Legacy In Motion Session
A Structured Decision Space for Established Service Providers
A focused 90-minute working session to help you step out of constant availability and see what’s really causing your overwhelm so you can build a structure that supports your next season of growth.
In this session, we will:
Identify where your time, energy, and attention are being overextended
Uncover what depends on you that shouldn’t
Bring scattered systems and decisions into clear structure
- Clarify what truly needs attention first so you can stop guessing
This session is about creating sustainable structure, not fixing everything at once.
What You’ll Walk Away With
After your Legacy In Motion Session, you’ll leave with:
-
A clear understanding of what’s actually creating pressure in your business
-
Visibility into what currently depends too much on you
-
Clarity around which systems are supporting you and which are quietly working against you
-
A focused, grounded recommendation for what to prioritize next
This isn’t a step-by-step blueprint. It’s a structured working conversation that helps you decide what’s worth strengthening, simplifying, or letting go of.building, fixing, or letting go of next.
At the end of the session, I’ll walk you through your next-step options, which may include:
-
Implementing at a steady pace inside the membership
-
Receiving hands-on support to build or refine key systems
-
Moving forward independently with a clear, customized plan
There’s no obligation to commit to anything else. This session is designed to help you make intentional, well-supported decisions, not rushed ones.
What to expect when you book a LIM Session
This session is a focused assessment and decision space, not a strategy overhaul or implementation call.
The goal is to slow things down long enough to clearly see what’s creating pressure in your business and what needs attention first, so you can move forward with intention instead of reacting in the moment.
During this 90-minute Zoom session, we will:
Talk through how your business is currently operating behind the scenes
Identify where your time and energy are being stretched too thin
Surface what depends too heavily on you right now
Examine which systems are supporting you and which are creating friction
This is a working conversation, not a presentation. You don’t need to prepare slides, documents, or answers in advance. I’ll guide the conversation and ask the right questions to help you see patterns and gaps you may not be able to see from inside your day-to-day work.
By the end of the session, you’ll have clarity on:
What truly needs to change
What can wait
What your most aligned next step looks like for this season
This session is designed to give you perspective and direction; not a long list of tasks or a rushed decision about what to do next.
After the session…
This session is especially helpful for established business owners who want structure that supports their growth, not more tools or templates to manage.
Within 5 to 7 business days, you’ll receive a customized Legacy In Motion Action Plan that helps you move forward with clarity and intention.
Your plan will include:
• Your primary 90 day focus, based on what matters most right now
• Clear priorities and practical next steps you can realistically implement
• A short list of tools or resources that support your specific needs
• A link to schedule a 60-minute review call after reviewing your plan, focused on clarification, alignment, and next-step decisions
This plan is designed to give you direction, not pressure. It reflects what we uncovered together and supports decisions that fit your capacity and season.
Frequently Asked Questions
This session is designed for established consultants and service providers whose businesses appear stable from the outside but feel overly dependent on them behind the scenes.
It’s especially helpful if you run a relationship-driven or high-touch business and have become the default decision-maker for too many things. Your days feel full but fragmented. You know something about the way your business is operating isn’t sustainable, but you’re not sure where to begin.
You don’t need to start from scratch. You do need to be ready to slow down, look honestly at what’s creating pressure, and make grounded decisions about what needs to change first.
This session is not a fit if you’re still defining your offer, audience, or core services. It’s also not designed for early-stage business owners who need foundational setup.
If that’s you, I recommend starting with the Back Office POWER Checklist or join the Mind Your Time Society Membership for guided foundational support. The Legacy In Motion Session is a decision space for business owners who already have traction and need structural clarity, not startup direction.After booking, you’ll complete a short intake form, schedule your session, and submit payment. You’ll receive a confirmation email with simple guidance on what to expect.simple guidance to help you prepare.
There’s no heavy preparation required. This is a working conversation. I’ll guide the discussion and ask the questions needed to help you see patterns and gaps that may not be visible from inside your day-to-day operations.
Within five to seven business days after our session, you’ll receive your customized Legacy In Motion Action Plan.
Your Legacy In Motion Session includes:
• A 90 minute private Zoom session
• A recording of the session for your reference
• A customized Legacy In Motion Action Plan delivered within 5 to 7 business days
• A link to schedule a 60-minute review call after you’ve reviewed your plan, so we can clarify questions and confirm your next best step
This is not a step-by-step implementation plan. It’s a clarity document designed to help you decide what deserves your attention now, what can wait, and what structural shifts need to occur.
Some clients choose to implement independently using the clarity and direction provided in their Action Plan. Others decide they want structured support.
For many clients, that looks like building steadily inside the Mind Your Time Society. Membership starts at $147 per month.
For clearly defined projects that require focused execution, 1:1 support may be appropriate. These investments typically start at $2,500 and increase based on what needs to be built or refined and the level of support involved.
No next step is assumed. I don’t recommend implementation pathways until I can clearly see what’s happening in your business. The purpose of the session is clarity and decision authority, not an automatic upsell.
