Recap, Roadmap, & Initial Goal Setting for 90 Days

We’ve reached the end of our first week together, and today is all about wrapping up everything we’ve accomplished and setting the stage for what comes next. It’s time to look back at how far you’ve come, celebrate the wins, and ensure that everything we’ve worked on so far—like systemizing recurring tasks, creating SOPs, and automating workflows—is fully integrated into your daily routine. This reflection will not only boost your confidence but also highlight how these changes will make you more efficient, allowing you to shift into that visionary CEO role you’re striving for.

After this week of intense action, today is your chance to step back, appreciate the momentum you’ve built, and think about the bigger picture. We’ll take stock of all the systems, processes, and automations you’ve set up, and explore how they’ll continue to serve you. We’re not just systemizing for the sake of it; this is about setting you up for the long haul, creating a foundation that will support the business as you grow into the CEO position. Let’s solidify the mindset that will keep you focused and strategic, with a clear path to scaling your business.

Workshop: Scaling for Success – Taking Your Business from Efficient to Expansive

During this hands-on session, you’ll gain practical insights into:

• Scaling existing systems to support growth: Learn to expand your processes with ease, adapting them to handle higher volume without losing quality.
• Implementing strategies for sustainable expansion: Discover how to build a growth plan that suits your pace and aligns with your goals, allowing you to grow confidently, one step at a time.
• Keeping processes adaptable as your business evolves: Equip yourself with strategies to adjust and adapt as you scale, ensuring that your systems remain flexible and responsive to change.

Why You Should Attend: Don’t let your business plateau at systemization—learn how to scale with purpose! This workshop is designed to turn your efficiency into a growth engine, helping you to expand seamlessly and keep pace with your ambitions.

For any freelancer, entrepreneur, or small business owner, these insights will empower you to take your business to the next level with confidence and control.

What You’ll Get:

• A clear roadmap for scaling your systems to support growth, tailored to suit your business needs.
• Proven best practices for adapting and expanding processes as your business evolves.
• Real-world examples of successful scalability strategies to help you visualize and plan your next steps.

Schedule: 3^rd Thursday of each month

Morning Session: Review accomplishments from the week. Discuss the impact of each systemization area and collect feedback on what worked well.

In the morning, we’ll revisit everything we’ve covered this week and assess how it’s all going. What went well? What areas do you feel more confident about now that you’ve set up automations or delegated tasks? This is where we celebrate the progress and the immediate wins you’ve experienced, from setting up new tools to implementing your first automated workflows. Think of it as a mini celebration of the changes you’ve made so far—acknowledging how these shifts will help you transition from a hands-on manager to a visionary leader.

This review is also about gathering feedback from you. What felt easy to implement, and what was more challenging? This feedback is crucial because it helps us refine the process moving forward and ensures that we’re always working in alignment with your strengths and goals. For example, maybe you found automating your customer support tasks easier than expected, or perhaps SOP development felt a bit overwhelming. Either way, understanding what worked and where we can improve will guide our next steps and help you continue gaining momentum as we move into the next phase of your journey.

Afternoon Session: Outline a customized 90-day roadmap that expands on systemization, SOP development, and automation. Break down milestones for his transition into a CEO role.

Now that we’ve solidified the foundation, it’s time to look ahead to the next 90 days. We’ll create a personalized roadmap for you to continue systemizing and scaling your business. This will build on everything we’ve put in place, like your SOPs, automation workflows, and delegation plan, and map out what steps you need to take to push your business to the next level. The goal here is not only to maintain the progress but also to expand on it in a way that prepares you for that CEO transition.

We’ll break this roadmap into actionable milestones, ensuring that each one brings you closer to your goal of becoming a true CEO. Whether it’s finalizing your SOPs for all core processes, automating additional tasks, or optimizing delegation, each milestone will help you step more into the leadership role you’re aiming for. This 90-day plan will give you the clear direction you need to continue working on the business, not just in it, while focusing on big-picture growth and strategy. You’ll have a solid guide for the next quarter, so you can measure progress, celebrate wins, and stay focused on what truly matters.

Action Item: Establish a weekly cadence for check-ins and a tracker for his progress on the 90-day roadmap.

For today’s action item, we’re going to set up a structured way for you to track your progress over the next 90 days. We’ll define a weekly check-in cadence—whether it’s a brief review or a deeper dive into what’s working and where things are getting stuck. These check-ins will help keep you accountable and ensure that you’re consistently making progress on your roadmap. The goal is to check in on your milestones, make adjustments as necessary, and ensure you’re always moving forward, even if it’s just one small step at a time.

In addition to the check-ins, we’ll create a progress tracker that you can refer to weekly. This will allow you to visually see how you’re progressing toward your milestones and provide a sense of accomplishment as you check off each goal. It’s a simple but powerful tool to keep you aligned and focused, helping you stay on track while reinforcing that systemized, CEO mindset we’ve been cultivating. With the right tracking system in place, you’ll be able to look back in 90 days and see how far you’ve come, making adjustments along the way to ensure you’re always moving closer to your bigger goals.

In Conclusion

This final day wraps up our initial coaching series and sets the stage for the next big phase in your journey. By focusing on both reflection and forward planning, you’ll leave with a clear, actionable roadmap to continue growing your business and transitioning into the CEO role with confidence. Schedule a 1:1 to map out the next 90 days.