

The 2026 Roadmap Reset:
Start the Year with Clarity, Focus, and a Sales Strategy That Actually Fits You.
A 2-hour strategy session to map your path to more clients in 2026—without the guesswork, overwhelm, or cookie-cutter tactics.


The Reality Check
​You started 2025 with big goals. Maybe you hit them. Maybe you didn't.
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Either way, you know this: what got you here won't get you there.
You need more than "work harder" or "post more on social media." You need a strategic roadmap that shows you exactly where to focus your energy—and where to stop wasting it.
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That's what The 2026 Roadmap Reset gives you.
What Happens in Your Roadmap Reset?
This isn't a generic business coaching call. This is a focused, intensive 2-hour session where we:
✓ Review where you are
We'll look at your 2025 results, current sales activities, and what's working (or not).
✓ Clarify where you're going
Your 2026 goals, growth targets, and what success actually looks like for you.
✓ Uncover your Trust Style insights
Core insights into how you naturally build trust with prospects and clients—so you can stop forcing tactics that don't fit your personality.
✓ Identify your focus areas
Clarity on where to direct your sales energy for both quick wins AND long-term growth.
✓ Map your top 3 actions
The specific activities you and your team should focus on to reach your goals this year.
You'll leave with a clear, prioritized action plan—not a list of 47 things to do, but the 3 things that will actually move the needle for your business.
This is for you, if:
You are a Business owner who is responsible for sales, or has a small team who handles client acquisitions/business development. (solo practitioners - teams of 5).
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Are you:
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You're ready to stop guessing and start focusing.
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You want a sales strategy that fits your personality, not someone else's playbook.
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You're willing to commit to strategic action (not just another planning session).
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You have specific 2026 goals and need clarity on how to actually reach them.
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If your team is larger than 5, reach out to me directly and we'll customize pricing for your group.
Investment & Important Details
Investment: $426
Format: 2-hour strategy session (in-person preferred where possible, virtual available)
Who attends: Business owner + any team members involved in client acquisition
Booking deadline: January 30th, 2026
What happens after you book:
You'll receive a prep questionnaire (takes 30-45 minutes to complete) covering your 2025 review, 2026 goals, current sales activities, and biggest challenges. This ensures we make the most of our 2 hours together.
This Isn't a Sales Pitch for Coaching
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I'm not using this session to convince you to work with me long-term. This is a standalone strategy session designed to give you real value and real direction for 2026.
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If we're a fit to work together beyond this? Great. If not? You'll still walk away with a clear roadmap and actionable next steps.
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Questions?
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Not sure if this is right for you?
Have a team larger than 5?
Want to know more before booking?



