Susan-Anne Terzakis

Our relationship with you, our client, is a fun & supportive partnership.

The relationship between the Advisors and you is sacred and vitally important for your small business. From our standpoint, we’re all in!

We’re here to support, nurture, and guide you as much as possible. We’re here to help you unlock your leadership potential and help you create the small business you’ve always dreamed of having. Together, we help you move successfully toward your ideal business goals, whether it’s engaging with our coaching programs or our course design services.

see our list of service packages

A big part of our services require your committed efforts!

Success experts have long advised the following: for you to create measurable change and improvements along with increased profits, a commitment of time is required and essential for success.

Our 2 Small Business Coaching Programs,
Seed and Growth, require a 6-month commitment

If you're really committed to measurably growing your small business, then you'll be committed to investing your time to seriously working towards successful completion of these two programs. This is where we support your business growth best.

After all, you’re smart, you’re motivated, and your passion for helping your clients is obvious, but you feel like you should be making more money. You may have even wondered, every now and then, if you should continue doing this because of the low returns on your investment into this business.

Our coaching will help you develop the tools, processes, systems, best practices, and strategies to get you the return on your investment! We stand by our work and it’s why we guarantee desired business results and a return on your investment and commitment in a measurable and meaningful manner.

  • Business Packages
  • Seed Package
  • Growth Package
  • Legacy Package
  • Course Design Packages
  • Bronze Package
  • Chestnut Package
  • Scarlet Package
  • Content Review
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Seed Package

The Seed Package is an entry-level service package designed for small businesses interested in gaining clarity and direction to get their business off the ground and reach the 100k per year level of gross income. Traditionally, a business or practice gets consistently full in 4-5 years (sometimes much longer). Expect a fraction of the time frame when you diligently implement the concepts within the Seed Package materials. Here are the typical topics you can expect to address in the first 12-24 months in our Seed Package:

  • Craft your marketing message
  • Develop marketing materials
  • Generate more referrals
  • Learn how to close the sale consistently
  • Manage your client effectively
  • Increase your online presence
  • Shift your habit and behaviors
  • Put your marketing on autopilot
  • Give seminars that will attract your ideal clients
  • Course, Workshop, or Seminar plan development
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Growth Package

Our Growth Package is focused on small businesses ready to turn up the volume of their efforts! Once you’ve reached full practice capacity, making more is difficult as there is no more of you to go around or hours in the day.

What got you to this level of success is now holding you back. It’s just that plain and simple!

It’s time to clone you by growing your team, systems, marketing, technology, and intellectual property, while enlarging your platform, creating passive and leveraged income and scaling your business models. Here are the typical topics you can expect to address in the first 12-14 months in the Growth Package:

  • Cloning yourself with a team
  • Leverage your time through boundaries
  • Growing through technology and automation
  • Growing though scalable business models
  • Growing your intellectual property and intellectual capital
  • Marketing online to multiple your reach and scale your offerings
  • Timesaving strategies by adopting laser focused action steps by step plan to grow
  • Course, Workshop, or Seminar plan development
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Legacy Package

The Legacy Package is targeted at small to medium business with more aggressive business 101 and marketing goals. This package also provides more support and one on one guidance. A classic challenge they may have is wondering if they should stay or if they should go? This choice question comes with a basket of options and consequences, too! As such, it can and is often rather overwhelming. We get it. We have walked with many clients through this amazing phase of business development. A Legacy Package typically includes:

  • Marketing plan development
  • Exit plan development
  • Business valuation
  • Clarify your vision for your business
  • Explore right business model for your Legacy Business
  • Craft long-term goals and short-term action plans
  • Set prices and determine your revenue and expense model
  • Brainstorm new products and services
  • Find more efficient ways to run your office
  • Design/Redesign your brand
  • Course, Workshop, or Seminar plan development

Please set up a call
with us to determine which coaching package will best serve you and your business.

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Our Course Design Services help you scale your business by transitioning from the one-to-one to one-to-many so you can add more revenue to your business and leverage your time and expertise.

Because the truth is, there are only so many hours in the day and only one of you. Teaching a course or workshop is a tool to transition you from the 1-to-1 to the 1-to-many model. And, it’s one of the best tools to grow your business. Whether we build the course with you or for you, it will not only represent your business but also the incredible value you can give to your market.

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Bronze Package

Our “quickstart” package is ideal for those that have been in business for 1-3 years. Constructed for short-term workshops (1-3 hours), lunch & learns, or information sessions, the “Bronze” package is perfect for those breaking into teaching. We typically work on the following with you:

  • Proof of concept
  • Ideal student profile
  • Content creation
  • Presentation and supporting materials (example: PowerPoint, handouts, worksheets, etc.)
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Chestnut Package

Ideal for those that have been in business for 3 or more years, we collaborate to create a proprietary, trademarked course for you. This package is perfect for those looking to create a workshop or course spanning multiple meetings that will serve as an evergreen source of income. We typically work on the following with you:

  • Proof of concept
  • Ideal student profile
  • Marketing strategies (affiliate partnership opportunities, pricing, etc.)
  • A fully developed signature curriculum
  • Supporting presentation materials
  • Teaching strategies for how to engage and sustain student interest
  • Additionally, we can also collaborate with our Associates to address these items:
    • Legal protection of your proprietary content
    • Technology support with a web designer and/or videographer if you’re intending to incorporate this on your website
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Scarlet Package

Our “Do It For You” package is ideal if you’re looking for a one-stop solution to your course creation needs. Designed for both in-person and online learning, this package provides you with an asset that’s ready to launch at the end of this process.

We will take one day to meet for up to 8 hours to discuss business strategies and content design, allowing us to pull all the information out of your head.
We will follow up with 3, 1-hour meetings to review the materials as they are being assembled.
This process can take up to 90 days for completion.

We typically provide you with the following:

  • A complete, fully functioning curriculum with up to 10 learning modules
  • Recommendations for supporting students as they complete the course (strategies to use before, during, and after the course to maximize student follow through and success)
  • Branded handouts and worksheets (and any other type of material) to enhance the curriculum and student learning experience that will lead them toward the intended transformation
  • A comprehensive, plug and go marketing strategy for launching and relaunching this course (this includes an email sequence to support the launch)
  • Additionally, we can also collaborate with our Associates to address these items:
    • Legal protection of your proprietary content
    • Technology support with a web designer and/or videographer if you’re intending to incorporate this on your website
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Content Review

If you’ve taught before, we can collaborate to “turn up the volume” on your current curriculum so you can gain more clients and offer value packed, actionable information. Please call us for information about this custom package.

We believe every business is unique.
That's especially true when it comes to designing a course. Please set up a call so we can develop your idea.

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