We don't just solve one problem—we provide a complete ecosystem of services designed to free you from daily operations while scaling predictable revenue.
Our proven 7-step framework is designed to solve the whole problem—not just one piece of it. Each phase builds on the last, creating compound momentum that transforms your business from chaos to clarity.
Step 1: Discovery & Constraint Identification
What We Do:
Deep dive into your current financials, operations, team structure, and founder workload to identify the true constraint blocking your growth.
What You Get:
Comprehensive business diagnostic and constraint analysis
Financial health assessment (margins, cash flow, profitability by service/client)
Operational bottleneck mapping
Founder time audit (where your hours actually go)
Custom growth roadmap with prioritized actions
Outcome:
Crystal-clear understanding of what's actually holding you back—not what you think is the problem, but what the data reveals.
Timeline: Week 1-2
Step 2: Mindset Mastery for Scale
What We Do:
Work with Karen to eliminate the founder mindset bottlenecks that sabotage execution—fear of delegation, pricing anxiety, resistance to change, and leadership blind spots.
What You Get:
One-on-one mindset coaching sessions
NLP and hypnotherapy techniques to rewire limiting beliefs
Leadership development framework for decisive action
Delegation confidence building
Pricing psychology and value positioning work
Outcome:
Eliminate founder bottlenecks in 90 days. You'll lead with clarity, delegate with confidence, and make decisions without second-guessing yourself into paralysis.
Timeline: Weeks 2-12 (ongoing alongside other steps)
Step 3: People & Role Alignment
What We Do:
Optimize your team structure, clarify roles, and eliminate operational waste so every person delivers maximum value.
What You Get:
Team capacity and productivity audit
Role clarity and accountability framework (RACI matrix)
DISC assessments for key team members
Hiring roadmap for critical gaps
Delegation playbook and standard operating procedures (SOPs)
Performance metrics and KPI dashboard
Outcome:
Reduce operational cost per employee by 15%+. Your team knows exactly what they own, decisions happen faster, and you stop being the bottleneck for everything.
Timeline: Weeks 3-6
Step 4: Revenue & Operational Excellence
What We Do:
Build predictable revenue systems, optimize your sales process, fix your customer journey, and implement operational frameworks that scale.
What You Get:
Sales system audit and optimization (pipeline, conversion rates, deal velocity)
Customer journey mapping and experience optimization
Pricing strategy and packaging review
Lead generation and qualification framework
CRM setup and automation (if needed)
Project/job costing and profitability tracking systems
Cash flow forecasting and financial dashboards
Outcome:
Unlock 20%+ predictable revenue growth. You'll know where every lead comes from, what converts, what's profitable, and how to scale what works.
Timeline: Weeks 4-10
Step 5: Virtual Assistant Services
What We Do:
Offload the low-value admin work stealing your time and energy. Our trained VAs handle everything from email management to client communication to CRM updates.
What You Get:
Dedicated Virtual Assistant (10-15 hours/week)
Email management and triage
Calendar scheduling and coordination
Client follow-ups and communication
Document preparation and formatting
Data entry and CRM updates
Travel booking and meeting coordination
Social media scheduling and posting
Research and administrative support
Outcome:
Instantly offload 10-15 hours of admin per week. Reclaim your time for revenue-generating work, strategic thinking, and actually leading your business.
Timeline: Starts Week 3 (ongoing)
Step 6: AI & Automation Integration
What We Do:
Implement AI-powered tools and automation workflows that multiply your team's capacity without multiplying your payroll.
What You Get:
AI tool audit and recommendation (what you actually need vs. shiny objects)
Custom AI implementation for email, scheduling, CRM, document creation
Workflow automation for repetitive tasks
AI-powered VA training (your VA uses AI to do more, faster)
Process documentation and automation playbooks
Tech stack simplification and integration
Outcome:
Achieve 3X leverage with AI-powered systems. Your team does more in less time, with fewer errors, and without adding headcount.
Timeline: Weeks 6-12
Step 7: Founder Freedom
What We Do:
Ensure the system runs independently so you can step back, take time off, and lead strategically instead of operationally.
What You Get:
Business continuity and succession planning
Leadership transition framework (from operator to CEO)
Exit-readiness assessment and roadmap
Quarterly strategic planning sessions
Ongoing support and optimization
Access to Propel community and resources
Outcome:
Reduce operational cost per employee by 15%+. Your team knows exactly what they own, decisions happen faster, and you stop being the bottleneck for everything.
Timeline: Week 12+ (ongoing)
Ready to get started?
We start with a comprehensive diagnostic to identify your true constraint—the one thing blocking everything else. This isn't guesswork; it's data-driven analysis of your financials, operations, team structure, and founder workload.
Deliverable
AI implementation plan, workflow automation, tech stack optimization
We tackle mindset blocks, clarify team roles, and implement VA support to immediately free up 10-15 hours of your week. This creates breathing room for the strategic work ahead.
Deliverable
Delegation playbook, RACI matrix, VA onboarding complete
We build predictable revenue systems, optimize your sales process, and implement operational frameworks that scale. This is where you unlock 20%+ revenue growth.
Deliverable
Sales system optimization, pricing strategy, CRM automation, financial dashboards
We implement AI-powered automation that multiplies your team's capacity without adding headcount. Your VA becomes AI-enabled, your workflows become automated, and your systems run independently.
Deliverable
AI implementation plan, workflow automation, tech stack optimization
Quarterly strategic planning sessions, ongoing support, and continuous optimization ensure the system keeps working and improving long after the initial 90 days.
Deliverable
Quarterly strategy sessions, performance reviews, system refinements
Beyond our core Propel Growth System, we offer specialized services for specific challenges:
Perfect for founders who need to level up their sales skills or train their team to close more effectively.

One-on-one sales coaching for founders and key team members
DISC-based communication and sales training
Role-play and objection handling workshops
Sales team hiring and onboarding frameworks
Best for: Businesses with 3+ staff looking to scale sales capacity
Perfect for founders who need to level up their sales skills or train their team to close more effectively.

Exit readiness assessment and valuation optimization
Financial benchmarking for PE/strategic buyers
Systems documentation and business continuity planning
Acquisition entrepreneurship guidance
Best for: Businesses doing $1M+ revenue with exit plans
Specialized support for franchise owners or businesses expanding to multiple locations.

Franchisee training and support programs
Multi-location operational systems
Territory expansion planning
Franchisee performance optimization
Best for: Franchise owners or businesses with 2+ locations
We Don't Just Advise—We Implement Alongside You
You're not getting a strategy deck and a "good luck." We're in the trenches with you, building systems, training your team, and ensuring execution happens.
We Integrate What Others Separate
Revenue strategy + mindset transformation + AI automation. Most consultants do one. We do all three because that's what actually works.
We're Outcome-Obsessed
We don't bill for activity. We focus on measurable results: 20%+ revenue growth, 15%+ cost reduction, 10-15 hours back per week, 90-day transformation timeline.
We Build Exit-Ready Systems
Whether you plan to sell in 3 years or 30, we build businesses that are valuable, scalable, and don't depend on you being the hero.
We offer three distinct paths based on your business stage—from solo entrepreneurs just starting out to established businesses ready for full transformation.
Book a free consultation and we'll help you identify the best starting point for your business.
Book your free consultation and get a custom roadmap to unlock 20%+ revenue growth, eliminate founder bottlenecks, and build exit-ready systems—all within 90 days.
✓ No sales pressure | ✓ Custom roadmap included | ✓ 100% confidential

© 2025 PROPEL – All Rights Reserved.