Transform your business to run without you

Are you ready to step back and prepare your business for exit?

"You helped me nail down processes and operations. As someone who is not naturally good at that stuff, I didn't know where to start. It was so good to get it all out of my head and see it on the page in black and white so that I could be more strategic about everything and optimise things (in all areas!) The other thing that I bloody LOVE is the dashboard you set up for me. I knew I should've been tracking monthly metrics, but I never did. Now I have a lovely crystal clear monthly snapshot of my entire business so I can see where I'm growing and how everything is doing at a glance."
- Katie Chappell, Illustrated Live + The Good Ship Illustration

The Step Back to Scale Framework:

A proven methodology to help business owners scale beyond themselves and build a self-sustaining business.

Stage 1: Benchmark Your Business

✔ Identify bottlenecks that keep you stuck in daily operations.
✔ Get clarity on your vision and long-term business goals.

Stage 2: Optimize & Automate

✔ Conduct a full process audit to uncover inefficiencies.
✔ Implement tech, automation, and streamlined workflows for efficiency.

Stage 3: Financial Strategy & Sales Optimization

✔ Set clear financial goals aligned with growth.
✔ Review packages and pricing to maximize profitability.
✔ Develop a scalable sales strategy that works without you.

Stage 4: Build & Empower Your Team

✔ Execute systems and measure results with key metrics.
✔ Delegate effectively while guiding your team to support you.
✔ Strengthen team accountability, culture, and decision-making.

Stage 5: Stepping Away & Sustainable Growth

✔ Train and empower the next generation of leadership.
✔ Build a business that runs without you while maintaining innovation.
✔ Establish a long-term legacy and sustainable growth plan.

financial goals + sales optimisation.png

Book a Introductory Call

The Process:

Phase 1 - STREAMLINE + ALIGN

Session 1:
Benchmark your business, diagnose your biggest bottlenecks, re-align your vision.

Session 2:
Get some quick wins to claim back your time with an efficiency audit, providing insights and opportunities to automate, delegate and innovate your systems and processes.

Session 3:
Review your packages, products or offerings, define your financial goals, create a cashflow management system and sales ecosystem.

Session 4:
Understand your ideal Lead + Lag Metrics + custom dashboard creation

Phase 2 - SCALABLE

Session 5:
THE BOARDROOM EVENT (3 Hour Workshop, online or in person)
Brainstorming strategies that focus on growth and scalability in your business.
Defining your ‘Perfect Repeatable Week’
Session 6:
Executing your boardroom strategy, monitoring + reviewing your metrics.

Phase 3 - SUSTAINABLE
Session 7:

Identify + capture your businesses unique magic and IP + build your knowledge bank

Session 8+9:
Assemble your Ensemble. Build, guide & delegate effectively to your team
Session 10:
Preparing for the ‘Step Away’ test. Teaching your team to fight fires

Session 11:
Creating a culture of efficiency, innovation, values and legacy. Develop the next generation of leadership for the future vision of your business

Session 12:
The ‘Step Away’ review

Includes:
X12 1:1 Founder coaching sessions
X2 Additional boardroom quarter planning group workshop
(in person or online) x1 extra as bonus if paying upfront

x12 Team training or team accountability/ coaching/ internal staff meetings
X3 Customised live data dashboards