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Getting Started

Step 1: Discovery Call – What’s Working. What’s Not.

A 30-minute conversation to get to know each other. Before we speak, take this quick 2-minute survey.
 

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Step 2: Fit Meeting

If it feels like a fit, we’ll go deeper.  I’ll walk you through the process, clarify the commitment, and answer all your questions.  You’ll see exactly how this works — and how I’ll guide and support you every step of the way.

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Step 3: Choose Your Path​

✔️ The Full Journey
12–14 months.
7 full-day sessions + private executive coaching.​  We implement a complete Business Operating System using the 9 Core Competencies.

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✔️ DIY Workshop
1- or 3-day session to train your leadership team to self-implement.

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The Full Journey

(12–14 Months)

A Structured Engagement to Build a Thriving Company That Doesn’t Rely on You

Phase 1: Learn & Implement

Three full-day, off-site sessions spaced over 90 days

We’ll refine your vision, optimize your structure, ensure the right people are in the right roles, streamline key processes, and build accountability across your leadership team.

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Each session is followed by time to apply what you’ve learned — giving your team space to implement, practice, and build momentum between sessions.

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📌 Foundation (Day 1)

Focus: Structure & Execution​

  • Clarify roles and accountabilities

  • Implement effective meetings

  • Build scorecards and KPIs

  • Set 90-Day Goals (Rocks)

📌 Vision (Day 2)

Focus: Identity & Alignment

  • Define Core Values

  • Create your Compelling Why

  • Identify your Ideal Customer 

  • Craft a Compelling Value Proposition

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📌 Goal Setting (Day 3)

Focus: Short & Long-Term Direction

  • Set 10-Year, 3-Year, and 1-Year Goals

  • Refine 90-Day Goals (Rocks)

  • Establish milestones

  • Use the S.M.A.R.T. framework

Phase 2: Strengthen & Align

Quarterly and annual strategy sessions + ongoing support

I’ll conduct structured sessions to review progress, reset goals, and resolve key issues — while I continue to guide and support your team with hands-on coaching and accountability.​​

🔄 What’s Included in Phase 2:

Quarterly Strategy Sessions (Days 4–6):

  • Review the prior quarter

  • Reset 90-Day Goals (Rocks)

  • Strengthen team trust and health

  • Deepen mastery of the core tools

  • Solve critical, real-time issues

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Annual Planning (Day 7):

  • Assess the state of the company

  • Conduct a full SWOT analysis

  • Refresh 1- and 3-Year Goals

  • Set new 90-Day Goals (Rocks)

  • Align the team for the year ahead

Ongoing Support:

  • One-on-one executive coaching with you and your leadership team

  • Attendance at select weekly leadership meetings

  • Practical, real-time support on structure, communication, and team dynamics

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