Strategy & Market Positioning

• Defining who you serve, what you offer, and why it wins.

• Includes:

• Ideal client profile & avatar

• Service mix & high-margin offers

• Value proposition & offer ideation

• Messaging, positioning, and founder story

Client Experience & Revenue Systems

• Designing a seamless journey from lead to long-term client.

• Includes:

• Sales scripts & outreach funnels

• Discovery process & acceptance criteria

• Proposals, pricing, contracts, and billing systems

• Pipeline management & onboarding

• Client SOPs, automation, and follow-ups

Operations & Performance Management

• Building systems that support execution and scale.

• Includes:

• Workflow mapping & deliverables tracking

• KPI dashboards & performance metrics

• Quality control, reviews, and client satisfaction systems

Leadership, Mindset & Executive Development

• Strengthening the founder behind the business.

• Includes:

• Confidence, boundaries, and decision-making

• Pitch practice & handling rejection

• CEO mindset, professionalism, and accountability

• Mentorship and leadership development

Team Structure & Organizational Design

• Creating clarity in roles, time, and leadership.

• Includes:

• Delegation & leadership systems

• CEO scheduling & capacity planning

• Operator vs. visionary roles

• Goal setting, time management, and strategic planning

Growth & Expansion Strategy

• Scaling intentionally and profitably.

• Includes:

• KPI analysis & service optimization

• Partnerships, referrals, rebranding, and relaunches

• Seasonal planning & ROI tracking

• P&L awareness and space optimization

Systems, Technology & Efficiency

• Optimizing tools to save time and reduce friction.

• Includes:

• Workflow systems & operational efficiency

• Tech stack evaluation & implementation

• Documentation, integrations, and app development

Professional Advisory & Strategic Partnerships

• Ensuring expert support and protection.

• Includes:

• Accountant, legal, and brand advisory

• Strategic partnerships & referral networks

• Long-term advisory ecosystem planning

Branding, Marketing & Visibility

• Positioning your business for trust and growth.

• Includes:

• Brand strategy, voice, and visual identity

• Pitch decks, case studies, and media kits

• Marketing channels, speaking, and content

• Google Business optimization & SEO

• Website, print, and workspace optimization

Startup & Business Foundations

• Launching with structure and compliance.

• Includes:

• LLC, EIN, insurance, payroll, and bookkeeping

• Business planning, research, pricing, and policies

• Scheduling systems & foundational workflows

Hiring, HR & Compliance

• Building teams the right way.

• Includes:

• Job descriptions & hiring strategy

• Onboarding, handbooks, and policies

• Training, compliance, and workforce management

Technology Research & Innovation

• Staying ahead with the right tools.

• Includes:

• Software research, evaluation, and implementation