Private & Strategy Development Consultations

Everyone’s needs and process is different. That’s why I choose to offer different services and packages to fit the most popular requests I receive from past and current clients. These are built and customized based on my experience working with over 5,000 Founders and Entrepreneurs over the last 10 years.

So, where do you start?

Entrepreneurs have a tendency to get ahead of themselves. :)

Let’s start with a 20-Minute Discovery Call. There is no fee (at all!) and it allows you to meet me and me to ask you some questions to learn about where you are in your journey and how I can best help you or refer you to other resources or services that would benefit you.

When I say, there’s no pressure - I mean it!

I ask you to trust me and make the decision to connect. I guarantee you will walk away with at least one answer and know what your next step is.

Next up are 4 potential opportunities for us to work together:

1. 90-Minute Private Consultation

2. Business Planning & Strategy Development Consultations

3. Ongoing Coaching and Mentoring

4. Group Coaching

90-Minute Private Consultation

Regardless of if you are in the “thinking of starting a business” phase or a Founder who has been in the trenches for 10 years, you will always have questions about opportunities to take to grow your business or best practices or need help overcoming a challenge or barrier.

So, if you’re sitting there reading this and …

• You have questions about starting a restaurant and have no restaurant experience OR

• You have questions about whether it’s the right time to hire your first employee or expand into a new location OR

• You want to get clarification on funding available to you or your business OR

• You feel overwhelmed with all the ideas circling in your head and you want to get some clarity for your focus and goals for 2023 OR

• You keep talking yourself out starting a business in 2023 because [fill in all the excuses you mind creates here] …

Those are examples of how this consultation can help you get answers!

You have access to me privately for 90 minutes to ask me any and all questions you have.

Cost = $250 (+HST) per consultation

+ To schedule a consultation, click here

Business Planning & Strategy Development Consultations

This option is one step further than the above consultation style. It’s a multi-consultation package that allows us to work together to go deeper into your business from operations to financials to growth strategy or all of the above.

I’d like you to meet Sara!

Sara started her landscape design business a few years ago and has great success and growth. She has proven that there is a market for her services and made $200K in sales last year.

When we connected, she wanted help with understanding if she could financially afford to hire 1-2 junior designers, start leasing an office space and/or draw an income of $100K per year.

After chatting for 15 minutes, Sara clarified that she had no experience with budgeting, projecting cash flow or understanding what the reports showed in her accounting software.

She was currently working with a business coach but they didn’t offer financial forecasting, budgeting or training to help her understand the numbers that made her business.

She started to get quiet and shared that she was awkward and embarrassed to admit that she didn’t honestly know how she had made the money she had so far and really had no idea how to grow those numbers.

Sara signed up for a financial strategy consultation package and received 3 potential strategies ranging between realistic and ambitious cash flow projections to achieve at minimum 2 of her goals and all of her goals.

I reviewed each strategy in detail with Sara, as well as helped her identify the specific areas of her business to make decisions on to hit those financial growth milestones that would allow her to hire, lease and pay herself the income she desired.

We reviewed different budgeting options and how to take these strategies and be able to project future cash flow in the future.

Sara’s feedback included:

“I’ve been complacent too long….you make it not feel so scary.”

“Thank you! I feel so much better about things and can’t wait to start playing with the numbers!”

Can you relate to Sara?

Popular strategy consultation topics include:

• Sales and growth, increasing income/owner’s salary

• Budgeting, overspending and financials review

• New product or service introduction

• Financial future planning

• Goals + cash flow forecasting (ex. growing your team and/or investing into a space)

• Marketing spending review

• Other topics of your choice!

Sessions can be done virtually or in-person.

Here is an overview of the project scope and timeline for a virtual strategy:

• 20-30 minute discovery call

• Once the project commences, a client form will be sent to you to complete which will include a list of questions and background information to help me understand your current situation and will be customized based on your strategy needs.

  • Additional documents may also be requested including financial statements, sales reports, etc.

• One, 60-minute consultation will be scheduled to review your form answers and request feedback, as needed.

• 2-3 strategies and action plans will be created to present and discuss with you to apply steps and implement starting immediately (or based on your preferred timeline).

• One, 90-minute planning session will be scheduled to review the strategies and action plans and answer any questions you may have regarding details or implementation strategy.

Virtual strategy sessions start at $1,555 (+ HST)

+ To schedule a virtual strategy consultation package, click here

Here is an overview of the project scope and timeline for an in-person strategy:

• 20-30 minute discovery call

• Once the project commences, a client form will be sent to you to complete which will include a list of questions and background information to help me understand your current situation and will be customized based on your strategy needs.

  • Additional documents may also be requested including financial statements, sales reports, etc.

• One, 2-hour consultation (in-person) will be scheduled to review your form answers and request feedback, as needed.

• 2-3 strategies and action plans will be created to present and discuss with you to apply steps and implement starting immediately (or based on your preferred timeline).

• One, 6-hour planning session* will be scheduled to review the strategies and action plans and answer any questions you may have regarding details or implementation strategy.

In-person strategy sessions start at $2,497 (+ HST)

+ To schedule an in-person strategy consultation package, click here

Please Note: In-person consultations include lunch and are scheduled within a 100km radius of Hamilton, Ontario, Canada.

Stop playing small.

Let’s work together so you can play bigger in 2023.