Strategic Planning

A personalized roadmap to business clarity and strategic growth.

Do any of these sound familiar?

  • Shiny object syndrome and the struggle to prioritize projects
  • Systems that bog you down instead of freeing you up
  • A team that lacks direction
  • Wanting to move into 6-figures (or beyond) but you're not sure how
  • Struggle to gain clarity on your next offer and where that lands in your business

Or maybe you already know what you want, you just don’t know the steps to get there.

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Strategic Planning: clarity, direction, and a plan

Instead of bouncing between endless ideas, throwing money at new systems, or hiring contractors to fill roles *you think* you need, pause and look 1-3 years in the future. If you don’t know where you’re going (down to the minute details), then your current plan is likely scattered, misguided, or just plain nonexistent. There is a faster, clearer, more efficient way to make impactful business decisions.

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I'd love to help

HEY THERE! I'M ALEXIS

I help visionaries identify their struggles and breakthrough to the “next level” of their business. For the past 6 years I’ve helped clients gain clarity in their offers, streamline their systems, build out teams, and increase revenue.

Want to know how?

I help clients get clear on their purpose, identify needs, and create an actionable plan.

It really is that simple (or maybe that’s my Enneagram 9 talking…).

There’s not a one-size-fits-all plan for growing your business. No secret launch strategy. No magical CRM.

What most business owners need is a strategic plan to get them from where they are now, to where they want to be.

I’m ready to chat!

Your blueprint for business clarity + growth.

This consultation process includes:

  • Two 90-minute Planning Sessions over Zoom
  • Getting clear on your business mission, vision, and goals
  • A year-long strategic business plan, broken down by quarter
  • A detailed, 3-month, actionable project plan that you + your team can implement write away
  • Ongoing Voxer and/or email support
Session 1:
  • Review your mission, vision, and values to gain clarity on your purpose, goals, and what future growth looks like.
  • Learn the strategic pillars of a thriving business and identify what those look like for you.
  • Identify team needs and projects that will bring you closer to your 1-3 year vision.
Session 2:
  • Review projects from our first call and prioritize what needs to happen next.
  • Deep dive into the next three months of your business, breaking big projects down even further.
  • Check plan for alignment with your goals.
  • Answer any burning questions.

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WHAT YOU CAN EXPECT
AFTER WORKING TOGETHER

Clarity

Get a clear view of your vision and goals and understand what is holding you back from achieving them.

A Plan

Maybe you know exactly where you want to be, but the details of how to get there are murky. No problem! That's my job to help you prioritize projects and break them down into actionable steps.

Confidence

Know that what you (or your team) is working on, is serving the greater vision of your business. You are no longer second-guessing if your current projects are the "right" projects to do.

Freedom

Maybe it's more time in your schedule, or a greater capacity for creativity, you will be freed up to get back to what you want to do in your zone of genius.

Testimonials

I found Alexis to be a pivotal helpmate in the launching--and now the explosion--of my transformational work. Alexis is very much a "can do" person who operates well both independently AND collaboratively, as needed. She has a great sense of style when it comes to marketing and advertising and also has a proactive approach to her work, consistently forecasting my upcoming, ever-growing business needs.
- NHIEN VUONG, J.D., M.DIV.
- NHIEN VUONG, J.D., M.DIV.
Working with Alexis allowed me to stop doing things that were holding me back so that I could focus where my talents were strong.” When I started working with Alexis, I had big projects on my plate and needed to maximize my time and abilities. She identified areas where I could implement systems to take the load off my brain and schedule. Alexis handed me the “keys” to a working system and taught me how to work it.
- Stephanie Zamora Schilling
- Stephanie Zamora Schilling
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let's make it official

I work with quickstart CEOs
who are:

  • Looking for a strategic partner to manage their vision.
  • Willing to address their blind spots and grow.
  • Ready to take action and Get. Things. Done.
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