In the Defining Success & Goal Setting Workshop, we’ll get clear on who you are, what you want, and what success in life looks like to you. Then we’ll take a look at the goals you have for yourself, your business, your potential exit, and your professional future.

In the Owner Dependency Workshop, we’ll do a deep dive on your current responsibilities as the owner to see how we can begin to delete, delegate, and automate to create more space for you to have the capacity to take on exit planning and begin building additional value in your business.

In the Financial & Profitability Analysis Workshop, we’ll review the last three years of profit and loss statements, balance sheets, and a year to date (YTD) profitability analysis of your clients, deliverables, and team. Then we will do a deep dive on the profitability of your business, each client, each deliverable, and the bandwidth of your existing team. We’ll address what clients and/or deliverables (if any) you should fire/quit, what team members might need to be rearranged, and action steps to take in the next 90-days to ensure you’re creating space for next steps.

In the Debt Management & Tax Optimization Workshop, we’ll talk about debt management strategies to consolidate and reduce debt. We’ll discuss tax saving opportunities to help you begin to extract wealth from the company now and we’ll make sure you’re properly set up for an exit down the road. We’ll also map out future financial projections so we can map out growth goals.

In the Team Alignment & Sales Support Workshop, we’ll assess your team’s roles and responsibilities to ensure everyone is in the right seat for growth. We’ll also identify sales strategies to increase revenue without requiring your direct involvement.

In the Intrapreneurial Team Building Workshop, we’ll foster a culture of ownership and initiative within your team. You’ll learn strategies to empower your team to think and act like business owners, driving innovation and growth from within.

In the Team Cross/Upsell Workshop, we’ll uncover opportunities to increase client lifetime value through strategic upselling and cross-selling. This session equips your team with the skills, confidence, and processes to create additional revenue streams effectively.

In the Leadership Success Planning Workshop, we’ll work on building your leadership team to allow you to step aside, whether in preparation for a third party sale, or preparing them to level up for an internal transition.

In the Niche & Positioning Workshop, we’ll identify your ideal audience and refine your market positioning to attract the right clients. By aligning your messaging with your unique value, you’ll create a stronger presence in your niche.

In the Positioning Deep Dive Workshop, we’ll focus on refining your unique positioning and aligning your brand messaging with your audience’s needs. You’ll leave with a clear plan to stand out in a crowded market and connect with ideal clients.

In the Productization Workshop, we’ll review your existing offers and determine how to best productize them so you can create sustainable and scalable systems to deliver them. We’ll work on identifying your Signature, Starter, and Scalable offers to build out your branded product suite. If you’re in the process of launching a new deliverable, we can use this time to workshop that productized service as well.

In the Content Strategy & Thought Leadership Workshop, we’ll create a roadmap for sharing your expertise and building your authority in the industry. You’ll craft a content strategy that aligns with your brand and connects with your audience in meaningful ways.

In the Sales Process Deep Dive Workshop, we’ll analyze your current sales process to identify areas for improvement and opportunities to close more deals. You’ll develop streamlined systems and strategies to make your sales process more efficient and effective.

In the Deliverable Workflow Audit Workshop, we’ll review and refine how your team delivers services to clients. You’ll streamline workflows to save time, improve efficiency, and ensure consistent quality across all deliverables.

In the Internal Workflow Audit Workshop, we’ll assess your internal processes to identify bottlenecks and inefficiencies. You’ll leave with a plan to streamline operations and document workflows to support scalable growth.

In the You Drive Workshop, we’ll use this time to deep dive on any topic(s) you feel most pressing. You will drive this agenda with any questions or concerns you have and we’ll work through whatever challenges you’re encountering in real time.