Scattered to Streamlined

Streamlined Planning Full-Year Program

A full year of one-to-one planning and support where a solopreneur or business professional transforms their business into the profession of their dreams.

Are you ready to get your business “unstuck”, see it with fresh eyes, and achieve your goals faster than you thought possible?

I have found these planning sessions very helpful. In fact, we are fast getting to the point where we could have more appointments requested than possible to fit in a day. This is a result of the planning we have done through you.
– CO, Health Insurance Specialist


  • Create a growth plan for your business but quickly find yourself falling off track.
  • As the owner, employee, Board of Directors all rolled up into one, feel overwhelming pressure to make the right decisions.
  • Are caught up in the day-to-day activities of your work with little time for  the “big picture.”
  • Feel “stuck” in your work, not moving forward, or perhaps even falling behind.
  • Are tired of your business being a constant drain on your personal time and energy.
  • Have a myriad of ideas but don’t know how to prioritize them or where to begin.
  • Need help balancing the desire to be of service with running a profitable business.
  • Feel alone, lacking support or accountability.


Imagine scheduled days throughout the year devoted entirely to YOU and your business, collaborating in a peaceful, inspiring setting overlooking Lake Ontario in Western New York.

With the Streamlined Strategy Retreat, you will work one-to-one, at scheduled times  throughout the year, with an experienced, certified business coach and long-time business owner. Together we will:

  • Clarify your ideal vision for your work,
  • Complete an assessment of all aspects of your business, and,
  • Create detailed, timeline-driven action plans that move you and your business forward with confidence.

Achieve your goals faster and with greater ease.

By the end of their Streamlined Planning Sessions, clients are relieved to know exactly what they will be working on quarter-by-quarter, month-by-month, week-by-week, and (YES!) even day-by-day.

Ongoing accountability and resources.

With a coaching partner on your team throughout the entire year, you will participate in mid-quarter “Keep You on Track” coaching sessions every quarter.

Between all of these planning sessions, your business coach will be available  all year long for unlimited email and text support.

Support from other successful business owners.

Not only will you have your own coach partnering with you throughout the year but you also will receive FREE access to all group business planning intensives held during the coaching engagement. This provides you with the invaluable opportunity to share ideas and insights with other successful business professionals. 

Achieve true business transformation with this program.


Annual Planning Retreat:

To get started, you will complete a pre-session questionnaire to help you focus on your top priorities for your Annual Planning Retreat.

We will meet for a full-day*, diving into a one-on-one intensive analysis of all aspects of your business.

* Five hours, either in-person at a lakeside or conference room setting in Western NY, or virtually via Zoom.

Together we will create your one-year strategic plan along with a timeline and detailed action steps for the upcoming quarter.

At the close of your retreat, you leave with:

  • Your Strategic Plan for the year.
  • An action step checklist for the upcoming three-month period 
  • Customized checklists and templates
  • Video and/or audio recordings from the day 
  • Copies of materials created throughout the day including flipcharts or e-whiteboards 

Three  Quarterly Planning Sessions:

Throughout the year, opportunities and challenges will unexpectedly arise. Your plan for success needs to be fluid to adapt to these changes.

Every quarter, we will meet for two hours* to reassess your business situation and refine your plan so you continue to be on the right path toward achieving your professional vision and dreams.

*Either in-person at a lakeside or conference room setting in Western NY, or virtually via Zoom.

At the close of each of these planning sessions, you leave with:

  • Your updated strategic plan for the year
  • An action step checklist for the upcoming three-month period 
  • Customized checklists and templates
  • Video and/or audio recordings from the day 
  • Copies of materials created throughout the day including flipcharts or e-whiteboards 

Four Mid-quarter “Keep you on track” coaching sessions

Mid-quarter, every quarter, throughout the year, we will meet virtually for a coaching session to ensure you receive the support, accountability, and resources you need to continue to move forward faster toward your professional goals and vision.

Unlimited support throughout the entire year

If you ever have a question, concern or just need a second set of eyes to help you with your business progress, you have support! Throughout the year, you will be provided with unlimited email coaching support and review of any relevant materials.

Help from other business professionals

You receive FREE access to all annual full-day and quarterly half-day group business planning intensives held during the coaching engagement.  These small groups of up to 10 business professionals provide a powerful community to support your own professional growth.


“As a benefit of Ms. Whitesell’s analyses, we were able to move with clarity and optimism . . . We came to quick agreement on where our future was headed and what we needed to do to get there . . .Happily, we are on our way to our most productive and profitable year ever.”
EC, VP, Credit Union Board Of Directors
I reached my 3rd quarter goal in February! I still can’t believe how productive I have been compared to past years. I truly am going from scattered to streamlined.
SR, Sr. Sales Director
This was such a valuable experience for me to keep me on track to hit both my professional and personal goals throughout the year. I revisit my plan often and it has been extremely helpful to my business. I would highly recommend Connie for all your strategic planning needs.
TW, Senior-level Sales Consultant
Connie’s program to streamline my business has been the best thing I could have done for myself and my business. The ability to get all my ideas down on paper and create a strategic plan for the year has made me incredibly productive in the first quarter of the new year. Without Connie’s guidance, I would be jumping from one new idea to another without a specific, well thought out plan. I still can’t believe how productive I have been compared to past years.
KP, Career Coach
Connie ALWAYS does an amazing job to set you up to take major action in your business, whether it’s a new business or an older business. It was perfect timing as I ramp up my own business to start setting up proper timelines, breaking down steps to achieve my objectives, and continued ways to excel and continue your motivation. She touches on all aspects of your business, even your personal management (mental health, exercise, etc). Obviously, it is always up to YOU to take that action, advice and those next steps, but she does a great job getting that plan created and having you think of ways to achieve greatness.
MA, Commercial Lending Broker
I did Connie’s planning intensive and I knew less than two weeks into this year that it was going to be a game-changer for me. 100% recommend not only a conversation but participating in her programs!
AG, Corporate Attorney
“Connie and I have been working together since the beginning of 2020 and she has kept me on track during the COVID-19 pandemic. We have developed a structured approach which has allowed my business to not only get through, but has set me up to thrive in the coming years!”
SG, Health And Wellness Center Owner