Legacy In Motion Session
A focused 90-minute Business Assessment on Zoom that helps you see what’s creating the overwhelm, identify what needs attention first, and choose the right support for your next season.
In this session, we will:
pinpoint where your time and energy are leaking
map what currently depends too much on you
clarify what to fix first so you stop guessing
This session is about clarity, not fixing everything at once.
Replace reactive work with clarity, boundaries, and structure
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
insight into what currently depends too much on you
clarity on which systems are helping — and which ones are quietly working against you
a grounded recommendation for what to focus on next
This isn’t a step-by-step blueprint. It’s a focused conversation that helps you decide what’s worth 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
getting more hands-on support if you want help building or refining systems
or taking time to implement on your own with a clear plan custom made for you
There’s no obligation to commit to anything else. This assessment is designed to help you make intentional decisions, not rushed ones.
What to expect when you book a LIM Session
This session is a focused assessment, 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
look at which systems are supporting you and which ones may be 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 actually needs to change
what can wait
and 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 business owners who want systems that support 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 follow up call to review your plan, ask questions, and talk through next step options
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 for established consultants and service providers who are feeling stretched by the way their business currently operates behind the scenes.
It’s especially helpful if you have a relationship-driven or high touch business and you want clearer systems, boundaries, and structure to support you to avoid burning out.
You don’t need to be start from scratch. However, you do need to be ready to slow down, look honestly at what’s creating pressure, and make intentional decisions about what comes next.
This session is not a fit if you’re still figuring out your offer, audience, or core services. If you are in the very early stages, you’ll be better supported by starting with resources like the Back Office POWER Checklist or join the Mind Your Time Society Membership for guided foundational support.
You’ll complete an intake form, book your session and submit your payment. Afterwards you’ll receive a confirmation email with simple guidance to help you prepare.
There’s no heavy prep required. I’ll guide the conversation and ask the questions needed to get clarity during the session itself.
Your Legacy In Motion Session includes:
• A 90 minute Zoom assessment session
• A recording of the session for your reference
• A customized Legacy In Motion Action Plan delivered within 5 to 7 business days
• A 60 minute follow up call to review your plan, ask questions, and talk through next step options
This is not a step by step blueprint or implementation plan. It’s a clear, customized roadmap to help you decide what deserves your attention now and what can wait.
Some clients choose to implement on their own using the clarity and action plan from their Legacy In Motion Session. Others decide they want support as they put things into place.
After your session, I’ll walk you through the options that make sense based on what we uncover. For many clients, that looks like implementing at a steady pace inside the Mind Your Time Society.
Membership starts at $147 per month and provides a lower commitment way to stay supported while you build.
For clients who want more hands on support, there are higher touch options available depending on the scope of work. These investments typically start at $2,500 and increase based on what needs to be built or refined and the level of support involved.
I won’t recommend a next step or suggest an investment until after your session, once I can clearly see what’s actually happening in your business. There is no obligation to move forward. The session exists to help you make an informed, intentional decision.
If you’re looking for clarity before committing time or money to implementation, this session is designed to give you that perspective first.
