Every engagement follows the same five-phase structure. The phases overlap a little in practice, but this gives you a clear picture of the road ahead.
We start with a free 30-minute video or phone call. You describe your business, your team size, your revenue, and the specific problems keeping you up at night. We ask questions, take notes, and tell you honestly whether coaching is the right move. If it is, we send a proposal within two working days. If it is not, we say so and, where we can, suggest an alternative resource.
Once you sign the proposal, we schedule a two-hour diagnostic session. Before that session, we ask you to fill in a short questionnaire covering your financials, your weekly time allocation, your team structure, and your top three frustrations. During the session we go through your answers line by line. We look at your profit-and-loss statement, your pricing model, and how your sales pipeline works. By the end of this session we have a clear picture of where the biggest opportunities and risks sit.
This phase typically takes one to two weeks, depending on how quickly you can gather the numbers we need.
Based on the diagnostic, we write a 90-day action plan. It contains no more than five priorities because spreading your effort across a dozen goals guarantees none of them gets done. Each priority has a measurable target, a deadline, and a named owner. If one of the priorities is "hire an office manager," the plan specifies the job description, the salary range, where to advertise, and the interview scorecard you will use.
We present the plan in a follow-up session and refine it together. You leave that session with a document you can pin to the wall.
This is the core of the engagement. Every two weeks we meet for 90 minutes. The first 20 minutes are a review: what did you commit to last time, what got done, what did not, and why. The next hour is working time. We might role-play a difficult conversation with a supplier, build a cash-flow forecast for the next quarter, or map out a new service offering. The final ten minutes are for setting commitments for the next fortnight.
Between sessions, you can email us with quick questions. We respond within one working day.
At the end of each 90-day cycle, we sit down for a longer session to review results against the plan. We measure revenue, profit margin, time spent on high-value work, and any other metrics we agreed on at the start. Then we build the next 90-day plan.
Some quarters the plan changes dramatically because the business has moved faster than expected. Other quarters we double down on the same priorities because implementation took longer. Either way, the review keeps the work grounded in real numbers rather than wishful thinking.
A few commitments we make to every client, without exception.
If your pricing is too low, we will say so. If a hire was a mistake, we will help you address it. You are paying for a coach who tells you what you need to hear, not what feels comfortable.
Everything you share stays between us. We never discuss your financials, team issues, or strategy with anyone outside the coaching relationship unless you give written permission.
Sessions start on time and end on time. We prepare an agenda before each session and send you a summary of actions within 24 hours afterwards. No rambling, no filler.
We track the numbers that matter to your business. If coaching is not producing results after three months, we will tell you and discuss whether to change approach or part ways.
The discovery call is free and takes 30 minutes. No obligation, no hard sell.
Book your discovery call