Flight Path Intensive

A one-day deep dive to streamline your operations, eliminate drag, and chart a smooth course forward.

What’s Included:

Pre-Flight Briefing (Before the Day)

• Systems Snapshot Evaluation to gather background on your current systems, team structure, tools, bottlenecks, and goals.

• Collaboration– You share access to SOPs, workflows, tools, and org charts (if available) on provided form.

• Pre-session prep – I review it all and identify patterns, gaps, and high-friction areas.

Flight Day

Part 1: Systems Deep Dive (60-90 mins)

• Live walkthrough of your key workflows

• Identify redundancies, inefficiencies, and missing links

• Clarify what’s working, what’s not, and what’s slowing you down

Break

Part 2: Operational Visioning (60-90 mins)

• Define your ideal operational state

• Prioritize systems that support scale 

• Map your tools to functions (what stays, what goes, what’s missing)

Break

Part 3: Flight Path Session (60-90 mins)

• Presentation of a Flight Path Plan: a tailored roadmap for automation, optimization, and team alignment

• Quick wins, mid-term priorities, and long-term system strategy

• Optional tech/tool suggestions

Deliverables:

• Flight Path Report (PDF)

  • Key findings

  • Priority fixes

  • Roadmap (90-day plan)

• Suggested Tools Stack (if applicable)

• Recording of sessions + shared notes

• Scheduling of 1:1 call for post collaboration follow up

Best For:

• Business owners ready to level up operations. Ideal for those who want a full focused session to eliminate inefficiencies and streamline workflows.

• Scaling businesses needing clarity on systems, roles, and tool alignment to support growth.

• Teams with complex workflows who want a complete assessment to identify gaps, redundancies, and bottlenecks.

• Leaders seeking a strategic operational plan – Walk away with a tailored roadmap, actionable fixes, and a 90-day implementation plan.

• Organizations looking for system optimization and tech alignment – Understand what tools to keep, replace, or add for smoother operations.

Timing Options:

One-Day Intensive (~6 hours total)

• 9:00–10:30 → Systems Deep Dive

• 10:30–10:45 → Break

• 10:45–12:15 → Operational Visioning

• 12:15–1:00 → Lunch

• 1:00–3:00 → Flight Path Session

OR

Two Half-Days 

• Day 1: Systems Deep Dive + Operational Visioning

• Day 2: Flight Path Session

Investment: $945

Outcome:

You’ll gain operational clarity, implement immediate process improvements, and walk away with a systems roadmap aligned to your growth—plus the confidence of knowing you’re no longer flying blind.