Scattered to Streamlined

Streamlined Strategy Retreat

A one-to-one intensive where a solopreneur or business professional transforms ideas into actionable plans, systems, and habits.

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

The best day I ever spent on my business!!
JG, 26-year Real Estate Broker


  • Do everything in the business and are overwhelmed.
  • 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 to 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 a full day 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 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 a detailed, timeline-driven action plan that moves you and your business forward with confidence.

Achieve your goals faster and with greater ease.

By the end of their Streamlined Strategy Retreat, 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.

During your Streamlined Strategy Retreat, we will determine key metrics in your business and you will learn how to monitor your progress using these going forward.

Ongoing accountability and resources.

You will receive two full months of coaching support and guidance following your planning day.

You will be provided with tools and techniques for keeping yourself motivated, productive, and accountable long after the program is complete.


To get started, you will complete a pre-session questionnaire to help you focus on your top priorities for your Streamlined Strategy 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 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:

  • An action step checklist for the upcoming three-month period 
  • Customized checklists, templates and a key metrics tracker
  • Video and/or audio recordings from the day 
  • Copies of materials created throughout the day including flipcharts or e-whiteboards

After your retreat:

For additional accountability, resources, and guidance, for 60 days following your retreat, you will receive two (2) coaching sessions, unlimited email support, and review of relevant materials.


I implemented what I learned in Connie’s planning intensive and hit my entire January billable goal by January 12th.
AG, Corporate Attorney
One goal I set through working with Connie was to move out of my home office and into commercial space. I found my perfect space and have since moved into even larger space during the summer!
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