move forward with clarity on your business and entrepreneurial journey.
Our Solutions
Hover a department to explore services and resources.
Why businesses work with WDI
High-level benefits of working with WDI
From strategy through execution, we help you choose the right solutions, keep projects moving, and simplify the ongoing infrastructure that supports your business.
Solution Sourcing
We source the right tools, vendors, platforms, and specialist services for your goals instead of forcing you into a one-size-fits-all stack.
Project Management
We execute your strategic business plans in Quickstart, your financial plans in Essentials, and your funding plans in Professional with coordinated timelines, deliverables, and accountability.
Account Management
We build your infrastructure, manage the moving pieces, and bundle recurring services where it makes sense so billing, support, and growth stay easier to manage.
Before the journey
Foundational Stage
Before Business Starter and the growth suites, we work with you as a true partner to shape the idea, blueprint, and plan everything else builds on, with education and guidance for you as an entrepreneur and coordinated resources when you need them. Registration, discovery, and strategy come together here so you can move forward with confidence.
Preliminary consultation
An introductory session where we meet you, share who WDI is, learn what your business is today, and align on what success looks like next, with honest guidance for you as the entrepreneur, not a sales script.
Review & discovery
An initial review of your goals, gaps, and priorities so we understand where you are before recommending any suite or service.
Business registration & formation
Assistance with registering the business and one-off formation work, including LLC setup and other preliminary filings.
Free consultations & tech support
Complimentary consultations and technical support as you evaluate tools, vendors, and next steps.
Solutions sourcing
Help finding the right solutions for your needs now, with clarity on how our partnered, coordinated approach differs from piecing vendors together on your own.
Blueprint & growth roadmap
A structured plan for how WDI strategy helps you grow on a timeline, with milestones scheduled to support timely, disciplined execution.
We Grow With You
Each stage matches where you are in the entrepreneurial journey. Your Solutions Specialist guides you as an owner; WDI partners inside your business with coordinated resources and execution.
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Foundational Stage
Business Foundation
Free*Free tech support & consulting
- Preliminary consultation
- Business registration & formation guidance
- Review & discovery
- Blueprint & growth roadmap
- Free consultations & tech support
- Solutions sourcing
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Business Starter
Strategic Business Plan
$ 250 /m$250/m + $250 onboarding
*LLC & State Fees Included
- Entrepreneurial journey: launch, form, comply, and stand up your operating foundation.
- Business Formation W/EIN
- Strategic Business Plan
- Compliance Monitoring
- Operating Agreement
- Legal Shield
- Domain, Website, & Email
- Lead Gen System & CRM
- Search Engine Optimization
- Brand Guidelines
- Press & Media Kit
- Social Media Management
- $125/m WDI Rollover Spend*
- 10% off Additional Services
- 24/7 Email & Phone support
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Business Essentials
Strategic Financial Plan
$ 500 /m- Entrepreneurial journey: strengthen, books, runway, and day-to-day operations.
- Everything in Business Starter
- Strategic Financial Plan
- Enhanced CRM & business phone
- Expanded SEO & local listings
- $200/m WDI Rollover Spend*
- 15% off Additional Services
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Business Professional
Strategic Funding Plan
$ 1,000 /m- Entrepreneurial journey: scale, capital readiness, licensing, and growth campaigns.
- Everything in Business Essentials
- Strategic Funding Plan
- Business Licensing L2
- Legal Shield Business+
- Trademarks & press (L2)
- Marketing Campaign (PR1)
- $400/m WDI Rollover Spend*
- 20% Off Additional Services
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Business Max
Max Client Partnership
From $ 5,000 /m- Entrepreneurial journey: partner, fractional executive team inside your business.
- Everything in Business Professional
- Max Client Partnership stage
- Strategic Business Lifecycle
- White-glove hosting, security & backups
- Continuous plan optimization
- Direct WDI partnership , IT & development
- Engagement band $5K → $10K/mo
- $1,000/m WDI Rollover Spend*
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Business Enterprise
Enterprise Client Partnership
From $ 10,000 /m- Entrepreneurial journey: enterprise, embedded partnership at sustained scale.
- Built on Business Max infrastructure
- Enterprise Client Partnership stage
- Enterprise-scale operating rhythm
- De-facto partner across IT, dev & growth
- Distraction control at scale
- From $10,000/mo engagement
- $2,000/m WDI Rollover Spend*
Explore Our Add-On Services
Comprehensive Bookkeeping
Ensure your financial records are accurate and up-to-date with our meticulous bookkeeping services, tailored to meet the specific needs of your business.
Bookkeeping servicesTax Planning & Filing
Navigate the complexities of tax season with ease. Our experts provide strategic tax planning and filing services to maximize your savings and ensure compliance.
Tax planning and filingAdvanced Accounting Solutions
Optimize your financial management with our advanced accounting services, designed to provide clarity and insight into your business's financial health.
Advanced accounting solutionsLegal Solutions
Protect your business with our comprehensive legal solutions, offering expert advice and support for all your legal needs, from contracts to compliance.
LegalShield business plans