The LEAD Stage of Business

Gain confidence in your ability to lead your team and grow your business without losing sight of your self-care, boundaries, or integrity.

You may feel a mix of excitement, fear, and uncertainty as you step into leadership, but those emotions are all part of the growth process.

Your CEO Role

Step into your CEO role by strengthening your mindset and aligning your personal vision with your business mission. 

Creating a visual organizational chart will give you clarity on responsibilities and set the foundation for confident growth.

• Your CEO Mindset

Learn how to strengthen your CEO mindset by clarifying your zone of genius, protecting your time and energy, and leading from your strengths. 

You’ll also explore how to align your personal vision with your business mission so you can step fully into the role your business needs.

• Your Organizational Chart

Design a visual organizational chart that outlines the key roles and responsibilities in your business. 

This tool will give you clarity on who does what and help you plan for growth with confidence.

The Hiring Process

The hiring process will give you the clarity and structure to attract candidates who are the right fit for your business. 

You’ll learn how to move from job description to interview to offer with confidence so you can grow your team intentionally.

• Who Will You Hire?

Decide who to hire by focusing on the tasks that will give you the greatest return on investment while staying within your budget. 

From client care and admin support to marketing, IT, or even personal help at home, you’ll learn how to prioritize responsibilities and determine whether a contractor or employee is the right fit.

• Create a Job Description

Create a job description that goes beyond a list of tasks and defines what success in the role truly looks like. 

You’ll outline outcomes, non-negotiable skills, and compensation while making decisions about contractor versus employee status to ensure the role supports both your business and your long-term goals.

• Example Job Descriptions

You’ll gain confidence by looking at example job descriptions that show you exactly how to structure and communicate what you need. 

They will guide you in creating clear and professional descriptions for your job listing that will help you hire the right candidate. 

• Market Your Job

Market your job like a launch by promoting the opportunity and inviting the right people to apply. 

You’ll learn how to share your opening in the right places, filter applications with confidence, and attract candidates who align with your business and values.

• Interview Candidates

Interviewing candidates is your chance to see potential come to life and determine if there’s a true match for the role. 

You’ll learn how to run the process with respect and honesty, explore different interview formats, and present your business in a way that attracts the right people while filtering for the best fit.

• Example Interview + Reference Questions

You’ll gain confidence by using example interview and reference questions that take the guesswork out of the process. 

These examples will guide you in asking meaningful questions that reveal a candidate’s skills, values, and fit for your business so you can make hiring decisions with clarity

• Make an Offer!

Making an offer is an exciting milestone that shows all your hard work has paid off. 

You’ll learn how to confidently extend an offer, communicate your enthusiasm, and set clear expectations while remembering that finding the right fit matters more than hiring quickly.

Onboard Your New Team Member

Onboarding your new team member is about much more than paperwork, it’s about shaping the culture and foundation of your business. 

From setting clear expectations and supporting growth to handling HR considerations and tough decisions with professionalism, this stage helps you step fully into your role as a confident leader.

• Onboarding a Team Member

Onboarding is your chance to set the tone as a leader and create a strong foundation for your team. 

You’ll learn how to build clarity, set expectations, and foster relationships that support both your business and your team’s success.

• Considerations for Human Resources

HR considerations are a key part of bringing on a team member and protecting your business. 

Taking time to understand them will help you lead with confidence and create a strong foundation for your team.

• Employee Assessments

Employee assessments help you track progress and support your team’s growth over time. 

By setting 30/60/90 day goals and scheduling regular check-ins, you’ll create clarity, celebrate wins, and identify opportunities for improvement.

• Letting Go or Firing an Employee

Letting go of a team member is one of the hardest parts of being a CEO, but it’s sometimes necessary to protect your time, energy, and business culture. 

Communication, documentation, and following established processes are essential to handle the transition with clarity and professionalism.

Own Your Leadership and Embrace Change

Owning your leadership and embracing change will help you step fully into your role as CEO with confidence and resilience. 

You’ll learn how to lead with purpose, handle tough conversations with confidence, and adapt to shifts in your business, your team, and yourself in a way that supports long-term growth and success.

• Own Your Leadership

Learn how to step into leadership by aligning your actions with your values and creating a clear vision for your business. 

You’ll also develop the systems, boundaries, and communication skills that empower your team, protect your energy, and set the stage for sustainable success.

• Challenging Conversations

Navigating challenging conversations is a vital part of leadership and team management. 

We give you examples of challenging topics that will come up as a leader and how to process through them.

• Embrace Change

Embrace change by recognizing it as a natural part of business evolution rather than something to resist. 

You’ll learn how to adapt to changes in the market, your team, and yourself so you can lead with clarity, resilience, and vision.

Celebrate Your New Team

Celebrating your team means recognizing that you made it through the hiring process and reached an important milestone. 

You’ll learn how to honor this achievement, appreciate the support around you, and embrace the growth that comes with building a team.

BONUS: Schedule a CEO Day

Scheduling a CEO Day gives you dedicated time and space to step away from daily tasks and focus on your big-picture business goals. 

This is a 60-minute bonus workshop to learn how to use this intentional time to reflect, plan, and make decisions that move your business forward with purpose. Our 3 assessments will give you your brand new business plan.

BONUS: Hire Your Next Team Member Workshop

The Hire Your Next Team Member workshop will guide you through the first steps of the hiring process so you don’t have to do it alone. You’ll learn how to design your organizational chart, know when it’s time to hire, write clear job descriptions, and onboard with confidence—so you can focus on what you do best while building the support your business needs.