The strategy session

LET’S TAKE ACTION

Need an extra set of eyes on the behind-the-scenes of your business?

Need some guidance on where to begin with a new product or service?

Want to streamline your operations and need to figure out what to tackle first? 

This is like an Apple Genius bar appointment! Remember those?

We can tackle everything from troubleshooting tech issues to high-level planning and you’ll walk away feeling so much better and with a handy list of action steps to guide your next steps.

What to expect

01.

One 2-hour strategy session with me where I help you with whatever you need—no task is too small or too big mentality over here!


02.

Sessions can range from troubleshooting specific issues to planning an operational shift (like automating processes or consolidating tools).

03.

You'll get access to my expert insight and a list of action steps so that you know exactly where to focus your efforts.


04.

You’ll leave with the confidence to move forward and take the next, most impactful step for your business.


Here’s how
it works

01. book your strategy session

(Virtual or in-person, if you're in Nashville 👋) 


02. We'll meet and discuss what's on your agenda.

Don't worry—I've got a list of questions if you're not sure where to start.


03. Leave our meeting with the confidence and clarity of what to focus on (and usually a big sigh of relief).

I'll follow up with a summary of our meeting and a list of action steps so you know exactly how to move forward.

making this list maDE me so happy :)

Some things I’ve helped clients with during 
our STRATEGY SESSIONS

  • Advise on how to consolidate multiple platforms into one

  • Get rid of manual tasks by setting up automation

  • Discuss whether or not a CRM is the next step for lead management and which CRM would be the best fit

  • Planning out all of the to-dos for a new offering so that my client can set an appropriate launch date

  • Reviewing a course outline and what else is needed to go live

  • Identifying how a client can capture more emails and which funnels to create

Kind words

Have something on your mind and trying to figure out if a strategy session is the right fit for you?