Business success is about more than just business - it's about creating a true rich fulfilled life where you enjoy the journey as much as the destination. 

Our RFL framework helps you build an entire ecosystem for sustainable success, looking holistically across your business and your life so you can scale your business without having to give up your personal life to do so.

This is input to your next level vision and the work you'll do over the remaining modules and beyond.

Strategic planning is the backbone of consistently and effectively achieving your goals and revenue targets in your business, but most planning systems are far too complex, time intensive, and restrictive for a dynamic small business.

The Lean Strategic Planning System is a lightweight, adaptive, and highly effective way to connect strategy to execution so you can achieve your big bold vision and goals without overworking. It includes:

• Reimagining Your Next Level Vision

• Connecting Vision to Execution for Accelerated Results

• Implementing a PM System for Clarity, Focus & Visibility

• Meaningful Team-Based Planning Meetings

You need a rockstar team in order to have true time freedom and a sustainable and scalable business model.  There is an art and science to building high performing and self led teams who are just as passionate about your business and vision as you are.

The Lean Dream Team System helps you expand and uplevel your team so you can delegate with confidence and trust in your team. Plus we share some proprietary approaches to building your team that helps you choose the right people at the right time. It includes:

• Building Out Your Lean Dream Team

• Hiring, Interviewing, and Onboarding 

• Highly Effective Communication Cadences

• Stepping into Visionary Leadership

• Developing High Performing and Self Led Teams

Systems are critical to scaling your business and removing yourself from the day-to-day of the business, but having your team document SOPs isn’t what’s going to give you true time freedom and autonomy in your business.  We’ll show you the most impactful systems you can create to capture how you deliver value and generate profit. 

Implementing a business operating system is foundational to developing a scalable business that can run itself without everything being dependent on you, but you don't want one that is painful to implement or overly complex.

We created the Lean Business Operating System (LBOS) with the unique needs of a small business in mind. It includes:

• Defining Your Strategic Systems for Scale

• Making Systems Simple and Sexy

• The 100-80-20 Systems Framework

• Building a Company Playbook Your Team Will Actually Use

Your business needs a steady flow of qualified leads, a way to convert them, and a way to close consistently.  It sounds simple, and it can be, but simple does not mean easy and finding the right conversion engine for your business can feel overwhelming. 

What content should you produce on what channels? Should you have a sales call or should people buy directly? Should you do a webinar, workshop, challenge, or event to attract leads? Should you do paid ads or keep things organic, or both?  Should your "launch" be live or evergreen and what should it include? What emails should you send when? 

We’ll show you how to simplify, systematize, and accelerate what's already working well in your marketing and sales system and close the gaps with what isn't. We'll also show you how to optimize what you're already doing because small changes and optimizations can create a massive shift in results. It includes:

• Standing Out to Consistently Attract High Quality Leads

• Shortening the Buying Cycle

• Simplifying Your Content Marketing

• Defining a Marketing and Launch Roadmap

The simplest way to scale is with a customer-journey-aligned offer suite that is a blend of simple, streamlined, and irresistible. The Scalable Offer Suite System helps you fill the gaps in your offer suite and optimize the packaging, pricing, and positioning of your offers considering where you want to differentiate in the market. It ensures a highly effective conversion event, whether launching live, evergreen, or hybrid. It includes:

• Elevating Your Offer Suite

• Optimizing Your Conversion Events

• Defining & Upleveling Your Signature Framework

• Choosing Compelling Upsells and Cross-Sells

The most successful businesses are customer-centric and provide exceptional value and results at every step along the customer journey.

The Luxe Client Experience System shows you how to create transformational results and an exceptional experience for your clients, helping you increase your impact, stand out from your competitors, and turn clients into your biggest advocates who grow your business for you. It includes:

• Client Onboarding Experience

• Upleveling Your Client Referral System

• Compelling Reviews and Testimonials

• Making Effortless Upsells and Cross-Sells

Businesses that thrive focus on continuous improvement and make data driven decisions.  We set you up to be able to maintain the systems you created, conduct regular reviews and retrospectives so you can continuously make the small changes that will have a big impact on your rate of success, and implement the KPIs, metrics, and dashboards that matter so you have access to the quantitative and qualitative data you need to make key business decisions quickly. 

Once you have confidence everyone's working on the right things at the right time and you have the systems in place to support repeat results, we give you tools and techniques that will 10X you and your team's productivity so you are multiplying your time.  You will get the most important things finished faster instead of just being busy enabling you to accelerate scaling. 

We don't just provide training on what you need to do, we show you how to do so and give you a massive jumpstart with high-value implementation toolkits that include bite-sized trainings, checklists, worksheets, and adaptable tools, templates, SOPs, and more to simplify and accelerate implementation of each strategy.

This will cut months or even years off of your scaling timeline plus increase the value of your business.