Scattered to strategic, in a 2-step system.

In this self-guided crash-course, you'll learn how to use my signature Review & Refine Framework to analyze where your business has been and get clear on where it's going.

You’ll get the tools and clarity you need to make confident, data-driven decisions and develop a clear plan to actually achieve your goals.

Are you feeling scattered and overwhelmed trying to grow your business?

The Review & Refine Method can help you identify your strengths and areas for improvement, so you can confidently (and sustainably) achieve your goals. By conducting a thorough business review, you can celebrate your successes, plan for sustainable growth, and build momentum towards, well… literally anything your little heart desires. Ready to optimize your business and set yourself up for success?
SIGN ME UP, STAT!

Your backstage pass to my signature 2-part review + refine method includes:

  • Two (2) in-depth modules (with video lessons) to walk you through the exact method I use to plan 6-figure years for my clients

  • Companion worksheets to guide you through the process, leaving your with fully-formed targets and schedules for your wildest goals

  • On-demand support in the course platform with guidance from your residents Ops aficionado (it's me)

  • BONUS TEMPLATE: Steal my exact document management structure to make organization your secret weapon

  • BONUS RESOURCE: Access my list of 40+ Possible KPIs to Track in Your Business (and a Monthly KPI Tracker template)

  • BONUS RESOURCE: Snag my top SOP templates to kickstart your operational structure

Just $247 — Get access to my personal Ops arsenal so you can actually like your business again!
I NEED THIS, YESTERDAY

Your Traction-Building Roadmap

  • 1

    Start Here!

    • Intro to Business Operations

    • What is the Review and Refine Framework?

    • How to Perform an Operations Audit
  • 2

    Part 1: Review

    • Step 1: Tally Your Progress & Identify Lessons Learned

    • Step 2: Review Your Decision Making & Risk Taking

    • Step 3: Celebrate Your Achievements & Collate Your Missteps

    • Step 4: Outline Your Outstanding Goals

    • Traction Sheet: Review
  • 3

    Part 2: Refine

    • Step 1: Determine Your Action Items

    • Step 2: Set Annual Goals

    • Step 3: Outline Your Quarterly Focus(es)

    • Step 4: Define Monthly Targets

    • Traction Sheet: Refine
  • 4

    Traction Moments

    • Traction Moment: How to Set & Measure Key Performance Indicators

    • Traction Moment: 3 Key Elements of Successful Operations
  • 5

    Bonus Resources

    • Steal My Million Dollar Filing Structure

    • 40+ KPIs to Track for Sustainable Success (PLUS Monthly KPI Tracker Template)

    • Key SOP Templates to Kickstart Your Operations Structure
  • 6

    Your Next Steps

    • You've Reviewed (and Refined)... Now What?

    • Share Your Feedback

You in?

Making traction on your business growth doesn't have to feel heavy...

Hey, hi, hello... I'm Sam!

My mission? It's simple… Provide the consistency, strategy, and execution that entrepreneurs and small businesses who need to make the leap from small and scarce to scaled and thriving. I work with coaches, creatives, and other service providers to craft an end-to-end strategy that helps you achieve success, however, you define it.

THIS IS FOR YOU IF...

  • You want to experience sustainable growth in your business

    Analyze and optimize your operations and processes to streamline your workflows and increase efficiency, giving you the freedom to focus on what matters most.

  • You know you need to make better, data-driven decisions

    Uncover the insights you need to make informed, strategic choices that drive your business forward and achieve your full potential.

  • Your goals are ambitious but you need support with follow-through

    Gain traction in your business by identifying key performance indicators and setting clear, measurable goals and chart a clear path forward to achieve your goals faster and more efficiently.

Can confirm…