Hi, Reader!
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I want to tell you how I diagnose a business because it’s probably different from what you expect.

Most consultants come in and listen to your pain points, then hand you a solution. You’re drowning, so they sell you a boat.

That's not what I do.

When someone books a Strategy Session with me, I’m not listening for what they think is broken. I’m looking for what actually is.

Here’s my process:

Step 1: Map what you have. I ask questions about your actual business, not your ideal one. What platforms do you use? How does a client move from lead to customer? What happens after the sale? I’m drawing a picture of your real business, not the business you think you run.

Step 2: Follow the data. I trace where your data lives. Does it move from your CRM to your email platform? Does your scheduling tool talk to your business calendar? Where does information get stuck, where do you have to manually move it? This tells me where the friction actually is.

Step 3: Figure out what’s broken vs. what’s just confusing. Here’s the thing: not everything that feels broken is actually broken. Sometimes you just don’t understand how to work with what you already have. Sometimes a platform can do the thing you need it to do, you just haven’t set it up yet. Sometimes you’re using the wrong tool for the job. These are three totally different problems with three totally different solutions.

Step 4: Name the priorities. Once I know what’s actually wrong, I don’t hand you a list of 47 things to fix. I tell you what matters first. What will clear the most friction? What will give you the most breathing room? What has to happen before something else can happen?

Then you get to decide if you want to fix it.

The reason I do this is because I’ve watched people hire help, buy tools, and take courses when the actual problem was something totally different. Before they hire me, my clients are throwing money and time at the wrong thing.

I don’t want to be another person selling you a boat when you just need someone to tell you where the leak is.

A Strategy Session is 60 minutes of me doing this diagnostic work. You get a recording, call notes, and a website audit video. Then you know exactly what’s actually broken and what you want to do about it.

That clarity alone changes everything.

​Ready for a fresh set of eyes?​
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xo,
Liz