Programs & Services
Quarterly Business Review Sessions (4-pack)
Quarterly Business Review: A Strategy Session for Contractors and Skilled Trades Owners
Are you a contractor or skilled trades business owner ready to take your business to the next level?
The Quarterly Business Review is designed specifically for hardworking professionals like you. It’s your opportunity to turn long-term goals into a practical 90-day action plan that keeps you on track and motivated to grow your business.
Whether you’re aiming to boost your revenue, improve your processes, or tackle new projects, this session will align your daily efforts with your big-picture goals.
What We’ll Accomplish Together:
✅ Review Your Numbers: Learn to understand your financial statements so you can make smarter decisions for your business.
✅ Set Clear Goals: Identify where you want your business to go and how to get there.
✅ Build Your Plan: Break down those goals into manageable, actionable steps for the next 90 days.
What You’ll Gain:
💡 Financial Clarity: Finally, make sense of your numbers and understand how they impact your contracting or trades business.
🤝 Accountability: Stay on track with regular progress updates and a partner who’s got your back.
🎉 Wins Worth Celebrating: Acknowledge and celebrate each success as you move closer to your goals.
🔧 Practical Tools: Weekly tips to keep your business running smoothly and efficiently.
Here’s What’s Included:
📘 Customized Workbook & Tools: Templates and resources designed for contractors and skilled trades owners.
⏰ 2-Hour Strategy Session: Work one-on-one with a seasoned business strategist and fractional CFO who understands your industry.
📧 13 Weeks of Email Support: Ongoing guidance and motivation to help you stay on track and crush your goals.
Your Business, Your Future—Let’s Build It Together
This is more than a strategy session; it’s a game-changing plan tailored to the unique challenges of running a contracting or skilled trades business.
📅 Ready to take the first step? Book your session today and build the future you want for your business!
Quarterly Business Review
Crush Your Quarterly Goals: A Strategy Session for Contractors and Skilled Trades Owners
Are you a contractor or skilled trades business owner ready to take your business to the next level?
The Quarterly Business Review is designed specifically for hardworking professionals like you. It’s your opportunity to turn long-term goals into a practical 90-day action plan that keeps you on track and motivated to grow your business.
Whether you’re aiming to boost your revenue, improve your processes, or tackle new projects, this session will align your daily efforts with your big-picture goals.
What We’ll Accomplish Together:
✅ Review Your Numbers: Learn to understand your financial statements so you can make smarter decisions for your business.
✅ Set Clear Goals: Identify where you want your business to go and how to get there.
✅ Build Your Plan: Break down those goals into manageable, actionable steps for the next 90 days.
What You’ll Gain:
💡 Financial Clarity: Finally, make sense of your numbers and understand how they impact your contracting or trades business.
🤝 Accountability: Stay on track with regular progress updates and a partner who’s got your back.
🎉 Wins Worth Celebrating: Acknowledge and celebrate each success as you move closer to your goals.
🔧 Practical Tools: Weekly tips to keep your business running smoothly and efficiently.
Here’s What’s Included:
📘 Customized Workbook & Tools: Templates and resources designed for contractors and skilled trades owners.
⏰ 2-Hour Strategy Session: Work one-on-one with a seasoned business strategist and fractional CFO who understands your industry.
📧 13 Weeks of Email Support: Ongoing guidance and motivation to help you stay on track and crush your goals.
Your Business, Your Future—Let’s Build It Together
This is more than a strategy session; it’s a game-changing plan tailored to the unique challenges of running a contracting or skilled trades business.
📅 Ready to take the first step? Book your session today and build the future you want for your business!
C1 - Customer Journey Mapping Session
Attracting your ideal clients can make you feel like a fish out of water. Your clients are on a journey – and that journey starts long before they know that you or your products exist. Learning how to intercept your clients at the right place, and the right time can mean the difference of being a small fish in a large pond, to make a big splash.
Together, we will map out your customer journey for effective marketing, customer retention, and create a high-level customer experience that will create raving fans and abundant referrals.
You will learn how to:
➢ Identify your ideal client – create a “buyers persona” that describes who your ideal clients are, what their buying habits may be, and how they can relate to your products and services.
➢ Create your customer journey map – learn the key elements of an effective customer journey map and go through some of the steps for developing a draft customer journey map during guided exercises.
➢ Use Customer Journey Maps – Develop a plan for getting immediate and long-term value from your Customer Journey Map inside your organization.
➢ Drive Actions with Customer Journey Maps – Explore ways to improve customer experience
You will get:
An interactive online prep-course to prepare you for your session, so you can get the most out of the experience.
A two-hour strategy session where we do a deep dive into your customer experience and create a comprehensive customer journey map you can use to start gaining, maintaining and retaining your ideal customers.
A personalized ACTION PLAN that you can implement right away that will include ideas for content, touch points, and channels to reach your ideal clients using the right messaging at the right time.
Upon purchase of this program, you will have access to my online calendar and the online prep course. You can schedule your session with me live in my office in South Portland, Maine - OR - virtually via Zoom video conference.
B1 -Business Strategy Mapping Session
This is your opportunity to do a DEEP DIVE into your business strategy, and come out with a M.A.P. (Motivational Action Plan) that gives you direction, focus, and maximizes your businesses earning potential.
This program includes:
- ONLINE PREP-COURSE - A "Business Model Canvas Walkthrough" to prepare you for your strategy session, get your creative thoughts flowing, and help you get the most of our time together.
- TWO-HOUR VIP INTENSIVE – Together, we will create your ONE PAGE business plan utilizing the Business Model Canvas.
- PERSONALIZED ACTION PLAN – Have a plan in hand that you can implement right away to get you the clients you want, deliver the value you promise, and get the referrals you need to help you Grow, Profit and Succeed in your business!
During the two-hour VIP INTENSIVE you will:
- identify your ideal target market - as well as methods to attract new business,
- isolate the core problem your clients are facing,
- identify the solution your services offer,
- develop enticing value proposition statements that are attractive to your clients and key partners,
- gain a deeper understanding of WHO you serve, WHY you are valuable and HOW to be in the right place, at the right time, in front of the right people!
Start Saving TIME, MONEY, and VALUABLE RESOURCES
Without a good M.A.P. (Motivational Action Plan), you can waste a lot of time walking around in circles!! This Program will get you going in the right direction, right away!
Upon purchase of this program, you will have access to my online calendar and the online prep course. You can schedule your session with me live in my office in South Portland, Maine - OR - virtually via Zoom video conference.
