The Circle of Growth Discovery Guide – Building the Future You Lead

1. Leadership Impact Blueprint
Vision – The Future You’re Building
  1. What kind of leader do you want to be known as 10 years from now?
  2. How do you define influence — and how do you want to use it?
  3. What impact do you want your leadership to have on others?
  4. What gaps exist between your leadership today and your future vision?
  5. What legacy do you want your leadership to leave behind?
Values – The Principles You’ll Stand On
  1. What values do you refuse to compromise as a leader?
  2. How do you want your team to feel under your leadership?
  3. When under pressure, what value guides your response?
  4. What ethical boundaries do you hold firm?
  5. Which leadership traits do you want others to model after you?
Mission – The Work You’ll Do Now
  1. Why does your leadership matter beyond your title?
  2. Who benefits most from your leadership right now?
  3. What habits reflect your leadership integrity?
  4. How do you measure the impact of your leadership?
  5. What sentence should your team use to describe your leadership?
2. Career Map + Branded Résumé
Vision – The Future You’re Building
  1. What’s your ultimate career destination — and why that one?
  2. Where do you see yourself contributing most meaningfully in 5–10 years?
  3. What does professional success look and feel like for you?
  4. Which roles or industries align best with your long-term vision?
  5. What kind of legacy or recognition would make your career feel complete?
Values – The Principles You’ll Stand On
  1. What non-negotiables define your professional choices?
  2. How do your personal values shape what opportunities you accept or reject?
  3. What kind of workplace culture brings out your best performance?
  4. How do you want colleagues and employers to describe your character?
  5. When choosing between advancement and alignment, which wins?
Mission – The Work You’ll Do Now
  1. Why are you pursuing this next phase of your career?
  2. What unique value or story do you bring to every opportunity?
  3. Which achievements best demonstrate your potential — and how can they be framed on paper?
  4. How can your résumé or brand narrative communicate both capability and authenticity?
  5. What are the three skills or milestones you must achieve this year to move closer to your ideal role?
3. Business Strategy Playbook
Vision – The Future You’re Building
  1. What transformation do you want your business to create in its market or community?
  2. How do you want your business to be known in 10 years?
  3. What’s the big picture outcome you’re chasing — not just revenue?
  4. What market gap do you intend to fill or redefine?
  5. What will long-term success look like from both a business and impact standpoint?
Values – The Principles You’ll Stand On
  1. What ethical standards guide your business decisions?
  2. How do you want clients and partners to feel after working with you?
  3. When growth pressures arise, what boundaries will you not cross?
  4. Which customer experiences will reflect your company’s character?
  5. What role do transparency and trust play in your sales or client relations?
Mission – The Work You’ll Do Now
  1. Who is your ideal client, and what problem do you solve for them?
  2. What’s the unique approach or process that sets your business apart?
  3. Which offers or services generate both profit and impact?
  4. How will you define and track success quarterly?
  5. If your brand could speak, what message would it repeat every day?
4. Efficiency Audit + Dashboard
Vision – The Future You’re Building
  1. What does an ideal, fully efficient version of your business look like?
  2. How do you envision your time being spent when systems run smoothly?
  3. What bottlenecks currently limit your capacity or profit?
  4. What would operational excellence mean for your team?
  5. What does freedom from chaos look like in measurable terms?
Values – The Principles You’ll Stand On
  1. How do your values influence how you manage resources and people?
  2. When it comes to workflow, what’s your tolerance for imperfection vs. progress?
  3. How do you balance efficiency with humanity (not over-automating relationships)?
  4. How transparent do you want your operations to be to clients or staff?
  5. What accountability systems align with your integrity standards?
Mission – The Work You’ll Do Now
  1. What specific outcomes must your systems produce each week or month?
  2. How will you track performance in real time?
  3. Which tasks can be automated or delegated without losing quality?
  4. What metrics define “done right” for every major process?
  5. How will you document and train others to maintain consistency?
5. Personal Performance System
Vision – The Future You’re Building
  1. What kind of life do you want your work to make possible?
  2. When you’re at your best, how does that affect everyone around you?
  3. What version of yourself are you striving to become over the next decade?
  4. How will you know when you’re living in full alignment with your purpose?
  5. What does balance — not busyness — look like for you?
Values – The Principles You’ll Stand On
  1. Which daily habits reflect your personal integrity?
  2. How do you measure success beyond productivity?
  3. How do you protect your energy and mental focus?
  4. When do you feel most grounded and clear?
  5. What boundaries help you maintain consistency and peace?
Mission – The Work You’ll Do Now
  1. Why is personal mastery essential to your leadership or business goals?
  2. What daily disciplines create the biggest difference in your results?
  3. How do you recover when you slip out of routine or lose focus?
  4. What tools or systems help you stay accountable to yourself?
  5. If someone shadowed you for a week, what would they learn about your priorities?

The Circle of Growth — Consulting Offer Pricing

Choose how much you want me to do with you versus for you. Starter $250 • Growth $1,000 • Master $2,500–$10,000

Leadership Impact Blueprint Leadership
Starter — Guided Build $250
  • Assessment prompts to surface strengths, gaps, and growth priorities.
  • Step-by-step outline to craft your leadership narrative and operating principles.
  • Includes one (1) 45-minute video call for direction and checkpoints.

✅ For self-starters who want structure and accountability.

Growth — Done-for-You Build $1,000
  • I draft your Leadership Blueprint (vision, values, decision rules, stakeholder map).
  • Messaging and positioning language for site, deck, and LinkedIn.
  • Includes two (2) 45-minute video calls for alignment and feedback.

✅ For leaders who want a polished playbook without the heavy lift.

Master — Full System & Training Starts at $2,500 (most $2.5k–$10k)
  • Everything in Growth, plus a 90-day implementation cadence.
  • Custom templates (1:1 agenda, decision log, meeting rhythms, scorecard).
  • Hands-on team install + coaching to embed habits and scale.

✅ For execs who want the system built and embedded.

Career Map + Branded Résumé Career
Starter — Guided Build $250
  • Role-targeting worksheet (titles, industries, salary bands, skills gap).
  • Résumé wireframe + bullet formula and ATS checklist.
  • Includes one (1) 45-minute video call for review and direction.

✅ For motivated applicants who can implement with guidance.

Growth — Done-for-You Build $1,000
  • Branded résumé + cover letter tailored to your target roles.
  • LinkedIn headline, About, and top-section refresh.
  • Includes two (2) 45-minute video calls for positioning + revisions.

✅ For pros who want sharp, interview-ready assets.

Master — Full System & Training Starts at $2,500 (most $2.5k–$10k)
  • Everything in Growth, plus a 6-week job-hunt sprint plan and KPIs.
  • Outreach scripts (recruiters, referrals, follow-ups) + interview playbook.
  • Live prep sessions + offer negotiation framework.

✅ For candidates who want the full pipeline built and coached.

Business Strategy Playbook Business
Starter — Guided Build $250
  • Mission, market, and offer mapping worksheets.
  • ICP profile + problem-promise-proof messaging outline.
  • Includes one (1) 45-minute video call to pressure-test offers and pricing.

✅ For founders who want clarity and a DIY plan.

Growth — Done-for-You Build $1,000
  • Full strategy doc (mission, ICP, value ladder, pricing, GTM).
  • Starter funnel map (lead magnet → nurture → call-to-action).
  • Includes two (2) 45-minute video calls (strategy + review).

✅ For small businesses needing a clean, ready playbook.

Master — Full System & Training Starts at $2,500 (most $2.5k–$10k)
  • Everything in Growth, plus 90-day GTM plan with weekly sprints.
  • Sales scripts, objection handling, and KPI dashboard starter.
  • Working sessions to install offers, pricing, and pipeline.

✅ For owners who want the engine built and running.

Efficiency Audit + Dashboard Ops
Starter — Guided Build $250
  • Ops audit checklist (time, tools, tasks, bottlenecks).
  • Prioritized fix list with quick wins and SOP outline.
  • Includes one (1) 45-minute video call to calibrate priorities.

✅ For teams that can implement fixes with direction.

Growth — Done-for-You Build $1,000
  • Mini ops audit (interview + artifact review) and findings brief.
  • Custom KPI dashboard (Sheets/Excel) with baseline metrics.
  • Includes two (2) 45-minute video calls (walkthrough + handoff).

✅ For operators who want a usable dashboard now.

Master — Full System & Training Starts at $2,500 (most $2.5k–$10k)
  • Everything in Growth, plus SOP pack (3–5 core processes documented).
  • Automation starter kit (intake, follow-ups, reminders where feasible).
  • Training sessions to install and adopt the new flow.

✅ For teams ready to lock in efficiency and scale.

Personal Performance System Performance
Starter — Guided Build $250
  • Weekly focus template (goals, time blocks, review prompts).
  • Energy/inputs tracker (sleep, movement, deep work, recovery).
  • Includes one (1) 45-minute video call to set and calibrate the routine.

✅ For self-driven folks who want a clean system.

Growth — Done-for-You Build $1,000
  • Custom daily/weekly operating system (planner + review loop).
  • Priority stack + habit scripts matched to your goals.
  • Includes two (2) 45-minute video calls for install + refinement.

✅ For busy leaders who want plug-and-play clarity.

Master — Full System & Training Starts at $2,500 (most $2.5k–$10k)
  • Everything in Growth, plus 8-week accountability cadence.
  • Deep-work calendar install, guardrails, and relapse-proofing.
  • Coaching sessions to lock habits and results.

✅ For high performers who want consistency that sticks.

Live Video Call Policy (Starter & Growth)
  • Starter ($250): includes one (1) 45-minute live video call.
  • Growth ($1,000): includes two (2) 45-minute live video calls.
  • Additional time: billed at $250/hour.
  • Scope first: the scope + deliverables for each call are defined before scheduling and agreed in the contract.
  • No surprises: out-of-scope work is quoted and approved in writing prior to the session.
  • Master plan: has its own scheduled working sessions and cadence.
Master Plan Team (Included)

When you choose Master, you get a hands-on team that installs the system with you, trains you to run it, and makes sure it sticks.

PM
Project Manager

Owns timeline, deliverables, and momentum. Your single point of coordination.

What they do
  • Builds the 90-day plan, weekly cadence, and checklists.
  • Schedules working sessions, keeps everyone on task.
  • Tracks risks, decisions, and blockers—removes friction fast.
Key outputs
  • Roadmap RACI Delivery Checklist
CX
Consultant

Translates strategy into systems. Builds the working playbook with you.

What they do
  • Designs your operating rhythm, KPIs, and decision rules.
  • Leads working sessions to install processes end-to-end.
  • Coaches you through adoption and scale-up.
Key outputs
  • Playbook KPI Scorecard SOPs
MK
Marketing Specialist

Positions you clearly. Installs simple, repeatable demand motions.

What they do
  • Clarifies offer, promise, proof—tightens messaging.
  • Sets up basic funnel assets (profile, one-pager, intro email).
  • Builds a light pipeline rhythm for consistent outreach.
Key outputs
  • Positioning One-Pager Intro Scripts
LA
Legal Assistant

Keeps your paperwork clean so you can move fast with confidence.

What they do
  • Preps standard docs (service agreement, SOW, NDA templates).
  • Tracks signatures & renewals; organizes client folders.
  • Flags items for attorney review where needed.
Key outputs
  • MSA/SOW NDA Doc Tracker
How it runs: a focused 90-day install with weekly working sessions, a live scorecard, and a clear “own the system” handoff—so it keeps running after we step back.

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