What's Included in Your Strategy Session
Every Strategy Session is tailored to where you are and what you need. Whether you're just starting with an idea, planning your next move, or optimizing what's already in motion—I'll meet you there.
1
90-Minute Consulting Call
We'll dive deep into your challenge, goals, and constraints. I'll ask the right questions to understand what you're really trying to accomplish.
2
Personalized Project Roadmap
After our session, you'll receive a detailed roadmap within 48 hours that includes:
-
Clear Objectives – What success actually looks like
-
Project Timeline – Key milestones and deadlines
-
Resource Requirements – What you need (people, budget, tools)
-
Risk Assessment – Potential challenges and how to mitigate them
-
Action Plan – Immediate next steps you can execute
3
Follow-Up Access
One week of email access for clarifying questions about your roadmap.
Who This Session Is For
Have an idea but don't know where to start
Are stuck in execution and need a clear path forward
Want to optimize your current operations for better results
Need an expert perspective to validate your approach
Are ready to move from thinking to doing
Book Your Session
Choose a time that works for you and complete the intake form so I can prepare.
Receive Your
Roadmap
Within 48 hours, you'll get a detailed project roadmap with everything you need to execute.
Pre-Session Questionnaire
I'll send you a few questions to help me understand your situation before we meet.
Take Action
Use your roadmap to move forward with clarity and confidence. (And reach out if you need execution support.)
90-Minute Strategy Call
We'll work through your challenge together and map out your path forward.
How the Process Works
What Makes This Different
I don't do motivational pep talks or vague advice.
I bring 10+ years of Fortune 500 program management experience—the same approach I used to deliver a $3.9M transformation at a top-10 bank.
Not just ideas
but a structured plan
Not just encouragement
but actionable steps
Not just theory
but real-world methodology
You get the same strategic rigor I bring to multi-million dollar projects—just scaled to your business.
What We Can Work On Together
Every session is customized, but here are common areas clients bring to Strategy Sessions:
-
Turning an idea into a structured business plan
-
Defining your target market and positioning
-
Creating a realistic launch timeline
Business Planning & Launch
-
Auditing current operations for inefficiencies
-
Streamlining workflows and systems
-
Preparing your business to scale
Process Optimization & Growth
-
Scoping a new initiative with clear deliverables
-
Building a project plan with milestones and accountability
-
Fixing stalled or chaotic projects
Project Planning & Execution
-
Structuring team roles and responsibilities
-
Building project management capabilities
-
Creating accountability systems that work
Leadership & Team Development
Not sure which applies to you? That's okay—we'll figure it out together.
Stop Planning. Start Executing.
You've been thinking about this long enough.
Book your Strategy Session and walk away with a clear plan to move forward.
_edited%20(1).png)