Format 01 — Planning Summits

One day. The plan your business runs on.

A facilitated planning summit with your leadership and execution team. You leave with named priorities, a written plan, and a team accountable to deliver it. Every summit includes a complimentary Opportunity Scan showing exactly where AI will amplify the work, and what to install first.

Book a Planning Summit

What you leave with

Two written deliverables. Zero decks.

Your written plan

delivered within 24 hours

The Annual Planning Summit produces the Annual Blueprint. The Mid-Year Reset Summit produces the Second-Half Plan. Both carry:

Top priorities for the period, locked and sequenced
Success metrics for each — measurable and time-bound
Action items driving each priority
Accountability assigned in the room — every metric and action owned by a role and a person
90-day execution plan
KPI scoreboard (5 to 8 metrics) with defined data feeds your team owns
“Stop Doing” list
Clear recommendation: execute independently or proceed into the Sprint

The Opportunity Scan

complimentary with every summit

The AI and automation opportunities that surfaced during your summit
Which workflows from the TPG AI Installation Menu to install first
What each costs
Recommended tools and platforms for each
Remaining opportunities — additional standard units worth installing, and custom opportunities worth scoping independently

The Opportunity Scan is complimentary and bounded to a single standard workflow that surfaced in the room. Anything spanning multiple systems is scoped through a paid Systems and Data Audit before we build.

How it works

Four steps. No homework before day one.

We schedule your one-day summit with the right people in the room — the CEO or founder plus the leadership and execution team.

We facilitate. You talk, we extract. Priorities are locked, metrics defined, accountability assigned before anyone leaves.

Within 24 hours, you receive your written plan — the Annual Blueprint or the Second-Half Plan — a working operating document, not notes, not a deck.

You receive the complimentary Opportunity Scan — where AI will amplify the work, which workflows to install first, and what each costs.

Planning Summits

Facilitated one-day sessions that produce the plan your business runs on: priorities, success metrics, accountability, and the discipline to deliver it.

Annual Planning Summit

A facilitated planning summit that aligns your leadership team on priorities, metrics, and ownership — and concurrently maps where AI and automation will amplify the work.

A facilitated one-day planning summit with your leadership and execution team. Together we lock the priorities that matter most, give each a measurable, time-bound definition of success, name the actions that drive it, and assign every priority, metric, and action to a person in the room. As the work of each function surfaces, we map where automation and AI execution will amplify output across your team.

$4,750

Credited toward a Sprint if booked within 14 days.

Book a Planning Summit

Mid-Year Reset Summit

Recalibrate the second half before momentum sets your year — the seasonal entry point into the Reset Series.

A facilitated one-day session that assesses exactly where the business stands at mid-year, function by function, and sharpens priorities, metrics, and ownership for the second half. The Second-Half Plan is delivered in writing within 24 hours — position assessment, second-half priorities locked and sequenced, success metrics, action items with ownership assigned in the room, a 90-day second-half execution plan and KPI scoreboard, and a “Stop Doing” list.

Every summit includes a complimentary Opportunity Scan showing exactly where AI will amplify the work, and what to install first.

Best run in early July — giving the recalibrated plan a full six months to compound before year-end.

$4,750

Book a Mid-Year Reset

Who this is for

Built for the person who knows something must change.

Founders who know something must change but are not sure what to fix first.
Operators drowning in execution who need a sequenced plan.
Teams that have the talent but lack the system.

Questions, answered

How long is the summit?

One full working day with your leadership and execution team. The exact schedule is set with you when we scope the session, and your written plan arrives within 24 hours of the summit itself.

Who should be in the room?

The CEO or founder, plus the leadership and execution team. We need the people who run the business day to day, not just the strategy seat.

What do I receive?

Two written deliverables. Your written plan — the Annual Blueprint from the Annual Planning Summit, or the Second-Half Plan from the Mid-Year Reset Summit — with priorities, metrics, accountability, the 90-day plan, the scoreboard, and a clear recommendation. The Opportunity Scan: the AI opportunities we surfaced, which workflows to install first, and what each costs.

Does the summit install anything?

No. The summit produces your plan and shows you exactly what to install first, priced. Installation is a separate engagement, chosen a la carte from the TPG AI Installation Menu or delivered inside a Revenue Operations Sprint.

What is complimentary and what is paid?

The Opportunity Scan is complimentary and bounded to a single standard workflow that surfaced in the room. Anything spanning multiple systems requires a paid Systems and Data Audit before custom work begins.

What is standard and what is custom?

Standard installations come from the TPG AI Installation Menu... lead follow-up, pipeline, proposals, reporting, collections. They run on mainstream platforms with no custom code and are priced individually, so you can install them a la carte. They are also included by count inside the larger engagements. Custom development and integrations are always scoped independently, in writing, after a paid Systems and Data Audit.

What if we want to move to a Sprint?

Your summit investment is credited in full toward a Sprint booked within 14 days.

Walk in with a business full of open questions. Walk out with the plan.

Book a Planning Summit