You sit down to plan the quarter and the list gets longer. The new offer. The hire. The marketing plan. The system that keeps breaking. Every item is worthwhile, which is kind of the problem.
You know the history behind every project. What it cost, who suggested it, why it stalled. That history makes it hard to tell which issues matter, which are symptoms, and which opportunities deserve the investment.
A long list is survivable. Another quarter of time, money, and energy spent on the wrong things costs far more.
AN OUTSIDE VIEW
I founded, scaled, and sold a company.
I've also spent more than 20 years in operations and organizational leadership, including serving as Executive Director of a multi-regional emergency communications center.
I look at your business without the history and emotion you carry, and I tell you what matters and what can wait.
THIS IS FOR YOU IF
Not a fit if you're still validating your offer, or if you already know exactly what needs to happen and only need someone to execute it.
The CEO 360™ is a private, done-for-you intensive. I review your financial health, offers, marketing, customer experience, operations, team, and leadership, connect what I find, and build your Executive Report & Priority Plan for you. There is no workbook to complete and no pages of notes to turn into a plan yourself.
01
A CEO-level view of all seven areas and how they connect, including which problems are symptoms of something deeper.
02
Your ranking beside my recommendation, with the reasoning, so your priorities hold up when someone questions them.
03
A Top 3, a recommended sequence, a capacity check, and an intentional Not Now list.
WHAT WE EXAMINE
Revenue trend, margins, cash flow, pricing, and what you pay yourself.
What you sell, which offers earn their place, and what to refine, add, or remove.
How people find you, and whether current activity addresses the real growth problem.
The path from first contact to wrap-up, plus retention, referrals, and recurring complaints.
Processes, tools, documentation, and how much runs only through you.
Who does what, which roles are missing, and how many initiatives the business can carry at once.
Your role, energy, decision-making, and what you want the business to provide for you.
THE REPORT
What's in the report.
A written, visual report you keep and share with your team: an executive summary, findings for each of the seven areas, how they connect, an inventory of every opportunity and project, an annual roadmap, and your next 90 days.
How priorities are set.
You rank the seven areas and your projects in the session. I weigh that against your goals, revenue impact, constraints, timing, dependencies, and real capacity. The report shows both rankings side by side. Where I disagree with you, I say so and explain why.
Less than an hour of pre-work. One working session of 2 to 2.5 hours. A 60-minute review call 5 to 7 business days later. Two weeks of email support.
$997. Includes the pre-work review, the working session and its recording, your Executive Report & Priority Plan, the review call, and email support. Implementation, task-level project plans, and ongoing accountability are separate.
The CEO Strategic Advisory™ is a 90-day engagement that turns your priority plan into decisions, team ownership, and an operating cadence. I'll share the details on your review call.
How much of my time will this take?
Plan on roughly four hours total: less than an hour for the pre-work, up to two and a half hours for our working session, and one hour for your review call.
Do I need to have a team?
No. The CEO 360™ works whether you have a team already or you're preparing to hire for the first time. We'll look at your current capacity and what support the business actually needs next.
What do I receive at the end?
You'll receive your Executive Report, Priority Plan, and Annual Roadmap—giving you a clear picture of the business, your immediate priorities, and where you're headed over the next year.
Will you help me implement the plan?
Implementation isn't included in The CEO 360™. This is a whole-business diagnostic and assessment designed to give you clear direction for what happens next. The CEO Strategic Advisory™ is where we turn that direction into execution.
What if I already know some of my problems?
That's completely normal. The value is determining what actually matters most, how the issues connect, and what deserves your attention first—instead of trying to fix everything at once or chasing whichever problem is currently the loudest.
Can I share the report with my team?
Absolutely. The report is yours to keep and share with your team, so you can use it to guide planning, priorities, and decisions across the business.
What is your refund policy?
Because of the preparation and custom analysis involved, all sales are final. If you're unsure whether The CEO 360™ is the right fit for your business, reach out before booking.