Getting To The Next Level®
Client Exclusive Benefits

Membership Has Its Benefits…

… and my clients can enjoy some important and powerful ones!

To help you get to the next level, I have put together a very specific selection of critical business tools that are offered exclusively to members of my Coaching Program.

Valuable Ways To Leverage Your
Coaching Program

Depending on your selected Coaching Program, from the first day you sign up, you and your company have access to specifically tailored resources and tools designed to enlighten, empower, and strengthen your roadmap and strategy for success.

When you bring me onto your team and allow me to coach your business, your business will become more focused, efficient, and profitable; and I’m willing to guarantee it!

Please note: Individual Client Exclusive Benefits may be tailored somewhat differently depending on the Coaching Program selected, and not all are available with all Coaching Programs.


Agile Strategy Collaboration Portal

Building out your roadmap and strategy for success may be some of the hardest tasks you’ll ever embark on (if you’re doing it right), but executing on them need not be. I’ve put together Technology, Strategy, and Action in a unique way that can literally guarantee your success. It’s called Business Agile Strategy Execution (BASE) and it comes together on the Getting To The Next Level® Agile Strategy Collaboration Portal. You may know the term Agile from the software industry, but my innovative idea is to use it for your business strategy.

This custom Agile Project Portal lays out your entire business strategy for each of ten specific aspects of your business in a unique way that allows true agile strategy execution. From the first day you work with me on this Portal, you will see how a business strategy for achieving just about any goal can be broken down into its simplest elements and then acted on in the most efficient way possible. When you treat each of these ten key business aspects as individual and ongoing projects, you find that the easiest way to get any one of them to the Next Level is to address the most important items that can be remedied or incorporated within a reasonable amount of time as simply a new version of that business aspect.

Imagine you need to fix your Service Delivery process in some way, perhaps building and deploying a true New Client Onboarding process. The team looks closely at the work to be completed and breaks it down into logical elements of work, just as you would any project. Following my Business Agile Strategy Execution (BASE) methodology, you group together the related elements to effectively release to your business, the next version of your Service Delivery. This new version, which now includes a proper and complete New Client Onboarding process, would be called Service Delivery Version 2.5. I would call it Getting To The Next Level®!

Financial Insights Dashboard™

Our custom Financial Insights Dashboard™ is the award-winning financial dashboard that helps you manage your business. It is very easy-to-use and works with all major accounting packages including QuickBooks, Peachtree, Mass 200, Zero, and more. The dashboard crunches data from your accounting system to clarify the past and predict your future. I selected this financial dashboard solution because no other product can more easily deliver the overall picture of trends, prediction, and performance using your current accounting data.

What is considered by many to be the most powerful and valuable feature of the Financial Insights Dashboard™ is the ability to compare your numbers with those of other companies in your industry. This means you and your fellow Success Focused Accountability Group™ members can compare numbers any time you like.

Each quarter with the help of your coach, you can easily diagnose which parts of your business are performing and which are not, so you can adjust your course accordingly. Use the dashboard to align your team with easy-to-follow images showing them where your company is headed and the challenges you may face. Share important telling graphs and trends with your stakeholders, Business Coach, CPA, and even your banker.

Success Focused Accountability Groups™

I host and moderate several Success Focused Accountability Groups™ comprised of entrepreneurs, managers, and leaders from all over the world. Traditionally, a peer advisory group is a collection of small business owners or entrepreneurs from different industries or sectors who get together on a regular basis to compare metrics and scorecards, share best practices, and offer each other peer support.

My groups are unique in that members are actually largely from the same industry. We rely on this difference in approach to the benefit of everyone involved for many reasons, but mostly because it means you are meeting with people who are experiencing exactly the same problems you are. It also helps in building partnerships with people and companies who are in the same business. These partnerships can be crucial to the success of a small business trying to get to the next level.

Success Focused Mastermind Groups™

I host and moderate several Success Focused Mastermind Groups™ comprised of entrepreneurs, managers and leaders from all over the world. When you are ready, you are invited and encouraged to participate in one of these mastermind groups. What can you expect to gain from the group and your participation? The agenda largely belongs to the group, and each person’s participation is extremely important. Every one of the peers gives feedback, helps brainstorm new possibilities, and sets accountability structures that will keep you focused and on your success path. We strive for a community of supportive colleagues willing to brainstorm together to move the group to new heights without reserve.

The concept of the mastermind group was formally introduced by Napoleon Hill almost 100 years ago, and today it’s still considered one of the most powerful entrepreneur tools known in business. In his timeless classic Think and Grow Rich, Napoleon Hill wrote about the Mastermind principle as, “The coordination of knowledge and effort of two or more people, who work toward a definite purpose, in the spirit of harmony,” and, “No two minds ever come together without thereby creating a third, invisible intangible force, which may be likened to a third mind.”

You may already have experienced the power of a mastermind group without realizing it. The best example would be a time when you were deep in conversation with a small group of sharp individuals and suddenly found yourself internally super-charged with new and different ideas, maybe even solutions to things you’d been pondering for months. This is the power of a mastermind group.

DiSC, Aptitude, Personality, Emotional Intelligence & Skills Assessments

We utilize Test Gorilla a wide range of assessments and skill testing. Through this system we offer four critically important assessments for candidate selection and employee evaluation:

  • Cognitive Aptitude Tests

Cognitive aptitude - sometimes called general intelligence - is the single most accurate predictor of job performance. This is because employment aptitude tests assess qualities that are critical to almost all mid- and higher-level jobs. These capabilities include: problem solving, critical thinking, attention to detail, and the ability to learn, digest, and apply new information.

  • Personality Tests

Starting with the standard DiSC Profile, employment personality tests are a valuable tool for gaining insights into the interaction style, personality traits, and behavioral tendencies of individuals. They are designed to assess the aspects of a person’s personality that remain relatively stable throughout an individual’s lifetime. Properly designed personality tests are therefore meant to pinpoint permanent personality “traits” (for example: an individual’s level of extroversion) rather than temporary “states” (for example: an individual’s current level of anger).

  • Emotional Intelligence Tests

Emotional intelligence is emerging as one of the most important qualities to look for in the modern job candidate. Emotional intelligence refers to a person’s ability to understand emotions and to use them productively. In the workplace, emotional intelligence can help us collaborate with others, understand how others are feeling, and influence and inspire people.

  • Skills Tests

Skills assessments measure proficiency in areas like general job readiness skills, verbal and math comprehension, typing and data entry, basic computer literacy, and Microsoft Office. They are designed to determine whether or not an individual has the requisite level of skill required to effectively perform at a job that will require the frequent use of the skills in question.

Note: There are too many assessments to list here. For a full list please do email us.

Key Personnel Selection Assistance

I believe strongly in the axiom: First who, then what. You must have the right people working for you in the right positions, and then you can begin to plan what you will do and the steps to success. If you do not have the right people in the right places on your team, you will likely flounder eternally. But when you have the right people in the right places, you will soar. To find, nurture, and retain your superior team, you must also have what is referred to as a People Process. The People Process covers every aspect of your human resources program, including: Roles and Responsibilities definitions, Candidate Selection, Employee Goals and Evaluations, Training, and even the unfortunate process of dismissing an employee.

To begin with, you will have full access to the Criteria Corp pre-hire screening portal including pre-made Tech and Engineer Tests. Additionally, I will help you in any part of the People Process, from getting a quality position posting placed to the selection and hire process, evaluations, and if need be, the dismissal process. I will participate in the key candidate interviews or perform my own interviews, depending on timing and availability. I will guide you through building a quality employee evaluation program that incorporates all the critical points of top performance goal setting, training and skill advancement, and specific performance items.

An important tool in selecting the right people for the right positions in your team is the DiSC assessment. If you choose to utilize this amazing tool, I can provide the DiSC assessments to you at cost and, regardless of where you acquire them, I will review them for you as part of the candidate selection process.

Focus On Finance

No matter who’s on your accounting and finance team, time spent with your business coach focusing on both short and long-term goals and landmarks is an important perspective. It is the outside perspective of your coach and trusted advisor that guarantees you are seeing things from all angles. Depending on your level of engagement, you'll have access to our Financial Insights Dashboard™ which will allow us to set, track, and manage key performance indicators and to compared with others in your accountabiltiy group industry.

On the call, we will review and adjust the monthly, quarterly, and annual finance goals, including a drill-down to the appropriate level of any aspect of your finances required to ensure there are no unknowns. We’ll discuss specific accounts and roadblocks as needed to make the right adjustments and plan the right actions for the coming weeks. The call can be a team call to include any of your accounting and finance team, other stakeholders, or even your PSA coach.

One excellent benefit to regular Focus on Finance coaching calls is that they inevitably reveal the need for process documentation, policy, or procedure changes. As finance is one of the most important aspects of your business, the resulting continuous improvement is not only desirable but extremely valuable.

Project Training and Retrospectives

When it comes to time, energy, and resources, a project is the fastest way to lose control and accounting of all three. And when the time comes to figure out how you got so far off track and where all the time, energy, and money went, most companies just write it off and hope to do better next time. If you look up the word “Futility” in the dictionary, you should find a vaguely similar description. Doing something the same way time and again and hoping for a different outcome. To realize repeatability and reproducibility, you must have full control of your project from Quote, Description, Scope, and all the way to the end where you perform a proper Retrospective.

I will work directly with your Sales and Engineers at any level to mentor your team and help them define and document their project process. This includes sitting in on the Engineering meetings to guide the most important early steps of properly performing a pre-discovery, and setting out an accurate project description and scope. I will follow your most critical projects, from Opportunity to Retrospective and beyond. You cannot show that your team has solidly learned anything from a project unless you have performed a Project Retrospective.

The Project Retrospective is the closing of the loop for every project, good or bad, that allows you to continuously and incrementally improve efficiency, processes, and profits on any size and type of project. When you have the right processes driving your projects, you will be able to shift your profit center clearly to the Project side. And after all, isn’t the goal of a top-level MSP to spend less time working on break-fix and more on projects? I’m a master at process and the pioneer of Zero Downtime Network Migrations. Taking advantage of this benefit could possibly present you with your entire ROI for bringing me on board!

Tailored Training Sessions  

Whether you’ve just begun coaching or you have been doing it for some time, there is a constant discovery of the need for focus and training in new, different, or unrealized areas. It’s very common to find that taking on new tools, learning new concepts, or shifting core competencies requires a solid focus and training on this new thing to bring the team up to speed. And sometimes it’s just about getting a refresher course or getting everybody on the same page.

Because I’m always looking for ways to improve your quality and processes, I will likely already have the next training session for your team in mind or on hand. Depending on your needs, I will put together a monthly focused training session for individuals, teams, or the entire organization with the right focus to help you get to the Next Level. I may also occasionally invite you to sit in on a webinar or other online training session but with special access to the follow-up Q&A or additional training for clients only. And don’t hesitate to make requests in the best interest of you, your team, or the organization for training of any kind. If I cannot provide it myself, I will almost always be able to find what you need from another source.