Stay Focused with
an On-Demand
CEO Advisor
The Trusted Advisor Program provides on-demand support and monthly business meetings with a Fractional COO to keep your goals on track, resolve challenges, and address operational inefficiencies to grow your business profitably.
Clarity
A reliable, confidential partner to discuss ideas, challenges, and strategies, ensuring you’re never alone in facing tough decisions or planning for growth.
Direction
Make good decisions faster with expert insights and actionable recommendations to address immediate needs and long-term success.
Confidence
Guidance on communication, goal-setting, and operational priorities to gain alignment with your vision and your team’s efforts.
Who is this service for?
If you feel overwhelmed, stuck, or unsure how to achieve your big goals, the Trusted Advisor program is for you. This service is ideal for business owners wanting to delegate day-to-day operations, focus on revenue-generating activities, and have an annual revenue of $250K+.
You’ll have a clear vision, organization alignment, and support to solve challenges in real time.
- Strategic Clarity: Define a clear and achievable vision for the next 3-5 years by connecting business objectives with team and customer outcomes for accountability and transparency.
- Strategy Sessions: Quarterly reviews to assess performance and plan business priorities.
- Real-Time Collaboration: Live problem-solving between meetings in shared documents and instant messaging to identify, discuss, and resolve challenges.
- Scalable Growth: Focus on big-picture goals while reducing operational inefficiencies.
Why hire Stephanie to be your trusted advisor?
Stephanie Allen helps businesses scale with clarity, purpose, and measurable results. With over a decade of experience, she delivers tailored solutions and hands-on support to help you achieve sustainable growth and turn your vision into action.
- Tailored Solutions: Customized strategies designed to address your unique challenges and goals.
- Support & Accountability: Stay on track with valuable insights, tools, resources, and consistent follow-ups to ensure progress.
- Meaningful Connections: Gain access to a network of good-fit introductions to support your growth and success.
Testimonials
How it works?
During the program, we collaborate with an open mind. You are ready for support, encouragement, and a few gentle pushes.
Take control of your business growth.
Book a Clarity Call today to uncover how to attract ideal clients, boost cash flow, and streamline operations so you can finally focus on what drives growth.
Frequently Asked Questions
How is the Trusted Advisor Program structured?
The program includes monthly and quarterly strategy sessions, ongoing communication, and real-time collaboration to address your priorities.
Is there a minimum commitment?
Yes, the Trusted Advisor program runs for a minimum of six months. Most clients stay in the program for 12+ months for continuous support for their growth plans.
Can this program work for smaller teams or startups?
Yes, this is a good option for businesses desiring to grow on their terms and with a small team.
How do we communicate between sessions?
Between meetings, you’ll have access to Stephanie via instant messaging like WhatsApp and Voxer for collaboration and support.
Other Services to Propel Your Business Forward
Panoramic Roadmap
Fractional COO
Learn how to scale your business effectively with interim Second In Command support.
