Let's Work Together
Maybe you're wondering what it would be like to have your very own strategic partner.
You're dreaming of the day when hitting your goals doesn’t feel like such a slog and mystery. You’re tired of burning the candle at both ends because you’re the only one who can do the tasks. You're tired of setting goals and missing the mark and not knowing where it all went sideways. Maybe you have no real measurable way to figure out what is actually working.
Don't worry, I've got you covered.
What's it like to work with me?
Well I'll tell you since you asked so nicely...
Legacy through Meaningful Impact - Building things that last and a willingness to contribute to creating a positive and enduring change for others.
Sincere Openness - Embracing honesty, transparency, and genuine communication, fostering trust and authentic connections with others.
Eager Exploration - Approaching problems and milestones with curiosity and being willing to try new things to grow and discover opportunities.
Leave it Better than You Found It - Take responsibility for improving the spaces and relationships you touch, ensuring a positive difference wherever you go.
Always Lead with Love - Prioritize compassion, empathy, and kindness in every interaction, creating a foundation of respect.
Getting to Know Each Other
First I start off by asking you to go through a quick consult request form. This allows me to take a quick look at your business and online presence. You will share some of your goals for working with me. It’ll also uncover any thoughts you might want to share with me about your business.
Based on what you share, I will either schedule a discovery call with you to discuss the next steps for moving forward or let you know at this time why I don't believe we would be a good fit. If this happens don't be sad, I'll give you actionable steps to get you ready to work with a strategic partner.
Moving forward we will book a meeting to discuss the full details of working together. All my clients start with a paid North Star Roadmap VIP Week.
We're a Good Fit.
Yay! We are going to be working together. It's time to set the date and hammer out all our t's and dot all our i's.
I will send you a contract detailing all that we have discussed. It will outline our session dates and deliverable. You will review and sign it.
Once that's approved I will send over an invoice and Welcome Package.
I may ask you for some information regarding your business including, but not limited to:
It's Official, We're Working Together.
The first phase of my process always involves a lot of questions. I will send you a questionnaire to make sure we can fully capture the essence of you and your business. We will also be meeting to have our North Star call in this phase.
Next we will come together for our 2nd call. The VIP Day Strategic Objective call. We will be using the Startegic Mapping Model ™ for this process. Over this 3 hour call, we will dive deep into your business and the 7 Strategic Objectives.
Our final call will be to go over your Annual Compass plan and usually takes about 60 minutes to fully review the plan.
We're Done!
Deliverable:
Your Compass Annual Plan - This plan will be shared in your preferred PM tool of choice or if you do not have a PM tool, then it will be delivered via Trello.
Now you have an annual plan in place that is ready to work for you. At this stage, I'll send you the board. You will find everything you need on that board to help you move toward your milestones for the next year.
This plan will provide focus and clarity when you are wondering what to do next. It will help eliminate shiny object syndrome and decision fatigue when it comes to setting goals and tasks to work on in your business.
What happens if I have questions?
You will have access to me via Voxer for the following 30 days after our final call in our Compass Annual Plan. You can message me with any follow-up questions you might have.
Now it’s time to sit back and regain your focus and your time! You will know what to focus on that will make the biggest impact in your business. You will also feel confident in knowing what to hand off.
And you will have a strategic partner to reach out to when you need help to tame the chaos.
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