What's Inside...

• Summertime Strategy
• Your Fall Retreat
• ​Ways to Work Together​

1. Summertime Strategy

I love summer.

Glorious days of beach trips, early morning swim practice, and endless tennis.

It's hard to believe we're already half way through the year.

Is a 6-month summer strategy sync top on your list?

Maybe, like me, you'd rather be outside than reviewing dashboards & crunching numbers.

But the truth is, a mid-year check-in is important and doesn't take much time.

Gather necessary data and consider 5 questions:

• Have we hit our 6-month revenue and profit goals?
• What expenses can we jettison if times are tough?
• How can we stay agile to respond to global or regional trends?
• What's in our Q3 & Q4 pipeline?
• Who are 3-5 people we can email TODAY to reignite the conversation?

Even if you're enjoying the lazy days of summer, set your business up for success this fall and beyond.

2. Your Fall Retreat

End 2025 strong and position for 2026 and beyond.

​Schedule a call to discuss your team's fall leadership retreat now.

Here's a sampling of topics we can cover:

• Define Vision, Mission, & Values
• Develop 3-year strategy
• Create clear 1-year & 90-day plan
• Clarify roles & responsibilities
• Improve cross-team communication
• Streamline processes to save time & money

I love client feedback.

Here's one of my favorites…

"Our new service offering generated $20k in one day. Thanks to our session, we were able to hone our focus in our service offerings to work congruently with our new vision and mission statement."

Make time to work ON, not just IN, your business.

It's key to driving revenue, engagement, & impact.

​Schedule a call for help with your company's leadership retreat.

3. Ways to Work Together

Here are two ways we can partner in these rapidly changing times.

• Leadership Offsite: Define your growth strategy & priorities, clarify your go-to market plan, & improve your team's communication. (Learn More)
• Fractional C-Suite Executive: Embed strategic advisory services within your C-Suite and position for growth. (Learn More)

As always, thanks for reading.

To your strategic success,

Susan

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