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.
-
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.
-
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.
-
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.
-
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.
What you’ll leave with.
DIRECTION:
Overall desires for next year
What went well + what needs help
MARKETING
A social media posting plan for the next two months
Templates for said posts
An updated IG bio
Website edits + updates
OPERATIONS
Overview of client experience
Review + edit your client experience
FINANCIALS
A Rate Calculator
An end-of-year financial review
Q+A session with a bookkeeper
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!
MEET ZOË
She has 6 years of experience working as a marketing and business operations contractor with businesses of all sizes, from small local fruit stands to global franchise companies.
She helps take your big-picture goals and build the step-by-step operational plans needed to make them happen.
MEET MORGAN
With 10+ years of bookkeeping, Morgan is on a mission to make “knowing your numbers” feel less intimidating and a lot more empowering.
She helps women-led service businesses turn spreadsheets and numbers into easy to understand insights, so they can make bold moves with confidence.
Let’s level up your business for 2027!
Come spend the day working ON your business.
Bring your laptop, your questions, your to-do list, and maybe a few things you've been avoiding.
We'll bring the resources, guidance, coffee, and a little accountability to help you get moving.
Let's make 2027 a good one!
This workshop is for established service-based business owners who are ready to be a little more intentional about how they run their businesses…
Especially if:
Your business has grown, but your website, pricing, or processes haven't caught up.
You've been meaning to make business updates but haven't found the time.
You know you need a better marketing plan but don't know where to start.
Your finances feel a little intimidating, and you'd love some guidance.
You want to start 2027 feeling organized, confident, and a whole lot less overwhelmed.
You don't need to have everything figured out before you arrive. That's kind of the point!
Come spend the day working ON your business.
Bring your laptop, your questions, your to-do list, and maybe a few things you've been avoiding.
We'll bring the resources, guidance, coffee, and a little accountability to help you get moving.
Let's make 2027 a good one!
This workshop is for established service-based business owners who are ready to be a little more intentional about how they run their businesses…
Especially if:
Your business has grown, but your website, pricing, or processes haven't caught up.
You've been meaning to make business updates but haven't found the time.
You know you need a better marketing plan but don't know where to start.
Your finances feel a little intimidating, and you'd love some guidance.
You want to start 2027 feeling organized, confident, and a whole lot less overwhelmed.
You don't need to have everything figured out before you arrive. That's kind of the point!