The Quarterly Upgrade

Create a 90-day plan that will unbottleneck your business, so you can make more money and do more of what you love

We Go Live In...

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Here’s what’s happening:

Join me March 25 at 9:00am-noon PT to build a step-by-step plan for maximizing your impact, income, and free time in Q2. Together, we’ll work step-by-step through three phases: Phase 1: Extract Wins & Lessons.
  • Answer six simple “Quarter in Review” prompts to figure out what worked, what didn’t, and what that it all means
  • Use the 5-minute “Project Success Flowchart” to decide which projects to keep, which to change, and which to delete
  • Do a 2-Question KPI Analysis to reveal exactly where you need to focus for sales, marketing, and delivery in Q1
Phase 2: Uncover Obstacles & Opportunities.
  • Pinpoint the hidden friction points and underlying bottlenecks in your business
  • Discern exactly where momentum is getting blocked, so you can stop spinning your wheels and start making progress
  • Lock in your Q2 Big Rocks Calendar, including sales & marketing campaigns, delivery plans, and build in an extra week of time off
Phase 3: Lock In Your Strategic Focus.
  • Run your biz through the Visionary CEO Framework to reveal the one Strategic Focus that will unbottleneck your business the FASTEST.
  • Plus-and-play our proven project plans into the Milestone Manager so you know exactly where to begin and how to proceed
  • Turn it all into a 12-Week Action Plan, so can keep track of progress easily throughout the quarter—no fancy project management tools required
By the end of our time together… You will walk away with a complete plan, broken down into weekly action items ~ PLUS ~ Everything you need to make sure stuff gets done without you needing to micromanage the process.

IMPORTANT: This is a LIVE, implementation-based workshop on Zoom. There is no fluff and no big sales pitches.

Can’t make it live? No worries! Recordings, transcripts and notes will be available for two weeks before they go into The Vault.

Here’s what you’re getting:

  • 3 hours of facilitated Strategic Planning, with plenty of hands-on, step-by-step guidance and support to keep you on track
  • A digital Quarterly Planning workbook containing the fill-in-the blanks templates we’ll complete & customize together on the call
  • All the tools and resources you need to carry out your plan with ease, including: The One-Page Plan, Milestone Maker, 12-Week Action Plan, and more!
  • BONUS: Pre-Workshop Prep Video including the exact questions and things to consider before we go live together
  • BONUS: Live Coaching Call on Monday, March 31 @ 9:30am PT to help “Win Week One” of the quarter!

Important Note: Before You Proceed

All programs offered by the Visionary CEO Academy are based on an explicitly intersectional, anti-racist worldview.

That means we believe Black, Trans and Indigenous Lives Matter, that climate change is an existential threat, that vaccine are medicine, and that equity and justice (not just diversity and inclusion) are mandatory in life and in business.

In the event that you do not share these values, we ask you to not purchase.

The Investment

  • $149 USD (Canadians add 5% GST)

Recordings & Transcripts

  • Two weeks before it goes into The Vault

Enter Your Details Below To Register Now​

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