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Strategy Session Proposal Calculator

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EWH University logo - Business Diagnostic Form




{Name (First):86.3} {Name (Last):86.6}

{Company Name:87}

Strategy Session Form

Business Info

Name

Growth Station

Growth Station
Potential Suggestions for Free Online Course
Tools included with potential suggestions for free online course or for strategy session
Including with courses indicated
Documents to Share
Including with courses indicated

Bootcamps & Mastery Training

Also available for Private VIP Team In House Training
Bootcamps
Cash Flow, Growth and Sales & Service Mastery Training
Leadership Mastery Training

Online Tools

Cash Flow Bootcamp Online
Leadership Bootcamp Online
Cash Flow Mastery Online
Leadership Mastery Online
Number Skill Sessions
People Skill Sessions
Essentials Series
Mastery Online

Tools

Cash Flow Bootcamp Tools
Including with courses indicated
Leadership Bootcamp Tools
Cash Flow Mastery Tools
Including with courses indicated
Leadership Mastery or ISS Tools

Initial Strategy Sessions (ISS)

Essentials ISS
Result: 90 day plan, financial statement performance review, break even target and break even plus profit target, and your 2-3 key sales KPI's to hit those goals. If under 750,000 or 1 Million May be Best Option. For Financial Review you may submit simply a year to date, and prior year end financial statement, or up to 3 years of financial statements for the review. Completion of the Business and Ownership Skills Wheel is also including and required. It is suggested you complete the cash flow bootcamp live or online before hand.
Mastery ISS
A 3 Year Strategic Plan, 3 Year Budget and Excel File for Monthly Updates, Leadership Debrief, Team Debrief, Leadership/Talent Assessment for entire team, and Strategy Session on other key topics marked. If Over 1-2 Million is the best option likely. 1 Session unless marked differently is suggested that you complete the Cash Flow and Growth Mastery Online or Live.
Leadership Mastery Strategy Sessions
Key insights into your leadership style and one on one training of key leadership skills

Coaching

Mastery Coaching

Owners, Leadership, Sales and KPI Review Groups

Retreats and Roundtables
For Retreats Completion of our Growth and Cash Flow Mastery and Essentials or Mastery Initial strategy sessions is required before hand. For review group certain statical, financial and KPI's are required to patriciate and confidentially agreements are signed.

Professional Services Training

Mastery DISC Leadership & Hiring Certification
CPA Firm Training

Discovery - Listen for Great, Have, Improve, Challenge?

What is great!
What are challenges?

Notes or Other Resources: Articles, YouTube, Book Recommendations, Referral, Other Resources

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P.O. Box 406
Brookfield, WI 53008
(414) 269-8705

Waukesha/Brookfield Campus
20670 Watertown Rd, Waukesha, WI 53186
262-796-1040

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Areas We Do Great
Areas We Have Challenges
In a couple sentences share where you are, where you want to be, and how you would define success 30-90 days or 1-3 years from now, if that seems more relevant to you. Feel free to answer for each time frame!
What is one thing that will support your success most during your response above? What is one challenge or obstacle that could get in the way?
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