ELIMINATE OVERWHELM. HAVE MORE FREEDOM. MAKE MORE PROFIT.
with LEGENDARY LEVERAGE
PERFECT FOR YOU IF:
You’re a visionary CEO who markets, sells, and delivers coaching or consulting services online and you want to eliminate chaos and overwhelm in your business operations, have more freedom, make more money with better profit margins, and build credibility by delivering legendary client experiences.
With Legendary Leverage, your business will operate more effeciently while giving you more freedom to create and the space to serve your clients more effectively. You’ll make more, stress less, and grow your business without the chaos and overwhelm.
Amazing things have happened with clients that have worked with me.
They’ve been able to:
- increase one signature service’s revenue by 186% due to improved capacity from more streamlined fulfillment
- regain time, confidence, and energy to concentrate more on being the visionary CEO that they are
- decrease operating cost because they were able to eliminate the need for a big team stuck in the minutiae of manual processes
- expand their reach and clientele without boatloads of marketing expenses because of the referrals from past clients who were impressed with their experience
- take a work-free vacation where they didn’t need to check their phone or back office because they had peace of mind and were able to unplug and enjoy time with their family
PHASE 1: Clarity, Strategic Direction, & a 90 Day Plan
Strategic Planning Blueprint
Let’s filter your ideas into a strategic plan and projects that actually move the needle so you have more time and your bottom line grows.
We’ll use the Strategic Mapping Model™ to look closely at where you are in your business.
We’ll prioritize your strategic objectives:
- Financial Steadiness
- Product Creation & Refinement
- Client Experience
- Scaling/Team Growth
- Operational Efficiencies
- Personal & Professional Growth
We’ll look at your mission, vision, and values to ensure that as we prioritize these objectives, we can make sure that they actually align with where you want to go.
This will lay the groundwork needed to ensure we integrate new systems, processes, and efficiencies on the right foundation.
- 2 Live 1:1 Sessions (up to 90 minutes each)
- Video Recordings for Each Session
- Custom Strategic Planning Trello Board
- 90 Day Strategic Planning Blueprint
At the completion of this phase, you’ll have clarity, strategic direction, and a 90 day plan that you can implement on your own or you can continue with me to Phase 2.
PHASE 2: Less Overwhelm, More Flow with Operations Management
So now you’re clear on where you’re headed and you can see how your mission, vision, and values help direct your strategic objectives and you have a 90 day plan.
You know exactly what you and your team need to be focused on in order to meet your goals for the next quarter.
So what’s next?
Well, now you break your 90 day plan and projects down into the tasks and steps that produce tangible outcomes.
You can do this on your own or I can do it for you…
Ops Ecosystem Intensive
Your team may be small (or you may be operating solo) and you’re not ready for a D.O.O. on retainer but you want someone to take your 90 day plan and turn it into implementable steps, break your projects down into tasks, and integrate the necessary operational efficiencies (processes, workflows, and automations) to get you started.
The Ops Ecosystem Intensive could be a fit for you. It’s a unique blend of deep-dive strategy intensive & done-for-you implementation.
We’ll identify the initial metrics/KPIs needed to make sure you stay aligned with your Strategic Objectives.
We’ll set up your Metrics Dashboard so that you and your team can easily track your progress.
We’ll set up your Business Hub so that all of your important information is at your fingertips. No more wasting time searching for what you need. And no more worrying about what happens if you’re unavailable due to vacations (yes, you’ll get to take those) or have an emergency.
We’ll lay out the steps and tasks needed to implement the projects in your 90 Day Strategic Planning Blueprint, then we’ll dive deeper into your current operations to identify the gaps that need to be filled in order to get those steps and tasks done.
We’ll map out the necessary workflows, systems, processes, and automations and then integrate what we’ve mapped out for the next 90 days.
At the completion of your Ops Ecosystem Intensive, all you’ll need to do is enjoy your new FLOW, with the processes that have been put in place, and have your team (or yourself) get to work on the project tasks that have been delegated to them.
Then you’ll just manage things on an ongoing basis and track your progress to make sure you’re staying aligned with your vision and strategic objectives.
(The Phase 1 Strategic Planning Blueprint is required prior to the Ops Ecosystem Intensive. The $1800 Phase 1 investment is applied toward your OEI investment.)
this is a custom, high-touch service with a comparable 4-figure investment
Director of Operations Retainer
If you want ongoing strategic partnership with an operations expert to manage the day-to-day operations needed to implement your 90 day plan and beyond, my Director of Operations (D.O.O.) Monthly Retainer may be a good fit (initial retainer is a 90-day commitment).
As your D.O.O., I’ll find all of the gaps in your current operations, look at where operational efficiencies are needed and then integrate the systems, processes, workflows, and automations needed to get things done.
During the first month of the Retainer we’ll complete the Phase 1 Strategic Planning Blueprint and the Ops Ecosystem Intensive (both are prerequisites for this service).
Monthly operations management includes a customized combination of strategic planning, project management, metrics reporting, process integration and refinement, and more (based on your specific organization’s needs).
We’ll do what’s necessary to give YOU more freedom and YOUR CLIENTS a legendary experience.
(The Phase 1 Strategic Planning Blueprint and the Phase 2 Ops Ecosystem Intensive are prerequisites to the D.O.O. Retainer. The investments for both are applied toward the first month. Quarterly Strategic Planning is also included with the D.O.O. Retainer.)
this is a custom, high-touch service with a comparable 4-figure monthly investment
Quarterly Strategic Planning
If you’re not quite ready for a Director of Operations and the Ops Ecosystem Intensive is a bit out of reach right now, but you still want a strategic partner so you don’t have to go it alone, you can choose Quarterly Strategic Planning.
Have your team run with your new 90 Day Plan and know that you’re STRATEGICALLY moving toward your vision as you get things done.
Then, we’ll meet every quarter to evaluate your progress, re-align with your vision, and strategically plan your next 90 days. (Phase 1 is a prerequisite for ongoing Quarterly Strategic Planning)