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Events

Free workshops for owners.

Each one is live, online and an hour long, and teaches a chapter of the book along with the work we run for clients.

Upcoming

Live online, and worth the hour.

These are working sessions rather than webinars, and you leave with something you can use on Monday.

On the way

More free workshops, all from the book.

These are being scheduled now. Each one is an hour, online and free, and teaches one chapter you can put to work the same week. Tap I'm interested on the ones you want most and we'll schedule those first.

Workshop60 min · On the way

Playing the Long Game

How One-Time Customers Become Customers for Life

Map what happens after the job and build the small habits that turn one-time customers into regulars for years. Free, 60 min, bring paper.

Build-Along60 min · On the way

The Next 12 Months

A Simple Calendar for Bringing Customers Back All Year

Build a 12-month customer contact calendar live: seasonal reminders, check-ins, off-season offers and review asks. Leave with it filled in.

Teardown60 min · On the way

The Owner's Blind Spot

Why You Can't See What Your Customers See, and How to Fix It

Walk an example business as its customer, from the first call to the invoice, and learn to spot what you've stopped seeing in your own.

Workshop60 min · On the way

The Handoff

How to Get Your Business Out of Your Head and into Good Hands

Sort what you do into keep, hand off or drop, write your first how-we-do-it page, and learn to delegate so tasks stay handed off.

Industry Spotlight60 min · On the way

The First Visit

How Salons and Med Spas Turn Nervous First-Timers into Regulars

For salons, barbershops and med spas: make first-timers feel at ease, rebook them before they leave and keep them coming back. Free, 60 min.

Industry Spotlight60 min · On the way

The Long Game in Home Services

How HVAC Pros Earn a Customer for Life

For HVAC, plumbing and electrical pros: turn the emergency call into a customer for life with folders, stickers, plans and check-ins. Free, 60 min.

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Replays

Every session is recorded and posted here afterward. If you'd rather start now, the Customer Blueprint walks you through the same exercise on your own.

Map your customers
Two ways in

Have us run it, or learn to do it yourself.

Every workshop teaches the work we run for clients, so you can do it yourself or hand it to us.