AS SEEN IN...
Don’t let your success rest on a couple of journal prompts or vague revenue goals.
Picture this...
You're feeling motivated and excited about allll the ways you can build your dream business.
You know your goals are BIG.
And you know goal setting is key to, well, reaching goals...Â
But goal setting and journaling is not the same thing as strategic planning.Â
And even though writing down your goals and manifesting abundant success feels good (and is important), it’s not going to move the needle in your business like data-backed decisions will.
When strategic reflection meets intentional planning, business dreams turn into "Wow, I did it."
With a good planning process you'll be able to:
- Set holistic goals that go way beyond I will have consistent $20K months or I will fill my mastermind with 20 women.
- Develop your own custom metrics to numerically see your progress every single month (bye bye, Q4 scaries).
- Refine your offers and pricing, so that they can actually set you up to reach your good, better, and best financial goals.
- Design a spacious business calendar that gives you the lifestyle you want – like Fridays off to do whatever the hell you want.
- Chunk your goals into quarterly actions to completely avoid the overwhelm of feeling like you need to accomplish it all, right this second.
- Set yourself up to actually hit your goals, because they’re clear, based in reality, and easy to track.
Meet Plan to Scale...Â
A simple to follow, step-by-step framework to reflect on what you've tried, easily gather critical data, and create an actionable plan for reaching your business goals.
ENROLL NOW
"My business is now able to scale efficiently and effectively because of Jordan...
Everything has gone better than expected because we've had strategy behind the things that we've rolled out. We've managed to plan effectively for the upcoming quarters and the remainder of the year."
- Ardre, Service Provider
What’s Included?
I'm so glad you asked!
Inside, you'll find a carefully curated collection of ready to use templates, over 2 dozen guided planning videos, reflection worksheets, and goal setting exercises including...
- The quick and dirty good vs. bad assessment
- Business category assessment + spreadsheet
- 3 client deep dive assessments +Â spreadsheets
- 3 money metrics assessments + spreadsheets
- 3 long-term visioning exercises
- Goal setting exercises
- Custom metric tracking exercise + spreadsheet
- Revenue projections template
- Guided intention setting
- A 7-step implementation planning process
- BONUS:Â Monthly Check In Exercise
- BONUS:Â 90 Day Plan ClickUp Template
- BONUS:Â Sample 90 Day Plans
- BONUS:Â Project Planning Templates
Why this system works
Lots of planning tools focus on the goal. And hey, I get it. That’s the sexy part. But Plan to Scale focuses on both the reflection and making a data-driven, actionable plan.
Reflection gives you access to information and PROOF of what worked and didn’t work.
That’s why you will:Â
- Assess what went well and what was a bit of a hot mess
- Grade yourself in each category of your business
- Do a deep-dive review on where your clients came from
- Get real real about your best and worst clients
- Focus on a few key money metrics
Who is Plan to Scale for?
PLAN TO SCALE is for women entrepreneurs who are currently scaling up and they’re damn ready to turn their vision into their achievements.Â
If you’re thinking, yep that’s me, then you’re also probably:
- Not putting enough hours into a formal planning process OR doing a flimsy version that makes you feel fuzzy on the how to actually get there part
- Feeling overwhelmed by the thought of getting your big goals and ideas on paper (don’t worry, this numbers nerd makes it easy)
- Ready to scale, but want to turn that buzzword into something that puts cold-hard cash into your pocket and impact into your brandÂ
Hi, I’m Jordan
Self-Proclaimed Nerd and Fractional COO
I’ve been an online entrepreneur for over a decade #basicallyadinosaur
Since becoming an entrepreneur, I have:
- Published a book
- Launched a top 100 podcast
- Successfully sold a brand
- Been featured in dozens of media outletsÂ
When it comes to Easy Scaling®, I celebrated my first $50K month within 6 months, surpassed multiple 6-figures in year 1, and built a half-million-dollar business in year 2.Â
And I did it while pregnant and juggling 2 young toddlers.Â
What I love about my work is I scaled by helping other businesses scale. It’s what I do every day and it lights me up whenever I see women breaking through ceilings and changing the stats.
But it’s not just passion that fuels me.Â
Scaling is my skill.
A concept that I’m extremely comfortable with.
It’s numbers.
Revenue.
Processes.
I’ve built a 20-person agency and our 1:1 clients pay us $5,000-$10,000 per month.Â
The one thing we consistently do with every client who walks through the door is robust planning.Â
Now, I’m giving you the exact framework I use... because I want more women to be able to say – "I freakin’ did that".
START PLANNINGWe're not the only ones who love planning...
If setting goals feels like closing your eyes and throwing a dart at the wall – we gotta talk...
No shame. No one taught us how to plan.
Unless you’re secretly a Fortune 500 company.
But we can take this corporate lesson of being intentional in our review and planning process.Â
And the results are goals that feel reachable and are reached.
ENROLL NOWThis is the year you...
✔ Get clear on your goals and how to achieve them.Â
✔ Decide that your vision is your roadmap.Â
✔ Combine your intuition with cold, hard data.Â
✔ Show up as the CEO who knows what to do.Â
✔ Do what most businesses never dream of...
