The CEO by Design Intensive

Build the visibility and structure that carry your business beyond the next milestone.

A 12-week strategic container to bring together the pieces of your business – your numbers, your systems, your team – and turn them into one clear roadmap for growth.

For founders who’ve built momentum - and now need direction.

What got you to $200K won’t take you to $500K.

You’ve proven your offer. You’ve built trust, traction, and revenue. But as your business grows, the systems that once worked start to fray.

That’s where the CEO by Design Intensive comes in.

In 12 weeks, we’ll connect your data, operations, and strategy to show you what’s working, what’s slowing you down, and what needs to change for your next stage of growth.

You’ll finally have a dashboard that speaks the language of your business – not just your finances.

Watch this short one-minute video to see what the dashboard looks like.

The CEO by Design Blueprint

Four phases to bring truth, direction, and traction back into your business.

When you scale fast, data often turns into noise.

You see campaign reports, sales numbers, and team updates – but they don’t tie together in a way that helps you act.

You end up asking the same questions every month:
“What’s actually driving growth?”
“Where are we losing profit?”
“What should I fix first?”

Discern

We start by gathering and cleaning your business data: sales, marketing, delivery, and retention. This is where the truth sits.

You’ll see exactly what’s bringing in results and what’s leaking profit.

01

Design

Next, we bring those numbers to life in your dashboard. You’ll see your first preview and start spotting patterns – where momentum builds, where margins slip.

You’ll have your first real picture of cause and effect inside your business.

02

Delegate

We deliver an audit report showing what’s working, what’s slipping, and where your focus belongs next.

You’ll stop guessing where to spend and start knowing where to lead.

03

Drive

As we move through your plan, we track changes and refine what’s next. You’ll end the 12 weeks with a live dashboard and an operating rhythm that keeps you focused, long after we wrap.

You’ll lead with clarity – not guesswork.

04

The clarity tool every CEO wishes they had.

Built from the inside out - where operations meet outcomes.

Bookkeepers and finance dashboards show you what happened. This Intensive shows you why it happened – and what to do next.

Where most dashboards pull data from tools like QuickBooks or ad managers, this one begins inside your operations. It connects your marketing, delivery, and client experience engines to your revenue story. You’ll see where projects bottleneck, which team roles drive profit, which launches are worth repeating, and which are quietly draining resources.

And because I’ve worked across both creative and strategic functions – copy, funnels, hiring, launches, and delivery systems – I see how each moving part interacts. That’s what makes this dashboard different: it’s operational clarity, not just financial reporting.

The kind of data that changes how you lead.

You’ll walk away knowing things like:

Once you can see all of this in one dashboard, the questions change. You stop asking “What’s wrong?” and start asking “What’s next?”

What the data reveals usually pays for the Intensive.

Expect to find 10–20% of your annual revenue hiding in plain sight.

Every business has hidden opportunity – wasted spend, misaligned efforts, and 
slow leaks that quietly add up. When we dig into your numbers, we usually uncover 10–20% of your annual revenue in opportunities:

It’s not magic – just the beginning of visibility. You’ll know exactly where your time, team, and money are working for you – and where they’re not.

How we’ll get there.

A structured 12-week roadmap for deep, steady progress.

Week 1

Kickoff Call

Set access, expectations, and forecasting goals.

Week 3

First Dashboard Preview

Get your first visual overview and discuss what stands out.

Week 5

Data Forecast & Quick Wins

See cleaned data, refined forecasts, and early insights.

Week 7

Audit Findings & Roadmap Presentation

Look under the hood across marketing, sales, delivery, and retention to identify what’s missing or ready to improve.

Week 9

Review + Adjustments

Track early wins, refine the roadmap, and address shifts in metrics.

Week 11-12

Final Handover

Walk away with your live dashboard, audit insights,
and a continuity plan for what’s next.

Meet your strategic partner, Dez.

I help founders translate data into direction - and direction into growth.

Before I became a Certified OBM and Scaling Strategist, I spent years in corporate HR – building systems, managing global teams, and sitting in director-level meetings where every decision had weight.

Today, I bring that same level of thinking into online businesses – working with coaches, consultants, and creatives scaling past $200K.
I’ve built funnels, managed launches, streamlined delivery teams, and implemented the tools that keep operations aligned.

This Intensive brings all of that experience together – so you can finally lead with a clear mind and a confident plan.

Common Questions

Before you apply.

How long does the Intensive run?

Twelve weeks, with six milestone calls. Each step builds on the last so that you have a complete dashboard and roadmap by the end.
Absolutely. Most founders track data – but in pieces. This brings it all together so you can see how your efforts across marketing, sales, delivery, and retention actually connect.
Your bookkeeper looks at past performance. This looks at performance in motion. It helps you see what’s happening across operations right now, and where to focus next.

You can choose to continue with ongoing dashboard maintenance or insight sessions – we’ll discuss what makes sense once your dashboard is live.

The Intensive starts at USD $6,000, with flexible payment options.

You can start with the Breakthrough Strategy Session – a 3-hour session that helps you define where to begin and prepares you for the full Intensive.

Keep the momentum going.

Let’s turn your plans into consistent progress.

Growth feels different when you have someone beside you who understands your goals and can help your team reach them.

If you’re ready for ongoing support that keeps your systems aligned, your team accountable, and your focus where it matters most, let’s continue the work we started.