SHIFT: 2026
The Strategic Planning Cohort
for Agency Leaders
We’ve had dozens of conversations with agency founders and leaders this year, and the theme is always the same: you’re stuck reacting instead of leading. One fire drill after another, with no clear strategy for how your team, your finances, and your operations are going to help you achieve growth.
But that can all change for 2026. In this cohort, you’ll step out of the weeds and into a guided room where ops, finance, and leadership come together. You’ll walk away not only with a plan, but with accountability, perspective, and the clarity to make confident decisions instead of panicked ones.
Join us for:
✺ A 90-day cohort focused on strategic planning for 2026
✺ Bi-weekly 90-minute calls (live + replay access)
✺ Slack community for questions and accountability between sessions
✺ Investment: $1,500 per seat/per month (beta pricing)
✺ Kickoff: October 7, 11am CST
Walk into 2026 with:
A financial model for 2026
Connect sales expectations to profit, expenses, and hiring so you can see margin impacts before they happen.
A people plan
Map raises, promotions, and new roles with foresight into how each decision affects profit, delivery, and sustainability.
A leadership reset
Clarify where leaders focus their energy, removing the hats that drain and doubling down on work that drives impact.
A structured strategy map
Translate your vision into quarterly initiatives and milestones that keep the agency aligned and moving forward.
A communication plan
Share the “why” behind decisions in a way that builds trust, rallies the team, and strengthens culture.
A fresh surge of energy
Enter the new year with focus, conviction, and genuine excitement for the possibilities.
This is for you if…
You know you need a plan, but not how to build it.
You’ve outgrown winging it, and it’s time to translate goals into a roadmap your team can follow.
You hate the numbers.
We’ll help you connect them to the vision and turn them into a story your team can rally around.
You need a sounding board.
Strategy doesn’t have to happen in a vacuum. You’ll get perspective, accountability, and guidance from experts who’ve done this before.
You have the vision but not the decisions.
You know where you want the agency to go, but you’re not sure what financial, hiring, or structural moves will get you there.
You’re ready to lead, not just manage.
Strategic planning is the shift from checking boxes to steering the agency with intention.
You want clarity before the chaos.
Instead of scrambling through another year of reactive decisions, you want to step into 2026 with foresight and confidence.
We’ll dig into the thought processes leaders need to master:
✺ How will this initiative affect time, money, and resources?
✺ If sales land here, what does that mean for team growth?
✺ If services shift, what happens to profitability and delivery?
✺ What roles need to evolve so people can do their best work?
When the year turns chaotic (and it will) you won’t be scrambling.
You’ll be leading.
How it works
Biweekly coaching sessions
Relevant conversations shaped by your questions, focused on real decisions you’re facing.
Proven frameworks + examples
Tools we refined scaling our agency to $10M, tailored to your context.
Strategy build-outs
Time to translate insights into your financial model, people plan, and strategy map.
Direct expert support
Advisors who’ve scaled agencies with this exact process, here to help you navigate decisions and stay accountable.
✺ Frequently asked questions ✺
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Not at all. The process works whether you run a creative, digital, e-commerce, or social agency. What matters is that you want to align revenue, people, and priorities into one plan. The framework adapts to any model.
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SHIFT: 2026 is designed for leadership teams in $5-10M+ agencies, but founders in the $1-5M range will also find huge value. If you’re making leadership-level decisions about finances, team, and growth, you’ll fit.
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Ops, finance, and people leaders who want to stop reacting and start leading with foresight. Founders are welcome too, especially if they want to connect their vision to actionable plans.
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Sessions are every other Tuesday at 11am CST for about 90 minutes, starting September 30.
Plan on 1–2 hours between calls to apply the frameworks to your agency. We hate busywork, so every bit of time you invest goes directly into building your 2026 plan.
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We’re offering a beta price of $1,500/month for this first cohort (October–December 2025). Future rounds will be priced higher, but this group sets the foundation.
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Sessions are recorded, and you’ll still have access to templates, examples, and Slack support so you won’t fall behind.
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Yes. By the end of the 90 days, you’ll have a complete 2026 Strategy Map, including a financial model, people plan, leadership reset, quarterly roadmap, and communication framework.
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Both. You’ll learn the process, but you’ll also get direct guidance, accountability, and feedback from experts who’ve led this exact planning cycle for 10+ years.
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Most leaders never learn how to think through the trade-offs between revenue, people, and priorities. SHIFT: 2026 gives you the frameworks, guidance, and accountability to make strategic planning a repeatable strength instead of a once-a-year scramble.
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Think of the cost as three months of leadership insurance. You’ll leave with a complete 2026 plan that prevents expensive missteps like unclear hiring, reactive decisions, missed margin targets AND gives your team clarity on where the agency is headed. The ROI comes in both dollars and momentum.
Join us!
Join us!
For 11 years, we ran this process to scale a messy startup into a nearly $10M agency with 60+ team members – aligning profit targets, mapping raises and hires, clarifying leadership roles, and translating vision into quarterly roadmaps.