Note to self Strategy

Note to self Strategy

You want more out of your business, but you’re just too close to be able to see how to do things differently. 

I help experienced small business owners find a fresh perspective on their business, streamline their operations, and simplify behind the scenes to get past the plateau and grow.

I help experienced small business owners find a fresh perspective on their business, streamline their operations, and simplify behind the scenes to get past the plateau and grow.

You want more out of your business, but you’re just too close to be able to see how to do things differently. 

My clients find themselves stuck in growth mode... and its exhausting.

Day after day trying to cram-in everything on the to-do list as long as a CVS receipt in the span of a gum wrapper.  The jig is up– it doesn't add up.

More and more time with family & friends is getting shaved down, investing money in new opportunities and support all in hopes of getting over the elusive hump so that things will get easier.



My clients find themselves stuck in growth mode... and it's draining.

Day after day trying to cram-in everything on the to-do list as long as a CVS receipt in the span of a gum wrapper.  The jig is up– it doesn't add up.

More and more time with family & friends is getting shaved down, investing money in new opportunities and support all in hopes of getting over the elusive hump so that things will get easier.



Note to Self Strategy was designed for the frantic-feeling small business owner, who has the best of intentions, but too swamped to assess, plan, and optimize behind the scenes.

It’s fast, effective and helps you get a fresh perspective on what your business needs most from you, so you can (only) focus on what moves the needle.

Note to Self Strategy was designed for the frantic-feeling small business owner, who has the best of intentions, but too swamped to assess, plan, and optimize behind the scenes.

It’s fast, effective and helps you get a fresh perspective on what your business needs most from you, so you can (only) focus on what moves the needle.

The self-guided version of the 1-on-1 intensive. It comes complete with my signature simple metrics template and follow along tutorials on how to easily create charts to review your business.

You'll leave with an understanding of where those leaky buckets are in your business and a 90-day plan for the upcoming quarter.

THE note to self strategy method

THE note to self strategy method

Each option below uses the proven Note to Self Strategy framework.  The level of support and 1-on-1 consulting increases as you go down the page.

Each option below uses the proven Note to Self Strategy framework. 
The level of support and 1-on-1 consulting increases as you go down the page.

Quarterly Numbers
Review

Quarterly Numbers Review

AMP up WHAT'S WORKING

AMP up WHAT'S
WORKING

problem solve what isn't working

problem solve what isn't working

create a strategic 90-day business plan

create a strategic 90-day business plan

Q3 kicks off July 1

Q3 kicks off July 1

LEARN MORE!

 ✨ LEARN MORE ✨

This is the self-guided version of the framework where I walk you through step-by-step through the Note to Self Strategy process.

It comes complete with my signature simple metrics template and follow along tutorials on how to easily create charts to review your business in an afternoon.

You'll leave with an understanding of where those leaky buckets are in your business, track metrics, and a 90-day plan for the upcoming quarter.

This is the self-guided version of the framework where I walk you through step-by-step through the Note to Self Strategy process.

It comes complete with my signature simple metrics template and follow along tutorials on how to easily create charts to review your business in an afternoon.

You'll leave with an understanding of where those leaky buckets are in your business, track metrics, and a 90-day plan for the upcoming quarter.

Can't quite put your finger on what's not working? Find clarity & direction with the Note to Self Strategy Course.

Can't quite put your finger on what's not working? Find clarity & direction with the Note to Self Strategy Course.

NOTE TO SELF STRATEGY THE COURSE

NOTE TO SELF STRATEGY
THE COURSE

Learn more!

LEARN MORE!

Q3 kicks off July 1

Q3 kicks off July 1

Take the morning to run your metrics through the Note to Self Strategy business dashboard- then, we spend the afternoon diving in on strategy & planning 1-on-1.

We uncover the story your numbers are telling us and create a strategic plan for you to lead your business through the right next steps.

Every business is different, we'll create a custom plan that meets you where you are and gets you to where you want to go!

We do it all IN A DAY.

Then meet up once per month for accountability so that you can be the CEO your business needs you to be.





 

Take the morning to run your metrics through the Note to Self Strategy business dashboard- then, we spend the afternoon diving in on strategy & planning 1-on-1.

We uncover the story your numbers are telling us and create a strategic plan for you to lead your business through the right next steps.

Every business is different, we'll create a custom plan that meets you where you are and gets you to where you want to go!

We do it all IN A DAY.

Then meet up once per month for accountability so that you can be the CEO your business needs you to be.





 

keep making plans that don't stick?
a 1-on-1 delivers direction and accountability.

keep making plans that don't stick?
a 1-on-1 delivers direction and accountability.

NOTE TO SELF STRATEGY
1-on-1 intensive

NOTE TO SELF STRATEGY
1-on-1 VIP DAY

Let's chat ☎️

Let's chat ☎️

Optimizing what you have and implementing new streamlined solutions is my superpower.  If you want your business to run like clockwork and need hands-on help to make it happen- this could be the right option for you.

Generally speaking, I work with the business owner for 3 months and am hands-on for one weekly project to make steady incremental progress. Think of me as a part-time Director of Operations.

Within a few weeks, things start running *much* more smoothly behind the scenes.

(2 spots available) starting at $1200/mo
book a discovery call to see if we're a good fit 👇🏼


Optimizing what you have and implementing new streamlined solutions is my superpower.  If you want your business to run like clockwork and need hands-on help to make it happen- this could be the right option for you.

Generally speaking, I work with the business owner for 3 months and am hands-on for one weekly project to make steady incremental progress. Think of me as a part-time Director of Operations.

Within a few weeks, things start running *much* more smoothly behind the scenes.

(2 spots available) starting at $1200/mo
book a discovery call to see if we're a good fit 👇🏼


you're in growth-mode and  can't keep up much less stop to implement new structure and systems

you're in growth-mode and can't keep up, much less stop to implement new structure and systems

team member

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