Free 60 minute session for solo business owners and professionals
Strategic Advisor Series
The Solo CEO’s Summer Pivot:
Preparing for the Harvest
How to use the summer intentionally so your fall is stronger than you planned
Wednesday, July 22nd at 12pm ET
We will identify where the real leverage is for your specific business, what to prioritize now, and what you need to plant today for the results you want this fall.
Overview
Most solo professionals are excellent at their work. Using a slower season to get ahead in the business is a different discipline, and one that rarely gets the structured attention it deserves.
The pattern is familiar. July arrives, the pace loosens, and the intention to work on the business gets pushed aside. What gets missed is that revenue is a lagging indicator. The work you do now in your pipeline, your relationships, your offers, and your systems is what shows up in your numbers months from now.
Summer is root work season. There are three operational areas where solo professionals have the most leverage during this time. Most are underinvesting in at least one of them, and that gap tends to show up when the busy season returns.
This session is designed to help you identify where that leverage is in your specific business, what to focus on this season, and what to plant today for the results you want when things pick back up.
What You Will Learn
Why summer is one of the highest-leverage seasons
How the work you do now compounds into fall revenue, clients, and opportunities.
The three operational seasons of a solo practice
What root work, pruning, and harvest mean for your business and how to know which season you are in.
How to evaluate your client mix, offers, and relationships with fresh eyes
Where to look for what belongs in your business right now and what may be ready to let go of or strengthen.
Where your systems and visibility may be costing you
How to identify the gaps that have been quietly draining your time and energy, and what to do about them.
How to protect time for CEO-level work this season
Why working on the business rather than only in it is one of the highest-return moves you can make right now.
How AI can support your root work
Practical ways to use AI tools to evaluate your business, sharpen your thinking, and move through the work that tends to stay on the back burner.
Who This Session Is For
This training is ideal for:
- independent consultants
- fractional leaders
- solo professional service providers
- coaches and advisors
- small firm owners
- experienced professionals who want a business that runs with smoothly behind the scenes
Participants are typically highly capable professionals who want a business that supports their life at the same level they support their clients
What You Will Leave With
During this session you’ll get:
- A clear picture of where your root work and pruning belong this season
- Practical AI applications you can explore immediately across your business
- Specific next steps across your client mix, offers, relationships, and systems
- A prioritized view of where to focus your time and energy
- A framework for reading your business through the lens of operational seasons
- Greater confidence as the busy season returns
This session is designed to help you leave the summer with real progress made, not just good intentions.
Exclusive Session Bonuses
1
A guided summer planning worksheet
2
Prioritization exercises to help you identify your highest-leverage actions
3
Reusable AI-based prompts to help evaluate your summer priorities with greater objectivity
Continue the Conversation
This session is part of the 2026 Strategic Advisor Series, a monthly training designed to help solo professionals build stronger, more profitable businesses one pillar at a time.
January helped you step back and see your business with a more strategic lens. You will look at how your time, workload, revenue, and structure interact.
February focused on the services model itself: how services, packaging, and pricing interact, and where structural adjustments can improve both profitability and sustainability.
March and June were our quarterly, half-day Profitability Planning Intensives (PPIs), covering all five business pillars to build focused Second and Third Quarter plans
April brought us to the Operations pillar – the people support, systems, and tools that determine whether your business can perform consistently without depending entirely on you.
May examined how to end the feast-or-famine cycle and keep your pipeline moving all year
Free recordings of past sessions, excluding PPIs, are available in the Resources section of the website.
If you have attended previous sessions, this training builds on that foundation. If July is your first session, it stands on its own as a complete, practical training.
Reserve Your Spot
When your root work is solid and your pruning is intentional, your Fall harvest season means healthy and vibrant business results.