Design the Action Plan for Your Product Business with a Strategy Intensive

Your Strategy Intensive Delivers a Clear Action Plan for 12-18 Months

Every wildly successful product business periodically steps out of the day-to-day business to set the strategy for the coming 12-18 months. Rising above what you can currently see gives you a renewed purpose and helps align your team. This improves your team's effectiveness which ultimately makes you a wiser business leader giving you more speed, and more freedom.

Whether you already have your business and are looking to ramp up or you're putting the vision in place for a new business you're creating, product businesses in every stage need streamlined actions in the right order.

That's why we have been delivering Strategy Intensives for people who want to accomplish a lot in a short time!

Your private Strategy Intensive will provide expert insights, structure, and current best practices for products as you add distribution channels or increase your sales.

In this massive whiteboard meeting, we focus entirely on your product, your business, and your goals. Over the many years of delivering Strategy Intensives, we’ve crafted a proprietary method that keeps all types of people engaged throughout the day.

The result is a 12-18 month roadmap with monthly actions to guide you, and your team, to your goals.

Client Company Case Study:

A new client was referred to us when they were already selling $15 million dollars per year. They had just lost $400,000 on a new product launch. That painful experience showed them a big hole in their new product strategy.

We worked with the executive team, picked a new product direction, streamlined the product lines, and installed product development processes.

When we asked why they invested in working with us, the company's CEO wisely said, “We worked with you because you see way more businesses, and what works, than we ever will. We’re inside our own bubble. Obviously what we were doing wasn’t going to get us where we wanted to go.”

In 3 short months, they finished the year $7 million dollars over their expected revenue!

Strategy Intensive Flow

The strategies and considerations for expanding your product business differ from other types of businesses. Balancing all the areas of business plus inventory and supply is essential. That’s why we recommend starting with a personalized Strategy Intensive to dive into your key goals and top priorities. This day is a combination of a private training workshop, mastermind, and a business planning session.

After you schedule your Strategy Intensive, we’ll send you an NDA and a brief set of questions to answer.

By the end of your Strategy Intensive day, you'll have a roadmap of the exact steps to overcome obstacles to your product business' expansion. Clients typically have a 12-18 month roadmap with monthly actions to reach their goal.

Since the entire day revolves around you and your team, we’re able to customize the topics and agenda to your specific needs. You’re welcome to invite any of your team members for the entire day or part of it.

Typical topics some clients have requested include marketing messages, packaging, sales, pricing/costing, manufacturing, team, intellectual property, infrastructure, joint ventures, capital, and use of funds.

Plus, all of our work together is held as confidential & covered with a legal Non-Disclosure Agreement to protect your proprietary business information and intellectual property, i.e.: patents, trademarks, and copyrights.

What's Included

Full-Day Strategy Intensive

This 8-hour interactive whiteboard meeting is a combination of a private business planning meeting and training workshop specialized for your exact needs.

The entire day revolves around you, your products, and any team in your project. Our proprietary process allows us to customize the topics and agenda to your specific needs while giving you the benefit of over 20 years in product businesses - large and small.

Typical meeting segments can include pricing and costing, marketing messages, production, engineering, intellectual property, finding investors, and more.

Research Slide Deck You Can Use Over and Over

Even experienced businesses need to be aware of emerging trends, market comparisons, competition, and new opportunities. While you know your products best, we're experts at seeing opportunities in the landscape of the US market and globally.

We research trends, pricing, competition, and other factors as background for your Strategy Intensive. You can send over any materials you want to be reviewed before we meet - sales literature, pricing, costing, packaging, or any other documents.

Charts

Throughout this interactive meeting, charts are created for your project. Clients have been so inspired, they've taken the charts home and posted them in their offices to help them stay on track.

Recordings of Your Strategy Intensive

As we work together we cover a lot of ground. To ensure you get the most out of the day, we record the meeting for your internal business use. You'll have complete peace of mind knowing there is an archive of the meeting so you can be fully focused and present.

Two Meeting Options to Fit Your Lifestyle

Rancho Cucamonga, CA Boardroom - Our Rancho Cucamonga office is only 10 minutes from the Ontario, CA airport. Major hotels and restaurants are less than two miles from our office.

Video Conference – Use our fantastic video conferencing system. It can host up to 25 independent computers at once.

"LIST OF ACCOUNTS WE'VE GOTTEN GOES ON AND ON."

Listen to our client, Jeff Dahl, give an update on what's happened for LoopRope, BuoyRope, and LoopClip after we corrected their strategy, product assortment, and profit margins during the Product Success Program.

JEFF DAHL

LoopRope

INVESTMENT

Investment $10,000

$10,000

Imagine coordinating your strategy, actions and team in one day.

Investing in a Strategy Intensive provides:

Pre-meeting research and preparation

Customized 1:1 Strategy Intensive for 8 hours

Invite as many team members as you want

Charts from the day

Meeting recording for your business's internal use

“Amy is ahead of the game when it comes to innovation, creativity, product management, and seeing a product launch from the incubation stages to store shelves. Amy and I came into each other's life when I felt I was stuck in my product marketing plan. She helped me re-energize my brand, gain traction and momentum in the marketplace, and see to the sales success of my product. I went from online retail to big box stores and Amy helped me to put systems in place to manage it all. She is incredibly knowledgeable about the Product To Profits steps to success. Amy is the real deal!”

KRISTIN HATFIELD

Equipt Baby

FAQ's

What exactly will I walk away with from the Strategy Intensive?

You’ll leave with customized strategies for your product and business, plus real solutions you can implement right away. We’ll zero in on where money and momentum are getting stuck — and map out your best next moves so you stop guessing and start growing.

Is this just a planning session, or will we actually solve things?

This isn’t just planning — it’s problem-solving. We roll up our sleeves and dive into what matters most right now. You’ll get targeted advice, not cookie-cutter templates. Many clients say this session alone changed the direction of their business (and revenue).

How is this different from other strategy sessions or consultants?

We don’t just talk about ideas — we connect the dots between product, pricing, packaging, and profit. With over $465 million in product sales behind us, we know how to turn creativity into traction. This is deep, strategic work that actually moves your business forward.

Will this help me even if I haven’t launched yet or don’t have a team?

Yes — and this is one of the smartest times to do it. Whether you're pre-launch, still developing your product, or working solo, this intensive will help you make confident decisions, avoid costly missteps, and lay the groundwork for profitable growth.

I already have sales — is this still for me?

Absolutely. If you’ve outgrown your current systems or want to grow without chaos, we’ll help you refocus, tighten your product strategy, and streamline what’s working so you can scale smarter.

What kinds of businesses is this best suited for?

We work best with physical product businesses — from startups to scaling brands to companies fixing profit leaks. Whether you sell online, wholesale, or direct-to-retail, we help you connect pricing, packaging, sales, and strategy to build a business that works.

Can I bring my co-founder or team members to the Intensive?

Yes, absolutely. You’re welcome to bring all key members of your team. Whether it’s your co-founder, marketing lead, or operations manager — if they help shape your product or business, they’re welcome to join the conversatio

What happens after I sign up?

You’ll immediately get a welcome email with everything you need — including a link to book your Strategy Intensive, travel details, your confidentiality agreement, and a short questionnaire so we can hit the ground running.

Do you offer payment plans?

Yes. You can choose to pay in full or in two payments. We want to make it easy for you to get the support you need.

Can I attend virtually if I can’t travel?

Yes, we offer virtual Strategy Intensives via Zoom for those who can’t make it in person. You’ll get the same level of insight and strategy — just from the comfort of your own space.

Will everything we discuss be kept confidential?

Yes. We take your business seriously — and that includes your privacy. Every Strategy Intensive includes a confidentiality agreement, and we treat your proprietary ideas and sensitive information with the respect and discretion they deserve.

Do you offer a guarantee?

We guarantee that you’ll get our full attention, strategic insight, and years of experience focused on your business. While we can’t guarantee specific results (because implementation is up to you), we’ve had clients say this was the most valuable business session they’ve ever had.