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Your Custom
Business Operating System
Three Easy Steps
01
Discovery Call (30 min.)
Schedule a complimentary call to get to know each other. I recommend that you take my quiz to assess where your business currently stands regarding leadership, management, team building, and accountability.
02
"Fit" Meeting (90 minutes)
We'll discuss your challenges and goals, and I'll explain more about how a Business Operating System (BOS) can help. You may want to invite your leadership team to this meeting.
Watch this Ninety Overview video before our meeting.
03
Getting Started
We will schedule our first session after we sign my Agreement, which includes my money-back guarantee.
My Guarantee
​You’ll love your business’s transformation—or you won’t pay. You can cancel anytime, and I’ll refund 100% of your money.​​​​
Step-by-Step
I’ll guide you and your leadership team through a 12 to 14-month journey with 7 full-day sessions. I will also provide executive coaching for each member of your leadership team and support you at every stage as we build a great company together (See chart below).
If you’d prefer to self-implement your BOS, I offer a 3-day builder and a 1-day starter program.
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What You’ll Learn
You’ll learn the essential concepts, tools, and disciplines of leadership, management, teamwork, and accountability. We’ll put everything into action, transforming your business as we go.
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​We’ll implement and optimize a customized “Ninety-Powered” BOS solution for your Business Operating System (BOS). Ninety is the leading BOS platform. It is a system of records, a data room, and a meeting place for your BOS.
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As a BOS-UP Academy certified coach, I will apply best practices to successfully implement your company's Business Operating System (BOS) using the Ninety platform.
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Let's Talk
If you’re ready to do whatever it takes to build a great company, I’m here to help. Click below to book a complimentary call.
Phase 1
Learn, Develop, & Implement
(6 to 12 weeks)
We’ll refine your vision, optimize your structure, ensure the right people are in the right roles, streamline processes, and enhance accountability.
Foundation
Day 1
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Concepts, Tools & Disciplines
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Structure
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Rocks (90-Day Goals)
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Data (Scorecards)
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Meetings
Vision
Day 2
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Vision
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Focus Filters
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Industry & Niche
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Ideal Customer
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Compelling Value Proposition
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Core Values
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Compelling Why ​
Goal
Day 3
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The SMART Framework
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Compelling & Audacious Goals
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3-Year Goals
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1-Year Goals
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Rocks
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Set & Achieve Your Goals
Phase 2
Leverage, Enhance, & Modify
( 9 to 11 months)
We’ll conduct quarterly and annual strategic sessions to review progress, set the next steps, and resolve critical issues. I’ll also provide one-on-one executive coaching with you and your leadership team and attend select weekly leadership meetings to support your ongoing growth.
Two Quarterly Reviews
Day 5 & 6
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Review Prior Quarter
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Vision and Goal Review
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Rocks Review
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Team Health + Trust
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Mastery of Tools
Annual Review and Planning
Days 6 & 7
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Review Prior Quarter
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Vision and Goal Review
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Rocks Review
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Team Health + Trust
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Mastery of Tools
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SWOT
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Adjust 1 & 3-Year Goals
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Set New Rocks
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Issues (Short & Long-Term)
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State of Company
BOS Tools
Meetings
Ninety’s meeting management software helps automate and document your daily, weekly, monthly, quarterly, and annual meetings.
Scorecards
The Scorecard helps you collect, organize, and track your meaningful data to propel yourself forward.
Responsibilities
The Responsibilities chart in Ninety removes ambiguity. It helps build a stronger foundation, clarify roles, and increase transparency.
To-Do's
The task management tool makes it easy to communicate what you’re asking for, assign owners, and track deadlines.
One-On-Ones
Review employee task and goal completion rates within the Ninety Responsibilities chart and have better feedback sessions.
Rocks
Set and track Rocks (90-day goals) in Ninety to help your team consistently hit their targets, boost transparency, and increase accountability.
Issues
Did something come up that needs discussion as a team? Add it as an Issue in Ninety—it’ll appear during the problem-solving section of your next meeting.
Vision
Communicate and share your Vision and goals, and strategize as a company, departmental, and individual level, or keep some roadmaps private.
Process
Capture your company-wide processes (SOPs) and procedures in Ninety and archive them in a central location for greater consistency.
Let’s schedule a meeting so I can learn about your business, walk you through the BOS process, and determine whether it’s the right solution for you.