The Annual Planning Summit.
One day. The plan your business runs on.
A facilitated planning summit with your leadership and execution team. You leave with named priorities, a written plan, and a team accountable to deliver it.
Book a Planning SummitTwo written documents. Zero decks.
The Annual Blueprint
delivered within 24 hours
- Top priorities for the year ahead, locked and sequenced
- Success metrics for each, measurable and time-bound
- Action items driving each priority
- Accountability assigned in the room — every metric and action owned by a role and a person
- 90-day execution plan
- KPI scoreboard, 5 to 8 metrics, with defined data feeds your team owns
- “Stop Doing” list
- A clear recommendation: execute independently, or proceed into the Sprint
The AI Opportunity Scan
delivered with your Blueprint, at no cost
- The AI and automation opportunities that surfaced during your summit
- The standard units from the TPG AI Installation Menu that would have the greatest impact, each priced individually
- Recommended tools and platforms for each
- A clear path forward: install a la carte, or step up into a Revenue Operations Sprint
- The remaining opportunities worth pursuing later, including anything custom worth scoping through a Systems and Data Audit
Five steps. The pre-work sharpens the day. The room builds the plan.
The Pre-Summit Diagnostic. Before we meet, every attendee completes an online diagnostic. It surfaces where each function is strained and where the team disagrees... and it is good work in its own right: each person names what is working, what is not, and what they would fix first.
We build the session around your answers. Your responses shape the agenda, and we arrive prepared.
We facilitate, and your own answers are in the room. The diagnostic comes back to your team as a working view of what they collectively said. Seeing it together is usually where the real conversation starts. Priorities are locked, metrics defined, and accountability assigned before anyone leaves.
Concurrently, we map the AI layer. As each function’s work surfaces, we capture where automation and AI would amplify it.
Within 24 hours, both documents. The written Annual Blueprint, and your AI Opportunity Scan.
Built for the person who knows something must change.
- Founders who know something must change but are not sure what to fix first.
- Operators drowning in execution who need a sequenced plan.
- Teams that have the talent but lack the system.
Investment
$4,750
Credited in full toward a Revenue Operations Sprint booked within 14 days. The Blueprint becomes the foundation; the Sprint installs what it maps.
Questions, answered
Is there anything to prepare?
Yes, and it is work worth doing. Every attendee completes the Pre-Summit Diagnostic online before we meet. It shapes the agenda, it surfaces where your team quietly disagrees, and your team’s own collective answers open the session. The day depends on it... clients consistently tell us the pre-work changed the room before we arrived.
How long is the summit?
One full working day with your leadership and execution team. The exact schedule is set with you when we scope the session. Your Annual Blueprint and AI Opportunity Scan arrive within 24 hours.
Who should be in the room?
The CEO or founder, plus the leadership and execution team. We need the people who run the business day to day, not just the strategy seat.
What do I receive?
Two written documents. The Annual Blueprint: priorities, metrics, accountability, the 90-day plan, the scoreboard, and a clear recommendation. The AI Opportunity Scan: where AI and automation will amplify the work, matched to specific menu units and priced.
Does the summit install anything?
No. The summit produces your plan and shows you exactly what to install first, priced. Installation is a separate engagement, chosen a la carte from the menu or delivered inside a Revenue Operations Sprint.
What is complimentary and what is paid?
The AI Opportunity Scan is complimentary and bounded to a single standard workflow that surfaced in the room. Anything spanning multiple systems requires a paid Systems and Data Audit before custom work begins. That audit is scoped and priced per engagement, and you receive a written scope and a fixed price before any work starts.
What if we want to move to a Sprint?
Your summit investment is credited in full toward a Sprint booked within 14 days.
Walk in with a business full of open questions. Walk out with the plan.
Prefer email? apeterson@go4tpg.com
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