A 2-part Live Planning Series
A 2-Part Live Planning Series
Close Out Q1 With Clarity
and Walk Into Q2 With a Real Plan
A 2-part live planning series for service-based business owners who are ready to stop winging it and start building with intention.
STARTS IN
SESSION 1
Monday, March 23
6 – 8pm ET · Virtual via Zoom
SESSION
Monday, March 30
6 – 8pm ET · Virtual via Zoom
Instant confirmation · Zoom link sent immediately · Sessions recorded
Close Out Q1 With Clarity
and Walk Into Q2 With a Real Plan
A 2-part live planning series for service-based business owners who are ready to stop winging it and start building with intention.
STARTS IN
SESSION 1
Monday, March 23
6 – 8pm ET · Virtual via Zoom
SESSION
Monday, March 30
6 – 8pm ET · Virtual via Zoom
Instant confirmation · Zoom link sent immediately · Sessions recorded
The Honest Truth
Q1 is almost over.
What actually happened?
Most business owners are going to flip the calendar to April without ever really stopping to ask... what did I make? Where did I leave money? And what's the actual plan for the next 90 days?
"Not theory. Not slides full of inspiration. Real planning with real numbers and a real roadmap at the end of it."
That's exactly what this series is built for. Over two Monday nights, we're doing the work together.
What We're Doing
Two nights. Real work.
The Q1 Audit & Reality Check
Build Your 90-Day Plan
After both sessions, you'll have:
A clear-eyed picture of how Q1 actually went for your business
No more guessing — real numbers, honest assessment.
Specific revenue and client goals for Q2 based on real data
Goals that are grounded in what your business actually needs.
A 90-day action plan broken down month by month
Not vague intentions — a real roadmap you can execute immediately.
Pricing and offer clarity tied to your actual goals
Align what you sell to what you need to grow.
This is for you if…
You've been in business 2 or more years and you're making revenue but still don't have a real planning process
Q1 came and went and you're not totally sure what happened with your numbers
You've set goals before but never built the actual strategy to reach them
You know you need systems but keep putting it off because the day-to-day keeps winning
You're ready to actually do the work instead of just thinking about it
You want to walk into Q2 with more than hope, you want a real plan
That's less than a dinner out.
For 4 hours of live planning, a community of business owners working through the same season, and a 90-day roadmap you actually built yourself.
All registered attendees receive access to the Level Up Roadmap workbook discount code, the same resource two government agencies purchased in bulk for their small business communities.
Close Out Q1 With Clarity and Walk Into Q2 With a Real Plan
Two nights. Real numbers. Your 90-day roadmap.
Come ready to work.
Leave with a plan.
covers
Both Sessions
+ Discount to Level Up Workbook
Come ready to work.
Leave with a plan.
covers
Both Sessions
+ Level Up Workbook Discount Code
You'll receive an instant confirmation with your Zoom link and workbook access discount. Both sessions are recorded so you'll have them to reference even if something comes up.
Crystal McLean
Founder · Crystal Clear Consulting Group
Hey, I'm Crystal McLean, CRPC® AFC® and founder of Crystal Clear Consulting Group. I've spent over a decade helping small business owners, entrepreneurs, and communities build real financial systems and sustainable strategies. I've impacted 5,000+ people through economic development work, helped businesses secure millions in contracts, and built programs that actually create lasting change.
The Level Up Roadmap was built from everything I've learned about what service-based business owners actually need to stop hustling harder and start building smarter. Two government agencies trusted it enough to purchase it in bulk for their entrepreneurs. Now I'm walking you through it live.
Now I'm walking you through it live.
Crystal McLean
Founder · Crystal Clear Consulting Group
Hey, I'm Crystal McLean, CRPC® AFC® and founder of Crystal Clear Consulting Group. I've spent over a decade helping small business owners, entrepreneurs, and communities build real financial systems and sustainable strategies. I've impacted 5,000+ people through economic development work, helped businesses secure millions in contracts, and built programs that actually create lasting change.
The Level Up Roadmap was built from everything I've learned about what service-based business owners actually need to stop hustling harder and start building smarter. Two government agencies trusted it enough to purchase it in bulk for their entrepreneurs. Now I'm walking you through it live.
Now I'm walking you through it live.
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