Stage 1 is required for every client. After each stage you decide whether there is a next one. Payments are made per stage, never upfront for the whole program.
✓Business idea validation
✓Business model design
✓Personalized action plan
✓One-on-one strategy calls
or in-person meetings
✓Target customer and offer development
✓Lifestyle and schedule planning
✓Risk assessment and revenue strategy
Get started✓CRM infrastructure
✓Sales infrastructure and SOPs
✓Brand identity
✓Web identity and booking
✓Advertising and marketing systems
✓Content production workflow
✓Tracking, retargeting and analytics
✓Automation, workflows and AI agents
✓Communication systems
See all modules for Stage 2✓Live system implementation
✓CRM and systems configuration
✓Workflow activation
✓Team onboarding and owner training
✓SOP documentation and process guides
✓Live performance monitoring
✓Real-time system adjustments
✓Two weeks of implementation support
Contact Me, One Click!That is the honest end of the build. By the end of Stage 3 every system you paid for is live, your team is trained on it, the procedures are written down, and the business runs without me in the room. You are not tied to anything and nothing stops working if you walk away.
That is the point of paying per stage.
What sends most people into the monthly plan is not that something is broken. It is that once the business finally runs properly, the ideas start coming. A new offer, a second location, a hire, an automation nobody thought of while everything was still on fire.
That is what the retainer is for. You get a Fractional COO who works like a partner without being one. Someone inside the business every week, who already knows how every system was built,
who watches it as you grow and helps with the next thing when you are ready for it.
No equity, no minimum term, and you can stop whenever it stops being worth it.
With your business running independently, you can keep me involved month to month to refine operations, implement new ideas, and support your next stage of growth.
Continue for as long as it brings you value.
No minimum term. Pause or cancel any time.
✓Weekly one-hour phone call
✓Weekly one 30-minute video call
✓Email support with 12-hour response
✓Billed monthly, cancel any time
✓I always give a little more,
user experience is always a top priority
✓Up to five hours a week, split however you need
✓Video calls
✓Priority support with 2-hour response
✓Four on-site visits a month in South Florida. Elsewhere by video, or on site if travel is paid
✓New SOPs for new operations
✓Monthly system audit and usage review
✓Strategic roadmap for the next stage of growth
Delivered remotely across the United States.
Work with business owners? See the referral program for partners.
See the referral program →