Let's Dive In ➜DIRECTION
Marketing
OPERATIONS
financials
a day of business tasks to get shit done before 2027
Join me and my amazing friend Morgan, a bookkeeper, for a day dedicated to getting your business ready for the new year. We're bringing together all of your CEO tasks — marketing, business operations, and financial expertise to help you wrap up 2026 with intention and head into 2027 with a plan.
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Before you start making changes, let's figure out where you're going.
We'll take a look at the year behind you and identify what you want the year ahead to look like.
Reflect on what worked well this year and what needs improvement.
Identify your goals and priorities for 2027.
Get clear on what deserves your attention (and what doesn't).
You'll leave with: A clearer direction and priorities for the year ahead.
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Your marketing should reflect the business you're running today, not the one you started two years ago.
We'll work through some of those marketing updates you've been putting off and get a head start on your content for the new year.
Create a social media posting plan for the next two months.
Work with ready-to-use templates to create your posts.
Refresh your Instagram bio.
Identify and make updates to your website.
You'll leave with: A two-month content plan, post templates, an updated Instagram bio, and a list of website updates to tackle.
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Your client experience matters. From the first inquiry to the final invoice, every interaction contributes to how people experience your business.
Let's make sure the experience you're providing matches the quality of the work you do.
Review your current client journey.
Identify gaps in your client experience.
Review and make improvements to your client-facing processes and materials.
You'll leave with: A clearer, more intentional client experience and actionable updates to implement.
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Time to stop avoiding the numbers!
Morgan will help you take a look at your business finances, understand where you are, and prepare for the year ahead.
Complete an end-of-year financial review.
Work through a rate calculator to evaluate your pricing.
Get your bookkeeping questions answered during a live Q&A with Morgan.
You'll leave with: A better understanding of your business finances, a rate calculator, and more confidence heading into 2027.
Schedule
8:30 AM | Coffee & Introductions
We'll meet at Lima Coffee to grab a drink (on us!), introduce ourselves, and get to know the other business owners joining us.
8:45 AM | Head to Kiln
We'll walk over to Kiln coworking and get settled in for our working sessions.
9:00 AM – 12:00 PM | The Business Refresh
We'll work through direction, marketing, operations, and financials with guided activities, practical resources, and time to make progress on your business.
12:00 PM – 2:00 PM | Lunch & Networking
We'll walk over to 415 on Mason for lunch, conversation, brainstorming, and a chance to connect with other business owners. Lunch will not be paid for. We'll wrap up around 2 PM!
What does 6 weeks of accountability coaching mean?
Monday I’ll send you a message on Telegram checking in on the plan for this week. You reply with any questions you have!
Friday I will check in again to see if you completed the planned tasks for the week, celebrate your wins, and assist with any obstacles that got in your way.
BY THE WAY
You can send a message whenever you have a question and I will get back to you within 48 hours (during the work week).
Is the Telegram support the same as having a business coach or a 1:1 COO Chat?
Not exactly! Telegram support is focused on accountability, answering questions related to your Refresh Roadmap, and helping you stay on track.
If you're looking for more personalized business advice, strategy, or a deeper conversation about your business, you can add a 90-minute 1:1 COO Chat.