The Legacy Framework™
A 6-month, high-touch partnership to design streamlined operations, simple systems, and sustainable growth, so you can build a legacy-ready business.
We review applications weekly. If selected, you will receive a private consultation invitation.
Is this you?
- Delivery depends on you, and tools, tasks, and email feel scattered.
- Follow ups slip and work is reactive instead of proactive.
- Reporting is fuzzy and decisions feel heavy.
- Growth is capped by capacity, not demand.
Fit Criteria
You lead a coaching, consulting, or service business with active clients and revenue. You want calm, clarity, and systems your team can run without adding complexity.
Our Bold Promise
In six months, we will transform scattered systems into streamlined operations. You will gain time back, deliver to clients consistently, and scale with systems that last, without sacrificing your presence or peace of mind.
The 6-Month Journey
Relief and Clarity
Systems map and first automation in 14 days.
Strong Foundations
Streamlined tech, SOPs, starter dashboard.
Scalable Systems
Growth ready framework and team playbooks.
Optimize and Grow
Quarterly review and Legacy Roadmap™.
What’s Included
Systems Map and 90-Day Plan
Clear priorities, milestones, owners, and metrics.
Automations
Lead capture, onboarding, handoffs, and reminders that save hours each week.
SOP Playbooks
Repeatable workflows your team can run without you in the room.
CEO and Growth Dashboards
Visibility for pipeline, delivery, capacity, retention, and revenue.
ClickUp Structure
Clean tasks, views, and cadence that keep projects moving.
Training and Handover
Live training, a short video library, and support for change management.
High Touch Support
Biweekly working sessions, Slack support, a shared workspace, and quarterly reviews. We do this together, not set it and forget it.
Why You Can Trust This Process
Clear progress tracking, weekly updates, and phased onboarding help you feel supported without overwhelm. We build with you so results last long term.
Quick Start Guarantee
Plan and first quick win within two weeks of kickoff.
Legacy Pulse™
Weekly status notes so you always know what is moving.
Legacy Review™
Quarterly strategy review with clear next moves.
Client Wins
“Within weeks, I had automations running and my evenings back with my kids.”
- Consultant
“We scaled past 20k months without nights and weekends. Our delivery finally feels consistent.”
- Leadership Coach
“I finally have a dashboard I trust. Decisions are simple and our team feels calm.”
- Agency Founder
Free Guide: 90 Day Systems Roadmap
Organize delivery, automate handoffs, and set up a CEO dashboard. Start here.
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Frequently Asked Questions
How much does it cost?
The Legacy Framework™ is a premium, high touch 6 month partnership. Investment details are shared after application so you can decide in a private consult.
What results can I expect?
Clients commonly save 10 or more hours each week, improve delivery consistency, and scale without nights and weekends. Outcomes are tailored to your business.
How much time do I need?
Plan on biweekly calls, weekly updates in Slack, and light approvals. We handle the heavy lift so your focus stays on clients and family.
Do you only work with coaches?
No. We work with women led coaching, consulting, and service based businesses. If you deliver expertise and want streamlined operations, you are a fit.
Investment and Availability
The Legacy Framework™ is a premium 6 month 1:1 partnership with limited availability each quarter.
Apply for The Legacy Framework™Applications are reviewed weekly. If accepted, you will receive a private consult invite.