Is This You?
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The Doing-It-All Owner
You wear every hat and feel like the business depends on you for everything. Days vanish to operations, putting out fires, and quick questions.
Sound familiar?
I’m stuck in the day‑to‑day.
I want to delegate, but I don’t have time to train.
I want to work on strategy and growth, but don’t have time.
How I can help:
1. Build a simple delegation plan that frees 5–10 hours a week.
2. Clarify roles so your team can make confident decisions without you.
3. Create your first set of SOPs for the five most repetitive tasks.
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The Underwater Executive
You lead a team or the whole organization—and you’re ready to reduce silos, get organized, and move faster.
Sound familiar?
We’re busy, but not moving faster.
Projects keep slipping, what’s blocking us?
Communication feels inconsistent across teams.
How I can help:
1. Create clarity on roles, responsibilities, and systems across departments.
2. Align vision and priorities so teams move in the same direction.
3. Coach leaders to communicate with clarity → consistency → accountability.
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The Chief Systems Officer
You know growth requires structure, systems, and leadership at every level—but you’re unsure where to start.
Sound familiar?
We’re growing faster than our systems can handle.
Too many cooks, not enough clarity.
We need leaders who can take things off my plate, not just manage tasks.
How I can help:
1. Build systems for roles, responsibilities, and SOPs.
2. Create feedback loops and culture-based decision making.
3. Grow confident, consistent leaders across your team.
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The Legacy Founder
You’ve built something great. Now you’re wondering how to pass it on without losing institutional knowledge, momentum, or your legacy.
Sound familiar?
How do I transfer what’s in my head?
Will the team keep it going without me?
I want to exit with confidence — the right way.
How I can help:
1. Build a 12–36-month transition plan with clear milestones.
2. Capture institutional knowledge—processes, relationships, and culture.
3. Prepare successors through leadership and decision-making development.
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The New Owner
You’re building from the ground up and want to set things up right—from staffing and payroll to messaging and systems.
Sound familiar?
What do I need first so nothing breaks?
How do I hire, train, and pay people properly?
What’s the minimum set of SOPs to run smoothly?
How I can help:
1. Build your org chart and job descriptions.
2. Set up QuickBooks, payroll, and back-office rhythms.
3. Establish brand messaging and a starter social media plan.
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Not sure where you fit?
If even one of the statements above sounds familiar, we can make fast progress together.
Start with a 20-minute Clarity Call — local to Santa Cruz or virtual anywhere.What you get working with me:
Clarity: a shared language for roles, priorities, and decisions.
Systems: simple, repeatable processes that cut rework and confusion.
Leaders: practical coaching that builds confident, accountable teams.
Results: more speed, fewer stalls, and time back for what matters.