
SCALE MY SMALLBIZ
We're Open
for Business....
now what?
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You're open for business and find yourself in need of putting some proactive strategies in place to grow your business.
Count on us to get you moving in the right direction - forward. We'll put together the missing pieces, create a plan
that works for you, and your budget, and be your true partner on the road to success.
We offer two ways for you to get the valuable assistance and support you need at the Scale My SmallBiz stage.
Our Coaching Packages provide a budget-friendly process of thinking through the current state of your business, setting goals, and putting a strategic plan of action, with both milestones and accountability in place to get there. Together we'll identify easy ways to make your day-to-day operations more productive as a means to improve your bottom line.
Strategy Sessions are a sensible alternative for you if you just need some intermittent assistance along the way.
Either way, we will always start off with a complimentary Discovery Call, where together we will determine the best next step
SCALE MY SMALLBIZ PROGRAM
AREA'S OF FOCUS

CURRENT ASSESSMENT &
ONE PAGE BUSINESS PLAN

ORGANIZATIONAL EFFECTIVENESS & PROCESS IMPROVEMENTS

SMART GOALS &
GAP ANALYSIS

FINANCIAL MANAGEMENT, CASH FLOW, MARGINS & CAPITAL ACCESS

NETWORKING/COLLABORATING & STRATEGIES FOR SALES

SETTING SHORT TERM
& LONG TERM
GOALS & OBJECTIVES

TIME MANAGEMENT, DELEGATION & OUTSOURCING

STRATEGIC ACTION PLAN WITH EXECUTION TIMELINE & ACCOUNTABILITY PLAN
SCALE MY SMALLBIZ PROGRAM
METHODS OF ASSISTANCE
Discovery Call
Each of the relationships we have begins with a complimentary 30-Minute Discovery Call. This call provides us both with the opportunity to get to know one another. As each entrepreneur is unique, this time is critical for each of us to gain a clear understanding of the type and method of support that would best suit you as a means of identifying the opportunities and strategies for growth.
THE DISCOVERY CALL WILL HELP US DETERMINE WHICH OF THE FOLLOWING METHODS MAKE THE MOST SENSE FOR YOU
Coaching Programs
Our coaching programs are the perfect fit for you if you are looking for thorough and continuous direction and accountability on the journey of business ownership. The unique relationship we form enables us to assist and empower you to develop the business of your dreams, the right way, with the best chance of success.
We work together to plan properly, research thoroughly, project accurately, and execute strategically. Count on us to stay with you the whole way, as mentors, advisors, and coaches and as a solid and ongoing source of support and next steps advice to develop and drive your business growth.
Strategy Session
Our stand-alone 60-minute strategy sessions are a popular alternative among clients who prefer having access to coaching or assistance on an as-needed basis. Often this is used to talk through a single hurdle, or brainstorm ideas or solutions to handle an individual need that has arisen.
Strategy sessions can cover a range of topics and are limited only by the things that keep you awake at night.
Scale My SmallBiz
Coaching Package
$999
PURPOSE: To set goals and develop strategies to grow your business with new ideas and process improvements.
BEST OPTION FOR:
Those that would like to work through their business ideas at a slower pace.
Program Duration: Twelve (12) Weeks
One-on-One Coaching Including:
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30-Minute Discovery Call (1)
-
60-Minute Strategy Meeting (1)
-
Bi-Weekly 60-Minute Coaching Sessions (6)
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Templates
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Worksheets
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Reference Guides
-
Resources
Program Agenda and Objectives:
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Session I (Weeks 1 and 2):
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Current Assessment
-
Develop a one-page business plan
-
SMART Goals & Gap analysis
-
-
Session II (Weeks 3 and 4):
-
Sales Strategies
-
-
Session III (Weeks 5 and 6):
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Time Management
-
Organization Effectiveness & Processes
-
-
Session IV (Weeks 7 and 8):
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Financial Management
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Session V (Weeks 9 and 10):
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Setting goals and objectives
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-
Session VI (Weeks 11 and 12):
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Strategic Action Plan
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Next steps
-
Schedule adjustments will be made for holidays or as needed to accommodate conflicts.
10% off any next step coaching packages or strategy sessions booked within one year.
Scale My SmallBiz
Fast Track Coaching Package
$999
PURPOSE: To set goals and develop strategies to grow your business with new ideas and process improvements.
BEST OPTION FOR:
Those that would like to work through their business ideas at a slower pace.
Program Duration: Six (6) Weeks
One-on-One Coaching Including:
-
30-Minute Discovery Call (1)
-
60-Minute Strategy Meeting (1)
-
Weekly 60-Minute Coaching Sessions (6)
-
Templates
-
Worksheets
-
Reference Guides
-
Resources
Program Agenda and Objectives:
-
Session I (Week 1):
-
Current Assessment
-
Develop a one-page business plan
-
SMART Goals
-
-
Session II (Week 2):
-
Sales Strategies
-
-
Session III (Week 3):
-
Time Management
-
Organization Effectiveness & Processes
-
-
Session IV (Week 4):
-
Financial Management
-
-
Session V (Week 5):
-
Setting goals and objectives
-
-
Session VI (Week 6):
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Strategic Action Plan
-
Next Steps
-
Schedule adjustments will be made for holidays or as needed to accommodate conflicts.
10% off any next step coaching packages or strategy sessions booked within one year.
Scale My SmallBiz
Strategy Session
$99
PURPOSE: To provide topic specific coaching, assistance and strategy on an as-needed basis.
BEST OPTION FOR:
Those that are seeking occassional assistance, coaching and direction.
Initial Strategy Session: $99
Includes:
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30-Minute Discovery Call
-
60-Minute One-On-One Coaching Session
Additional 60-Minute Sessions
1 Session Package: $99/Session
3 Session Package: $89/Session
5 Session Package: $79/Session
10 Session Package: $69/Session
20 Session Package: $59/Session
Each session includes a summary of our meeting with clear action steps for you to execute. Tools, templates, worksheets, referrals and resources are also provided as part of these valuable sessions.
Sessions are conducted via telephone or video call, however, in-person sessions are available, please inquire. Session content will be determined by the needs of the client.
Session credits are valid for ninety days from the execution date of the contract and are nontransferable.