How we work together.
Here's exactly how this goes. No smoke. No mystery.
You've probably been pitched by a coach who was all promises and no plan. We're going to do the opposite — lay the entire thing out before you commit a dime.
One focused conversation to pinpoint the real constraint on your business. Then your whole leadership team in the room.
Then, if we're a fit, we install a practical cadence and run with you: priorities, scorecards, meetings, accountability, and leadership rhythm. Three steps. No catch.
The Momentum Map.
From first conversation to a self-sustaining execution rhythm — the path every EXM client travels.
3-Year Diagnostic & Leadership Lab
- About You
- About Us
- The Tools
- The Process
Kickoff Day 1
- The Path
- Accountability Chart
- Rocks
- Scoreboard
- Meeting Cadence
Implementation Day 2
- Review Day 1
- Core Values
- Purpose
- BHAG
- Ideal Client(s)
- Brand Promises
Implementation Day 3
- Rock Results
- 3 Year Outlook
- 1 Year Plan
- Quarterly Rocks
- Company Rollout
Ongoing Advisory Every Quarter — QTR Refresh
- Last Quarter Results
- Next Quarter Plan
- New Tool(s)
- Issue & Opportunity Processing
Every Year — Annual Reset
- Vision, Strategy, and Plan Reset
- Issue & Opportunity Reprioritization
Three steps. Plain English. Here's the whole thing.
Before the detail, here's the entire path on one screen — so you know exactly what you'd be saying yes to.
The 3D Diagnostic
A focused 1:1 with you to pinpoint the real constraint capping the business.
The Leadership Lab
A working session that puts your whole leadership team in the room and pulls everyone's read on what's really going on.
Ongoing advisory
The 3D model, installed into a steady execution cadence — daily, weekly, quarterly.
In Steps 1 and 2, we'll both find out if there's a fit. Step 3 only happens if we both feel it. You'll never guess where you stand — we tell you straight, every step, because a lukewarm yes is worthless to both of us.
A focused 1:1 that pinpoints what's actually holding you back.
It all starts with one private conversation — just you and an EXM coach. We call it the 3D Diagnostic because we pressure-test all three sides of your business at once: your Direction (where you're going and what winning looks like), your Design (the systems and rhythm that turn the plan into results), and your Dynamic (the trust and accountability of your people). Owner or CEO only. On purpose.
Why you, and why alone? Because you can't see how big the mountain is while you're climbing it. You're closer to this business than anybody alive — which is the exact reason the root of the constraint is invisible to you. A 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.
You leave this one conversation already clearer on the real constraint — the thing actually capping your growth, which is almost never the thing you came in worried about. If we're a fit, you'll see precisely how we'd attack it. If we're not, we'll tell you straight.
Your whole leadership team, in the room.
We don't coach owners in a vacuum. So step two puts your full leadership team into a working session we call the Leadership Lab, led by a lead coach — because a system the team didn't help build won't hold. It does three things, and each one hands you something real:
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.
Takeaways. You walk out of the Lab with a clear, honest assessment of what's actually going on inside your company — the dynamics that need attention now, a straight read on your Direction and Design, and the strengths you didn't even know you were sitting on. That's yours whether we ever work together again or not.
We'll send you:
The Leadership Lab recording.
A written recap.
Your team's score and a report to help you take action.
Finally, a pricing proposal, if we both think we're a good fit.
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. That's why steps one and two are built to pay off on their own — win or lose, you walk away ahead.
Steps 1 & 2 give you clarity.
By the time you've been through the 3D Diagnostic and the Leadership Lab, you'll get:
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.
Moving to Step 3.
If you are a fit, we go forward into ongoing advisory. Then, you get the rest: a cadence your team can actually run, scorecards that tell the truth, leadership meetings that move decisions forward, and a business that runs on structure instead of on you.
Ongoing advisory — we install the cadence and run it with you.
If the first two steps show a fit, this is where the real work lives — and no, we don't hand you a binder and wish you luck. Here's the playbook on how we'll transform your company. We install the 3D Momentum Model into how your business actually runs, and we stay in the trenches with you, building all three sides of the triangle:
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. That way, you'll lead on insight, not gut feel.
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.
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.
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.
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.
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.
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.
The Momentum Method.
Hover any part of the pyramid to see what it does
The proven system for sustainable growth.
The Momentum Method.
Strategic planning, execution rhythms, and accountability.
EXM's approach combines strategic planning, execution rhythms, and accountability to help businesses move from reactive problem-solving to intentional growth.
On-demand coaching.
Support when you need it, not just when it's scheduled.
Get access to experienced coaches and real conversations when challenges arise, helping you break through obstacles, make decisions faster, and keep moving forward.
Leadership development.
Build leaders who can move the business forward.
EXM's leadership curriculum equips your team with the mindset, skills, and tools needed to create stronger accountability, improve execution, and reduce dependence on the owner.
CEO events.
Learn from leaders who are solving the same challenges.
Join a community of business owners and operators who come together to share insights, compare strategies, and learn what is working in real businesses, not just theory.
Hiring support.
Build the team your vision requires.
EXM helps evaluate leaders who align with your organization's goals and can successfully carry the systems, processes, and accountability needed for growth.
Ninety platform integration.
Turn strategy into measurable execution.
Using tools like Ninety, teams gain visibility into priorities, scorecards, accountability, and progress, creating alignment across the organization and keeping everyone moving toward the same goals.
One conversation. To a better way forward.
One call tells you which side of your triangle is capping growth right now, and exactly how EXM would attack it.
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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