Blueprint for serious business owners

Structure built for real growth

Elevate with elite business minds 

Strategic Planning Session

From the moment you join, we’ll hit the ground running with a powerful 60-minute 1:1 strategic planning session. This isn’t just a quick conversation—we’re diving deep into your business to uncover your goals, challenges, and opportunities.

Together, we’ll map out your entire year, establishing clear, actionable objectives so you’re never left wondering what to do next. You’ll walk away with laser sharp clarity and a customized roadmap designed to drive real results not just motion.

In addition to the group sessions, you’ll also gain access to weekly Office Hours, where you can engage directly with our senior coaches for real time support, expert guidance, and answers to your most pressing questions.

Module I- The Kick Off

This section sets the tone for your journey, giving you everything you need to hit the ground running. You’ll get a warm welcome, step-by-step guidance on setting up your profile and notifications, a full community tour, and a walkthrough of the Business Success Path that shows you exactly what to expect and how to move forward. Plus, you’ll learn how to tap into our weekly support sessions to stay on track and connected.

By the end, you’ll be fully plugged into the tools, people, and resources that will guide your growth—so you can take action with clarity, confidence, and unstoppable momentum.

Module II - Foundation

In this section, you’ll master the essential building blocks of launching a real business not just a hustle. From choosing the right name and legal structure to setting up your EIN, business bank accounts, and operating agreement, you'll gain step-by-step clarity on how to get your business legally and professionally established. You’ll also learn how to craft a powerful Business Capability Statement, identify your NAICS codes, and file your DUNS number and 411 listing setting yourself up for credibility, funding, and future growth. This isn’t theory it’s action.

By the end, you’ll walk away with a fully structured business and the confidence to move forward like a true entrepreneur.

Modules III- Defining your Target Audience

This section unlocks one of the most overlooked secrets to business success: deeply understanding your ideal customer. You’ll learn how to build a clear, detailed avatar that goes beyond demographics—focusing on their pain points, desires, and decision-making behaviors. We’ll walk you through the difference between your ideal avatar and your ideal client, help you avoid costly targeting mistakes, and give you the clarity you need to speak directly to the people who are ready to buy.

By the end, you’ll stop guessing and start connecting—creating offers, content, and messaging that actually convert.

Module IV- Creating your offer/Product

In this section, you’ll learn how to build an offer so compelling, your ideal clients can’t say no. We’ll break down what makes an irresistible offer, how to identify exactly who you’re selling to, and how to design your offer stack—from your core deliverable to bonuses, guarantees, and pricing that align with your audience's needs. You’ll also discover how to communicate your offer with clarity and confidence, so it resonates and drives action.

By the end, you’ll have a complete, market-ready offer and the messaging to match—eliminating confusion, attracting qualified leads, and setting the stage for real, scalable growth.

Module V- Identifying your Traffic Source

In this section, you'll learn how to strategically leverage today’s top social platforms—LinkedIn, Facebook, Instagram, and TikTok—to attract leads, build authority, and grow your business with purpose. We’ll break down what works on each platform, how to tailor your content for maximum impact, and how to turn followers into paying clients. Whether you're just getting started or refining your strategy, you'll walk away with actionable tools to grow your online presence, amplify your message, and connect with your ideal audience consistently.

By the end, you’ll stop posting just to post—and start using social media as a powerful growth engine for your business.

Module VII- Picking the right CRM

In this section, you’ll discover how to turn your business into a streamlined, client-converting machine using the power of CRM and automation. We’ll start by helping you identify your unique business needs, then show you the essential CRM features that fuel growth, improve client engagement, and save you hours of manual work. You'll learn how to select, set up, and use CRM tools that simplify your operations and give you a clear path to scale.

By the end, you won’t just understand CRM—you’ll know how to use it to free up your time, boost your productivity, and grow with confidence.

Module VII- CRM Setup for team management and lead generation

In this section, you’ll discover how to turn your business into a streamlined, client-converting machine using the power of CRM and automation. We’ll start by helping you identify your unique business needs, then show you the essential CRM features that fuel growth, improve client engagement, and save you hours of manual work. You'll learn how to select, set up, and use CRM tools that simplify your operations and give you a clear path to scale.

By the end, you won’t just understand CRM—you’ll know how to use it to free up your time, boost your productivity, and grow with confidence.

Module IX- Building, Training & Managing Your Team

In this section, you'll learn how to build and lead a high-performing team that drives your business forward. We’ll walk you through the process of identifying the right roles for your business, creating a hiring strategy that attracts top-tier talent, and developing a streamlined onboarding system that gets new hires up to speed quickly and confidently.

By the end of this section, you won’t just be hiring people—you’ll be building a team that works in sync with your vision, multiplies your impact, and helps you grow your business with precision and ease.

Bonus #1- 6 x Months access to all training recordings

Get 6 months of full access to all training recordings—because real growth happens through repetition, reflection, and on-demand support. Whether you're revisiting key strategies, refining your systems, or catching up at your own pace, this access ensures you never miss a breakthrough. You’ll have the freedom to learn on your schedule while staying connected to the powerful tools, expert insights, and business-building frameworks that drive sustainable success.

Bonus #2-6 x Months of Skillful CRM at the Expert Plan level ($1,782 Value)

Unlock 6 full months of access to the Skillful CRM Expert Plan ($1,782 value) your all-in-one business growth system. From automated follow-ups to lead tracking, pipeline management, email/text marketing, and client onboarding, this powerful tool helps you simplify daily operations, boost engagement, and scale with ease. No more juggling multiple platforms or losing leads—this CRM is built to support your growth from day one.

Bonus #3- Trademark & Patent Boot Camp ($597 Value)

Your brand is one of your most valuable assets don’t leave it unprotected. In this $597-value Boot Camp, you’ll learn how to secure your intellectual property with confidence. We’ll walk you through the essentials of trademarks and patents, when and how to file, and what legal protections matter most for your business. Whether you’re launching a brand or creating a new product, this section helps you protect your ideas, stand out in the market, and build with long-term security in mind.

Bonus #4- Business Credit Self-Paced Course ($1,997 Value)

This self-paced course ($1,997 value) gives you the exact blueprint to build strong, fundable business credit completely separate from your personal credit. You’ll learn the key differences between personal and business credit, how to access business loans, and how to strategically open and manage vendor accounts across Tiers 1–4. From securing funding with no personal guarantee to identifying top credit unions by state and understanding how business credit bureaus evaluate your profile you’ll gain the tools to fund your business with confidence.

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