Small business presentation
SCORE NYC Business Owners Roundtable

Workshop Training

New York, New York

The Challenge

A training seminar for small business and nonprofit professionals

Topics included:

  • Brand identity and consistency
  • Customer engagement and feedback
  • Public relations and reputation management
  • Segmentation and personalization
  • CRMs, automation, and lead nurturing

We were invited to develop a workshop for the concluding session of the Spring 2023 season’s NYC SCORE Business Owners Roundtable, a networking group for small businesses owners and small nonprofit directors. This was our second time presenting at SCORE NYC.


We presented ideas on how small businesses and nonprofits can simply and easily increase their visibility across various platforms. We centered the chat around creating a holistic plan that prioritizes data-driven storytelling and the customer / donor journey.


Having been a two-time alumnus of SCORE NYC’s Roundtable, our founder Sarah Williams offered candid and grounded advice as one would to peers.

Thank YOU for a terrific presentation. You hit on so many critical points in your usual concise and practical way and always with humility and patience. Our RT folks should be comfortable with contacting you for any guidance they may require.

Jerry Weinstein, Certified Business Mentor SCORE: New York, NY