For dedicated agents ready to step out of accidental entrepreneurship and build a predictable, intentional business. 1:1 Executive Coaching moves beyond templates into custom operational engineering—looking "under the hood" of your specific practice to eliminate chaos and establish your personal standard of excellence.

What’s Included in 1:1 Executive Coaching:

⚙️ The "Chaos to Clarity" Operational Audit: A deep-dive into your current database, pipeline, and transaction workflows to identify invisible bottlenecks and profit leaks.

📐 Bespoke CRM & Workflow Architecture: Tailored optimization of your CRM (including Smart Lists and Action Plans) aligned with your authentic communication style.

🧠 30-Minute Weekly Executive Strategy Sessions: High-level weekly advisory to keep you accountable, implement repeatable systems, and protect your personal boundaries.

💬 Trust-Based Client Communication: Master emotional intelligence and intentional listening to lead client relationships with authority and earn long-term trust.

📁 Full Suite Access: Complimentary, immediate access to the complete Master Operations Checklists & SOP Library ($695 value) to support your implementation.

Duration: 3-Month Minimum Initial Commitment (Weekly 30-Minute Sessions)

Investment: Starting at $2,000 / month

Access: By Application Only (Limited availability to maintain high-touch advisory) Coaching Inquiry Form

How do I get started?

Due to the high-touch nature of this advisory, I only take on a limited number of 1:1 clients at a time. The first step is to submit a Coaching Inquiry Form. If there is strategic alignment, we will schedule a 20-minute Discovery Call to discuss your goals and current availability. From there, we lock in a weekly strategy time.

What is the refund policy?

Because 1:1 Executive Coaching includes immediate, complimentary access to our complete digital Master Operations Checklists & SOP Library ($695 value), the digital asset portion of the program is strictly non-refundable upon delivery. Coaching retainers are evaluated on a case-by-case basis. My goal is total alignment, which is why we conduct a mandatory Discovery Call before enrolling any 1:1 client.

Is it possible to continue 1:1 coaching past the initial 3 months?

Absolutely. After completing your initial 3-month operational build, many clients choose to transition into an ongoing monthly advisory retainer to maintain accountability, navigate new growth phases, and protect their standards as their business expands.

How does 1:1 Coaching differ from the Checklist Library?

The Master Operations Checklists & SOP Library is a "DIY" system—it provides the exact blueprints and transaction tools. 1:1 Executive Coaching is a "Done-With-You" partnership. We dive into your specific business model to audit your operational leaks, build custom CRM workflows, and enforce the operational boundaries needed to protect your quality of life.

Is there a specific production level required for 1:1 Coaching?

I serve dedicated agents at various stages. 1:1 coaching is best suited for agents who have a consistent flow of business (or the capacity for it) but are currently overwhelmed by administrative chaos and constant fires. If you are ready to transition from reactive agent to intentional CEO, we will be a great fit.

What is the time commitment required?

We meet weekly for 30-minute intensive strategy sessions. Expect to dedicate 2–4 hours per week between calls working on your business systems rather than just in daily transactions.

Will you actually go into my CRM and set it up?

We will look at your database together on our calls to clean up your pipeline, organize your contacts, and build communication workflows that actually work for your style. My personal operational background is built on Follow Up Boss, but the rules of database structure apply anywhere. We focus on the strategy, the stage organization, and the communication follow-through—giving you (and your admin) complete clarity so you can run your system with confidence, without getting bogged down in tech troubleshooting.

Are the Master Operations Checklists included?

Yes. All 1:1 Executive Coaching clients receive full, complimentary access to the complete Master Operations Checklists & SOP Library ($695 value) upon onboarding.

What results can I expect?

You can expect a business that finally has boundaries. 1:1 coaching gives you predictable operational standards so you aren't waking up to daily fires or running your business off memory. Our clients gain control over their calendar, protected time for their personal life, and elevated client communication that naturally builds long-term trust and repeat referrals—without having to sacrifice their family or sanity to achieve it.