MOMENTUM MAKER COACHING+

Unstick Your Stuck and Get Your Revenue on Track

As I’ve worked with small business owners over the years I have observed that leaders and founders often are uncertain about the next business moves to stabilize or grow their companies. Small company owners wear so many hats, they don’t have the time to gain perspective on what’s happening.

Without a great deal of evaluation and planning, you can jump on something that is not fully thought out, but seems like it could help — website, social media profile, marketing platform, etc — to grow your business. But, without a holisitic understanding of your business challenges, plus guidance from a professional, these efforts can have minimal impact and use up resources. I am on a mission to change that for you.

Before you make that next “big move” reach out for Momentum Maker Coaching+. The sessions address the highest impact, most common trouble spots for business owners, and get you on track to meeting your revenue and profit goals. The “plus” in the name means I combine valuable advising and support with business tools, business process implementation, software tools and more—a combination of coaching, consulting, and advisement.

As a strategy and tactic agnostic consultant, my only agenda is for you to make the right decision that’s right for your business lifecycle stage, the first time. I look forward to helping you gain momentum!

Small Business Coaching Options

  • Single Sessions — guidance in cashflow, hiring, marketing, or operations. Go

  • A Clear Path to Success — use the PATH Framework to diagnose, plan, and repair a business challenge you have. Go

  • Holistic Diagnostic & The Roadmap — a 360 degree business diagnostic and plan (coming soon). Go

  • Group of 5 Momentum Makers Cohort — a live online series for 5 peers that digs into 5 essential business areas. (coming mid 2025). Go

How to get started

THREE STEPS TO START COACHING

  1. Schedule an Intro Call to decide if coaching is for you.

  2. Receive an Initial Report.

  3. Build Momentum in your business.


Single Momentum Maker Coaching Session
($145, 75 minutes)

Running a successful small business means juggling many moving parts—cash flow, hiring, marketing, and day-to-day operations—without letting anything slip through the cracks. My coaching services are designed to tackle these key areas by giving you the tools to stabilize your finances, build a high-performing team, optimize your marketing efforts, and streamline your project management systems.

By addressing inefficiencies and creating clear, actionable strategies, we’ll boost your company’s productivity, profitability, and growth potential—helping you break free from overwhelm, building momentum toward sustainable success.

How to get started

Single Session Options

Through my experience I’ve identified common areas where business owners get stuck and coach you to improved-outcomes, plus offer tools to assist your processes. Choose from one of these or decide on your own adventure.

  • Cash flow problems are a leading cause of small business failure, but they don’t have to be yours. The Small Business Cashflow Ecosystem helps you take control of your cash flow with personalized strategies and tools to forecast income, manage expenses, and avoid financial surprises. Together, we’ll create a sustainable financial system that stabilizes your business finances and builds momentum for long-term growth.

  • Hiring the right person at the right time can be the difference between stalled growth and scalable success. In this coaching session, we’ll identify the key roles your business needs, map out a hiring strategy, and find ways to fund the new overhead. Say hello to building a team that supports your revenue momentum!

  • Are your marketing efforts delivering real momentum towards your goals, or just draining your time and budget? I’ll evaluate your existing marketing assets, campaigns, and strategies to uncover what’s working, what’s not, and where you can optimize for better ROI. With a clear action plan, you’ll know how and where to adjust your marketing efforts to grow your business.

  • Disorganization and missed deadlines slow down your business’ momentum—but the right project management tools and habits can change everything. I’ll help you implement systems that prioritize tasks, improve team collaboration, and ensure deadlines are consistently met. By streamlining your operations, you’ll free up time, reduce stress, and improve your revenue outcomes.


A Clear PATH to Success
($800)

Learn how to use the PATH Framework, developed by The Small Biz Pathfinders, for more revenue and profit. Over three 75-minute sessions we focus on one challenge area of your business, and by the final session you will have a plan in place to begin implementing your improvements. We then meet three more times over the next 90 days to monitor and improve your efforts, and continue building momentum towards success.

*Note: please schedule an Intro Call to learn if this coaching is right for you, and to assess if you are ready. I may recommend businesses with co-occuring challenges to first undertake the Holistics Diagnostic and Roadmap to Success (see below), so we have a more solid foundation to work from.

How to get started

This framework is designed to help business owners step back to see what’s happening in the business that helps or hinders the succcess, recognize internal and external resources that could be of assistance, and follow of plan to implement changes and make continuous improvement.

PATH Framework


Holistic Diagnostic & The Roadmap to Success

A 360 degree business diagnostic and plan that includes learning how to use the PATH Framework. This is part coaching, part business exploration.

Not yet available, but coming soon! Get notified when this launches.


Group of 5 Momentum Makers Cohort

This live online series is designed to connect business owners to 5 peers while digging into 5 key business areas: product quality, business processes, financial literacy, customer journey and marketing tactics, and business indicators.

Not yet available, but coming soon! Get notified when this launches.

“You're more holistic than other people in your field. You are looking at a business and considering all the elements needed for success.”

— Celeste Sipes, SBDC Advisor and owner of Thunderpants USA

Start Coaching In Three Steps

  • 1. Schedule an Intro Call

    I learn about your challenges and you learn about how coaching could help you gain clarity and get unstuck from your current place.

  • 2. Receive An Initial Report

    After our Intro Call I send you an initial report outlining the challenges and opportunities in your business I observe and how working with me could help you address them.

  • 3. Build Momentum

    Through our coaching sessions you receive actionable feedback for your business and begin to experience more business momentum.

“Decide, starting today, you no longer wish to feel stuck or overwhelmed, and will strive to spend your limited resources on efforts that work and are part of your plan.

Let’s get focused and rebuild the momentum you once had.”

— Spencer Crandall, founder

You can be
Empowered.
In Control.
Thriving.