Planning Session

“Without goals, and plans to reach them, you are like a ship that has set sail with no destination."

– Fitzhugh Dodson

Do you have a great new idea you’d like to implement in your business?

Do you have an improvement you’d like to make in your business?

Do you have a challenge you’re facing in your business?

The best way to start tackling those is WITH A PLAN! As Dale Carnegie famously said: “An hour
of planning can save you 10 hours of doing,” so let’s get started on those plans together!

My Planning Sessions are designed to give you clarity and a solid plan of action
for any goal you may have in your business. We’ll start by discussing any challenges or new
ideas you currently have in your business. Next, I’ll help you get laser-focused on your first, next and
last priorities and then provide you with a plan to help you start making progress towards the
goals we’ve established together.

Each Planning Session is catered to your unique needs, so we can focus on just about anything!
Here are just a few ways Planning Sessions may be helpful for you:

  • Developing a new idea in your business
  • Improving your client onboarding process
  • Improving your team hiring process
  • Planning to launch a new product/service
  • Streamlining a workflow/process
  • Adding new tech in your business
  • Starting a new business
  • Rebranding or making a pivot in your business
  • Etc, etc… the options are endless!

My Planning Sessions are great for you if:

  • You have an amazing idea (or several!) and would love to have a strategic partner help you figure out how to plan and implement them.
  • You aren’t sure what you should be doing next in your business and want to talk through it with a trusted advisor who cares about your business as if it were their own.
  • You’re not quite ready for a long-term OBM, but are looking for Certified OBM® guidance to gain momentum in your business.
  • Your coach recommended a change in your business, but you need help outlining a plan to get it done!
  • You value the power of collaboration and partnership in the development of ideas and solutions.
  • You are open and willing to consider new ways of doing business in order to elevate your business.

With each Planning Session, you'll receive:

  • A pre-session assessment to begin clarifying and developing our plan (to be completed by you prior to our session).
  • An in-depth audit of the assessment completed by me prior to our session.
  • A 90-minute private session via phone or Zoom to get laser-focused on your next steps.
  • A customized report outlining and prioritizing your next steps for the next 90 days.
  • BONUS: helpful resources to begin implementing your plan.
  • Afterwards, you can begin working on my recommendations on your own OR we can discuss how I can help tackle this with you and/or your team.
  • BONUS: 30 days of email support to address any implementation questions that may come up after our session.

Investment = $495

The meaning of life is to find your gift. The purpose of life is to give it away.

― Pablo Picasso