Coaching Program

Implementing processes can be challenging, especially when you're already busy serving your clients and running your business. You can’t pause operations for six months to systemize everything, which is why many businesses struggle with implementation. Our program offers step-by-step guidance, helping you document and standardize your most crucial processes so your team not only understands them but follows them consistently.

Focus on High-Impact Processes
We begin with the Optimized Assessment—a deep dive into your client journey. This will highlight your strengths, identify problem areas, and uncover gaps. From there, we'll pinpoint the processes that, when optimized, will have the greatest impact on your business.

Customized Action Plan
Based on your position in the 7-Step Implementation Process, we'll craft a personalized plan detailing what you will achieve over the 90-day coaching period, complete with milestones to keep you on track.

Strategy Sessions Twice a Month
We’ll connect via Zoom to review your progress, address challenges, and plan your next steps. You’ll receive a comprehensive training workbook filled with valuable assets, including templates for SOPs, meeting agendas, communication plans, and more.

Stage 1: Foundation and Planning

• Pre-Kickoff Assessment: Complete an assessment to understand the strengths,      weaknesses, and omissions in your client’s journey for a key service.

• Kickoff      Strategy Session: Engage in a two-hour strategy session where we will:
  • Define your primary implementation goal.
  • Develop a plan to secure buy-in from your team.
  • Select and prioritize the processes to document.
  • Provide training on tools and platforms for process documentation and organization.
  • Assign team roles and responsibilities.
  • Begin the process of extraction, review, and approval.

Stage 2: Process Development and Customization

• Tailored Process Packaging: Customize the documentation and presentation of processes to align with your team's learning preferences and operational needs.

• Dashboard Design: Create a user-friendly dashboard to monitor progress and track key performance metrics.

Stage 3: Implementation and Training

• Accountability System: Establish an accountability framework to ensure adherence to new processes and encourage ongoing improvement.

• Team Training: Provide comprehensive training sessions for your team to ensure they understand and can effectively follow the new systems.

• Personalized Approach: We recognize that every business is unique. Our coaching is      customized to address your specific challenges and goals, ensuring relevant and actionable strategies.

• Focus on Results: We prioritize high-impact processes and measurable outcomes to drive meaningful improvements in your business operations.

• Expert  Guidance: Benefit from our experience and expertise as we work together to implement systems that support your growth and operational efficiency.

Ideal For:

• Growing Organizations: Businesses with 2-15 employees ready to transform daily      chaos into a streamlined routine.

• Entrepreneurs Seeking Balance: Those looking to delegate effectively and focus on      strategic growth and innovation.

• Leaders Facing Management Challenges: Leaders needing to create a structured,      results-oriented environment.

• Businesses  with Profitability Concerns: Companies committed to aligning processes      with financial goals and ensuring consistency.

Program Details:

• Cost:  $600 per month
• Commitment: 3-month package with the option to extend monthly for ongoing support.
• One-Time Onboarding Fee: Additional $300 for new clients in the first month.

Our coaching program is designed to adapt to your business’s pace and needs, ensuring you receive the support and guidance necessary for sustainable success. If you are an ambitious business owner looking to improve efficiency, increase profitability, and remove yourself from the daily operations, schedule an appointment to talk.