Strategic Planning Workshop

Strategic Planning Workshop

$199.00

Strategic Planning Workshop for Independent Patient Advocates

Think Once. Execute Daily.

A 4-hour LIVE experience to help you stop spinning and start growing—on your own terms.


 Next Workshop: Friday, 6/20/25
1PM–5PM EST (12–4 CST)

You didn’t become an independent patient advocate to feel overwhelmed, underpaid, or like you’re constantly flying by the seat of your pants.

You stepped into this work because you believe in doing good work—the kind that changes lives.
 But let’s be honest…

✨ Being mission-driven doesn’t make you automatically organized.
 ✨ Caring deeply doesn’t guarantee you’re making money.
 ✨ Being skilled doesn’t mean you know what to prioritize day to day.

That’s where this workshop comes in.

🔥 You’re One Decision Away from Clarity

In this live, 4-hour immersive workshop, I’m handing you the exact process I’ve used for 30+ years (in both corporate + advocacy spaces) to:

✅ Clarify what actually moves the needle
 ✅ Set realistic, motivating goals
 ✅ Break those goals into focused, doable steps
 ✅ Build a CEO Calendar that lets me think once and execute daily

And I’m not just teaching it to you.
 We’re going to do it together.

🛠️ What You’ll Walk Away With:

  • A 90-day strategic plan that is custom-built for your unique advocacy practice
  • Your very own CEO Calendar, filled with intentional time blocks to help you stay focused
  • The Q3 Ultimate Advocate Planner, digital and available immediately
  • Two 1-hour Hot Seat Coaching Sessions per month (6 total) to keep you accountable and supported through the quarter
  • Confidence to move forward without burnout, distraction, or second-guessing

💥 This Isn’t Just Another Planning Session…

This is the real-time reset your business has been craving.

  • It’s where strategy meets soul.
  • Where your mission meets a roadmap.
  • Where your potential becomes a plan.

I Bet You’re Thinking…

“I’ve tried planning before, and it never sticks.”
 That’s because most plans are built in isolation—this one is built in community, with support that lasts all quarter.

“My practice is different. Will this work for me?”
 This process is intentionally designed for independent advocates with varied business models. Whether you’re in year 1 or year 5, it adapts to your vision, capacity, and goals.

“I don’t have time for a workshop.”
 Then you really don’t have time to waste spinning your wheels. Four hours now could save you hundreds of hours of stress later.

“I’m not sure I’m ready.”
 Friend—you’re not here by accident.
 If you’re feeling stuck, overwhelmed, or ready to give up… you’re ready.

👏 This Workshop Is For You If…

✅ You’re tired of flying by the seat of your pants every day
 ✅ You want your business to feel as aligned as your mission
 ✅ You crave structure without losing your freedom
 ✅ You’re ready to stop overthinking and start executing
 ✅ You want real-time accountability and support

💛 Register NOW!

Seats are limited so every attendee gets personalized support.

Let’s build your next 90 days together.
 This is your season to rise—and I’m right here beside you.

Grab Your Seat Now
 Because clarity isn’t a luxury—it’s a necessity.

 

 

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