We start every done for you engagement with getting clear on your rich fulfilled life blueprint and finding the hidden time in your schedule to free up 10 hours per week so you have the space to focus on scaling your business without overwork and overwhelm.
We then collaboratively define your roadmap based on your unique business needs, and implement following a series of workshops and strategy sessions with your core team, plus training and mentorship for the right hand ops-focused person in your business.
We make it as simple as possible to successfully and sustainably scale your business.
The Lean Business Scaling System Implementation Process
Implementation includes 6 primary components, plus optional add-ons. Included in every implementation are a kickoff with the CEO, 3 full-day scaling strategy workshops with your core team that can be done in-person within 1 week or spread out over 3 individual virtual sessions 30 days apart, plus ongoing strategic planning workshops, and private strategic advisory for the CEO.
1. Kickoff with CEO: Private 90-minute workshop to develop Rich Fulfilled Life Blueprint and identify where you can reclaim up to 10 hours of time per week to re-allocate to scaling
2. Scaling Strategy Workshop 1 with the Core Team - Clarity & Alignment: Define or Refine Long-Term and Short-Term Vision, Goals and Targets, Strategic Plan Development, KPIs and Success Measures
3. Scaling Strategy Workshop 2 with Core Team - Level Up: Refine Business Model, Develop Operating Model and Lean Dream Team Scaling Plan
4. Scaling Strategy Workshop 3 with Core Team - Ascension: Define Your Customer Journey Map, Scalable Signature Offer Suite, and Supporting Marketing and Sales System Steps
OPTIONAL ADD ON (As Needed): Scaling Strategy Workshop 4 with Core Team - Amplification: Refine and Optimization Your Offers including Upleveling Your End to End Marketing and Sales Funnel
5. Ongoing Strategic Planning on Recurring Cadence:
- 1 Day Annual Planning
- ½ Day Quarterly Planning
- 90 Min Monthly Planning
In addition, the core team should self-lead a 1 Hour Weekly Planning session including retrospective, and a 15 Min Daily Checkpoint.
6. Monthly Private CEO Strategy Sessions with Crista to ensure success and pivot when needed
Optional add-ons are based on your unique needs and include build out of your project management system in Monday.com (or your tool of choice), development of your customized strategic hiring plan for next level scaling, build out of your company playbook, operating model, systems and SOPs, and a 4th full-day scaling strategy workshop to optimize your offers and funnel.
Team Lean Out Method can also support you with
Project Management Tool and System Build Out
Set up and implementation of your project management system in your tool of choice - Monday.com, Asana, or ClickUp. Includes tool configuration following the lean strategic planning system, SOPs for tool usage, and training for your team.
Investment: Starts at $2.5k