Small businesses often struggle with inefficient or outdated processes that can slow down operations and impact productivity. Let me help you streamline your processes to save time and reduce costs.
Say Goodbye to Inefficient Processes and Hello to Increased Profit
I'm ready
You'll leave with a comprehensive quarterly plan that will enable you and your team to achieve your biggest goals and stay on track for a successful and profitable quarter. No more guessing on what to work on next.
During our session we’ll cover mission, vision and values, followed by a review of your goals where I'll break those goals down into tasks and action-items. These sessions are structured to help us uncover your priorities and objectives so that they're aligned with your purpose.
We get crystal clear on the seven most important aspects of running a profitable business: financial steadiness, visibility, product development, operational efficiencies, team growth, client experience and growth & development. All while ensuring your business will support your personal goals and the life you want.
The Quarterly Planning Sessions includes:
YES I'M READY
I guide you through this step-by-step proven framework and deliver a strategic, easy to follow plan. All you have to do is show up as your authentic self. I'll take care of the rest.
In order to grow and scale a business, you need to be really clear on your mission, vision, and values and on these 7 essential objectives.
A comprehensive look at the financial, legal, and structural health of your organization.
Marketing, Public Relations, Branding
How a business can find ease in their day-to-day operations.
Growing a solid team
All about the customer journey
Coaches, books, events, masterminds, etc...
What the business currently sells, any improvements to make, and any new offers to create
Lael
Petersen
I have done a LOT of business coaching programs over the years. This process was so clarifying and empowering, I might do it every year.
"I highly recommend doing Strategic Mapping™ with Shelly"
NICOLE
SPENCER
Shelly came highly recommended from a colleague of hers who I trust. I have referred several colleagues and clients and will continue to do so!
"...she took so much stress off of my plate."
Simone
Ovbiagele
Her process was extremely efficient yet detailed and I walked away feeling ready to dive into Q1!
"Shelly helped me gain clarity and confidence"
juliet
peay
It will always blow my mind how quickly you can take my ideas and run with it, and so much of the success of my business is credited to you!
"I’m so thankful for everything you do"
Ari
stewart
It comes really naturally to you and you encourage me through the process to affirm my vision and desires. And you're really talented in pulling everything together.
"You make it really fun while also keeping us on track."
christy
villasenor
Having a strategic partner help me decide when I will work on certain projects, then map it out for me, was so nice to finally get done for myself.
"I feel like I'm starting on the right foot next quarter"
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