QUARTERLY PLANNING SESSION FOR BUSINESS OWNERS  TIRED OF “HOPING” TO HIT THEIR GOALS

Stop Guessing. Start Executing.

Turn your scattered “laundry list” into a laser-focused 90-day roadmap in just one afternoon.

A private, 2.5-hour strategic deep dive to align your vision, capacity, and execution. No fluff. Just decisions that move the needle.

The Biggest Mistake Leaders Make? Trying To Do It All.

You have a vision for where you want to be in a year. But right now, you’re stuck in the weeds. You have 15 priorities, a team that’s running in different directions, and a lingering feeling that you’re busy, but not productive.

As I often say: We overestimate what we can do in 90 days, and underestimate how long things actually take.

The result?

  • Missed revenue targets.
  • Team burnout.
  • A “strategic plan” that is just a wish list.

 

Hope is not a strategy. You need a plan.

Get Crystal Clear in 2.5 Hours.

This is not a generic coaching call. This is a 1:1 Quarterly Planning Working Session.

We aren’t just going to talk about your business; we are going to work on it. Using the same discipline I bring to full EOS® implementations, we will cut through the noise and ruthlessly narrow your focus.

In this hands-on session, we will:

  • Audit the Reality: Get brutally honest about what’s working, what’s broken, and why you missed your last targets.
  • Define “Done”: Identify the 3 to 5 priorities (Rocks) that will actually move the needle this quarter. No vague goals allowed.
  • Align Capacity: Match your ambition with your team’s actual bandwidth so you don’t set yourself up for failure.
  • Leave with a realistic, actionable 90-day plan that you can hand to your team immediately.

 

Ready to define your direction for your best year yet?

How It Works

This is a high-impact, low-drag engagement designed for owners who need speed and clarity.

  • Format: 2.5-Hour Private Video Working Session.
  • Investment: $899.
  • Attendees: You (The Owner).

Want to bring your “Right Hand”? Alignment at the top is critical. You may add up to two key leaders (COO, Integrator, or Functional Leader) to ensure immediate buy-in and follow-through.

  • Add a key leader for +$150/person.
  • (Max 3 total attendees to keep the session focused and decisive).

Who Needs This Session?

  • The Visionary Owner: You have big ideas but struggle to break them down into 90-day executable chunks.
  • The Overwhelmed Leader: You feel like your team is “busy” but the company isn’t growing.
  • The EOS® Curious: You aren’t ready for a full implementation yet, but you want to taste the discipline and clarity of professional quarterly planning.

This is NOT for you if:

  • You want to vent rather than solve problems.
  • You aren’t willing to cut your priority list down to the essentials.
  • You want a “consultant” to do the work for you. (I guide you, but we do the work together).

Hi, I’m Meryl Simmons. Professional EOS Implementer® & Business Coach

I help entrepreneurs get what they want from their businesses. I’ve seen firsthand that the difference between a struggling business and a scaling one isn’t “hard work”…it’s focus.

I built this 2.5-hour session for leaders who need to stop spinning their wheels and start gaining traction. Let’s make this next quarter your best one yet.

Can we really plan a whole quarter in 2.5 hours? Yes. When you strip away the distractions and use a proven framework, 2.5 hours is plenty of time. In fact, more time often leads to over-complication. We focus on the “Critical Few,” not the “Trivial Many.”

Should I bring my partner/COO? If they are responsible for executing the vision, yes. The alignment you get from doing this together is worth 10x the additional seat cost.

What happens after the call? You leave with a documented plan. You will know exactly who owns what, what the deadlines are, and what “done” looks like. It is up to you to execute, but you will no longer be guessing what to execute.

The Next 90 Days Are Going to Pass Anyway.

Will You Spend Them Spinning Your Wheels or Hitting Your Numbers? Secure your focused planning block now.

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