Consider us your strategic partner who helps you accelerate bringing your big bold vision and goals to life.

We implement an entire ecosystem for scaling success.

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DONE FOR YOU IMPLEMENTATION APPROACH

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We partner with you and your team to implement a simple and sustainable scaling system that uplevels both the backend and frontend of your business.

You already have incredible offers and results.  Together, we:

  • Amplify what's working for increased profitability and impact
  • Lean out what isn't for more time freedom, alignment, and fulfillment

There are 3 tiers of done-for-you services available.

Tier 1 includes:

CONTEXT

We kick the engagement off with a private workshop with the CEO / Founder to define your rich fulfilled life blueprint. 

We believe that you always start with the end in mind and reverse engineer your results so we start with your rich fulfilled life and then define or refine the next level vision for the business. 

Next are a series of four 1-day intensives focused on:

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CLARITY 

  • We align your team on long-term and short-term vision plus goals, priorities, and revenue targets
  • We then develop your strategic plan to connect vision to day-to-day execution
  • We then define success measures and establish KPIs specific to your goals
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ALIGNMENT

  • We ensure an aligned and elevated business model based on your vision
  • We develop your operating model and strategic hiring plan for clarity on how you provide value and who and what systems and tools you need next to do so effectively and efficiently
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GROWTH

  • We identify hidden profit potential by deep diving into your scalable offer suite, conversion events, and marketing and sales system
  • We ensure a customer journey aligned scalable offer suite and visually depict your end-to-end sales and marketing system
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SCALE

  • We identify and build scalable assets that increase the value and salability of your business
  • We define your remaining strategic systems for scale
  • We help you step more into the visionary leadership role with a high-performing and self-led team
The 4 one-day intensives are conducted 30 days apart when being done remotely. If being done in-person, the first 3 sessions can be done in a 1-week intensive with the 4th session done virtually 60 days later.

There are also ongoing focus areas including:

SIMPLIFICATION

We provide access to an online portal full of resources, training modules, templates, SOPs, and more to eliminate waste from your business so you can improve operational efficiencies, implement simple systems and SOPs, and adopt a kaizen culture where you are focused on continuous improvement.

We meet monthly with your Operations Lead (or equivalent role) to support their success.

SUSTAINABILITY

We implement a system of sustainability by facilitating ongoing strategic planning sessions for a full year, while training your team on how to lead these sessions in the future:

  • 1 Day Annual Planning Session
  • ½ Day Quarterly Planning Sessions
  • 90 Min Monthly Planning Sessions
  • Weekly Planning Sessions*

*Your core team will self-lead weekly and daily planning sessions. We facilitate the 1st month of weekly planning sessions and the first week of daily checkpoints to train the team.

We also provide strategy and support:

Bi-Weekly CEO Strategy Sessions with Crista

Every other week, you will get a private 50-minute strategy call with Crista to deep dive into your biggest business opportunities or challenges and to ensure scaling success, with support in between via Voxer

Bi-Weekly Strategy & Operations Lead Mentorship Sessions 

Every other week, we will work closely with your Strategy & Ops Lead (SOL) to provide coaching, accountability, and mentorship

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Tier 2 includes everything in Tier 1 PLUS:

Project Management Tool and System Build Out

We set up and implement, or uplevel your existing, project management system in Monday.com (or Asana or ClickUp by request) FOR you.

Includes tool configuration following the lean strategic planning system, SOPs for tool usage, training for your team, and 1 month of support.

6-week initiative: 3-week build out, scheduled to complete within 1 month of the 1st Intensive, followed by 3-weeks of support.

Tier 3 includes everything in Tiers 1 & 2 PLUS:

Company Playbook, Systems, and SOPs Build Out

We build out your ready-to-use company playbook and core systems including process flows and SOPs FOR you, all integrated into your project management system. 

We'll facilitate a series of workshops with your team to extract the initial systems and will then handle all the heavy lifting plus training for your team.

4-6 month initiative, starts after PM System completes.

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Everything we do together is based on our Lean Business Scaling System and includes 6 interconnected front end and back end systems. 

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Lean Strategic Planning 

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Lean Dream Team 

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Lean Business Operating System 

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Scalable Offer Suite

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Luxe Client Experience

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Lean Marketing & Sales

We implement each of them with you so you have everything your business needs for simple sustainable scaling.

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WE FILL THE GAPS

You already do a lot of things really well or you wouldn't have gotten to this level of success. 

So, when we partner with you, we:

  • Uplevel and amplify what you already have working well
  • Lean out or reimagine what isn't providing the results you want
  • Identify and strategically fill in any gaps 

We help you build an entire ecosystem for scaling success that will sustain as your business and team shifts and expands over time.

Who is this BEST For?

While every business can benefit from implementing an ecosystem for scaling success, you will get the most benefit if:

  • You are a multi-6 to multi-7 figure founder who built your success through a lot of hard work and a deep passion for what you do
  • You love what you do and are here to make an impact but you no longer want to have to work so flipping much and are ready for everything to no longer be dependent on you
  • You have a team of 3 - 30 employees or contractors
  • You currently have or would like to add an Operations Lead (or equivalent role) to run the day to day of the business so you can focus on visionary leadership and your zone of genius work
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