Legacy In Motion Session

The Legacy In Motion Session is a two-hour strategy session designed to help you simplify your operations, gain clarity, and create a business that aligns with your goals and lifestyle.

Schedule Appointment

Stop Feeling Overwhelmed and Build a Business That Works for You

You started your business to gain freedom and control over your life, but instead, you’re stuck juggling client work, admin tasks, and family responsibilities.

Things are falling through the cracks, and no matter how hard you work, you’re not making the progress you want.

You don’t have time to figure out the right systems, and tech might not be your friend. That’s where the Legacy In Motion Session comes in. This personalized strategy session is your first step toward taking control, simplifying your operations, and building a business that works for you—not the other way around.

What Is the Legacy In Motion Session?

A Clear Path to Clarity and Efficiency

The Legacy In Motion Session is a two-hour strategy session built around my proven POWER In Motion framework. It’s designed to help you:

  • Identify your top priorities and align your business goals with your personal values.
  • Uncover inefficiencies in your current operations and discover opportunities for improvement.
  • Create a clear, actionable 90-day plan to simplify your business and make consistent progress.

This isn’t just about identifying problems in your back office. It’s about creating personalized solutions that set you up for long-term success.

What to expect when you book an assessment

This assessment is the first step in identifying the areas that need to change to streamline your operations so your business has a strong foundation to support the growth you desire.

It could be more free time, more money, better operation management, or scaling up your business.

During this recorded 2 hour deep dive (via Zoom) we talk about what needs to change so that your business can support your why. After all, that’s why you started your business right?  

We also look at what is or isn’t working in your business. More than likely you have some processes in place, but we need to identify what’s in your head (so we can get it out). After all, what would happen to all of the information if you lose your head?!

 

 

After the session…

Within 5–7 business days, receive a customized Legacy In Motion Action Plan that includes:

      • Your 90-day goal, clear priorities, and actionable next steps.
      • A list of tools and resources to support your implementation.
      • A link to schedule a 60-minute follow-up call to review your plan, ask questions, and discuss next steps.