Operational Audits & Optimization Plan
For Business Owners who feel their operations are inefficient but don't know where to start – A deep-dive operational assessment that uncovers bottlenecks, inefficiencies, and opportunities for improvement. You'll walk away with a clear, actionable 90-day roadmap to streamline your business.
What's Included:
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Full Operational Audit – A structured review of your workflows, team roles, processes, and technology stack.
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Efficiency Scorecard – A benchmarked analysis of your business operations with a custom report.
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90-Day Optimization Roadmap – A step-by-step plan to improve systems, communication, and execution.
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Leadership Debrief – A 60-minute strategy session to go over findings and prioritize action steps.
Who It's For:
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Business owners struggling with operational efficiencies.
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CEOs who want to scale but feel stuck in the day-to-day.
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Companies preparing for scale and growth
CEO/COO Roundtable Membership
For CEOs and COOs who want strategic insights, team support and community– A high impact, small-group mastermind designed for business leaders (and their team) who need expert operational guidance, strategy, and a network of peers to accelerate growth.
What's Included:
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Monthly Private Roundtable – A facilitated, interactive discussion with a small group of vetted CEOs and COOs.
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Expert-Led Strategy Sessions – Focused topics/discussions on operations, leadership, and scaling.
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Private Peer Community – A curated group for networking, problem-solving, and collaboration.
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Guest Experts – Insights from experienced CEOs, COOs, and industry leaders.
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1:1 Quarterly Strategy Call – Personalized advisory to tackle your unique operational challenges.
Who It's For:
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CEOs who need COO-level insights but aren't ready for a full-time hire.
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Entrepreneurs scaling their business who want operational strategies.
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Leaders who want community with like minded entrepreneurs
Founder to CEO Support
For founders who need to shift from ‘doing’ to leading but don’t know how to let go - A structured coaching and implementation program to help founders step into a true CEO role while building a leadership team that runs the business efficiently.
What's Included:
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Founder Role Assessment – Identify where you're stuck in daily operations and where you should be focusing.
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Delegation & Leadership Framework – A step-by-step process for empowering your team to take ownership.
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Executive Team Structuring – Define key leadership roles, KPIs, and accountability structures.
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90-Day Transition Plan – A personalized strategy to shift from operator to CEO.
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Ongoing Support – Bi-weekly coaching calls + a private Slack/Email channel for support.
Who It’s For:
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Founders who are overwhelmed and bogged down in daily tasks.
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Entrepreneurs scaling their business but lacking a leadership structure.
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Business owners preparing for executive transition.
SOP Documentation
For business owners who need clarity, consistency, and structure - this is the first step toward operational freedom. Whether you’re documenting from scratch or refreshing outdated SOPs, this offer lays the foundation for seamless delegation and scalable growth.
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What’s Included:
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SOP Documentation for up to 3 key processes
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Review of current workflows (if applicable)
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Structured templates and formatting for ease of use
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Clarity call to assess the process flow and documentation needs
Note: This is the starting point. If you need to update existing SOPs, build an accountability system, or document multiple complex workflows, we’ll discuss scope and additional support on the call.
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Who It’s For:
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Business owners looking for freedom of mind and an easier way to transfer knowledge
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Teams operating with verbal instructions or outdated documentation
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Founders who want their business to run smoother without micromanagement
Let’s create a system that works without you needing to repeat yourself 10 times.