It’s a fast, focused starting point for consultants and coaches — a 60-minute session plus a 1-page Clarity Map™ showing where your profits or time are leaking. You’ll walk away with immediate insights and next steps. If you choose to upgrade to a Diagnostic within 7 days, your full Snapshot fee is credited.

The Diagnostic is a deeper strategy session with a full review of your consulting or coaching business performance over the last 12 months. It includes a 90-minute consult and a 3–5 page roadmap covering:
Revenue, pricing, team, and operations
Blind spots and opportunity areas
Strategic KPIs mapped to your goals
A customized 90-day growth plan

The Suite is our full 90-day engagement for consultants and coaches ready to move fast. It includes:
Your custom KPI dashboard build
Three monthly strategy sessions
90-day ClarityCore plan
KPI tracking system setup
Dashboard access and support
It’s done-for-you, with minimal lift required beyond sharing your reports and showing up for strategy calls.

Yes. The standalone Dashboard Build is for consultants and coaches who already know what they want to track. You’ll get:
A custom dashboard built from your provided data and goals
Smart automations and alerts
Two rounds of revisions
A 30-minute walkthrough and how-to recording
(No strategy sessions or performance analysis included.)

Most likely, yes. We can pull data from:
CRMs like HubSpot, Follow Up Boss, and more
Accounting platforms like QuickBooks Online, Google Sheets, Airtable, and other tracking tools, Project management platforms

We’ll map this out during your Diagnostic™ or onboarding.

Snapshot clients: Immediate clarity in the first session
Diagnostic clients: A custom 90-day plan with clear direction
Suite clients: Most report measurable wins within 4–6 weeks

We work best with growth-minded consultants and coaches who:
Are ready to scale their business with clarity and confidence
Want to make data-driven decisions, not gut-based guesses
Are looking for a strategic partner to guide their growth
If you’ve outgrown gut-based decisions and want to lead with real data, you’re in the right place.

We offer three maintenance plans:
Monitor: Dashboard upkeep + monthly reviews
Momentum: Strategic sessions + updates and forecasting
Scale: Executive partnership for high-growth teams
Choose the support level that fits your pace and goals.

Here’s a quick snapshot of pricing:
Clarity Snapshot™: $497
GrowthPath Diagnostic™: $2,000
GrowthPath Suite™: $5,000 or 2 payments of $3,000
Dashboard Build™: $3,000 or 2 payments of $1,600
Support plans: Starting at $500/month
Custom quotes are available if you're not sure where to start.

Just book a free Discovery Call.

We’ll talk through your goals and challenges, then recommend the right entry point - whether that’s the Snapshot™, Diagnostic™, or Suite™.

Your product will be delivered via email immediately after checkout with a secure download link. Make sure your email address is correct at purchase.tion

Because these are instant-access digital products, all sales are final and non-refundable. If you have trouble accessing your files, we’ll gladly help you resolve any issues.

Your purchase includes a single-user license for your personal or internal business use. Please don’t share, resell, or redistribute the materials without permission.

These resources are designed for consultants and coaches scaling premium services. They’ll help you spot common profit leaks and misalignments, but they’re not a one-size-fits-all “quick fix.”

If you’d like tailored guidance, you can book a ClarityCore Snapshot™ session after using your digital tools. It’s a 60-minute private strategy session to review your insights and create a custom action plan.

Reach out anytime using our Contact Form. We are happy to help!