HOW IT WORKS

Twelve weeks.
Four disciplines.
One clear structure.

The program is designed to be sequential. Each phase builds on the previous one. There is a logic to the order that matters.

Duration
12 Weeks

Three months of structured, practical work through all four core disciplines.

Format
Small Cohort

Participants work alongside a small group of peers in similar transition stages.

Location
Cincinnati, OH

In-person sessions at our Cincinnati location. Hybrid options available for some modules.

Cadence
Quarterly Cohorts

New cohorts form four times per year. Inquire about upcoming start dates.

Phase by phase.

PHASE 01
WEEKS 1-3

Client Acquisition and Market Positioning

The program begins here because nothing else matters until you can reliably bring clients in. Week one focuses on positioning: how to articulate what you do, for whom, and why that matters in a way that is specific enough to be useful and credible enough to be believed.

Week two moves into the mechanics of relationship-based business development. This is not networking in the conventional sense. It is a systematic approach to building the kinds of professional relationships that generate work. It requires consistency and patience. We work on both.

Week three addresses the practical side: how to handle initial conversations with potential clients, how to qualify opportunities without being transactional, and how to move from conversation to engagement without pressure.

SKILLS DEVELOPED
Market positioning Relationship development Initial client conversations Opportunity qualification
Two professionals in a structured one-on-one discussion reviewing positioning documents in a well-lit conference room setting
PHASE 02
WEEKS 4-6

Pricing Frameworks and Fee Confidence

Pricing is treated separately because it requires its own sustained attention. Week four examines how markets for expertise work, what drives perceived value, and the most common pricing mistakes made by people new to independent work.

Week five is practical. Participants develop their own pricing frameworks, work through different engagement structures, and practice presenting their fees in conversations. The discomfort of this is real and worth addressing directly.

Week six covers the situations that arise after you have presented your price: negotiation, pushback, requests for discounts, and how to respond to each in a way that preserves both the relationship and your margins.

SKILLS DEVELOPED
Pricing frameworks Value communication Fee presentation Negotiation responses
Professional writing pricing figures on a whiteboard during a focused workshop, with participants taking notes at a modern conference table
PHASE 03
WEEKS 7-9

Scope Management and Client Agreements

By week seven, participants typically have a clearer sense of how they want to position and price their work. Now the focus shifts to protecting it. Week seven addresses how to write agreements that are clear without being adversarial, and how to set expectations from the beginning of an engagement.

Week eight covers scope creep in practice: how to recognize it early, how to address it professionally, and how to have direct conversations about expanded work without damaging the relationship. These conversations are uncomfortable. Practicing them in a structured environment makes them significantly easier.

Week nine broadens the lens to client relationship management overall. How do you maintain strong relationships over time? How do you handle difficult situations? How do you manage multiple clients without losing quality or attention?

SKILLS DEVELOPED
Agreement writing Expectation setting Scope conversations Relationship management
Professional carefully reviewing a client agreement document at a desk, pen in hand, in a quiet focused office environment with warm lighting
PHASE 04
WEEKS 10-12

Financial Structure and Income Stability

The final phase addresses the financial architecture of independent work. Week ten covers cash flow: how to manage the timing differences between when work is done and when money arrives, how to build financial reserves, and how to make decisions under income variability.

Week eleven addresses tax obligations and financial planning basics specific to self-employment. This is not accounting advice. It is a working understanding of the financial landscape you operate in, so you can engage productively with the professionals who advise you.

Week twelve brings everything together. Participants build a personal operating plan for the first year of independent work, integrating client acquisition habits, pricing practices, scope management systems, and financial structures into a coherent whole.

SKILLS DEVELOPED
Cash flow management Financial reserves Tax awareness Personal operating plan
Professional reviewing financial planning spreadsheets and charts at a clean modern desk, focused expression, organized workspace with natural light

Ready to explore further?

Learn about the specific methodologies we use, or reach out to discuss whether the program fits your situation.