This coaching plan is for small businesses and long-term clients who may no longer need weekly coaching, but want to be held accountable to stay on track to their goals.
$500(6 month minimum)
You get daily phone and email access for questions or opportunities that are sure to arise.
We'll meet once a month, in a highly targeted meeting to review your progress toward goals and make any changes as needed.
You get help with monthly reviews of financial reports and key performance indicators.
I'm always available for additional meetings as needed, billed hourly.
Nuts & Bolts Coaching Plan
This coaching plan is a top pick for businesses that want to "find and plug leaks" to increase efficiency and profitability before deciding to expand.
$1800(12 month minimum)
Together, we'll (you and I) perform a financial & profitability analysis to find the "leaks in the boat" to help you uncover problems you may not even know you have.
We'll develop a real world, working operational budget to hold you accountable to meeting your financial goals.
We'll develop up to 5 new strategies or processes based on your most stressful pain points.
After deciding on what new strategies to implement to achieve your goals, we'll build a KPI tracker to measure your progress.
We'll meet weekly for accountability meetings to review sales, margin, and other various KPI to track improvements based on your new strategies. (about 2 hours each)
You'll get daily phone and email access for any questions or opportunities that are sure to arise.
Top Choice
Partner Coaching Plan
This coaching plan is most often used as a follow up to our Nuts & Bolts package, where we help you implement changes and address personnel issues as well.
$2500(12 month minimum)
Together, we'll (you and I) perform a financial & profitability analysis to find the "leaks in the boat" to help you uncover problems you may not even know you have.
We'll develop a real world, working operational budget to hold you accountable to meeting your financial goals.
We'll develop multi-department budgets as needed.
You'll get additional coaching up to 3 key managers for departmental accountability.
After deciding on what new strategies to implement to achieve your goals, we'll build a KPI tracker to measure your progress.
We'll conduct up to 8 employee strength and weakness assessments to ensure your people are in the best job for them.
We'll develop job descriptions for better employee accountability, team alignment, training programs bonus structures.
We'll meet weekly for accountability meetings to review sales, margin, and other various KPI to track improvements based on your new strategies. (about 2 hours each)
You get daily phone and email access for any questions or opportunities that are sure to arise.