Quarterly Strategy Planning Session + 90-Day Roadmap

SHOPIFY PRODUCT DESCRIPTION

Product Title: Quarterly Strategy Planning Session + 90-Day Roadmap

Price: $1,497 | Add Community Access: +$499

You have the team. What you need is the strategy.

You're not short on people — you have a VA, a contractor, maybe even a small team. The problem isn't capability. It's direction. Without a clear strategy and a documented roadmap, everyone's busy but nothing's moving the needle.

This session is the bridge between having help and actually using it well.

In 90 minutes, we get laser-focused on your top 3 quarterly priorities and build a complete operational roadmap your team can execute — without you micromanaging every step or adding another person to payroll.

What You Get

Strategy Layer A 90-minute planning session with full recording and written summary. We identify your top 3 priorities for the quarter and document exactly why they matter and how they connect to your growth.

Execution Framework A detailed task breakdown complete with marketing plans, resource assignments, workflow maps, and process documentation. Your team knows what to do, in what order, and why.

Operational Hub A custom interactive Notion action planner — your project mothership — with subtasks, timelines, and ownership assigned so nothing falls through the cracks.

Team Reflection A 30-minute follow-up session at the end of the quarter to review what worked, surface friction points, and document improvements before you head into the next 90 days.

By the end of this engagement: Your team has a clear roadmap. Everyone knows who owns what. Your strategy is documented and not just living in your head. And you've built in the feedback loop that makes every quarter sharper than the last.

Recommended quarterly so your strategy stays aligned with growth and your team stays sharp.

Community Access Add-On — $499

Need support between sessions? Add Community Access and get your team into a private Slack channel where you can troubleshoot roadblocks, ask questions, and get real feedback from me and my team. You'll also tap into our broader founder community — networking with other strategists, sharing wins, and staying connected between quarterly sessions.

Best for founders who want strategic support on-demand, not just once a quarter.

Which option is right for you?

This is for you if: You have a team or contractor in place but strategy keeps getting skipped because you're too deep in execution mode. You want someone to come in, build the plan with you, and hand it off so your team can run.

This is not for you if: You're looking for done-for-you execution. This session builds the strategy and the system — your team does the work.

Spots are limited each quarter. Once your session is booked, you'll receive a pre-session questionnaire to make sure we hit the ground running.