Unlock Success with Your Quarterly Business Review

A 2-hour deep dive designed to keep your business on track throughout the year.


Experience Tailored Sessions

Embark on a comprehensive journey of strategic planning tailored to your business. Dive deep into discussions that identify growth opportunities and craft actionable plans.

Analyze your business performance with detailed reviews. Gain valuable insights from real-time data, empowering you to make informed decisions that drive success.

Tailored 2-Hour Deep Dive Each Quarter


Your Personalized Dashboard: Insights at a Glance

A snapshot of key performance metrics tailored for your specific product or service-based business.

Includes visual elements to showcase trends, achievements, and areas for improvement.

We highlight metrics such as revenue, customer satisfaction, and any other relevant KPIs.

This section gives a quick overview of the business's current state.

Your Delegation Matrix: Optimizing Team


Highlights key team members, their roles, and specific tasks or projects they are responsible for. Discusses any changes or optimizations in the delegation structure to enhance efficiency and productivity. This section shows how the team is aligned with business goals and how delegation strategies contribute to growth.

Your Yearly Marketing Calendar: Strategic Marketing Roadmap

We will break down your calendar by month and highlight all key events, promotions, and campaigns.

You can visualize the expected impact on brand lead generation and customer engagement as we set goals while comparing last year's numbers.


Product-Based Option

$1,000 deposit


Tailored sessions focusing on product development, market positioning, and sales strategies.

Service-Based Option

$1,000 deposit


Customized sessions addressing service expansion, client acquisition, and operational excellence.


Q: Do I need to pay the entire price upfront?

A: A $1000 deposit is required to secure your reservation for our services throughout the year. It ensures that we allocate resources and time to meet your needs effectively.

Q: When is the remaining $1000 due?

A: The remaining $1000 for this quarter must be paid before your first appointment. We appreciate timely payments to facilitate a smooth and organized service delivery.

Q: How is the total annual fee of $8000 structured?

A: The total annual fee of $8000 is divided into quarterly payments of $2000 each. This breakdown allows for manageable and convenient installment payments.

Q: Is the $2000 payment only due before the first appointment?

A: No, the $2000 payment is due before each quarterly appointment. Please pay in advance for each scheduled service throughout the year.

Q: What happens if I need to reschedule a session?

A: We understand that schedules can change. You can reschedule sessions with advance notice, ensuring flexibility to accommodate your needs.

Q: Can I choose different focus areas for each quarter?

A: Yes! We can tailor each session based on your evolving business needs.

Q: Is the deposit refundable?

A: The $1000 deposit is non-refundable, as it is intended to secure your reservation and allocate resources. However, we are happy to work with you on rescheduling appointments when needed.

Q: Who is this for?

A: It can be individuals or a small team that we work with – perfect for the solo-preneur or teams of 10 to serve as your board of directors.

Q: How do I schedule my quarterly sessions?

A: We provide a convenient scheduling system where you can choose dates and times that suit your calendar. We understand that scheduling needs may change. Please contact us as soon as possible to discuss any adjustments to your appointment dates.

Q: Can I bring my team to the sessions?

A: Absolutely! The Quarterly Intensives are suitable for individuals and small teams. For larger teams, please contact us to discuss customized options.

Q: Are sessions recorded for future reference?

A: Yes, sessions are recorded, and you'll have access to the recordings for your reference.

Q: Will I have ongoing support?

A: Yes, you will have access to Carlyn throughout the entire year across all four quarters. Carlyn will be available to support you, answer any questions, and provide additional insights as needed between your scheduled QBRs.

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