60 minute strategy Zoom call focused on your goal or project
What's Included
Breakthrough Action Plan delivered to you post call
One week of support for follow up questions
What you Get
The Breakthrough Strategy Session is an intensive strategy and planning session where we'll set realistic expectations and action items to reach your intended goal, project, product, or mission.
Do you have a revenue goal, a new product or service launch, or even a renewed business mission or customer segment? We can address a plan for building a team, help with delegation or an outline for a new targeted audience.
Strategy and goal alignment is essential for all aspects of your business and the Breakthrough Strategy Session can get you there.
You'll Leave With
Clarity on your goal & how to get there
Confidence in your plan to reach your goal
Guidance and counsel on your individual goal or overall mission
Ready to elevate your business to the next level? Wondering what those big companies have that you don't? It's data clarity!
Ever heard the phrase, "numbers don't lie?" It's true. Data is the golden ticket to your smartest and most confident business decisions.
If the word data scares you... we got you covered!
In 90 days, we'll deliver a dashboard that takes the scary data from all the nooks and crannies of your systems and platforms and delivers the story of your business in a single snapshot.
Fully automated, in the visual style that works best for you, even if you hate numbers.
You'll have more clarity than you've ever had.
You'll know exactly where to focus your efforts and resources.
You'll have confidence in the decisions that drive your business forward.
Setup and/or optimization of 1 to 3* systems based on your unique business needs
60-90 day project timeline complete with audit of current systems and dashboards
* Additional system setup options available if you require more than 3 tools/systems. A quote will be provided.
Full Standard Operating Procedures (SOPs) for systems. Our SOP Template Pack will be provided for your future needs
Our Zone of Genius Task Alignment audit will highlight the tasks that only you can do and delegate or automate tasks that detract from living in your passion
Weekly accountability task recap emails for you and your team to stay on track
Job description for any support staff the task alignment identifies that your business might need, and team onboarding if needed
Twice monthly team meetings for project progression and upcoming tasks
The Simplify with Systems Package is a 60-90 day project that brings clarity, calm, and efficiency to your business.
We will set up or optimize up to 3* systems so we can scale down your to do list. We'll set up automations and dashboards based on your unique business needs.
System types include: project management/task tracking tools, CRM, LMS, CMS, etc.
Our unique approach to systems and dashboards includes full Brand Alignment. Each aspect of your business, even the backend, will be completely aligned with your brand and your voice to create a total mission driven culture. It leads to better team performance, clearer messaging, passion focused work, and the highest quality deliverables to your end client or customer.
Let's get your business organized and optimized so you can live in your zone of genius and skyrocket your growth.
