Planning Intensive
Pre-Work
Most business owners confuse activity with strategy. They pursue every opportunity, serve every client type, and wonder why growth feels exhausting instead of exhilarating.
This intensive exists to liberate you from that trap.
Why This Pre-work Matters
You already know where you're spreading yourself thin. You already know which clients drain resources while contributing little profit. You already know which opportunities you're chasing out of fear rather than strategic intent.
This pre-work gives you permission to name those truths—so when we meet, we're not discovering problems. We're making the decisive choices that will either double your business or free you from it entirely.
Your answers below will reveal the hidden profit centers you've been overlooking and the resource drains you've been tolerating. They'll expose the gap between where you're investing energy and where you're generating returns.
Come prepared to see your business with new eyes—and to act on what you discover.
What We'll Decide Together
In our intensive, you'll answer five strategic questions that separate thriving businesses from struggling ones:
Where will we compete? Which clients and markets deserve your finite resources—and which ones are stealing from your future?
How will we win? What singular advantage makes you the preeminent choice for those clients—not just another option?
What must we be excellent at? The 3-5 capabilities that multiply your value and cannot be compromised.
How will we operate? What systemic changes will turn your strategic choices into operational reality?
How will we measure success? The metrics that prove you're building an asset, not just running a business.
Your pre-work below ensures we invest our time together making decisions that compound, not discussing problems that persist.