Coaching Programs

Great things in business are never done by one person. They're done by a team of people.” -Steve Jobs, Founder, Apple Inc.


Whether you need us for an hour or a day, we will strategize with you and your team to build the plan and focus you need.  Our consulting sessions are perfect for new business owners who are just getting started and need help with creating and implementing a plan for success.  For established and larger businesses are consulting sessions are great for creating hiring processes, developing marketing plans, updating annual plans, personal development and other challenges for businesses in transition.


We will meet for an hour in person, via phone or via skype to discuss a single business challenge and develop strategies to address.  Supporting materials such as templates and tools may be sent by follow up email.

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We will meet at your office or mine for a half day to create an in-depth strategy or plan.  Examples include creating a marketing plan, developing a hiring strategy, updating your vision/mission/values statement, developing a web content strategy and more.  This includes a one-hour pre-session meeting where we get together to discuss your company and our objectives for the half day.  Pre-work will be sent in advance of our session and the appropriate tools will be used during the session to create a finished product.

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Works the same as the half-day session, but includes a full day allowing time to more thoroughly brainstorm and to evaluate alternative paths forward.  We can address more strategies and formulate into a more detailed plan. 

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Not ready to book and want to discuss your needs?   Having trouble finding the day that works best for you?  Have questions before you book?  Reach out to Patrick directly.

To schedule a 20 minute phone consultation call (813) 675-7722 or email


Facilitated retreats for executive teams and boards of directors for planning and growth.  Retreats are designed for individual business owners, executive teams or non-profit boards.  Whether you are re-creating your value statement, developing an annual plan, or generating and vetting some new ideas in your business a facilitated corporate retreat can provide great value.

We have experience facilitating corporate retreats to:

What can we accomplish together?

Call (813) 675-7722 or email to discuss your next retreat.


Working 1 on 1 with owners, presidents and CEO’s makes the greatest impact on an organization.  Real change starts from the top. Together with our clients we set strategic objectives and create and execute plans to make what seems impossible, possible.  We provide knowledge, education, resources and accountability to accelerate the pace of growth within an organization. Along the way we support our clients in their journey to realize full potential and provide an objective opinion on challenges and opportunities as they arise. We can’t wait to help unlock your potential.


Schedule your complimentary coaching session.  Bring us a challenge or opportunity and see what coaching can do for you.  There is no obligation, we will WOW you and guarantee it will be well worth the hour of your time. 

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Here is what a couple of business owners had to say after their complimentary session: 

 “Most value I have received in a free session. Information received was usable immediately” Carol Donaldson

“What I learned today helps solidify the intentions I have for my business. I now clearly understand the steps I need to take in order to move towards success and results.” Jessica Straw



The Building a Solid Base program is designed for those small business owners or managers who know they want more out of their business but don’t know how to get it. It’s really for businesses, which don’t have the infrastructure to take full advantage of the more in-depth programs, or need an injection of enthusiasm, guidance and accountability each month. We meet every other week.  The results are the same, the pace is a bit slower.


The Empower Your Business program is designed for business owners with teams in place who are ready to build a true business defined as “A Commercial, Profitable Enterprise that works without You.”  We meet each week to work through the steps necessary to reach both the business and personal goals of the business owner(s). 


The Grow Your Business program is designed for those businesses that are determined to achieve significant growth in the next 12 months. Your business is probably already going well but you may need to rapidly penetrate your established market, introduce a new product or expand your customer base. You have some really good staff members in place but your business is struggling to reach its full potential. You are probably working far too many hours a week and the business would not be able to survive without your constant input.  This program is best suited for companies building a team of functional leaders and includes weekly meetings with key players both individually and as a group. 


Our Making a Real Difference program is for those people who really want to kick their business along and achieve next level performance. Your business is probably already experiencing steady growth. You have some solid ground-work in place and you and your Team might eventually make it happen anyway. You just know that working with me as your Personal and Business Coach would make a real difference to your lifestyle, your position in the marketplace and overall value of your business. 

This program is best suited for established companies that are ready to transition to the next level of success or position for exit.  We work with both the owner/president/CEO and their team or successor to create a roadmap to realization. This program is custom tailored to merge the personal goals of the current leader with the goals of the business to bring freedom and success.  

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Our Executive Coaching program focuses on developing the leadership skills of the executive– the skills needed to drive and manage change, build highly productive teams, manage time, and thrive in the most challenging and complex situations through a high level of self-awareness. We work with our clients to maximize their potential as a business leader. 

Executive Team Members


Includes:   Assessment – The Executive Summary demystifies human performance questions with concrete performance answers and recommendations

Management Team Members


Includes:   Assessment – The Executive Summary demystifies human performance questions with concrete performance answers and recommendations

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Our Team coaching program works with your team to develop and grow the skills necessary to be successful within your organization and increase your bottom line. Perfect for sales teams, customer service team, manufacturing teams, recruitment teams, etc.

Coaching is conducted in a 3 to 12 member group. The group meets every other week for 75 minutes to work on improving performance and achieving results. Regular assessment of actions and results will ensure you are successfully applying the knowledge, tools & techniques covered in the regular sessions. The initial sessions will focus on mindset followed by assessment of where you feel your strengths are. The idea is to work on leveraging your strengths and utilizing those skills to become more effective. In subsequent sessions, the relevant business processes will be critiqued step by step identifying opportunity to eliminate any weak links. And finally, tactical approaches and techniques will be mastered to significantly improve overall team effectiveness leading to improved performance and efficiencies. 

As an added benefit, the group coaching environment, facilitates collaboration and openness as the team tackles challenges in a holistic manner. In fact, most people enjoy group learning opportunities and feel the experience is enriched because there are diversity of perspectives that can be shared.

Up to 5 Team Members – $495/month each

6 or more Team Members – $345/month each

Includes:    DiSC Profiling for each team member

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Whether you need a business plan to attract investors, seek capital from banks or just keep you focused on moving forward toward building the business of your dreams, we have the tools and expertise to create the perfect business plan for you.


These plans are created using our PlanningCLUB software and create beautiful .pdf formatted plans suitable for investors and bank requirements.

Our system is designed to help guide you through the business planning process more simply, effectively and effortlessly than ever before!  Working one on one with your coach or in a group setting you go through a comprehensive planning process.  PlanningCLUB is a cloud based software tool we use in a facilitated process to develop comprehensive plans.  Your coach teaches you to use the tool, walks you through the entire process and delivers an investor ready plan.  The tool remains active so you can update and use for ‘what if’ projections for 1 year and can be renewed at a nominal cost.


Two-day session at your office or an off-site location with you and your planning team.  We start with an introductory meeting to explain the process and walk you through the necessary pre-work. Next, we work in two full day sessions to complete the business plan.  This can be done in consecutive days but we strongly recommend scheduling on two consecutive weeks.


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This type of planning session is a Two day off-site Strategic Planning session where we review business current state, evaluate competitive position, market opportunity, organizational strengths and weaknesses and identify growth strategies for building the business. This exercise has us reflect on core competencies, sustainable competitive advantage and market dynamics to evaluate the business model, organizational structure and core process integrity. The result is the development of Vision, Mission, Action Plan including overarching strategies and most importantly identifying the initiatives to be executed. A plan of this detail lays out the framework for organizational change and growth.


This next level of planning, Strategic Deployment is done it two parts… the first part is the two-day offsite. The second part is another week of the coach working with the organization in consulting mode (3 half days) to generate a high level business budget and a strategic deployment plan (SDP). The SDP is basically a templated construct of the key growth initiative laid out as projects with ownership assigned, objectives clearly defined and scope and timeline estimated. This level of planning provides a big assist in bridging plan to action.

One Week BUSINESS StratEGY Consulting – $6750

Informal Business Plans – Create useful, actionable and affordable business plans from $2000 for a full day discovery session and associated plan development and presentation. 


We guide you through creating a focused marketing plan using a template we have created for our clients.  There is pre-work for the half day session followed by a 90 minute session for presenting the plan.  We guarantee completion of an implementable plan.

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On-Site Seminars & Workshops

Does your whole team need training?  Let us come to your office and lead a seminar designed just for you.  We have a variety of pre-packaged trainings and seminars or we can design something just for your team.  Need team building?  We do that too.

Team Training

Team training is essential to the growth of your organization. Team training days align the team with the vision of ownership, build and strengthen teams, and provide knowledge and education.

½ Day Training Session – $1250

Our custom ½ day program is designed specifically for your team.  Whether it’s a Team Alignment, Team Building or a topic specific Team Workshop each program is tailored to your team and your business.  All our trainings include all workbooks and materials.  They are fun, educational and inspirational.

Full Day Training Session – $1950

Our full day program is great for larger teams and is custom designed to suit your needs.  We offer Team Alignment, Team Building, Soft Skills Training and more. 

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DiSC for Teams – $750

DiSC for teams teaches groups how to identify various communication and behavior styles amongst their team members and use this knowledge to improve communication, teamwork and results.  Once team members learn the best way to work together true leverage is achieved and the results speak for themselves.  Our 2-hour workshop teaches people to understand their profile, identify the profile of others, and use that knowledge to improve communication and interaction.  Team members learn a great deal in a fun and productive environment.

Includes DiSC profile assessment for up to 10 team members.  Each additional team member is only $25.

Our DISC online assessment is an invaluable behavior profiling system that teaches users how to identify— and use to their advantage— the predictable aspects of communication. Based on the research of Dr. William Marston, DISC is the most widely used behavior profiling tool of its kind, supported by decades of research and validation. Whether you’re the member of a large or small organization, our DISC reports offer the greatest accuracy for a range of dynamic business applications.

Call (813) 675-7722 or email to discuss your next on-site seminar or workshop

DiSC for Sales – $750

DiSC for sales teaches your sales team how to identify various communication and behavior styles of their prospects and clients and use this knowledge to improve communication, connection and results.  Communication is the response you get.  Understanding the profile of your prospects allows you to speak and communicate in the manner most effective for each person. Our 2-hour workshop teaches people to understand their profile, identify the profile of others, and use that knowledge to improve communication and interaction.  Team members learn a great deal in a fun and productive environment.

Includes DiSC profile assessment for up to 10 team members.  Each additional team member is only $25.

Call (813) 675-7722 or email to schedule your DiSC for Sales workshop Now.

½ Day Skills Building – $1250 / Full Day Skills Building – $1950

½ day and full day skills building workshops cover both soft and skill based trainings.  Choose from our library of available workshops or we can custom create a workshop just for you. 

Library of Available Workshops include:

The Art of Negotiating

Time Management – Personal Productivity

Effective Leadership

Goal Setting

Supercharge Your Selling

Effective Team Building

Service Excellence – Turning Clients into Raving Fans

 Financial Management – Driving Profitability & Cash Flow

Call (813) 675-7722 or email to Schedule Today.