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You don’t need another plan you’ll never look at
You need a system you’ll actually use
You’re smart. You’re strategic. But without a structure to hold your focus, your energy gets scattered.
You start with intention, then slip into survival mode. You get pulled into client work, stuck in decision loops, and unsure how to prioritize when everything feels urgent.
This system changes that in less than a weekend.
What is it?
The Integrative TRIO is a three-part strategy and performance system that helps you define your direction, track the right metrics, and run your business like a CEO.
It gives you the structure to plan intentionally, track what matters, and optimize your time, offers, and energy without overhauling your entire business.
Built by a strategist and CPA. Designed for business owners who want growth to feel grounded, not chaotic.
Why this system works when others don’t
Most planning tools fall into two camps:
Endless templates that look pretty but go untouched after week two
Overwhelming dashboards with too many metrics and no context
This system is different.
It’s designed to guide you through strategic planning in a way that’s visual, structured, and made for how business owners think and decide. It holds your priorities in place and helps you check in weekly without the mental load.
When you buy, you get instant access to:
Define Your Direction - A guided framework to clarify your business focus, map your priorities, and set a plan that fits how you actually want to grow.
Mind Your Metrics - A simple tracking system to monitor sales, revenue, visibility, and output with tools that show you how your business is performing in real time.
Optimize Your Outcomes - Strategic prompts and exercises that help you audit what’s working, shift what’s not, and make confident decisions about where to spend your time, energy, and resources next.
Each part builds on the other. Together, they give you the structure and insight to grow your business on your terms.
Who this is for
This is built for the business owner who:
Wants to get out of reactive mode and lead with intention
Has too many ideas and not enough structure to act on them
Needs a smarter way to track progress without building a spreadsheet
Is ready to grow without burning out
The before and after
Before:
Too many priorities and no clear plan
Goals that feel disconnected from your daily work
Unused planning templates that never stick
After:
Weekly structure that keeps you focused and grounded
Clear insight into what’s working and what needs to shift
A system that actually supports the business you want to build
What real users are saying
“This finally helped me see how my goals, numbers, and workload actually fit together. It’s like a business reset I can use every quarter.”
Paige N.
“I used to rewrite my goals every month. Now I have one system I actually follow. I feel clear, focused, and in control.”
DeShawn R.
“It’s the only planning system I’ve stuck with. Everything else was either too vague or way too complicated.”
Leah S.
You don’t need another planner
You need a system that holds your strategy in place
You can set this up in a weekend. You’ll use it every week to stay focused, aligned, and in control.
And you’ll finally lead your business like the CEO you are.
Click below to get instant access and put structure behind your strategy.