Quarter + Year Alignment Plan
Clarify. Align. Plan Your Next Move.
In-depth audit and personalized strategy to facilitate the seamless scaling of your coaching practice.
Is your coaching or visionary business ready to grow, but held back by unclear priorities, outdated systems, or team challenges?
Or maybe you simply want a clear perspective on your business today, with a concrete plan for what comes next?
The Quarter + Year Alignment Plan is designed to give you exactly that: a clear, actionable roadmap for your year ahead and the next 90 days.
With this service, we start by reviewing your current business - operations, workflows, and team dynamics - to uncover what’s working, what needs streamlining, and where your focus should be.
Then we create your customized annual and 90-day plan, with clear goals, prioritized actions, and recommendations for implementation. By the end, you’ll know exactly what to focus on, what to improve, and how to move forward with confidence.
What’s Included?
1. Processes and Operational Review
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Analysis of your current systems and workflows to pinpoint bottlenecks and inefficiencies.
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Designing a streamlined operational structure tailored for scalability.
3. Team Assessment
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Review of your existing team and their roles, or assessing the need for new hires.
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Providing a clear team strategy to ensure you have the right people in place to support your growth.
2. Strategic Planning
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Developing a detailed Annual Plan to guide your long-term goals.
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Creating a Quarterly Plan for the next 3 months to break those goals into actionable steps.
4. Custom Game Plan
A step-by-step guide detailing exactly what to implement, streamline, or focus on next—so your business moves forward with clarity, whether you’re scaling or simply getting organized.
This Service Is For You If…
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You have a successful business but feel stuck when it comes to scaling.
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You struggle with disorganized systems or lack of operational clarity.
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You need a clear plan to align your team and processes with your vision for growth.
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You want to focus on coaching and business strategy without being bogged down by backend inefficiencies.
Here's How We'll Make It Happen
Strategy and Audit Call (2 hours)
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We’ll start with a deep-dive call to understand your business inside and out.
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Together, we’ll review your current operations, team structure, and immediate challenges.
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We’ll clarify your scaling goals and priorities, setting the foundation for our work.
Strategic Planning
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Using insights from the review, I’ll create a customized Annual Plan and Quarterly Plan for your business.
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These plans will outline actionable steps to achieve your goals while preparing for scalable growth.
Your Game Plan Presentation
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In our follow-up session, I’ll present a detailed Game Plan, including:
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Recommended process upgrades and system implementations.
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A clear team strategy aligned with your goals.
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Prioritized next steps to start executing the plan immediately.
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Processes and Operational
Review
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I’ll conduct an in-depth analysis of your current systems, workflows, and processes.
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We’ll identify inefficiencies and opportunities to streamline your operations for growth.
Team Assessment
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If you already have a team, I’ll evaluate their roles and capacity to support your scaling vision.
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If you’re planning to hire, we’ll identify the key roles and skills needed to build your dream team.
Ongoing Support (Optional)
If desired, I can support you with implementation, accountability, or team management to ensure your plans come to life seamlessly.
With a clear roadmap tailored to your needs, you’ll be fully equipped to either scale your coaching business confidently and sustainably or simply gain the clarity and structure needed to move forward with purpose.
My Promise to You
This isn't just business - it's personal. I'm committed to your success and will be there every step of the way. If you show up and do the work, transformation is inevitable.
"The best time to plant a tree was 20 years ago. The second best time is now."
Ready to plant your tree? Let's do this together.
P.S. Still reading? That tells me you're ready for change. Book that call - let's explore what's possible for your coaching business together.
Let’s see how far we can go – together.
