Two days. Every system your agency is missing, built with you in the room.
Not a webinar you watch. A working intensive where you leave with your foundations written, your org map drawn, your hiring process built, and a 90-day rollout plan in hand.
This was built for the owner who is the bottleneck.
This is for you if
You own the agency and still touch every renewal, quote, and hire. Your team is willing but everything lives in your head. You want growth that does not require more of you.
This is not for you if
You want passive theory you can listen to while multitasking. You are not willing to put 2 working days into the business. You would rather buy software than build process.
Everything included.
Your seat: $1,497. Or get it inside the Whole-Agency Package with your whole team's training for $1,997.
Day One: Foundations and Your Team.
Block 1 · Your foundation
Mission, vision, and values, finally made clear. You write all 3 before the break.
Block 2 · The core business plan
The core business plan every agency needs, on 2 pages, drafted live.
Block 3 · The org map
Every seat defined, every owner named, including the seats you have been quietly covering yourself.
Block 4 · Accountability systems
Accountability systems that actually hold: scorecards and a meeting rhythm your team will keep.
Day Two: Your People, Clients and Growth.
Block 1 · Hiring producers and CSRs
Hiring with a repeatable process: job post and scorecard built for your next hire.
Block 2 · Lead and quote workflows
Lead and quote workflows so nothing slips: your lead-to-bind process, mapped.
Block 3 · Service and renewal systems
Service and renewal systems that run without you, start to finish.
Block 4 · Your 90-day rollout plan
Sequenced and committed before you log off.
You build it live. That is the whole point.
Every block works the same way: I teach the system, then you build your agency's version of it on the spot using the matching toolkit from the library. No homework pile. No binder that gathers dust. You leave with drafts done, and the touch-base call two weeks later makes sure they got implemented, not filed.
The library is yours for life.
Yours to keep and reuse as your agency grows.
What staying disorganized is costing you.
Every renewal that slips through is commission you never get back. One bad hire can cost tens of thousands in salary and lost production. And every hour you spend buried in service work is an hour your agency is not growing.
If these two days save you two renewals or one bad hire, the Intensive has already paid for itself.
Choose your path.
The Whole-Agency Package
Your seat + your whole team's course + touch-base + library.
The 2-Day Intensive
Your seat at the live working intensive, plus the touch-base call and the lifetime library.
The Team Member Course
Self-paced training for your whole staff, one flat price per agency.
FAQ
Is this live or recorded?
Live, on video, both days. You will be working, not watching. Sessions are added to your library afterward so you can revisit them.
How many seats?
The group is capped at [SEAT CAP] so everyone builds with direct feedback. When it is full, it is full.
What is the schedule?
Both days run [START TIME] to [END TIME] [TIME ZONE], with breaks and a lunch gap.
What if I have a team member who should hear this?
The Intensive is for owners. Your team gets their own course, built for their seats; that is the Package.
What do I need to prepare?
Nothing but your numbers. A short pre-work sheet arrives after enrollment so day one starts fast.
What happens after the 2 days?
You leave with a 90-day rollout plan, and we regroup on the live touch-base call 2 weeks later to handle whatever implementation surfaced.
What if I cannot attend a block live?
The recording lands in your library the same day, but the value is in building live. Protect the 2 days if you can.
Is there a guarantee?
Show up, build along, and if by the end of day one you do not believe this will change how your agency runs, email me and I will refund your seat.