What's Inside...

• Reflections of a CEO
• Schedule Your Fall Retreat
• ​Ways to Work Together​

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1. Reflections of a CEO

I make an effort to sit down with clients to listen to how things are going.

A strategic reflection to pause and just listen.

• How are they doing?
• What's going well?
• What are their biggest challenges?
• What's different after working together?
• What's the same?
• What's still needed?

It helps us capture the impact of our work together.

It helps us identify where needs still exist.

And it helps me to improve how I serve my clients.

If you're not already doing this in your business, I would suggest it.

Earlier this month, I sat down with the lead partner at a growing law firm.

Reflections of a lead partner wasn't as catchy as CEO but you get the point...

With his permission, here's a short recap of what they've accomplished over the past year since our October 2024 leadership retreat.

And what's left to be done.

Wins

• On target to meet or exceed year-end goals
• Better run, more organized firm and people have a better sense of what they are doing and where they fit into the whole.
• Offsite clarified bottlenecks and prioritized action.
• Staff reports being less stressed.
• Refined values and embedded them into the hiring process. Very pleased with a series of recent strategic hires.

Challenges

• Business reviews started off strong for the first 5 months but lost some momentum over the summer. Need to get back on track for Q4 close out.
• Want to better utilize leadership meetings to tackle strategic versus tactical issues.

To-do

We started much of what's below but, as always, there's still room to grow.

• Finances - how can we get more granular to understand financial trends by account and seasonal impacts?
• Data - how can we better incorporate client feedback, analyze account trends, and position for advances in AI?
• Marketing - how can we use the data and trends we glean to better reach our ideal clients?

Our time together reminded me, that even after an incredible year, those who want to stay on top are always thinking about ways to improve both internal operations & external delivery.

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2. Schedule 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/refine 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

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 fall leadership retreat.

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3. Ways to Work Together

Here are a few 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 Executive: Embed strategic advisory services within your C-Suite as part of your team. (Learn More)
• Strategy with Susan: 30 mins to "pick my brain,” brainstorm go-to-market strategy, & chat about business-related questions. (Schedule)
• Big Business to Small Business: Explore 10 Strategies to grow your company and find work you love. (Order Here)

As always, thanks for reading.

To your strategic success,

Susan

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