Ideal For: Clients seeking focused improvements and immediate results in their business and financial health.

Month 1: Foundation Building

Focus: Financial clarity and operational awareness.

• Implement Profit First principles to create financial clarity and stability.

• Define and refine the business’s mission and vision and ensure they are aligned with future goals. 

• Identify inefficiencies and operational gaps, overcoming distractions

• Setting SMART goals for the next three months.

Month 2: Operational Systems

Focus: Streamline processes and structured time management.

• Map out key systems and prioritize the most impactful ones.

• Develop a time-blocking schedule and tackle big tasks first.

• Identify bottlenecks and delegate or automate tasks..

Month 3: Branding and Growth

Focus: Marketing clarity and business growth.

• Evaluate current brand and fine-tune a clear and compelling brand message

• Identify and nurture the most profitable clients/customers

• Build habits that support long-term success

• 1st quarter finance check-in and comprehensive allocation assessment

Investment: $3000 - $6,000 (sliding scale depending on individual coaching needs)