Purpose. Process. Propel.

Strategic Planning with technical handholding



Are you ready to propel to the next level? Schedule a break-through session on us to discover clarity and to help define your next steps.


Small business owners routinely report that one of the most challenging aspects of running a company is knowing the right time to do things themselves rather than delegate, having the time to do it right, and holding themselves accountable. Many of these leaders, by necessity or choice, play multiple roles, from CEO and CFO to COO and CMO, which results in getting them tangled in the proverbial weeds with way too much to do and not enough time to execute.


Operational Strategy

Our strategic planning processes are based on technical handholding tailored to each client’s unique needs. We get owners out of the weeds by developing strategies and processes to improve their business.

Team Coaching

We offer a full array of team coaching capabilities, this is a necessity for any successful business. We start by identifying your needs and individualizing your top priorities. How can we make you more successful?

Personal Coaching

It all starts with the leader. What do you need? Annette, and her team, can help you reach your personal goals. How? Through message development, financial guidance, and optimizing your sales and marketing strategies.


We offer onsite facility or offsite facilitation of company retreats, of any size, on any topic that is their biggest challenge, or strategic planning for the year.

iEvolution Groups

In our iEvolution groups, you will gain accountability, traction and clarity. This leadership development round table is like no other in the region. The experience is raw, real and productive.

Business Done For You

Let our team be your team. Our Finance, Marketing, and Hiring Teams are here for you. We will guide you strategically through the process to deliver the tactical pieces that you need.


Annette – I have to thank you for our time yesterday. What an eye opening experience for me! You’ve given my thoughts meaning, coupled with the information about my personality traits, I realize that I should set goals and achieve them - not simply settle. The idea that has been floating in my head (bookkeeping) could become a reality…. So much reflection on that this morning. How to expand that into something even bigger and start out small as a part-time thing, etc. I can’t wait for the next session and I’m doing my homework - working on my list and reflecting. Tons of notes. Thanks!



Annette’s energy during our session was infectious! Her skill at focusing on who we are as a team and where we want to go as a business was informative and thought-provoking. She led and guided us to think about our team and in turn communicate our abilities, in new and fresh ways. I would definitely recommend using Annette!



Our session with Annette was great— she grabs your attention, makes you participate and keeps you engaged. Great job Annette, thank you.



Just wanted to share how fabulous I thought our meeting was. So much to learn and gras, and so much to grow with. Very energizing. We could each spend hours talking with you and sharing our experiences and challenges.



Let me just say I am in a mentally new space today! I left our strategic planning session with a renewed outlook and perspective about my company, my manager, my colleagues / team and the work that we do! In short, the sessions with IE was engaging, empowering and invigorating!



Annette created a session that was both engaging and dynamic. Her energy and approach led our team to not only be able to create as a whole for the good of the company, but also learn about ourselves as individuals and how we impact each other.



A Few of Our Clients