Scaling Up Intensive

Who this is for?

CEOs who want to grow their top and bottom lines and create a more valuable and sustainable company. This enhanced program is designed to create focus, accountability, and alignment, improve cash flow and profitability and most importantly, give you time to focus on your longer-term goals that fuel your passion.


Topics Covered:

Scaling Up and Leadership Alignment Assessment

Determine your readiness for a disciplined approach to growth and learn the critical factors to help you Scale Up successfully.


Cash Flow Story Analysis

Discover the key levers for improving cash flow and profitability.


Leadership Team Development

Create a team of “A” Players and learn how to coach and develop others, delegate effectively, have crucial conversations, and learn how to influence and communicate across different styles.


Strategic Financial Model for Profitable Growth

Get access to Cash by using the Simple Numbers™model. Develop a Business Model that drives top-line growth, positions your company for long-term success and generates strong Cash Flow.


Two Day Annual Strategic Planning Session

Develop your Core Values, determine your longer-term growth goals and key differentiators that will drive top-line revenue, align your leadership team and get great execution with the power of a 90-day plan. Set annual initiatives, map out your quarterly rocks and make the short term decisions to drive alignment and performance.


Quarterly Planning Meetings

Use facilitated Quarterly Reviews to assess past performance, refine your plan for growth, increase leadership commitment and alignment and build on your successes.


Establish and Practice Meeting Rhythms

Drive productivity with great Execution powered by three critical meetings and six critical numbers.


Lay the Groundwork for Employee Engagement

Learn and implement the 12 essential questions that reduce the time that the CEO needs to manage the day-to-day business.


Strategic Planning vs. Execution Planning

Understand the difference between the two and how they can help your business. “If you can’t state your strategy in a single sentence, you don’t have one!”



Two Day Annual Strategic Planning Session


Four Quarterly Review and Planning Meetings


Monthly Strategy Review Meetings

These meetings will be conducted with your leadership team in between quarterlies to support plan implementation, grow and develop your team, and improve accountability.


Monthly Calls with the CEO

Two 60-minute scheduled calls with the CEO per month.


Insights 2020 Plan

Create a plan for enhanced Company Communications.



You’ll always have access to CEO Think Tank® Library of Best Practices, Growth Institute Videos, Speaker Sessions and Thought-Leaders. Additionally, dd hoc, unscheduled email and phone call support can be scheduled as needed.



Initial “set-up” fee of $2,500 required up front. $5,495 per month for the first six months.   Ongoing $4,495.00 per month.

Other Offerings


Scaling Up Foundations

1 day/month, 6 months

Jump start growth, profitability, cash flow, engagement & accountability

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Scaling Up Masters

2 days/month, 12-month accelerated Scaling Up program

Intensive + Business Model Canvas, Top Grading, Insights2020

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Leadership Development

½-2 Days Month, depending on program

Executive Team building, Leadership workshops and Coaching

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Executive Roundtables

½ day/month + individual coaching time

Community of like-minded leaders, Certified Coach, Scaling Up playbook

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