Can You Do It Yourself?

You sure can! However, please understand that transforming your business requires taking ownership and accountability. The DIY pathways below will require discipline, dedication, and a strong desire to bring a shift in how you are running your business. Each pathway below will provide you access to several resources that will take you to the next level of transformation.

Not sure where to start? Take the Accessible Intelligence Audit to see where you are in your journey.

Unlock Your Potential with the Guided DIY Pathway

Whether you need a foundational spark or a complete innovative overhaul, our membership tiers provide the exact blueprints, tools, and community support you need to execute our vision. (how do these pathways work?)

The Foundation pathway

$XXX / month

Perfect for solopreneurs who need to escape the “busy trap” and define their North Star.


Strategy & Vision

  • The Visionary’s One-Pager”: Framework to define Purpose, Values, Mission, and Vision.
  • “Chief Everything Officer” Trap: Self-assessment to identify time-draining tasks
  • “First Steps” Action Plan: Simple 90-day goal setting.

Marketing & Sales

  • The Business Growth Engine: Playbook on Sales, Marketing, and Customer Delight fundamentals.
  • Ideal Customer Persona Worksheet: Tool to define target audience.
  • Your Marketing Starter Kit: Guide to core concepts (Newsletters, Drip Campaigns, Social).

Operations & Data

  • “A-to-Z” Glossary of Business Terms: Reference guide for key business concepts.

Technology & AI

  • The AI Advantage Toolkit:
  •  – AI 101 Primer: Jargon-free introduction.
  • Prompt Engineering Power-Up Kit: C.O.R.E. method & 20+ prompts.

People & Leadership

  • (Focus is on personal leadership in Tier 1)

Support & Community

  • Monthly “Spark” Newsletter: Inspiration, tips, and success stories.
  • Monthly “Office Hours”: 1 hour/month group Q&A call.
  •  Private Community Access: Peer support forum.
Coming Soon!

the accelerator pathway

$XXX / month

For owners ready to build efficient systems, automate workflows, and reclaim their time.


Strategy & Vision

  • Everything in Tier 1
  • The Strategic Roadmap Workbook: Detailed SWOT analysis and quarterly milestone planning.
  • The Competitive Landscape Playbook: Guide to analyzing competitors and finding gaps.
  • “Revisiting Your Vision”: Guide to strategic pivoting and long-term resilience.

Marketing & Sales

  • Everything in Tier 1
  • The Lead Generation Engine Playbook: Setting up CRM and automated lead capture.
  • The Customer Journey Mapping Template: Visualizing touchpoints to find friction.

Operations & Data

  • Everything in Tier 1
  • “Data 101” Guide: How to find and use existing sales/customer data.
  • The Transformation Scorecard: ROI tracker (Time & Money) for new processes.

Technology & AI

  • Everything in Tier 1
  • The Automation Playbook: Video walkthroughs of 3-4 specific automations (Sales, Marketing, Service) with ROI narratives.
  • “Building Your First Automation”: Simple n8n/Make.com tutorial.
  • “How to Identify When to Use AI” Framework: Decision matrix for AI – enabled automation vs. traditional automation vs. human touch.
  • Responsible AI Checklist: Data privacy and ethics guide.

People & Leadership

  • (Focus is on systems management in Tier 2)

Support & Community

  • Everything in Tier 1
  • Bi-weekly “Blueprint” Newsletter: Tactical tools and deep dives.
  • 1 Hour Monthly 1:1 Strategic Coaching: Dedicated private session.
  • Private Community Access
Coming Soon!

The Innovator Pathway

$XXX / month

For established businesses ready to implement advanced AI agents and modernized ops


Strategy & Vision

  • Everything in Tier 1 & 2
  • “Core Values in Action” Workbook: Integrating values into hiring and operations.
  • “The Mentorship & Case Study Builder”: Tool to turn projects into authoritative case studies.

Marketing & Sales

  • Everything in Tier 1 & 2
  • Advanced Marketing Automation: Strategies for multi-channel nurture campaigns.

Operations & Data

  • Everything in Tier 1 & 2
  • The Modernization Blueprint: Guide to moving from spreadsheets to integrated systems.
  • The Back-Office Automation Blueprint: Strategies for Finance/HR automation with AI.

Technology & AI

  • Everything in Tier 1 & 2
  • “Plug-and-Play” Automation Library: Pre-built n8n/Make templates (e.g., Client Onboarding)
  • “Building Your Custom AI Research Agent”: Advanced playbook for market research.
  • “AI for HR & Talent Management”: Templates for hiring and onboarding.

People & Leadership

  • “Leading Your Team Through Change”: Guide for managing resistance and culture during digital transformation.

Support & Community

  • Everything in Tier 1 & 2
  • Weekly “Edge” Newsletter: Advanced strategy and trends.
  • 2 Hours Monthly 1:1 Strategic Coaching: High-level advisory sessions.
  • Private Community Access
Coming Soon!