2.5-HOUR STRATEGY SESSION

Step Out of the Day-to-Day and Build the Plan.

A focused working session designed to uncover what is holding growth back, identify the opportunities that matter most, and turn ideas into a practical strategy you can act on.

$950

Ideal for hospice, non-medical home care, and healthcare organizations that need more than a quick conversation.

This Is the Right Fit If…

You already know something needs attention. You need enough time to actually work through it.

– Growth has stalled or become inconsistent
– Your marketing efforts feel busy but unfocused
– You need a fresh look at referral development

– You are rebuilding or strengthening your marketing strategy
– You need a 30/60/90-day direction
– Leadership needs clarity on what to prioritize next

This session is for organizations ready to move from “we should” to “here’s what we’re doing next.”

We Go Deeper Than the Surface Problem

The issue you came in with may not be the real issue. We use the session to look at what’s underneath it and where the biggest opportunity actually is.

Current State
What you are doing now, what you have tried, what is working, and where you feel stuck.

Growth Opportunities
Where you may be missing referral, partnership, positioning, or community opportunities.

Team & Execution
Who owns what, where follow-through is breaking down, and whether growth is relying too heavily on one person.

Priorities & Action Plan
What should happen first, what can wait, and what the next 30/60/90 days should look like.

You’ll Leave With More Than Notes

The goal is not just a good conversation. You should leave knowing what matters most and what to do next.

Clear Priorities
A better understanding of what deserves attention first.

Strategic Direction
A practical approach built around your organization, your market, and your team.

30/60/90-Day Action Plan
Specific next steps, ownership, and timing so the plan can actually move forward.

Greater Confidence
Clarity around what to stop doing, continue doing, and start doing.

The goal is not more ideas. The goal is a plan you can execute.

A Working Session, Not a Sales Pitch

This session is designed to create clarity and direction—not to sell you something you don’t need.

– Collaborative
– Focused
– Practical
– Customized to your organization
– Strategic
– Designed to produce a clear outcome

This IS

– Generic marketing training
– A canned template
– Unlimited follow-up
– Done-for-you marketing
– Content creation
– A substitute for ongoing operational leadership

This IS not

You should leave with something useful whether or not we ever work together again.

Ready to Stop Guessing and Build the Next Move?

Bring the challenge. We’ll use the time to build clarity, priorities, and a practical path forward.

2.5-Hour Strategy Session — $950