"Optimizing your board's effectiveness is AS important as your mission"

Boardroom 101


Single Strategy Session

Book A Discovery Zoom

About this option

  • Only $695.
  • One 2-hour long, starter session.
  • Can apply toward a System Success program.

The perfect solution when…

  • You aren't sure where to start and feel overwhelmed about documenting.
  • You are a new board of directors with limited resources.

During the Zoom call:

  • We prioritize your organization's pain points.
  • See real-life examples of how systems can be implemented on your board.
  • Learn how documented systems will reduce stress for your directors.


  • 3-5 tangible priorities that your team can focus on to begin your journey.
  • Understand how to set up your systems documentation workflow.
Book A Discovery Zoom

Boardroom Basics

5-Pack Startup Solution

Book A Discovery Zoom

About this option

  • Starting at $4350.
  • Five (5) 1.5-hour, one-on-one Zoom sessions.
  • Personalized curriculum for your type of board.
  • Schedule Zoom meetings at your convenience.
  • Hours are good for up to two months.
  • Can apply toward a full Boardroom Blueprint Program.

The perfect solution when…

  • Your company lacks the budget to invest in the 12-week Blueprint program.
  • You need minimal ongoing feedback to ensure director competency and structure.
  • An area of the board needs additional help to implement a sustainable initiative.
  • You have several engaged team members who are organized and have working capacity.

During each Zoom call:

  • Review how to align your systems to support your perfect client's needs.
  • See real-life examples of how systems documentation should be structured.
  • Receive weekly feedback on the documentation work your team is doing. 


  • Jason helps you choose and set up your new systems software account.
  • Your team will know how to sustainably document and organize systems.
  • Jason provides systems documentation instructions and videos for your software.
  • You gain confidence in creating your own custom-made systems playbook.
  • Jason records/documents 3-4 systems for you. 
  • Get additional advice on how to RUN effective board meetings.
Book A Discovery Zoom

Boardroom Blueprint!

12-Week Process Program

Book A Discovery Zoom

About this option

  • Billed monthly, please call for a quote based on your board's needs.
  • Twelve 2-hour, weekly Zoom sessions.
  • A full concierge program where Jason does 80% of the work while your team learns.
  • Options for in-office update meetings and in-the-field video recording work.
  • Flexible scheduling of weekly meetings including Saturday options.
  • Personalized curriculum for your company.
  • Weekly sessions are good for up to four months.

The perfect solution when…

  • Your board is fragile because a key director left unexpectedly.
  • Your internal staff are busy and have little time to document what they do.
  • Your board is poised to grow quickly in the near future and you need structure.
  • Engrained or outdated beliefs exist that are holding back necessary change.
  • You need to see the biggest ROI on your documented playbook in the shortest time.

During the sessions:

  • Full oversight for the Board Chair with minimal weekly involvement.
  • Suggestions for process improvements.
  • Referrals to reliable business partners.
  • Training on how to easily set up accountable training workflows.
  • Jason records all systems and converts them into clearly written training documents.
  • Personalized manager/worker classes while recording actual systems.
  • Ongoing, weekly review of all work being documented.
  • Suggestions on how to more effectively RUN your board meetings.


  • A fully established playbook with at least 25 new, fully documented systems.
  • Jason to begin the process of loading pre-existing systems.
  • A very organized board documentation workflow that is linked to your Google or M365 account.
  • Initial training workflows including director quizzes that are ready to deploy.
  • Directors are able to continue developing your playbook into the future.
  • Optional help to set up software to manage HOW you run your board meetings.
  • Bonus: General business systems SOPs and knowledge provided by Jason.
Book A Discovery Zoom

Questions you may be thinking: 


I love helping clients attain their goals. Let’s talk about making your life easier!

Book a Discovery Zoom

I know what I can do and when it's best to call in back-up. If I see other areas that you can save money, I will suggest one of our trusted partners in related industries to step in.

Teamwork happens without ego.

You built your company on trust. How we collaborate to manage your growth is just as confidential as your secret sauce. I ensure that what happens in your building, stays there.

Trust always matters.

Professionalism starts with each of us doing good work which sustains our reputation. I am professionally insured and will stand behind my contributions to your team's success.

Let's do it right, together.