1: RESET (The Strategic Reset)
Simplify by subtraction. Clear the friction.
Before we build anything new, we remove the friction that no longer belongs. You complete a comprehensive inventory of your current business model, then we meet for a focused 75-minute session to identify what stays, what goes, and what deserves your attention. Nothing new gets created here — we're establishing coherence so everything that follows is built on solid ground, not accumulated clutter.
If you continue into BEYOND after the Reset, here's what happens:
This coaching unfolds in a 90-day sprint. It generally operates on a first-come-first-served basis once a client has been approved as an appropriate candidate. (In other words, if I think you'll be served better another way, I'll tell you so.)
- We kick off your 90 days with the Money Momentum Inventory™ — a deep dive into your assets, experience, and vision
- Then we meet for a half-day private Strategic Innovation Intensive, which can take place in my home in NYC or remotely via Zoom
- For the next three months, you'll have unlimited Zoom sessions to implement and optimize (that's right, schedule as many as you need!)
- And you can email me anytime with questions or "oh sh*t" moments for review, feedback and advice on anything from sales copy to strategy
STEP 2: INNOVATE (BEYOND begins here)
Design what's next. Grounded in what's real.
Before we build anything new, we remove the friction that no longer belongs. You complete a comprehensive inventory of your current business model, then we meet for a focused 75-minute session to identify what stays, what goes, and what deserves your attention. Nothing new gets created here — we're establishing coherence so everything that follows is built on solid ground, not accumulated clutter.
STEP 3: IMPLEMENT
Make it real. Bring it to market.
We execute your marketing and sales strategy — creating steady, sustainable demand for what you've built. This is where the work moves from design into the world, with systems and messaging that generate revenue without starting from scratch every time you need to sell.
STEP 4: OPTIMIZE
Refine what's working. Release what's not.
As you implement, we calibrate — adjusting tactics, tightening messaging, and protecting your time and energy. The goal isn't perfection. It's finding your ideal balance of profit, impact, and ease — so the business serves your life, not the other way around.