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Strategy Sessions

(120-minute session)

I will be your sounding board for the ideas or challenges you may be experiencing.  Don't stay stuck or scrap our business because you have not had time to fix all the back office stuff. 


The strategy session is to do quick fixes, detail future fixes/planning, and talk about your launches, team setup, procedures, tech stack, or planning for something specific.  We will have some details of what to cover because you will have a questionnaire done before our session to follow in the session.  You will receive a 90-day narrative plan of action to work on for that quarter.  For those who have a project management tool, you will get a section/space to have all those items set up for you.


Apps used Canva, Acuity, Calendly, Dubsado, ClickUp, Asana, Google apps (Drive and Gmail), and Microsoft (OneDrive and Outlook).  


Strategy Sessions

This service provides follow-up support for business owners who need ongoing support or someone to hold them accountable for the promises they made to themselves and the business. 


During this time we will review the planning process to see if you are on track.  Complete some fixes to your apps or processes or update your 90-planning template.  At this time, we can revisit areas to revise, remove, or place on hold for a more appropriate time for implementation.  The objective here is to keep the tasks in your projects moving and not stagnant. 

Sticky Notes
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