Lunch and Learn (FREE)


“Not just another…” – How to Stand Out in a Competitive Market

Most business services providers (80% in a recent survey) report that one of the main problems holding them back is “lack of differentiation”. 

This Lunch and Learn offers an innovative systems framework, consisting of five proven techniques, to help you stand out in a confusing and crowded marketplace.  

Ideal for Financial Advisors, Insurance Agents, Consultants and Coaches, Real Estate Professionals, CPA’s, Attorneys and others who feel they are “lost in the crowd.”


  • Wednesday, Dec. 4th 12:15 – 1:15 at the Frontier in RTP. Click here to register.
  • Thursday, Dec. 5th Noon – 1:00 at Spaces in Cary. Click here to register.
  • Friday, Dec. 6th Noon – 1:00 at Spaces in Chapel Hill. Click here to register.

Space is limited in all three venues, grab your ticket today on Eventbrite.


Half-Day Intensive Planning Workshop ($97)



2020 Vision: Innovative Systems to See Next Year Clearly

“You can’t manage results: you can only manage the activities that lead to your desired results.– W. Edwards Deming


This intensive workshop leads you through 2020 planning, from establishing strategic goals to a detailed one-year plan to quarterly and monthly action plans.  We will identify systems that need to be improved or replaced and skills you need to develop. We will also help you set “scorecards” to ensure that you stay on track.


If you are hoping for better results in 2020, this workshop will help you build a roadmap that is designed just for you.

Ideal for business owners and professionals who committed to improving results while having more time to enjoy them.

  • Tuesday, Dec. 10th 1:00 – 4:30 at the Carolina Club on the UNC Campus in Chapel Hill. Click here to register.


Attendance is limited to 20 so we can provide personal attention to your plan. Grab your ticket today on Eventbrite

About us

We provide turn-key SYSTEMS, customization, implementation and training for high performance businesses to help them grow their businesses.

Our mission

Our goal is for your business to make more money, experience consistent results, and take frequent or extended vacations while your business continues to run successfully.

Get in touch