The Quarterly Upgrade
Enter January with a step-by-step plan to get more money, more free time, and more space to do what you love in 2025
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Here’s what’s happening:
Join me live on December 10th, 2024 at 9am-noon PT and we will create a custom plan for how you’ll level up your business over the first 90 days of the year – so you can have more time, money, and energy.
Together, we will:
- Review your Wins & Lessons from the last 90 days, so you can decide what to carry into the next quarter (and what to leave behind)
- Use the 5-minute “Project Sucess Flowchart” to decide which projects to keep, which to change, and which to delete
- Complete the 2-Question KPI Analyzer to reveal exactly where you need to focus for sales, marketing, and delivery in Q1
- Use the Opportunities & Obstacles framework to identify the fastest, easiest way to increase your profits in the next 90 days
- Lock in your Q1 Big Rocks Calendar, including sales & marketing campaigns, delivery plans, and build in an extra week of time off
- Pick ONE Strategic Focus Project that will streamline your business and free you up the FASTEST
- Turn it all into a One-Page Plan, so you know EXACTLY what to do and where to start when the new year begins
Plus, we’re throwing in some sweet, sweet bonuses:
- You’ll get our exclusive “Effortless Project Planning” templates to effortlessly build a week-by-week Action Plan for you (and your team) to follow, to make sure things get done without the stress
- You’ll also learn how to set & use KPIs to monitor your progress and adjust course in real-time, using our simple “Measure What Matters” framework
- And we’re adding in a BONUS live coaching call: get feedback on your plan, and coaching around how to take a great break over the holidays — December 17th at 9:30am PT
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
- All the templates, 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: The “Out Of Office Planner” that will help you take a real break over the holidays and come back refreshed and ready to rock and roll
- BONUS: Get live feedback + coaching on your plan during our Office Hours (Dec 17th @ 9:30am PT)
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)
Upsells
- None!
Recordings & Transcripts
- Two weeks before it goes into The Vault