Case Study: The Moksha Group achieves clear business direction and growth focus with LivePlan

Moksha Group - Customer Case Study

Moksha Group, a new California-based marketing consulting company founded by Heidi Lorenzen, needed a clear way to shape its launch and stay focused in a fast-changing, “always-on” marketing environment. Using LivePlan, Heidi turned her business plan into a practical guide for positioning, marketing, revenue planning, and resource needs.

LivePlan helped Moksha Group get on the right trajectory early by organizing ideas and prompting strategic thinking across the business. The result was a more confident launch, a “compass” to guide growth, and a living plan Heidi could revisit as the company evolved; she also said the process was fun, inspirational, and kept her focused on execution, with LivePlan preserving her progress so she could pick up where she left off.

Moksha Group

Heidi Lorenzen

CEO/founder