
Are you ready to confidently lead a strategy session that positions you as your client’s go-to partner?
Many new OBMs second-guess their ability to guide strategy. They wait for clients to bring up ideas or next steps, instead of proactively facilitating conversations that move the business forward.
But here’s the thing: as an OBM, your clients are counting on you to think big picture. They want someone who can lead, not just manage, so they can stay in their zone of genius while trusting that someone is holding the vision and the roadmap.
That’s why I’m hosted this workshop to teach you exactly how to lead powerful strategy sessions with your clients!
Here’s what you’ll learn:
1
How to identify strategic needs in your client’s business before the session even begins
2
How to create a customized agenda that guides the conversation and keeps the session focused
3
How to ask powerful questions to uncover goals, gaps, and priorities
4
How to lead the session with confidence - even if you’re not a natural “strategist”
5
How to turn ideas into action steps and follow-up items your client can actually implement
Knowledge gives you confidence.
Confidence in leading client strategy sessions doesn’t just make you a better OBM - it makes you the go-to partner clients rely on for clarity and direction. When you know how to facilitate a focused, productive strategy session:
- You help your clients get out of the weeds and back into big-picture thinking.
- You bring order to chaos by turning ideas into actionable, prioritized next steps.
- You position yourself as a strategic leader who drives momentum and growth.
I’ve spent the last 5 years guiding business owners through strategy and planning, and this workshop is packed with proven tools and practical steps to give you the confidence to lead strategy sessions your clients will rave about.