CO-WORKING SESSIONS FOR SMALL BUSINESS OWNERS
why I OFFER ACCOUNTABILITY SESSIONS
I offer co-working and accountability sessions to accompany the Business Succession Playbook™ because some solopreneurs and small business owners do best when they have dedicated time to focus on an important project.
And some others excel when they work independently on a shared goal.
As a small business owner myself, there are some projects that are important to me yet I recognize I may need additional support, encouragement and/or body-doubling to help ensure I complete them.
THESE SESSIONS ARE BEST SUITED FOR SOLOPRENEURS AND SMALL BUSINESS OWNERS WHO ARE
• motivated to organize their vital business information
•craving dedicated time to focus on this important activity
•looking for support and encouragement from others
•inspired to ask questions about their business and are energized by others
WHAT'S INCLUDED in this bundle
virtual (zoom) sessions
you'll determine with what package you and your business are best served —
2, 3 or 4 accountability / co-working sessions.
the Business Succession Playbook™
you'll decide whether you receive it in a Google Sheet or Excel format — with 360+ prompts, it's comprehensive and ensures nothing is overlooked!
THE BUSINESS SUCCESSION PLAYBOOK™ INCLUDES PROMPTS RELATING TO
legal + compliance info
formation documents, operating agreements, periodic filings + more
financial details
EIN, bank accounts, taxes, insurance, CPA, bookkeeper, accounts receivables + more
digital tools
video conferencing, scheduling, image creation tools + more
misc / other items
professional memberships, important causes + more
online presence
domain names, social media, Google Business Profiles + more
contracts & commitments
from agreements with clients/customers to contracts with vendors
business offerings
details about your business's products or services — or both!
succession details
who is the Successor + when was this information last reviewed with them
employees / contractors
contact info, benefit details, subcontracts + more
property — physical and digital
equipment, supplies, podcast episodes + more
brick & mortar
stores, warehouses, co-working spaces, podcasting studios + more
goals & priorities
goals and to-do's for both temporary and permanent scenarios
THE GOAL IS TO HAVE
an organized BUSINESS: and it'll feel so, so good!
PEACE OF MIND: your Successor will know everything about your business
CONFIDENCE: your Successor will have everything they need to be able to step into your shoes to operate your business — or gracefully shut it down, if that's your intention — what a gift!
WHEN ARE CO-WORKING SESSIONS HELD?
Accountability and co-working sessions are held four times a month as follows:
no co-working sessions will take place on:
Friday, April 25 (family commitment)
Monday, May 26 (Memorial Day)
Monday, June 9 (big family event)
Friday, October 10 (tentative)
Monday, October 13 (tentative)
Friday, November 28 (Thanksgiving)
Friday, December 26 (Kate celebrates Christmas)
READY TO INVEST IN YOUR BUSINESS'S FUTURE?
Because there are multiple customizations associated with the Business Succession Playbook™ and accountability/co-working session bundle, please complete this form to let us know your preferences.
The form will request some basic information and prompt you to identify what version of the Business Succession Playbook™ and how many sessions you want to commit to.
Upon submission of the form, Kate will follow up within 2 business days.
FAQs
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In what format(s) is the Business Succession Playbook™ available?The Business Succession Playbook™ is available in two versions: Excel and Google Sheets. Purchase the version that makes best sense for you and your business.
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What do I get when I purchase the Business Succession Playbook™?In addition to the Business Succession Playbook™, you'll also receive an orientation video that provides an overview of the digital framework and explains the purpose and goals of each tab. The video also includes suggestions and tips on how to set up your business — and your Successor — up for success.
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How much does the Business Succession Playbook™ cost?The comprehensive Business Succession Playbook™, which includes 360+ prompts, costs $679.