Step Back from the Daily Operations and Lead from the Top

For Business Owners Ready to Lead, Not Labor!

Sitting in the CEO seat isn’t all it’s cracked up to be. Is it?

There are sleepless nights, long hours, and too much information to keep up with.

You started the company on a mission, but if you’re honest, you see less of the mission and more of the mess behind operating a business.

So what’s a CEO to do?

You had the vision, put in the labor, and built the company, but now it’s time to step back and implement the necessary systems and tools to make the work easier.

Nice to e-connect, I’m Crystal.

We all have a million-dollar idea, so congratulations on beginning yours. You wouldn’t believe how many people with incredible business concepts don’t even get this far.

But this is also where most business owners get stuck: the operations.

I’ve worked in over 27 industries and counting, and my team has worked in an additional 10 industries. We’ve identified the top areas where business operations fail for visionary CEOs.

I’ve outlined the top areas below and provided you with a simple and painless way to resolve them for your company.

Top Areas of Operations Where Business Owners Struggle.

I’ve worked in over 27 industries and counting, and my team has worked in an additional 10 industries. We’ve identified the top areas where business operations fail for visionary CEOs.

  • Without a defined team structure, roles and leadership are unclear, leading to inefficiencies and miscommunication. Establishing a solid structure is essential to ensure every team member knows their place and responsibilities within the company.

  • Vague roles and responsibilities causes tasks to fall through the cracks, reducing accountability. Clearly defined roles ensure everyone knows what is expected of them, leading to better performance and project completion.

  • A scattered knowledge base makes it difficult for team members to access vital information, slowing down work. A centralized knowledge base ensures quick access to critical data, boosting efficiency and reducing errors.

  • Poorly documented processes lead to inconsistent results and slowly executed procedures. Proper documentation standardizes operations, making it easier to train new employees and maintain quality across the board with all customers.

  • Complex and disorganized workflows overwhelm employees, reducing productivity and increasing burnout. Streamlining workflows simplifies tasks, reduces stress, and enhances overall efficiency.

  • Ineffective communication systems cause misunderstandings and delays, affecting project timelines. Implementing communication tools fosters clarity and collaboration, ensuring everyone stays aligned and projects move forward smoothly.

Client Experiences

"Crystal is brilliant at all things business !! Her coaching and strategic insight took my business to another level! She helped me narrow my target market enough to create smart and easy systems to serve them better. My profit increased immediately after working with her. I can’t wait to work with her again once we are ready to scale even higher !!!"

LAVERNE

CEO OF BDL CONSULTING

Let’s Elevate Your Operations During Your Exclusive CEO Operations Planning Session

An exclusive in-person planning session to avoid the back and forth and fully understand what it will take to get your business to operate like a corporation.

The opportunity to bring one vital member of your team along with you to enjoy and contribute to the process.

Create a clear roadmap for your strategic planning day during your 90-minute Pre-planning Call.

Reduce the frustration of organizing and storing all of your business’s key information with your Digital CEO Operations Organizer.

Launch your refined operations procedures and workflow to your team with ease with 90 days of our support.

Stay in your zone of genius as the CEO and visionary of your company by clearly outlining how the business should operate.

Delegate work to team members and contractors easily and efficiently by outlining the company’s processes, procedures, policies, and people’s roles in one cohesive operational system.

Your CEO Systems Planning Day is broken down into our proven three-phases:

1

Pre-planning Call

Two weeks before your planning day.

2

Planning Day

Eight-hour in-person planning session.

3

Plan Execution Calls

90 days of plan execution support.

Here’s a breakdown of the day:

  • 90-Min Pre-planning Call with your team.

    A complimentary evaluation of the company's current processes, procedures, people, products, positioning, and policies.

  • 90-Min Pre-planning Call with our team.

    [30 Mins] Revisit the overall vision and mission for the company so we’re aligned on the systems you require.

    [1hr] Outline the company's top 3-5 goals and the current needs to focus on during the planning session.

  • An 8-hour in-person planning session where a company staff member can accompany you.

    A catered working lunch will be provided.

    [1hr] Outline essential company roles, responsibilities, and KPIs

    [1hr] Employee Onboarding Processes

    [30min] Training and Professional Development Policy

    [1hr] Refine sales processes to ensure you have a structured approach, from client attraction tools to client retention methods.

    [1hr] Customer Support Processes

    [1hr] Workflow Documentation

    [1hr] Document Core Standard Operating Procedures (SOPs)

    [30min] Map Out Your Succession Plan to Scale Back Your Time

    [1hr] Debrief, Review, and Refine

  • (3) [30mins] Plan execution calls

    [30min] - Review your finalized Digitial CEO Operational Playbook.

    [30min] - Design the plan to roll out and train your team on the CEO Operational Playbook.

    [30min] - Answer any team training questions.

Client Experiences

"Crystal has been a Godsend to my business and personal life. She takes the guesswork out of how to build your business in a way that makes sense for you. She thinks outside of the box and pushes you to go beyond what you think is possible. Her passion exudes from her, and it is amazing to see her in action. She truly cares about her clients personally and is great at what she does. She has provided me with the tools and strategies I need to be successful in my business and personal life. Her approach to building systems is so unique and creative. I am so excited to see where my business goes from here! Thank you, Crystal!"

SONYA

WEB & GRAPHIC DESIGNER

If you’re ready to remove yourself from the daily actions of running your business and put it into the hands of your trusted and trained team, you don’t want to miss out on claiming one of those spots for yourself.

You deserve a day away from the hectic operations.

Book a free strategy call today.

Frequently Asked Questions

  • The cost for the CEO Systems Planning experience is $8,000. However, we offer a half-day strategic planning session for $4,500. Schedule a call to discuss the strategy for your half-day of planning.

  • While we respect the confidentiality of our clients, we can offer case studies and testimonials from previous clients. See our case studies page on the website.

  • We understand that unforeseen circumstances may arise. In the event of rescheduling, we will work with you to find a suitable alternative date. However, please note that cancellations may be subject to our cancellation policy, which will be discussed during the onboarding process.

  • We take the utmost care to maintain the confidentiality of your business information. Our team signs nondisclosure agreements, and we employ secure communication channels and document storage systems to safeguard your data.

  • The planning sessions are conducted with your team's involvement, ensuring that the outlined procedures are practical and align with your team's capabilities. The Plan Execution phase includes calls dedicated to reviewing and fine-tuning the operational playbook, addressing any questions, and designing a tailored training plan for your team.

  • We provide ongoing support through three Plan Execution Calls, during which we review the finalized Digital CEO Operational Playbook, design the rollout plan, and address any questions or challenges your team may encounter. Additionally, we offer email support to address any urgent queries that may arise between scheduled calls.

  • Before the Planning Day, we conduct a complimentary business systems review and provide you with a Business Systems Analysis Report. This report helps identify any existing blind spots in your business operations, allowing us to tailor the CEO Systems to address your specific needs and goals.

  • While we highly encourage the presence of a key team member during the in-person planning session, we understand that scheduling conflicts may arise. In such cases, we can explore alternative options, such as virtual participation or additional sessions to ensure your team's valuable input is considered.