top of page
Core Advisory Program
A STANDING PARTNER FOR THE SYSTEMS IN YOUR BUSINESS.
Flagship Track: Financial Foundations
Every new member starts here — a 90-day baseline, SMART goals, and roadmap, followed by three more sessions on KPIs and team incentives, and a mid-year check-in that maps the next six months.
MONTH 1 BASELINE
MONTH 4 KPI DEFINITION
MONTH 2 PEOPLE & EXECUTION
MONTH 5 BONUS DECISION
MONTH 3 GROWTH LEVERS
MONTH 6 CULTURE & RESOURCES
MID-YEAR EVALUATION
COORDINATED BUSINESS EFFORTS
-
A shared folder with every pertinent document, kept current
-
Templates to get started, instead of a blank page
-
Dedicated, protected time to focus on operations
-
A space to get your ideas down before they're lost
-
Every session recorded
-
A meeting summary sent after every session
-
A written agenda before every session
bottom of page