Operational Clarity Session

A 90-minute strategy session designed to help coaching  digital marketing CEOs define their business goals and assess where they need operational support.

Happy Notes

What the Operational Clarity Session Delivers

A focused starting point for strategic growth.
1

Walk away with a refined understanding of your short- and long-term goals across offers, revenue, team, and lifestyle—grounding your next steps in purpose and strategy.

2

Identify exactly what’s draining your time and energy, what can be delegated, and where to create structure—so you can focus on high-impact CEO work.

3

Receive a tailored, easy-to-follow roadmap outlining your priorities, key tasks, and steps for the next 30 days— get immediate momentum and operational clarity.

Let’s get down to business

What to Expect

Working together

Your Commitment


Your active participation during the 90-minute live video session is essential. Being open and honest about your challenges and goals, as well as responding promptly to any follow-up questions, will ensure the recommendations are clear, relevant, and actionable. This commitment sets the foundation for meaningful progress.

Vision and GOals

Clarifying Your CEO Focus


Define your long-term vision for your business. Explore what success looks and feels like beyond daily tasks. Clarifying this vision helps set focused, measurable goals that align with your bigger picture and drive your business forward with purpose.

Challenges & Friction

Identifying Roadblocks


Address the parts of your business that feel confusing, frustrating, or difficult to manage. Understanding these challenges will give you a clearer picture of what’s slowing you down. This insight helps guide improvements to make your operations smoother and more effective.

Capacity & Direction

Prioritizing Your Next Steps


Evaluate which tasks or responsibilities can be delegated or simplified to free up your time and mental space. This clarity will help you focus on what matters most and create a practical plan to move forward with confidence.

$499
US Dollars

90-minute live video session (& recording)
Session Focus Areas
CEO Goals & Vision 
Pain Points & Friction
Capacity & Focus 
30-Day Operational Action Plan

Personalized Action Plan

Operational Action Plan


Receive a summary capturing your business vision and key goals — along with a prioritized task list to guide your next 30 days. This plan turns strategy into practical steps so you can start making progress right away.

What’s Included In the Action Plan
Your unique CEO vision and 3 focused strategic goals
A prioritized list of actionable tasks for the next 30 days
A summary of tasks to delegate or simplify based on your priorities
Clear identification of your core passion areas to guide where you should invest your time and energy
Essential Info, Simplified

Frequently Asked Questions

This is a one-time strategy session. It’s designed to give you clarity, direction, and a personalized action plan—no ongoing commitment required.

No. This session is for strategy only. If you’re looking for implementation support, retainer services are available.

This session is ideal for CEOs of coaching digital marketing businesses who feel stretched thin, unsure where to focus, or need clarity on how to move forward operationally.

You’ll get a downloadable session recording (available for 30 days) and a custom 30-Day Operational Action Plan that outlines your goals, pain points, and specific tasks to take immediate action.

You’ll walk away with greater clarity, a concrete plan to reduce friction in your operations, and confidence about what to prioritize next.

Strategic Clarity Session