PERSONALIZED COACHING

Strategic Planning Programs 

Our VIP Strategic Planning Programs take a deep dive into the following areas, to ensure we look at ALL the things that help your business grow, increase your revenue, and create more time for YOU to LIVE LIFE!

​​

• Business overview / company structure

• Your differentiator or “uniquifier”

• Vision

• Team members / staff / office operations

• Client onboarding process

• Target market(s) and prospecting strategies

• Sources of revenue and detailed P&L review

• Marketing and PR initiatives

• Client communication & client engagement initiatives

• Strengths & opportunities of the team & each team member

• Market & firm opportunities

We then develop a customized plan which includes the following:

​​

• Strategic Focus Areas

• Sources and streams of revenue

• Expense planning & budgeting

• Business & prospecting strategies

• Marketing & client engagement plan

• Detailed quarterly goals and focus areas

• Customized strategies to achieve your goals

• Accountability plan

ANDREE GROUP

VIP Planning Program

Designed for executives and business owners

​​

• Pre-planning questionnaire to maximize time during the strategy session

• 90-minute strategy session (via phone) with Kristin Andree

• Creation & delivery of personalized 12-month plan

• Customized recommendations for business & personal growth

• Quarterly calls (3) to review prior quarter's goals and develop next quarter's focus areas Accountability around plan execution

$5,000 (+ Travel)

ANDREE GROUP

VIP Team Planning Program

Designed for Leaders, Business Owners, and their Teams - to ensure complete buy-in & to develop strategic plans for key team member.

​​

• Pre-planning prep call with leader

• Half-day discovery meeting & strategy session with full team (facilitated by Kristin Andree)

• Creation & delivery of personalized 12-month plan

• Customized recommendations for business & personal growth, for leader & up to three key team members

• Quarterly plan reviews (3) with leader/team (via phone) to review prior quarter's goals and develop next quarter's focus areas

• Accountability around plan execution

$7,500 (+ Travel)