About this Event
What breaks when you’re not there?
For a lot of owners, that question is uncomfortable because the answer sits in plain sight.
The business runs, but too much still runs through you. Invoicing, debtors, payments, quotes, customer updates, team questions, leave requests, scheduling, lead follow-up, cashflow decisions and the little bits of knowledge that live in your head.
That’s what The Escape Plan is built to work through.
This quarterly planning session will help you review the last quarter, decide what needs attention next, and start building a business that can handle more without you being the backup plan for everything.
We’ll work through:
- Your top wins from the last quarter and what they were worth in income, freedom or scale
- The tough spots you’ve worked through and what they showed you
- What you’re getting right now
- What you want the next quarter to look like
- What your ideal break would need from the business
- Who needs to know what, own what and finish what before you can step back
- Which actions are urgent, next or later
- How your diary needs to change so working on the business becomes normal, not squeezed in
You’ll map the pressure points across team, customers, cashflow, leads, follow-up and key operating work. The aim is to leave with fewer loose ends in your head and a sharper plan for what needs to be handed over, documented, scheduled or fixed.
Anna from Innovate Digital will also join us to talk through what happens after marketing generates a lead, and how to maximise it. She’ll share how their new CRM system links into marketing activity to measure ROI, which fits directly into the follow-up and handover work of the day.
Useful things to think about before you come:
- What would make it hard for you to take a proper break?
- Which jobs still rely on you knowing what to do?
- Which leads, quotes or customer follow-ups need tighter ownership?
- What needs action now, next or later?
- What do you want the next quarter to feel like in the business?
Bring your diary, useful numbers, and real examples of work that still comes back to you.
Join us and start building your escape plan for the next quarter.
Event venue & nearby stays
Mount Pleasant Community Centre, 3 McCormacks Bay Road, Christchurch, New Zealand