How we work together.
The Momentum Map.
From first conversation to a self-sustaining execution rhythm, the path every EXM client travels.
3D Diagnostic & Leadership Lab
Yes
Kickoff Day 1
Implementation Day 2
Implementation Day 3
AdvisoryQtr Refresh ↻
Annual Reset
The cycle that never stops.
Once Day 3 is installed, the work does not end. Every quarter and every year, your coach works the plan with you across all six areas of EXM support.
- Quarter Results - Financial & Rocks
- Advanced Tools Facilitation
- Strategic Issue & Opportunity Processing
- Next Quarter Commitments - Financial & Rocks
- Annual Results - Wins & Lessons Learned
- Leadership Team Competencies Assessment
- Company-Wide A-Player Evaluation
- Vision, Strategy, and Annual Plan Reset
The Momentum Method
The operating system every quarter runs on: results reviewed, the next quarter planned, the whole plan reset each year.
On-Demand Coaching
Between refreshes, your coach is just a call away, so an issue doesn’t have to wait ninety days for an answer. When you need your coach most, you have direct access to the guidance and support you need, right when you need it.
Leadership Development
Our proprietary leadership curriculum develops leaders at every level of your company, so your people keep growing while the plan runs.
CEO Events
Owners compare notes with peers solving the same problems, then bring what works into the next quarter's plan.
Hiring Support
Whether you have a leader in the seat or are looking for the right person to fill it, EXM helps you evaluate leadership needs, assess the right fit, and support the decision with confidence.
Ninety Platform Integration
Ninety helps drive the work through the organization by turning company priorities into clear, actionable work for every team and leader. With goals, meetings, scorecards, and accountability connected in one place, everyone knows what matters, who owns it, and what needs to happen next.
Step 1 · The 3D Diagnostic.
It all starts with one private conversation — just you, as the owner or CEO, and an EXM coach. We call it the 3D Diagnostic because we pressure-test all three sides of your business at once: your Direction, Design, and Dynamic.
An EXM coach who's built and led real companies asks the questions you quit asking yourself a long time ago, and gets a dead-clear read on how you see the business before your team ever walks in.
Step 2 · The Leadership Lab.
We don't coach owners in a vacuum. An EXM coach will bring your full leadership team into a working session we call the Leadership Lab, because a system built without the team won't stick.
Details.
We’ll dig into three things:
Educate — get the whole room speaking one language. We run the team through the 3D Momentum Model — Direction, Design, and Dynamic — and look hard at how each side is holding up.
Illuminate — get the 360-degree view you can't get alone. We open the honest conversations across the entire team and pull everyone's read on what's really happening. You can't read the label from inside the jar. Your team can.
Assess — get the truth about the human dynamic. This is the most important part, and the one most owners never get. We look at how your people actually communicate, collaborate, handle pressure, and hold each other accountable.
Decision Day. You should be certain.
Here's what most firms won't say to your face: we're not for everyone, and we're not going to pretend to be. During Steps 1 and 2, we’ll both find out if there's a fit. Step 3 only happens if we both feel it.
Takeaways.
However, by the time you've gone through the 3D Diagnostic and the Leadership Lab, you'll still walk away with a sharper picture of your business than you came in with, including these takeaways:
A clear read on your real constraint — the one thing capping your growth right now, named plainly.
An honest 360-degree assessment of your company — pulled from your whole leadership team.
A straight read on all three sides of your triangle — exactly where your Direction, Design, and Dynamic stand today.
The dynamics that need attention now — surfaced instead of guessed at.
Your hidden firepower and where your leverage is.
A clear next step — whether that's working with us or not.
Clear yes or no.
Then, we set a decision conversation, and the answer should be a clear yes or a clear no. Never a maybe. If your team's right for this and you're ready to work at this level, we make it official and go.
If you're not a fit — wrong timing, wrong fit, or the constraint is something we're honestly not the right people to fix — we'll tell you straight, and you still walk away with a sharper picture of your business than you came in with.
Step 3 • Ongoing Advisory.
Hover any part of the pyramid to see what it does
If the first two steps show a fit, we go forward into the real work — ongoing advisory. No, we don't hand you a binder and wish you luck.
We’ll run the playbook for how we’ll transform your company. We install the 3D Momentum Model into how your business actually runs, and we build all three sides of the triangle with you:
Direction
Dead-clear on where you're going, what winning looks like, and the handful of priorities that drive every decision.
Design
The systems, visibility, and tracking that turn the plan into repeatable results, so the business stops needing you in the room to function.
Dynamic
The trust, accountability, and leadership growth that let your team carry the company instead of leaning on you to hold it together.
What makes it stick is the execution cadence and the foundation supporting it all: scorecards and dashboards that tell you the truth about sales, profit, and cash in real time. You’ll see leadership meetings that move decisions forward, and a business that runs on structure instead of on you.
You know the biggest part owners don't expect? You don't have to let go of your business to do this. You just don't have to carry all of it anymore.
30-day rapid implementation.
Implementation Day 1 Kickoff session.
To kick off our work together, we'll start our 30-day rapid implementation process with your full-day Kickoff Session. Your Coach, onsite with your leadership team, begins by gaining clarity on current challenges and priorities. We will:
Tailor the 3D Momentum Model to your specific circumstances and goals, starting where your triangle is weakest.
Learn to build leaders, use an Accountability Chart, set Rocks, and create a company scoreboard.
Set clear meeting agendas, save time, and track progress with clarity.
Leave Kickoff Day with a clear understanding of the steps for small business success and transformation by implementing your action plan and business operating system.
Get your Ninety account set up and fully customized — giving you visibility into priorities, scorecards, and accountability from day one.
Implementation Day 2 Vision session.
At the end of your first month, you'll meet with your coach again onsite to discuss how things are going. You'll continue clarifying and optimizing your work to date, confirm your vision, and more. During this session, work through:
Clarifying and optimizing previous work.
Confirming Core Values and Purpose.
Commitment to defining a plan to achieve your BHAG at record speed.
Accountability to the vision and support to regain control of your schedule, so you can invest time where it matters most.
Let's clear things up.
We'll also get clear on these important focus points.
Core values.
Agree on these as an organization, and how they'll inform your business growth.
Purpose.
The reason for your business, which we'll use in developing your leadership team, business action plan, and building a strong core of reliable employees who've bought into your “why.”
BHAG.
Big Hairy Audacious Goal — that “pie in the sky” vision you're almost too afraid to say out loud. We want to know what it is, because we're gonna help you get there at record speed.
Ideal client.
Define this persona, so we can make sure everything you do attracts the right people to your business.
Brand promises.
Understand exactly what impact you want to make for your clients, and then keep that promise front of mind as we develop every aspect of your business.
Flywheel.
The self-reinforcing cycle that makes growth compound instead of starting from zero every quarter — once it's turning, your wins start building on each other.
Cash-flow story.
A clear, plain-English read on how money actually moves through your business, so decisions get made on real numbers instead of a gut feeling.
Implementation Day 3 Strategy session.
By the end of your first 60 days, you'll notice profound differences in how you run your business and execute your vision and strategy like never before. On Implementation Day 3, we’ll focus on:
Reviewing and clarifying all work to date.
Setting new goals for the next three years.
Reverse engineering goals into clear, actionable steps.
Creating a one-year business action plan based on the three-year vision.
Establishing quarterly Rocks — your benchmarks for staying on track.
Identifying issues and opportunities by addressing challenges and refining the use of the business operating system.
Sharing an exact, simple, step-by-step path to the vision that’s digestible to your entire company.
Ongoing Advisory Month-to-month.
After your 60-Day Strategy Session, we'll ask you to decide whether you'd like to continue working together. If you and your Coach agree that moving forward makes sense, you'll transition into our Ongoing Advisory stage and shift to a month-to-month coaching model. Most of our clients spend at least 12 months in the Advisory stage, working hand-in-hand with their Coach to strengthen their team, develop their leadership skills, scale the business, and much more. During the Ongoing Advisory stage, you'll keep your organization on the right track by:
Installing your weekly leadership meetings.
Engaging in In-Person Quarterly Reset Sessions.
Participating in 2-Day Offsite Annual In-Person Sessions.
Collaborating closely with the EXM Coach for ongoing progress and on-demand support.
Straight answers.
Do I have to bring my whole leadership team?
What's the difference between the 3D Diagnostic and the Leadership Lab?
Do I have to keep working with you after the first two steps?
What is the execution cadence you install?
Will this replace me or take the business out of my hands?
Start with one conversation. We'll find the real constraint together.
You don't have to decide anything big today. The whole process is built so you take it one honest step at a time — and step one is a focused conversation about where you are, where you want to go, and the real thing standing between the two. No pressure. No pitch.
Most owners we meet are doing the work only they can do, because the business still routes everything through them. This is how that starts to change.
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