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Schedule and agendas are subject to change.

SEPTEMBER 2025  |  Virtual 3-Day Realignment Team Retreat (Teams of 3 - 16 members)

It feels like your staff is holding you back. You’ve hired, trained, delegated—and still, progress stalls.

But what if it’s not your team? What if it’s the lack of alignment that’s slowing you down?

The truth is: when roles are unclear, communication is clunky, and systems aren’t built to scale, even your most capable team members will struggle.

This virtual retreat is designed to unlock your team’s full potential—starting with the individual and scaling up to your systems.

Over three focused sessions, we’ll help your team:

  • Understand their personal workstyles
  • Improve communication, collaboration, and accountability
  • Build clear strategies and execution plans that stick
Schedule a Retreat Overview
Register Now

Map out your process and draft your client onboarding kit in real time.

86% of buyers are willing to pay more for a great customer experience. – PwC

STOP SUFFERING FROM:

  • Excessive time spent on repetitive tasks
  • Miscommunications with clients and members
  • Inefficient processes
  • Unnecessary meetings
  • Low referral rates

WHO SHOULD ATTEND?

  • Service-Based Small Businesses
  • Professional-Service Providers
  • Event Planners and Managers

REGISTER to receive the video conferencing link via email.   

Delight your customers!

This workshop is designed to help small businesses streamline their client onboarding processes. By optimizing these critical touchpoints, attendees will save time, reduce headaches, and build stronger client relationships that lead to increased referrals and business growth.

Our virtual Open Houses are free workshops where you see live examples of the strategies we teach our clients and the free or low-cost software available to streamline your operations and office administration. Dramatically alter how you run your business, delegate tasks, follow up on leads, and much more.

 

Grow your business! Delight your customers and members!

Join our virtual workshops to learn the essential tools, resources, and best practices that small businesses and nonprofits need to be more productive and impactful. See live examples of the strategies we teach our clients and the free or low-cost software available to streamline your operations and office administration. Dramatically alter how you run your business, delegate tasks, follow up on leads, and much more.

During this month's workshop, learn how to enhance the client experience through processes that lead to improved efficiency, stronger client relationships, and business growth.

Get a behind-the-scenes look at how to select, set up, and manage customer relationship management (CRM) software.

11:00am - 11:06am:  Introduction to customer relationship management (CRM) software 

11:06am - 11:30am:  A look at our preferred CRM software

11:30am - 11:45am:  Selecting a software based on your needs and preferences

11:45am - 12:00pm:  Q & A

Get a behind-the-scenes look at how to select, set up, and manage customer relationship management (CRM) software.

3:00pm - 3:10pm:  Introduction to customer relationship management (CRM) and work management software

3:10pm - 3:25pm:  A look at our preferred CRM software

3:25pm - 3:40pm:  A look at our preferred work management software

3:40pm - 3:50pm:  Selecting a software based on your needs and preferences

3:50pm - 4:00pm:  Q & A