ABOUT
#GROWTHPLANS
CLIENT RESULTS
NEED A POCKET COO?
ABOUT
#GROWTHPLANS
CLIENT RESULTS
NEED A POCKET COO?
Founder at her desk

ON-DEMAND DIAGNOSTIC + PRIORITIES MAPPING SESSION

Audit. Diagnose. Prioritize. Transform.

Turn growing pains into growth plans.

Purchase the Audit and Get Started!

ON-DEMAND DIAGNOSTIC + PRIORITIES MAPPING SESSION:

Founder at her desk

Audit. Diagnose. Prioritize. Transform.

Turn growing pains into growth plans.

Purchase the Audit and Get Started!

The Team/Work Audit™️ is a hands-on diagnostic
to assess what needs attention, to build a plan to fix it,
& to shrink team management time — even as your business grows. 

One new client away from overwhelm?

The temptation is to "work hard now and figure out it later." 

But that's a recipe for burnout. If you don’t have the bandwidth to improve how your team operates, you don’t have the bandwidth to muddle through.

But you've got questions: 

  • What's the biggest roadblock that I should tackle first? 
  • How can I put my finger on what really needs to change? (Because all I really know is — something does!)
  • And...how can I get out in front of where I want this business to go next?!

The Team/Work Audit was built to answer those questions, fix those problems, and end the overwhelm. 

Together, we will craft a prioritized roadmap that transforms your team — and your business.

The Team/Work Audit™️
is a hands-on diagnostic
to assess what needs attention,
to build a plan to fix it,
& to shrink team management time
— even as your business grows. 

One new client away from overwhelm?

The temptation is to "work hard now and figure out it later." 

But that's a recipe for burnout. If you don’t have the bandwidth to improve how your team operates, you don’t have the bandwidth to muddle through.

But you've got questions: 

  • What's the biggest roadblock that I should tackle first? 
  • How can I put my finger on what really needs to change? (Because all I really know is — something does!)
  • And...how can I get out in front of where I want this business to go next?!

The Team/Work Audit was built to answer those questions, fix those problems, and end the overwhelm. 

Together, we will craft a prioritized roadmap that transforms your team
— and your business.

Together, we will audit your business practices & your team
and build a roadmap to transform them. 

Together, we will audit your business practices
& your team
and build a roadmap
to transform them. 

What does The Team/Work Audit™️ do — and who is it for?

The Audit is for business owners who need to optimize their team, their time, their tech-stack & their goal-setting —and most everything in-between. I am incredibly hands-on and I tailor each session to acknowledge and honor each client's individual business and challenges.

The diagnostic audit covers:

  • Your goal-setting & planning. And whether that's working for you, or needs to improve.
  • Your team structure. Is everyone in the right seats with the right duties and decision-making latitude?
  • Your plans to expand your team and to hire. Do you know which positions — and when?
  • Your delegation practices. Are you setting yourself (and your team) up for success, or is there room to do things better?
  • Your leadership habits. Are your instincts more bottleneck than breakthrough? How entrenched are they — and what is the antidote?

This is for you if:

  • You have a team (even a small one) that needs to expand, where responsibilities need to shift, and/or team performance needs to improve.
  • You and your team are maxed out, wearing too many hats, or have unclear job descriptions (if you have them at all).
  • You need your team-management time to shrink, so you can focus more on #AllTheOtherThings that need your attention.
  • You need to get out of the weeds — because there's just too many things going on and others need to step up.
  • You know you can't layer more work on top of the way things are now. Something definitely needs to change.

Audit Your Business
& Build Your Plan

You'll candidly answer a focused series of questions that allow me to determine what you and your team's operational priorities should be — and during our session, we'll discuss your results and build a operational plan to address them. 

I *can* work with you 1:1 to implement the solutions for all your priority challenges, but I *will not* pitch you on the call (we'll be busy working). If you want, you can learn more about how I work 1:1 with clients here — and if you choose to sign up within 30 days of our session, your $300 investment will be applied to your total.

The Team/Work Audit +
75 Minute Priorities Mapping Session

  • Instant Access to the Comprehensive Diagnostic Audit
  • A 75 Minute Priorities Mapping Session with Karen
  • A prioritized roadmap for fixing your operational challenges & shrinking team management time while growing your team
  • Ability to apply your $300 investment into follow-on work, if we mutually decide to do so.

$300

Yes, Please!

Wins from Happy Clients

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Hi, I'm Karen Sergeant.

I'm an advisory COO to small businesses with growing teams. I can help you turn growing pains into growth plans. 

I created The Team/Work Audit™️ because I saw that most small businesses hit a similar crunch period as they grew — and everything that was "good enough" in their back-office suddenly wasn't good enough when the team and the business start to really grow.

The Audit allows me to see what's working, what needs fixing & improving — and to offer you a roadmap back to sanity. (It also allows me to customize a proposal for you, if you're interested.)

The drum that I beat? Growing pains are part of the growth process — but you don't have to get stuck there. 

You’re in the right place if you need your team & the operational side of your business to keep pace with growth — and you’re ready to change the narrative around team-building towards a culture of consent and accountability. 

FREQUENTLY ASKED QUESTIONS

Are You Wondering…

How quickly can I book with you?

You'll be able to book your session within 10 days of purchase — frequently even sooner. (You will need to have completed the Audit by call time.)

What exactly is included?

You get instant access to a diagnostic quiz for you to assess what's currently happening with your team, your leadership habits and your business. You'll also receive a link to my calendar to book a 75 minute call with me, when you're ready. On that call we will review your Audit results and build a prioritize plan to address them. You will need to book the call within 60 days of purchase.

What do we do during the 1:1 session?

In our 75 minutes session, we'll discuss your audit results and build a prioritized operational plan to address them.

Is the session really just a glorified sales call for further work?

No. It's a work session. I *will not* pitch you on the call. Towards the end I'll ask if you're interested in receiving an email proposal from me for support as you work through your priorities. If you consent, I'll follow up afterwards — and if you choose to work with me within 30 days of our session, your $300 investment will be applied to your total.