Step 1: Foundation – Getting Clear on Where You Are and Where You're Going

Every engagement starts with Foundation. This is where we build your custom data infrastructure, analyze your firm's reality, and create your strategic plan.

Two versions based on firm complexity:

Foundation One (2 months)

For solo/small firms, typically $500K–$2M revenue

Month 1:

• Onboarding Call – We walk through the process, set deadlines, and schedule your retreat
• Discovery Questionnaire – You document your firm's history, current state, and future vision
• Owner Discovery Calls – Deep-dive Q&A sessions with our team to understand your business
• Data Tracker Development – We build a custom dashboard to track your key metrics
• Data Entry Support Call – We help you find, organize, and input the right data
• Accountability Chart Creation Call – We map your firm's roles, responsibilities, and reporting structure

Month 2:

• Data Analysis – We analyze your metrics to create a clear snapshot of current state and recommended next steps
• Strategic Planning Retreat – Full-day virtual session to assess what's working, clarify priorities, and build your focused growth plan
• Retreat Vision Deck – Written summary of goals, quarterly Rocks, and focus areas to keep you aligned

Foundation Two (3 months)

For more complex firms, typically $2M–$8M revenue, larger teams

Months 1-2:

• Onboarding Call – Process walkthrough and calendar planning
• Discovery Process – In-depth questionnaire and discovery calls
• Custom Data Portal Development – We build a sophisticated tracking system tailored to your firm
• Data Input – Your team enters historical data into the new portal

Month 3:

• Data Analysis – Comprehensive analysis of your metrics to establish source of truth
• Clarity Meeting – Presentation of findings and recommendations
• Two-Day Strategic Planning Retreat – In-person at our Denver Retreat Suite
• Retreat Debrief – Multi-page PDF summary of decisions, goals, and action items

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Step 2: Ongoing Partnership – Core or Prime

After Foundation, you choose your ongoing support level. Both programs run annually and include quarterly strategic planning.

Velocity Work Core

Most common for firms under $3M revenue

Quarterly Strategic Planning:

• Four full-day retreats per year (Q1, Q2, Q3, Q4+Annual)
• Virtual format
• Review progress, refine strategy, set next quarter's Rocks
• Written debrief after each session

Ongoing Support:

• Quarterly Owner Calls – One 60-minute 1:1 call each quarter, plus one group call with fellow Core owners
• Monthly Operations Call – 60-minute accountability call for your #1 to report progress and surface blockers
• Weekly Rock Progress Power Hour (optional) – Hosted working sessions to make real progress on quarterly Rocks
• Live Days (optional) – In-person small-group working sessions in Denver, up to 2x per year

Velocity Work Prime

Typically for firms $3M+ with larger teams

Quarterly Strategic Planning:

• Four strategic planning sessions (three quarterly, one annual)
• 1-day virtual or in-person quarterly sessions
• 2-day annual planning retreat in Denver at our Retreat Suite
• Detailed debrief after each retreat

Intensive Support:

• Quarterly 1:1 Owner Calls – 60-minute strategic sessions focused on numbers and decisions
• Quarterly Operations Calls – 60-minute implementation support for your #1
• Shared Tracking Portal – Real-time metrics dashboard with self-reporting for accountability
• Private Communication Channel – Direct Voxer access to the Velocity Work team for real-time coaching
• Custom Options – Often tailored for specific firm needs

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What You Actually Get in Your Hands

Data & Tracking

• Custom dashboard tracking your firm's key metrics
• Historical data analysis showing patterns and trends
• Ongoing metrics reporting (frequency depends on program)
• Clear visibility into financial health, team performance, and business efficiency

Strategic Planning Deliverables

• Written retreat debriefs after every session
• Quarterly Rocks (3-7 critical priorities)
• Annual vision and goals
• Accountability Chart showing roles and responsibilities
• Action plans with clear owners and deadlines

Real-Time Support

• Scheduled calls (frequency varies by program)
• Optional working sessions
• Communication channel for questions between sessions (Prime only)

The Retreat Experience

Virtual Retreats:

• Full-day facilitated sessions via Zoom
• Structured agenda reviewing last quarter and planning next quarter
• Real-time problem-solving and decision-making
• You walk away with clarity and a focused plan

In-Person Retreats (Foundation Two, Prime Annual):

• Held at Velocity Work Retreat Suite in Denver
• Two-day intensive format
• Small group (your team only)
• Dedicated space designed for strategic thinking
• Deeper work on long-term vision and complex challenges

Timeline Example: First Year

Months 1-2 (or 1-3): Foundation

• Build your data infrastructure
• Analyze current state
• Create strategic plan at retreat

Months 3-5: Q1 Execution

• Execute on quarterly Rocks
• Monthly Operations Call (Core) or ongoing support (Prime)
• Weekly Power Hours available

Month 6: Q2 Planning Retreat

• Review Q1 results
• Plan Q2 priorities
• Receive written debrief

Months 7-8: Q2 Execution

Month 9: Q3 Planning Retreat

Months 10-11: Q3 Execution

Month 12: Annual + Q4 Planning Retreat

• Comprehensive annual review
• Set annual vision and goals
• Plan Q4 priorities

What Makes This Different

We don't:

• Give you generic advice or motivational content
• Leave you to figure out implementation alone
• Operate as a mastermind or peer group
• Offer one-size-fits-all solutions

We do:

• Build custom data systems specific to your firm
• Facilitate real strategic decisions in real time
• Hold you accountable to execution through regular check-ins
• Act as your strategic execution partner, not just a coach
• Allow pausing and re-entry because we're built for the long game

Who This Works For

You're a good fit if:

• Your firm does $500K–$8M in annual revenue
• You're ready to face your numbers honestly
• You want clarity and systems, not hacks
• You'll do the work required
• You value freedom and profitability, not just growth

You're not a good fit if:

• You want someone to fix it for you
• You're chasing shortcuts
• You're unwilling to measure or track
• You need hand-holding on basic business operations

Ready to start? Book a consultation at https://www.velocitywork.com/consult to see if Velocity Work is right for your firm.