Academy: Simplify & Streamline Bundle

The Simplify & Streamline BUNDLE is designed for business owners who have hit a ceiling in their business

… and who want to unbottleneck the delivery of their main product or service so they can serve twice as many people without sacrificing results.

If it’s for you, we’ll work together for six eight weeks to:

  • Simplify Your Core Process: We’ll start by ensuring that your delivery is set up to get your clients to their goals as quickly and efficiently as possible.
  • Streamline The Value Exchange: Break through your current profit ceiling by removing your scalability bottlenecks while also maximizing client results.
  • Optimize For Scale: Create space for more clients by identifying ways to keep things high-touch AND increase profitability at the same time.

What’s Included

To make it happen, we’ve prepared a simple series of action items for you to follow that takes you through our proven framework for increasing profitability without sacrificing results.

This includes not only the curriculum, tools, and steps themselves — but also practical guidance on how to customize & apply them to your business.

Support will be through three 1:1 Zoom calls, including a kick-off call and two additional private coaching calls in (or around) weeks 2 and 5. You also get unlimited support and feedback through Slack and drop-in office hours.


As part of this special BUNDLE you’ll also join us for Quarterly Planning—and get a BONUS 1:1 coaching call after planning to help you solidify everything and take it to the next level.

How It Works

Over the past 10 years, we have deployed an extremely simple Quarterly Planning process with businesses from a variety of client-based businesses ranging from coaches to bookkeepers, marketers to lawyers, authors to SaaS, and beyond.

The results have been remarkable:

  • 2-3X revenue increases.
  • 4-6X profit increases.
  • Half as many hours worked.
  • 4-week work-free vacations…


Typically, the only way you can get access to this method is by joining our high-touch coaching programs.

However, we also KNOW how powerful this planning method can be. That’s why we’re including this amazing workshop in this bundle.

Here are the details:

On Tuesday, June 18, 2024 at 9am-noon PT, we’ll meet on Zoom for a half-day workshop during which we will:

  • See what we can learn from the past 90 days so that you’re clear on what actually happened, what worked, and what didn’t
  • Evaluate what resources you currently have available — in terms of time, money and energy — so you don’t unintentionally overload yourself or your team
  • Identify what project to complete over the next quarter, giving your team a clear blueprint for where to focus their time and attention

By the end, you’ll have everything you need to ensure you (and your team) are taking aligned action every single day.

So if you’ve ever gotten to the end of a day, week, or month and felt like you didn’t really make headway toward your goals—or even that you forgot what they were!—you really should join us.

(And yes, before you ask – recordings will be available. But you REALLY SHOULD plan to join us LIVE because that’s where the best magic happens!)

Register Now for $3000

(Canadians – add GST/HST)