Working hard

ATTENTION BUSINESS OWNERS SCALING TOWARDS 7-FIGURES:

Create a clear roadmap
to scale sanely and sustainably.

Survive your growth spurt. Grow your team.
Work stronger together
.

Ready? Book a Free Consultation!
Working hard

ATTENTION BUSINESS OWNERS SCALING TOWARDS 7-FIGURES:

Create a clear roadmap to scale sanely & sustainably.

Survive your growth spurt.
Grow your team.
Work stronger together.

Your business is growing!

It wasn’t always easy, but you’ve created more demand
than you and your small team can handle.
(And there’s no pause button in sight.)

You have a sales & revenue plan that makes your toes tingle. 
And, a small burning question at the back of your mind: 
Can my current team meet that growth? 

Your business is growing!

It wasn’t always easy, but you’ve created more demand than you and your small team can handle. (And there’s no pause button in sight.)

You have a sales & revenue plan that makes your toes tingle. 
And, a small burning question
at the back of your mind: 
Can my current team
meet that growth? 

Let's ask a hypothetical question:

If you landed a dozen new clients this week,
would your business take off — or would it implode?

True story: A prospect once introduced themselves to me with “We have 5 proposals out — and if any one of them says yes, we’re screwed.” 

So your number might not be 5, or a dozen — but there is a ceiling in your near future and you know you're not going to be able to "brute-force" your way through this one. (Not that brute-force is very fun even when it's successful!)

When you view your next big client as the straw that just might break the camel’s back — that means work capacity has hit an upper limit, and you need to bust through that upper limit to grow further.

The thing is, it's no mystery what to do next.
You know you need to build your team
.

❌ But, maybe you're frustrated by constantly not having the bandwidth to sort through your options.

Or maybe you're dragging your feet on hiring, because you dread it.

Or you just aren't sure what the right next move is...

...and you're looking for some expert support. ☀️

Piloting a growing business is one of the best jobs around — and one of the hardest

And visionary CEOs can find it a struggle to wrestle with the people- and back-office challenges required to take their business to the next level.

CEO head in hands

Let's ask a hypothetical question:

If you landed a dozen new
clients this week,
would your business take off
— or would it implode?

True story: A prospect once introduced themselves to me with “We have 5 proposals out — and if any one of them says yes, we’re screwed.” 

So your number might not be 5, or a dozen — but there is a ceiling in your near future and you know you're not going to be able to "brute-force" your way through this one. (Not that brute-force is very fun even when it's successful!)

When you view your next big client as the straw that just might break the camel’s back — that means work capacity has hit an upper limit, and you need to bust through that upper limit to grow further.

The thing is, it's no mystery what to do next.
You know you need to build your team
.

❌ But, maybe you're frustrated by constantly not having the bandwidth to sort through your options.

❌ Or maybe you're dragging your feet on hiring, because you dread it.

❌ Or you just aren't sure what the right next move is...

...and you're looking for some expert support. ☀️

Piloting a growing business is one of the best jobs around — and one of the hardest

And visionary CEOs can find it a struggle to wrestle with the people- and back-office challenges required to take their business to the next level.

I’m on a mission to change that. 

Hi, I'm Karen.

I’m a team growth strategist and I equip business owners to lead, manage and grow their teams — and to cultivate a strong team culture based on consent & accountability.

For 25 years I’ve guided teams through high-stakes/high-uncertainty situations, from counterterrorism operations in Afghanistan to software product management at the dawn of the internet boom.  

Karen Sergeant - Problem Solver

As a COO, I've helped clients achieve 7-figure launches, roll out new product lines and architect full-team reorgs — and build strong, equity-centered business practices and teams.

Partnering with business owners to move their teams — and their operations — to the next level is my sweet spot and my passion.   

Introducing
The Team/Work Edit™️

A done-for-you planning intensive designed for owners of growing businesses to create a clear, grounded team-growth plan that pilots your business through the next 18 months — and beyond.

The Team/Work Edit image

Got 6 hours over 10 days? Then this planning intensive is the perfect pace for us to work 1:1 to get immediate traction, a new staffing plan, and all the tools to pilot your growing business for the next 18 months.

What can The Team/Work Edit™️ do for your business?

"What position should I hire next? It feels like it should be obvious, but it's not."

"I know my genius. I know my mission. I need an operational partner to put legs on my vision!"

"I know I have talent gaps to fill — I need a plan (and a budget) that makes this all feel possible!"

The Team Growth Edit™️ is designed to answer the burning questions when your business is operating at capacity and you need to know your next move.

Our work together follows the signature method I've used over and over with clients.

Team/Work Edit

1️⃣ Growth Mapping. We have to know where we're headed. This isn't pie-in-the-sky visioning, this is "tell me what you want your business to be doing" — so that I can find the right structure and a "happy home" for all the work, present and future!
2️⃣ The Team/Work Edit™️. Next, we'll dive deep into your current team and anticipated work to upgrade your org chart and get a complete answer for the “right seats” for everyone and which slots to hire next — plus the tools to determine that for yourself, as your businesses continue to scale.
3️⃣ and 4️⃣ Are part of another offering called Team Growth Accelerator™️ and — taken together — these frameworks can power your team into the future.

I have watched the Team/Work Edit breathe new life into businesses. We'll build capacity in your business that will net you a sweet ROI — and it only takes 10 days. The investment is $3,900.

What can The Team/Work Edit™️ do for your business?

"What position should I hire next? It feels like it should be obvious, but it's not."

"I know my genius. I know my mission. I need an operational partner to put legs on my vision!"

"I know I have talent gaps to fill — I need a plan (and a budget) that makes this all feel possible!"

The Team Growth Edit™️ is designed to answer the burning questions when your business is operating at capacity and you need to know your next move to grow.

Our work together follows the signature method I've used over and over with clients.

Team/Work Edit Framework

1️⃣ Growth Mapping. We have to know where we're headed. This isn't pie-in-the-sky visioning, this is "tell me what you want your business to be doing" — so that I can find the right structure and a "happy home" for all the work, present and future!
2️⃣ The Team/Work Edit™️. Next, we'll dive deep into your current team and anticipated work to upgrade your org chart and get a complete answer for the “right seats” for everyone and which slots to hire next — plus the tools to determine that for yourself, as your businesses continue to scale.

I have watched the Team/Work Edit breathe new life into businesses. The investment is $3,900. We'll build capacity in your business that will net you a sweet ROI — and it only takes 10 days.

Nancy Levin

"Karen truly supported me in delegating and releasing ownership of pieces of my business that do not need me meddling in them to provide time, space, energy and creativity for the the things that only I can do, and what I love doing the most.

If you want to learn a proven process to get out of your own way so your business can evolve and flourish without you micromanaging every aspect, this is for you!"

- Nancy Levin Master Coach, Bestselling Author

Outcomes & Deliverables:

At the end of 10 days, you'll be walking away with:

A 4C Team Assessment™️

A crucial assessment of your current team, the various “hats” they wear, their ability to make good decisions for your business and where they best fit in your growing org chart. We'll ID any gaps and/or overlaps in the work of the business.

Org Chart Mapping & Optimization

We'll determine who does what, but also who supervises work, who has decision-making authority, who mentors whom, etc. This helps us move away from a “flat” hierarchy into a system that can take on growth without burning any one person out. For now + the next 18 months.

Team Growth Strategy

Identify the next hire(s) — for the next year, and beyond. The positions, including decision-making latitude and expertise. If I have job descriptions for these positions, I will share what I have.

Staffing Roadmap

We’ll identify future inflection points in the business where hiring would kick in. This will let you grow organically, but also be able to anticipate when additional staff would be needed, and it creates flexibility for entertaining new ideas

Revenue Forecast Model

We'll create a plug-and-play revenue forecast model for you to test drive different price-points, launch dates and sales volume estimates for all the offerings you have (and intend to have, as you grow!)

Expense Budget Model

We'll develop a working expense budget forecast — based on your growth map and planning calendar — so we can understand the spending implications alongside the expected cash flow estimates.

Growth Plan Blueprint & Planning Calendar

We'll surface and name all the assumptions embedded in your growth vision, indentify all the open questions, and note the major dependencies. We'll rough out a planning calendar of what needs to happen when, to achieve your goals.

KPI Recommendations

Not everything that can be counted counts. We’ll determine which KPIs you should be looking at for your business (and how, exactly, to collect them).

At the end of 10 days you'll also have:

  • A clear, unshakeable sense of your way forward — and how to build a team that accelerates your business growth.
  • The ability to confidently navigate your options as your business moves forward.
  • A clearheaded translation of your vision into concrete, on-the-ground decisions to make as you grow.

Sri Mohan headshot

"Working with Karen was eye-opening for me because I was able to get insights that I'd never come across before. It's in these shifts in thinking that I made the biggest progress.

I've gotten my only scarce asset — my time — back to use towards more useful things. Finally, we're starting to be able to focus on the things that matter again now that our bottlenecks are disappearing."

- Sri Mohan Managing Director, Mohan Management Consultants Pte Ltd

Is The Team/Work Edit™️ right for your business?

The Team/Work Edit™️ can be a true gift for the right business at the right time. I am incredibly hands-on and I tailor each engagement to acknowledge and honor each client's individuality.

Here's who I work best with, and how you can know if the Team/Work Edit is right for you and your business:

The Team/Work Edit is best for:

  • Businesses with teams (even small ones), and especially for teams that need to expand, where responsibilities need to shift, and/or team performance needs to improve.
  • Businesses with proven products or services that are selling well — and who are looking to grow further.
  • Leaders who have the self-discipline to focus and stay accountable when working through hard problems.
  • Leaders who value their team and their relationship with their team, and value justice, equity and inclusion.

Let's talk about results.

Once you have a strong plan for growing your team, your bottlenecks will start to disappear. And you'll
reclaim your most scarce resource — your time — to use towards the things that matter again.
Like growing your business and crafting your legacy.

Work Smarter Woman Icon

REGAINED SENSE OF CONTROL

You're not only clear on where you're going, it feels possible to get there.

Team Icon

A TEAM THAT "GETS IT"

Build a strong team that
"gets it" and is a force-multiplier for your ideas.

TIME TO FOCUS ON GROWTH

Bandwidth for new ideas, new projects — and anything else in your zone of genius.

Let's talk about results.

Once you have a strong plan for growing your team, your bottlenecks will start to disappear.

And you'll reclaim your most scarce resource — your time — to use towards the things that matter again.

Like growing your business and
crafting your legacy.

Work Smarter Woman Icon

REGAINED SENSE OF CONTROL

You're not only clear on where you're going, it feels possible to get there.

Team Icon

A TEAM THAT "GETS IT"

Build a strong team that
"gets it" and is a force-multiplier
for your ideas.

TIME TO FOCUS ON GROWTH

Bandwidth for new ideas, new projects — and anything else in your zone of genius.

The Team/Work Edit™️ Process

The Team/Work Edit timeline
  • You'll receive your pre-work immediately upon payment of the invoice. It's not too long — I walk you through gathering everything we'll need— and it sets us up to get immediate traction on our first deep-dive. I'll need it back at least 2 business days prior to our first call, so I can get your client portal set and ready for us.
  • The first deep-dive nets us all the details surfaced, named and de-conflicted — as well as the 4C Team Assessment™️ that I'll need to rework your org-chart into something your business can grow with.
  • Then, all the work is on me! In between our deep-dives, I'm busy designing org-charts, building forecasts, collating my recommendations, and prep'ing all the deliverables.
  • On the second deep-dive, I present the results of my Team/Work Edit™️, including the new org chart and the staffing roadmap. Together, we discuss, refine, and get you set up for moving forward with your growth plans!
  • Once we hang up, we're still not done! Any questions that crop up as you digest and put what we created into practice, I'm only a voxer away.

FREQUENTLY ASKED QUESTIONS

Are You Wondering…

How quickly can I book with you?

I have several slots open each month. And as long as you're reading this sentence, there’s a good chance I have a near-term free slot (I will update this if the wait list grows long).

How much is the Edit?

The investment is $3,900. Together we make plans that will net your business a sweet ROI — and it only takes 10 days. You have my laser-focus on your business, my experience & expertise, my frameworks to plan, problem-solve, assess and streamline (and sometimes all four!) to see big results.

I’m already too busy & I’m not sure I have the time.

When you’re operating at capacity, one thing you do NOT have enough of is time (or energy, or patience, probably). The Edit asks for 6 hours of your time, over 10 days. About one hour for Pre-Work, two 2-hour deep-dives with me — and an extra hour allocated "just in case." The Team/Work Edit is designed to give you back your time in the form of clarity, traction, enthusiasm and focus.

Can I customize this?

Shoot your shot. Book a call and let's talk it through. I frequently do custom projects to fit exactly what my clients are looking for. We can see what works for what you need.

How are you different from a “business coach”?

Many business coaches are generalists – coaching across the spectrum of sales, marketing, product creation, business strategy, etc. Most have a passing knowledge of operational issues (they’ve solved some problems in their own businesses, as CEOs, and are happy to share their experience). 

I’m an operations expert, with 10 years as a COO/Integrator for digital businesses making multiple 7 figures, and 25+ years leading teams in corporate, government and online. I’ve coached many Business Coaches (and they’ve helped me with my marketing & sales)! If you need operational support for your business, you are in the right place for the tools and tradecraft to find sustainable, lasting relief.  

Selena Soo

"Karen was a trusted advisor and A-level executor in my business. She created the operational infrastructure that allowed our company to scale to 7-figures — reducing team burnout and overwhelm in the process."

- Selena Soo CEO of SelenaSoo.com

"From the beginning, I knew she was going to change the way Zenplicity operates – and we were able to transform my business into a well-oiled machine. If you’re ready to work with the best of the best, Karen will keep you on track."

- Jamie DuBose CEO of ZenplicityNow.com

Jamie DuBose