We'll work with you to create a

Clear & Strategic

Plan for 2024

2-day annual strategic planning workshop

Develop a roadmap for your best year of business and life yet, built together with Canada's best-reviewed business coach.

ARE YOU AN OVERWHELMED BUSINESS OWNER?

As a business owner, you're all too familiar with the relentless whirlwind of daily operations. You may even be starting your days before dawn and stretching them beyond dusk, consumed by the never-ending list of tasks. While you're busy working hard, the grand vision you once had for your business becomes blurred.

You're not alone in feeling this way. Many business owners experience this tornado of activity, where urgent matters overshadow the important ones. The result? A sense of stagnation, despite the hard work. Your ideas and aspirations for growth remain just that – aspirations, without a tangible plan to turn them into reality.

You know where you want to go, but the path to get there seems obscured, muddled by daily distractions and operational firefighting.

This continuous cycle doesn't just affect your business growth; it takes a toll on you personally. Your time, the most valuable asset, seems perpetually scarce. Financial success, which once seemed an arm's reach away, now feels like a distant dream. Customer acquisition and retention become puzzles that you can't seem to solve, and staff performance and retention issues add to the complexity. You find yourself questioning your decisions, with confusion clouding your judgment more often than not.

But the most significant cost? It's the frustration that comes from knowing your business isn't reaching its full potential. You're aware of the immense possibilities, yet the roadmap to achieving them is hazy. This frustration often spirals into a feeling of being stuck, hindering not just business growth but also your personal well-being and the morale of your team.

TRANSFORM YOUR BUSINESS INTO WHAT YOU KNOW IT CAN BE 

Imagine stepping away from the daily grind, taking a vital pause to realign with your business's true potential. This is not just a break, but a transformative journey – a chance to work on your business rather than just in it.

We have designed a two-day workshop that will convert your aspirations into a concrete annual strategic plan. It's your opportunity to escape the daily chaos and rediscover the clarity and direction you've been seeking.

Led by Canada's best-reviewed business coach, Kelli Rae, this workshop isn't just another seminar. It's an immersive, hands-on experience where you'll be surrounded by fellow business owners, each on their own unique path to success. Kelli Rae's expertise and personalized approach ensure that you don't just learn but actively apply these learnings to draw out a tailored roadmap for your business.

At the heart of this workshop are three core areas crucial for any successful business: financials, leadership, and sales and marketing.

You'll dive deep into the financials, unraveling the numbers and strategies that drive profitability and sustainability. Leadership training will empower you not just as a business owner, but as a visionary leader, enhancing team performance and morale. And in sales and marketing, you'll explore proven techniques to attract and retain customers, elevating your brand's reach and impact.

But it's not all theory and discussion. The true value of this workshop lies in its interactive, workshop-style format. You'll be actively engaged in building your specific plan, with Kelli Rae guiding you at every step. This hands-on approach ensures that you leave not just with ideas, but with a clear, actionable plan tailored to your business's unique needs and goals.

You'll emerge with a clear, comprehensive roadmap for the next year. This plan is your blueprint to bridge the gap between where you are and where you want to be. No more guessing, no more confusion. You'll know exactly what needs to be done, and crucially, how to do it. This clarity is not just about business growth; it's about reclaiming your time, reigniting your passion, and moving closer to the vision you've always held for your business.

In two days, transform your business trajectory with Kelli Rae. Break free from the frustrations, embrace clarity, and step confidently towards a future where your business thrives, reflecting the true potential you've always known it had.

THIS WORKSHOP IS IDEAL FOR

  • Owners of professional service businesses
    • e.g., accounting, architecture, bookkeeping, engineering, legal, marketing, etc.
  • Owners of other practitioner-led service businesses
    • e.g., chiropractors, dentists, medical estheticians, physiotherapists, psychiatrists, etc.
  • Businesses with 3-99 employees
  • Businesses with $1-10 million in annual revenue
  • Owners who take home at least $75,000 per year from their business
Annual Strategic Planning Workshop 2024 with Kelli Rae

January 18-19, 2024

Hotel Alt East Village

Calgary, Alberta

  • 2 Days of Guided Planning
  • Preparation List of Information to Bring
  • 9 Vital Worksheets & Templates
  • 4 Hours of Direction & Learning
  • 10 Hours of Hands-on Workshop Time
  • 1 Strategic Plan Binder
  • Opportunity to Book One-on-One Time With Kelli Rae

THURSDAY, JANUARY 18

11:00 - Welcome & Introductions

11:15 - Overview of 3 Pillars

11:30 - About the Strategic Planning Process

2:30 - Late Lunch

3:30 - Company Description & Purpose

3:45 - Vision Statement

4:15 - Mission Statement

5:00 - Culture Statements

6:00 - End of Day

FRIDAY, JANUARY 19

11:00 - Emotional Guidance Scale Exercise

11:15 - Strategic Analysis

12:00 - Competitive Analysis

1:00 - Action Plan For the Year: Leadership

2:00 - Action Plan For the Year: Marketing

2:30 - Working Lunch

4:30 - Action Plan for the Year: Financials

5:30 - Monitoring & Evaluation Plan

6:00 - End of Day

Only 10 spots remaining!

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KELLI RAE IS CANADA'S BEST-REVIEWED BUSINESS COACH

With hundreds of five-star reviews, Kelli Rae is the best-reviewed business coach in Canada.

She has helped hundreds of business owners find more freedom, more profit, and more joy from their businesses.

Kelli Rae has 23 years of experience owning and running her own businesses, and earned her MBA in 2017. She has worked with some of the best coaches in the world like Tony Robbins, Brendan Burchard, and Mel Abraham.

She has shared this expertise with business owners through coaching, consulting, and teaching since 2014, driven by her belief that Business Can Be Better™, and it should be.

Bronze award ribbon

BUSINESS ETHICS AWARD

2019

Presented by

Lethbridge Chamber of Commerce

Bronze award ribbon

TOP 40 UNDER 40

2018

Presented by

Lethbridge Chamber of Commerce

Bronze award ribbon

ORDINARY HEROES AWARD

2019

Presented by

School District 51 and

Alberta Health Services

Addiction and Mental Health

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Andrew

"It’s hard to put into words how valuable Kelli and her team have been to our success. Every business owner should take the leadership mastery program, it’s phenomenal!!!"

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Robyn

"Kelli-Rae and her team are incredible to work with. They are intuitive of your needs and provide support when and where you need it. Highly recommend to anyone looking to grow their team, business or leadership skills!"

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David

“If you would like a business that is more profitable and systemized, TMH is for you. If you want to have a wonderful business AND have more freedom, with fewer headaches, TMH is for you. In the first year with TMH Business Coaching, we’ve gone from 80 to 100 people, our revenue has increased over 15%, AND our expenses have decreased by 10% - even including the fees we pay TMH. The way they taught us to increase our staff and client satisfaction has been a game changer, in both areas. My team is more loyal and bought in than ever. I can see the success trickling down from my position at the top, all the way through my team, and we are confidently on our way to 7 times the revenue we did this year, with a leadership team that is now amazing and incredibly productive and efficient. By becoming a better leader, and understanding what leadership REALLY is about, I am able to get so much more out of my existing team. We’ve cultivated a team of high achievers that accomplishes work that would have previously required many more employees to do. They are happier, more productive, more efficient, more ambitious and producing better results than ever, all while being more satisfied in their jobs. Now, instead of talking to our clients about problems or challenges, we get to brainstorm with them, and come up with better ideas and improved ways of working! There are far fewer “fires” to put out. This opens up time for me to work on the most valuable things in my business: leadership, sales & marketing improvement, and financially mastering my business. Kelli-Rae and the team at TMH have overwhelmingly proven that “Business CAN be better.”

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LT

“Kellie-Rae has been an amazing help for my business. I have gained so much confidence in how to create and run a business that is in line with my goals. She has gone above and beyond to make sure that I am successful! I have worked with other business coaches in the past but all they cared about is selling you a high ticket coaching package that was only videos and an overwhelming group chat. Kellie-Rae has made it clear through her actions both in and out of coaching sessions, that she is on my team, and she deeply cares about my progress. I finally have someone that I can fully trust!”

Shelly

“Kelli-Rae has been the change I needed to make my business succeed and grow! She is very knowledgeable about all things business… I would recommend Kelli-Rae to any business owner...”

Teri-Lee

“Kelli Rae is extremely knowledgeable! She has been wonderful to work with, she has both improved me personally and professionally! We look forward to every meeting with her as we are always learning new things!“

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Rachel

“The team at TMH has been absolutely wonderful to work with and we are so incredibly grateful for the work that they do. Starting and running a business is challenging and having Kelli Rae’s expertise and guidance has helped us to improve ourselves and our business in so many ways. TMH has been one of the best investments we’ve made in our business.“

Questions About the Workshop

Join us on January 18 & 19, 2024

Annual Strategic

Planning Workshop

2-DAY EVENT: $6,997

Once your application has been submitted, we will reach out to book a call with Kelli Rae at a time that is convenient for you. We want to ensure this workshop is a great fit for you and your business, so we'd like to get to know you a little before accepting you into the workshop.

Once you've been accepted, we will take payment over the phone or a payment link can be provided. You will also receive a preparation list of things to bring to the workshop, as well as all other event details you may need.

We're also available for any questions once your application has been submitted!

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