This service is designed to bring clarity, focus, and actionable steps to your business strategy.
Here’s what you’ll gain:
Pre-Session Diagnostic:Identify your key challenges and opportunities upfront, so every minute of our session is focused on solving real problems.
Current State Assessment:Get a clear picture of where your business stands today—what’s working, what’s not, and where to focus next.
Goals Alignment:Uncover and align your short-term and long-term goals to create a roadmap that drives results.
Action Plan:Leave with an actionable plan tailored to your priorities, helping you implement changes right away.
Optional Add-Ons (Standard/Premium):For deeper insights and support, higher tiers include tools like process efficiency maps, implementation roadmaps, follow-up support, and custom templates to ensure lasting results.
Whether you’re just getting started or need a comprehensive strategy to tackle complex challenges, this service equips you with the clarity and tools to move forward with confidence.
What's included:
Time: 4 hours
Cost: $997
A focused 4-hour virtual session applying my 5-10-1 model to identify and solve critical operational challenges.
What we do:
Current state assessment (initial assessment)
Goals and objectives alignment (Strategy Implementation doc)
Strategic roadmap development (Consulting Deck)
90-day actionable next steps plan and implementation guide (Innovation Plan)
Deliverables:
Pre-session diagnostic questionnaire
Current state assessment
Goals and objectives alignment
Process efficiency map
Strategic priorities document
90-day action plan (innovation)
Implementation roadmap (Consulting deck)
Post-session summary report
Process:
Hour 1: Assessment & Discovery
Hour 2: Strategy Development
Hour 3: Solution Design
Hour 4: Implementation Planning
Not Included:
Implementation support beyond initial plan
Custom template creation
Team training sessions
Process documentation
Ongoing consulting
Tool setup or configuration
Additional stakeholder sessions
FAQ
What kind of preparation is required before the session?
Answer: This is extremely important to make sure we get the most out of your time. Before we start, you’ll complete a pre-session questionnaire that covers your current challenges, goals, and key metrics. This ensures we’re focused on the right issues and can make the most of our time together.
2. Can my team or other stakeholders participate in the session?
Answer: Absolutely. While the session is designed for the business owner, we encourage key stakeholders like department heads or managers to join to provide insights and align on priorities.
3. What deliverables will I receive, in what format, and how will they help my business?
Answer: You’ll receive:
A Current State Assessment outlining key issues and opportunities
A Strategic Priorities Document to focus your efforts
A 90-Day Action Plan with immediate next steps
An Implementation Roadmap to guide long-term goals These deliverables give you clarity and actionable steps to optimize your operations and drive growth.
4. Is this session in-person or virtual?
Answer: The session is conducted virtually, making it accessible regardless of your location. We can use whatever platform you prefer. I use like Zoom, Google Meet, or Microsoft Teams to collaborate effectively.
5. What happens after the session? Do you provide support or follow-ups?
Answer: After the session, you’ll receive a summary report and all deliverables to help with implementation. If you need further support, we can discuss additional consulting or accountability check-ins.
6. How is this different from other strategy sessions I’ve done before?
Answer: This session combines a proven framework with highly personalized attention. Unlike generic strategy workshops, we focus specifically on your business’s unique challenges and provide practical, actionable plans—not just ideas.
7. What happens if I don’t have all the information or answers during the session?
Answer: That’s completely fine. The session is designed to uncover insights and create clarity, even if things feel unclear initially. I’ll guide you through the process to ensure we can still produce actionable results.
8. What are the most common outcomes from this session?
Answer: Clients typically walk away with:
A clear understanding of their current state and priorities
A focused action plan that delivers immediate results
Confidence in their next steps and a sense of control over their business
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Posted Apr 14, 2025
Get the clarity and direction needed to optimize your operations, based on methodologies that have helped businesses achieve growth and reduce delivery time.