membership plans

One size does not fit all

Different business owners have different needs.  Build what works for you.

Take Back Control of Your Business

We know how hard it is to run a business. There is so much out of your control. However, there is a lot in your control. Make sure you stay on top of what you can control.  We are here to help. Once you take one of our 12 Week Programs or after we do some project or consulting work for you, let us help you on a consistent basis.

These Membership Plans have no contract and are month to month. We can guide you through some strategy or we can setup everything and run it for you. We want you to focus on your Zone of Genius and we will focus on ours! Our goal is to get you results! We become a part of our client’s reliable team.

We can also customize a plan that is right for you!

All Membership Plans come with a powerful CRM

We want you to get your business under control. One way is to make sure you have a powerful CRM. We partnered with a vendor to bring you an amazingly powerful CRM. We set it up for you. We import your data. More features are added based on your Membership Level. And as long as you are a member, the base price is included in your membership.

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Membership Program Overview

Book a FREE Session to determine the next steps

Now it is time to see what plan works for you. SIgn up for a 30 minute Strategy session and we can go over what setup will work for you. The great news is you can start out with one plan and adjust each month to suit your busy schedule. Click on the button now to get to the results you want in your business sooner!

Book a Zoom call today!

Membership Program Details

SILVER FEATURES
  • Unlimited CRM Use
  • Services with Value
  • Mapping out Client Journey
  • Goals/Vision Planning
  • 12 Week Quarter Planning
  • Quarterly Review
  • 1 Strategy Meeting (60 minutes each)
GOLD FEATURES
  • SILVER FEATURES PLUS…
  • Data KPI Dashboards
  • Data Research
  • Lead & Lag Indicators
  • Data Planning
  • Strategy Roadmap
  • Strategy Adapt & Modify
  • Systems Research
  • Systems Creation
  • Systems Maintenance
  • 2 Strategy Meetings (60 Minutes each)
PLATINUM FEATURES
  • GOLD FEATURES PLUS…
  • CRM Pipeline Setup
  • CRM Workflow & Automation
  • CRM Email Campaign
  • CRM Forms/Landing Pages
  • CRM Integration
  • CRM Oversee/Monitor
  • Up to 4 Strategy Meetings (up to 60 minutes each)

still not sure?

Schedule a free discovery call to deterime the best fit for you.

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