Strategic Support. Calm Execution. Results that Last.

Why founders, executives, and discerning families choose AT THE HELM:

  1. We uncover hidden capacity and unlock trapped value.

    From expense reviews and vendor negotiations to streamlining workflows and staff coordination, we identify what’s draining time and money—and put it back to work for you.

  2. Strategic thinking, hands-on execution.

    We act as a true partner, blending big-picture insight with the ability to implement quickly, whether independently or alongside your existing team.

  3. Clarity through complexity.

    When systems are fragmented or priorities unclear, we map what matters and deliver a focused plan you can act on right away.

  4. Fast impact, not just long timelines.

    Every recommendation is judged by relevance, speed, and return. We deliver visible wins quickly, building confidence and momentum across your world.

  5. Trusted support that reflects your values.

    We operate as an extension of your leadership, aligning with your voice and priorities so your team or household feels supported and in sync.

  6. Change that lasts.

    We embed new processes, tools, and habits in a way your people can sustain. With training and follow-through built in, the gains continue long after our engagement ends.

Engagements aligned to your growth goals

 

Systems Review

STARTING AT

$4,500

(one-time)

A focused audit to identify hidden friction, streamline communication, and prepare your business or household for smoother operations. Includes a discovery session, systems analysis, and a readiness scorecard.

Rapid Single Mission

STARTING AT

$3,500 

(project-based)

Targeted support for one high-priority initiative. Perfect for time-sensitive needs like onboarding a new hire, preparing for an executive decision, launching a new tool, or resolving a pressing household or vendor challenge.

 

Events and Experiences

STARTING AT

$6,500

(project-based)

Concept through execution for milestone gatherings, strategic offsites, legacy events, or investor experiences. We handle logistics, vendors, and coordination so you can focus on being present and prepared.

Most popular

Fractional Chief of Staff

STARTING AT

$6,000

(retainer)

Ongoing strategic support for founders, executives, and families. We manage complex projects, coordinate communication, and serve as your trusted partner in both work and life.

Private Executive Support

STARTING AT

$10,000

(retainer)

High-touch, high-trust operational leadership for individuals or families with layered responsibilities. From estate oversight to household management to personal logistics, we ensure your world runs with calm precision.

Train faster. Grow stronger.

From onboarding to upskilling, we build scalable training systems that accelerate performance and reduce knowledge gaps at every stage of growth.

Starter Package

Training Blueprint

Get clarity before you build

$4,500 – $6,500
(one-time)

Strategy + Playbook Only

Perfect for leaders who want a solid, strategic foundation before investing in content or platforms. This one-time engagement gives you a clear roadmap aligned with your goals, team needs, and systems.

Best for: Founders, department leads, or family teams seeking structure before scaling knowledge transfer.

  • Checkmark Discovery sessions and needs analysis
  • Checkmark Role-by-role training needs assessment
  • Checkmark Curriculum map and delivery strategy
  • Checkmark LMS and tool recommendations (e.g., AI tools, video formats)
  • Checkmark Implementation roadmap with prioritized next steps
Core Package

Training Build & Launch

A complete training system, built for scale

$10,000 – $18,000
(project-based)

Strategy + Setup + Core Content

Ideal for teams or families ready to go from concept to execution with expert support. We design, set up, and launch your foundational training system in 4 to 6 weeks.

Best for: Small to midsize teams, multi-generational households, or businesses ready to scale their training and onboarding.

  • Checkmark Everything in the Starter Package
  • Checkmark LMS setup and automation (e.g., Absorb, TalentLMS, LearnDash)
  • Checkmark 3–5 core training modules (developed or templated)
  • Checkmark AI-generated video or microlearning content (as applicable)
  • Checkmark SOPs for managing and updating the system
Premium Package

Managed Training Engine

Ongoing content. Continuous improvement

$4,000 – $7,000/mo
(retainer)

Ongoing Execution + Content Creation + Optimization

For growing companies or families who want to keep training current and effective without managing it in-house. We handle content creation, platform updates, and team engagement so your systems stay sharp.

Best for: Leaders who want to scale without repeating themselves, and who value consistent, high-quality training delivery.

  • Checkmark Monthly content development (e.g., onboarding, SOPs, product updates)
  • Checkmark AI-powered video, script, and quiz generation
  • Checkmark Learner engagement tracking and performance reporting
  • Checkmark Quarterly system optimization and UX updates
  • Checkmark Support for trainers/coaches contributing to the platform
  • Checkmark Optional: Internal podcasts, leadership video spotlights, or AI avatar content

A structured yet flexible approach to designing and maintaining training systems that drive clarity, consistency, and performance. We support both business and household clients with onboarding tools, role-specific training, and systems that reduce the need for repeated instruction. This includes curriculum strategy, content development (including AI-generated video and microlearning), and lightweight platform setup for continuous learning and enablement. For clients with external audiences, we also develop paid training programs to support thought leadership and revenue generation.

Rapid Single‑Mission Support

One focused engagement. One high-impact result.

When a high-impact initiative needs focused attention and fast execution, we step in with targeted support to get it done right and done quickly. Choose from a curated list of single-mission engagements—or request a custom scope tailored to your business, household, or both. Each engagement includes a polished deliverable and a tailored next-step strategy to ensure continued momentum, whether managed by your team or through ongoing partnership with us.

 

Priority Reset

Clarify competing goals, eliminate noise, and define a focused 90-day roadmap to move forward with clarity.

Org or Household Chart Reset

Map roles, decision rights, and reporting lines—whether for a business team, personal staff, or blended team.

Calendar Optimization

Align business, family, and personal calendars to reduce scheduling friction and reclaim time.

Process Automation

Identify one repetitive workflow—business or household—and automate it using low-code tools or AI.

AI Readiness Snapshot

Assess your current systems and recommend immediate-use AI tools to improve efficiency and decision-making.

Digital Tool Stack Review

Audit business or household apps and platforms, eliminate redundancy, and recommend a streamlined suite.

Hiring Sprint

Define the role, create a scorecard, and manage onboarding to fill one key position—professional or personal.

Event or Experience Planning

Design and coordinate a high-touch experience such as an executive retreat, milestone celebration, or family legacy event.

Vendor & Staff Review

Assess internal teams or household vendors for performance, fit, and gaps—then deliver a short-term improvement plan.

Expense Audit

Review spending—business or personal—to uncover savings, realign priorities, and reallocate hidden capacity.

Customer or Family Experience Map

Visualize a key journey (customer, team, or family-related), identify friction points, and deliver improvement steps.

Digital Reputation Review

Assess your online presence (personal or business), benchmark against peers, and provide a visibility upgrade plan.

Culture Pulse

Run a quick survey or pulse check across your team, vendors, or household staff to uncover friction and improve alignment.

Training System Setup

Build a lightweight, AI-enabled training solution for onboarding staff, vendors, or teams across work or life.

Leadership Message Pack

Develop strategic messaging—written or video—for internal updates, family alignment, or milestone communications.

EOS-pie

EOS Framework Missions

We draw on the principles of the Entrepreneurial Operating System® to bring structure and rhythm to both businesses and complex households. From clarifying roles to setting priorities and establishing a steady cadence, we tailor these tools to fit the way you live and lead.

Learn more about The EOS Model on their website

Strategic Meeting Kickoff

Facilitate your first two structured leadership meetings, establish a clear agenda rhythm, and provide templates and tools for driving accountability and alignment—across your business, household, or both.

Vision & Traction Planning

Guide key stakeholders through a strategic planning session to clarify long-term goals, short-term priorities, and next steps. Ideal for teams, family enterprises, or households preparing for growth, transition, or alignment.

Custom Scorecard Setup

Design a simple, focused dashboard with leading indicators that help surface issues early—covering team health, family operations, finances, or shared priorities.

Quarterly Planning Sprint

Facilitate a quarterly goal-setting session to define the most important initiatives, assign clear ownership, and build momentum across roles—personal or professional.

People Alignment Review

Evaluate roles and responsibilities across your team or household using a values-first framework. Identify coaching needs, capacity gaps, or opportunities to delegate and strengthen your bench.

We respect EOS Worldwide’s trademarks and are not affiliated with or endorsed by EOS Worldwide. Level 10 Meeting®, Vision/Traction Organizer®, and People Analyzer® are registered trademarks of EOS Worldwide.

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READY TO GET STARTED

Ready to get started?

Share a few details about what you are navigating, whether in your business, your household, or both. We will respond within one business day with thoughtful next steps. If you prefer to jump right in, you can skip the form and book a complimentary 30-minute strategy call. We would love to learn more and explore how we can support you.

 

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