why do a playbook?
When you, as a solo business owner, are able to embrace your uniqueness and communicate this with your team, magic happens...
By understanding your preferences for communication, working style, and relationship values we can develop a framework that;
Provides clarity and autonomy to enhance productivity
Prioritises protecting your energy
Supports alignment of values, expectations and needs for the people you work with
Affords you the freedom for creativity and brain space
what’s the magic?
Imagine a team that's always thinking one step ahead, where you're understood without needing to explain yourself repeatedly. Information is delivered in a way that suits you best, at times that respect your boundaries. This seamless communication not only saves time but also fosters a harmonious and productive work environment.
The result?
A team that's perfectly aligned with your vision, allowing you to focus on what you do best and drive your business forward with creativity and clarity.
The Essentials & Fun Facts
Designed to cut through fluffy conversations that waste your time, have your team ready to know things like your dietary preferences, your passions and family life.
Your Preferences
Communication style
Working style
Delivery
Travel
Accomodation
Relationship Building
How you receive & give feedback
What environment you need for creativity
Setting you up for solid decision-making
Pulling back the layers on building trust
Energy Management
what we’ll cover;
The History
Back in 2019, the collaborative efforts of Banks Benitez, CEO of Uncharted, and Alexander Torrenegra, CEO of Torre, brought forth a user guide for working with them.
This seminal publication gained traction, particularly within the realm of thought leaders. Notably, Chad Littlefield embraced the concept and tailored it to suit the needs of solo entrepreneurs.
However, before delving into others' interpretations, I strongly advocate crafting your initial draft to ensure your playbook remains authentically you.
building a support team
(And why essence over experience is key)
Needing support in your practice but not sure who or what you need?
In this free guide you will find;
A support map to help you distinguish the type of support you need
A explanation of the distinct differences between and Virtual Assistant, Executive Assistant, Practice (Business) Manager or Chief or Staff/ Operations.
Why hiring based on essence, over experience is key
Download the Guide
clients I’ve worked with:
What Clients Say
“If you're the primary strategist or ideas person in your business, I'll bet there are SO MANY things you would love to get done but don't have the time or the technical expertise to make it happen.
"If only I could ....", you say "my business would be flying".
With Katee in your corner, now you can.
She possesses the perfect combination of cleverness (to understand exactly what you want to achieve), strategic insight (to know the most effective way of making it happen), and practical skills (to then turn that vision into a reality).
If your business is hamstrung (as mine was) by a lack of technical skills or operational ability, Katee is your solution. Get her into your business and rather than being frustrated by technology, you'll be empowered by it.
She's a top shelf human as well, so you get good vibes as well as rapid progress. Highly recommended!”
Col Fink - Business Mentor & Coach
“Katee is nothing short of a magic maker!
When investing in a coach or mentor, you know it’s time for change but what I didn’t expect was the deep impact my time with Katee would have on my confidence.
Not only did she help me gain clarity on a new direction in my business, Katee also helped me see the intrinsic value I offered my exisiting clients and my distinctive difference from my competitors.
The momentum our calls created was electric with people reaching out noticing the shift in gear in my business, congratulating me on my success and lining up for discovery calls. Three months we worked together and now I am on my way to build my dream.
I highly recommend Katee to anyone who wants action, change and transformation because you will get it in spades!”
“Katee’s ability to make complex processes into seamless and integrated systems is invaluable. Her knowledge and experience across such a huge range of products and platforms means you always know you’ve got the most up to date and best practice information. Katee is extremely thorough from conception through to execution, and beyond. Ensuring both the customer experience and back-end management are given care and consideration. I would not hesitate to recommend Katee for support, consultation and implementation.”
“Katee is an absolute gun! Her guidance and solutions are practical and she makes you feel more relaxed about finance and projects that are usually very overwhelming!"
touch base
I’d love to hear about what you’re looking to optimise in your practice or business. Look forward to meeting you on a call, or drop me any email;