Momentum Foundations
Perfect for clients entering your world. Includes diagnostic quiz, six-week sprint, and daily accountability.
- Value ladder hero with outcome stats
- Automated Slack onboarding prompts
- Progress tracker tied to client portal
Tiered leadership journeys
Momentum offers tailored experiences for every stage of growth. Each tier comes packaged with its own curriculum, deliverables, and automation path so your team can launch without reinventing the wheel.
Momentum Elite
Designed for executives scaling to the next level. Dedicated strategist, KPI dashboards, and quarterly intensives.
- Interactive roadmap module
- Webinar CTA synced to CRM scoring
- Payment plans + contract e-sign embed
Momentum Circle
Invite-only mastermind for alumni. Includes retreats, private Slack channel, and monthly labs.
- Members-only content hub
- Event registration with waitlist automation
- Integrates with Stripe, HubSpot, Notion
Curriculum architecture
Clarity & baseline
Kick off with a leadership diagnostic, stakeholder map, and 30-60-90 blueprint tailored to the client’s goals.
Momentum sprints
Weekly modules pair live labs with async assignments. Dashboards update progress automatically via the client portal.
Scaling systems
Deep dives into team design, hiring playbooks, and KPI reviews with automations nudging action items to the right owners.
Onboarding timeline
- Day 0: Application accepted. Contract + payment portal fire instantly with welcome kit download.
- Day 3: Diagnostic call scheduled via Calendly. Prep assets land in inbox with video overview.
- Week 1: Sprint hub unlocks with pre-loaded templates, Slack channel, and accountability cadence.
- Week 4: Progress checkpoint email recaps wins and primes upsell into Elite or Circle tiers.
Customize these tiers for your practice
Swap in your frameworks, rename modules, and adjust automation paths. Momentum's structure gives you a launch-ready baseline.
Build my tiered offer