Root to Revenue

We begin with you—because your business can only grow as far as you're willing to lead it. This week is all about reconnecting with your vision, owning your role as a leader, and defining what success and growth really looks like for you. You’ll take a hard look at how you're spending your time right now—and whether it’s creating real return. Your time is your most valuable (and expensive) business asset. It’s time to treat it that way.

This is the foundation for everything we’ll build from here.

You’ll walk away with:

• A grounded leadership vision and clarified “why”

• Clarity on what you want to grow into, not just away from

• Your Business Building Goal (Profit, Flexibility, or Something Bigger?)

• An honest look at your time ROI—what’s creating traction, what’s draining you, and what needs to shift

Now that you’re clear on what you’re building and who’s leading it, we move into how your business actually runs. This week is all about building operational clarity: your team, your workflows, and the systems that hold it all together. Whether you’re managing a small team or still doing most of it yourself, you’ll map out your org chart, clarify roles, and identify where you’re the bottleneck.

You’ll walk away with:

• Clarity around your organizational structure —even if it’s just you (for now)

• Defined roles, responsibilities, and accountability systems

• A systems audit: what exists, what’s missing, and what’s next

• The structure to lead without micromanaging everything

You don’t just need more leads. You need a brand that resonates, an offer that converts, and a sales process that supports sustainable growth. This week, we’ll map your client journey from first touch to final sale, so every part of your marketing and sales system works together.

No sleaze. No fluff. Just strategy that respects your values, time, and the clients you want to serve.

You’ll walk away with:

• A brand message and marketing strategy that connects with the right people

• A mapped-out client journey—from discovery to decision

• A repeatable sales process with systems for follow-up, conversion, and tracking

• A no-fluff plan to generate consistent revenue with less guesswork

Now that your systems, offers, and leadership are aligned, we end with the numbers—because sustainability requires more than vision. This week, you’ll get crystal clear on how your business actually performs: what it costs to run, what it takes to grow, and what you can realistically pay yourself. We’ll build a strategic KPI roadmap that supports your long-term goals and gives you a clear growth trajectory, so you’re not just hoping for revenue, you’re planning for it.

This isn’t just financial literacy. It’s ownership.

You’ll walk away with:

• Your owner’s pay, profit margins, burn rate, and break-even clearly mapped

• A strategic KPI roadmap and clear path for sustainable growth

• A decision-making system for where to invest (and what to cut)

• A revenue strategy that’s grounded in data, not guesswork