Workshops
Targeted, actionable half-day, in-person or virtual workshops that help your team fix what not working and build sustainable systems. Click on the titles below for an overview.
Profit on Purpose: Strategies to Control and Grow Your Cash
Workshop Overview
Cash flow isn’t just a financial metric — it’s the lifeblood of your business. Yet most owners feel cash flow is out of their control, stuck reacting instead of steering. In this interactive 3–4 hour workshop, I’ll show you how to take charge by mastering the 7 levers of cash flow:
- Price
- Volume
- Cost of Goods Sold
- Overheads
- Accounts Receivable
- Inventory
- Accounts Payable
You’ll learn the pros and cons of each lever, see real-world examples using your own financials (if you choose), and watch the power of small changes add up through live demonstrations with the Cashflow Story tool.
✅ What You’ll Gain
✔️ A clear understanding of what drives your cash flow
✔️ Practical strategies to improve your cash position — without guesswork
✔️ Insight into how small shifts across multiple levers can transform your finances
✔️ Confidence to make proactive decisions instead of reacting to cash crunches
✔️ An actionable plan to implement what you’ve learned
👥 Who This Workshop Is For
This workshop is designed for business owners and executives at small- and mid-sized companies ($2M–$50M) who want to gain control of their cash flow, plan for growth, or prepare their business for greater stability and freedom.
🎯 Outcomes You Can Expect
🔹 Improved visibility into the key drivers of cash flow
🔹 Ability to model different scenarios and plan cash proactively
🔹 Strategies tailored to your business reality, not generic advice
🔹 A clear next step for working together if you want hands-on support
👉 Ready to grow your cash — and your confidence?
Book a Discovery Call to talk about bringing this workshop to your team.
Get Out of the Weeds: Reclaim Your Time, Refine Your Priorities
Workshop Overview
Running your business shouldn’t mean running yourself ragged. If you’re constantly pulled into day-to-day issues, this interactive 3–4 hour workshop will show you how to delegate confidently, build systems your team can follow, and reclaim your time.
We’ll unpack the traps that keep owners stuck in the weeds, teach you how to clarify roles, set up accountability structures, and implement meeting rhythms so your business runs — even when you’re not in the room.
✅ What You’ll Gain
✔️ A clear plan for shifting decisions off your plate
✔️ Strategies for creating accountability without micromanaging
✔️ Tools for documenting processes that free your time
✔️ A weekly structure to keep your team aligned and proactive
✔️ Insight into how stepping back increases growth capacity, employee engagement, and business value
👥 Who This Workshop Is For
Business owners and executives at small- and mid-sized companies ($2M–$50M) who want to spend more time growing their business — not fighting daily fires.
🎯 Outcomes You Can Expect
🔹 More time to focus on strategy and growth
🔹 A team empowered to solve problems independently
🔹 Systems that reduce owner-dependence
🔹 Greater confidence in your company’s ability to scale without you in every detail
Ready to stop being the bottleneck and start leading with freedom?
👉 Book a Discovery Call to bring this workshop to your team.
The Ownership Mindset: Transform Employees into Stakeholders
Workshop Overview
Do you find yourself constantly chasing employees for updates, fixing mistakes, or feeling like you care more about outcomes than your team does? If your employees are clocking in and out without owning results, your business will always depend on you.
In this interactive 3–4 hour workshop, you’ll learn how to identify the right people, place them in the right seats, set clear expectations, and build a culture of accountability where employees act like stakeholders — not time-punchers.
You’ll also discover how using leading indicators — metrics employees can directly influence — gives your team visibility into how their day-to-day actions impact business success. This simple but powerful shift helps employees take true ownership, because they can see their efforts move the needle in real time.
✅ What You’ll Gain
✔️ Clarity on how to hire and place the right people in the right roles
✔️ Tools to set clear, actionable expectations your team can follow
✔️ A framework to build accountability through objective, consistent reviews
✔️ The ability to identify and track leading indicators employees can control, turning them into proactive drivers of success
✔️ Strategies to move your culture from compliance to ownership
✔️ Confidence to step back, knowing your team will follow through
👥 Who This Workshop Is For
This workshop is designed for business owners and executives at small- to mid-sized companies ($2M–$50M) who want their employees to take responsibility, think like owners, and align their daily work with the business’s goals.
🎯 Outcomes You Can Expect
🔹 A self-assessment of your team’s current fit in their roles
🔹 Drafted expectations and role scorecards you can implement immediately
🔹 A list of leading indicators customized to your key positions
🔹 A plan to establish a rhythm of accountability that keeps employees engaged and outcomes consistent
🔹 A clear understanding of how your leadership and communication shape employee behavior and buy-in
🔹 Next steps for continuing to build a culture of ownership with Efficiency Edge’s support
Ready to turn your team into true stakeholders?
👉 Book a Discovery Call to talk about bringing this workshop to your business.
Smooth Operations: Streamline Systems for Scalable Success
Is your business fixing the same problems again and again? This interactive 3–4 hour workshop will show you how mapping just one key process can reveal the real reasons behind repeated issues — and give you the tools to start solving them for good. You’ll learn how to uncover hidden breakdowns, identify root causes, and build repeatable systems so you can lead your business with clarity and confidence.
✅ What You’ll Gain
✔️ A simple, repeatable method for mapping one process at a time
✔️ Skills to find the root causes behind persistent problems
✔️ A practical action plan to fix what’s holding you back
✔️ Confidence to delegate with clear processes — without needing to document everything at once
👥 Who This Workshop Is For
Owners and executives at small- to mid-sized businesses ($2M–$50M) who want to stop firefighting, fix recurring issues, and start building systems that work — one process at a time.
🎯 Outcomes You Can Expect
🔹 Clarity on why things keep breaking down
🔹 A documented process ready to improve immediately
🔹 A strategy for mapping other processes over time — without overwhelm
🔹 More time to lead, plan, and grow your business
👉 Ready to start fixing problems at the root?
Book a Discovery Call to bring this workshop to your team.
Clear to Lead: Gain Visibility and Regain Control of Your Business
When you don’t know what’s really happening in your business, you’re forced to react, make guesses, and stay trapped in the weeds. But with the right data, you can see problems before they become crises, engage your team, and regain control of your future — without having to dig into every detail yourself.
In this 3–4 hour interactive workshop, you’ll learn how to build a customized scorecard with leading indicators tailored to your business. You’ll walk away with a clear roadmap to predict outcomes, engage your employees, and lead confidently — so you can step back and focus on what matters most.
✅ What You’ll Gain
✔️ Clarity on what’s really driving your business performance
✔️ A draft scorecard with metrics that predict outcomes instead of just reporting them
✔️ Strategies to communicate performance clearly and align your team
✔️ A plan to roll out a visibility system that frees you from micromanaging
✔️ Confidence to make proactive, data-driven decisions
👥 Who This Workshop Is For
Business owners and executive teams at companies with $2M–$50M in revenue who:
- Feel stuck making decisions in the dark
- Struggle to communicate expectations and results with their team
- Want to level up their leadership and stop being pulled into every detail
- Are ready to lead proactively and regain control of their business’s direction
🎯 Outcomes You Can Expect
🔹 A customized draft scorecard you can implement immediately
🔹 Improved ability to anticipate issues and steer the business forward
🔹 A plan for regular updates to keep your team accountable and aligned
🔹 Next steps for deeper support if you want help putting these systems in place
Ready to see your business clearly and lead with confidence?
👉 Book a Discovery Call to learn more about bringing this workshop to your team.
Scale Smart: Strategies to Grow Without the Chaos
You’re ready to grow — but don’t want chaos. Scaling exposes cracks: if your systems, expectations, or financial controls aren’t solid, growth will multiply the problems. This interactive 3–4 hour workshop shows you how to build an operating system that supports sustainable, profitable growth.
✅ What You’ll Learn:
✔️ Clarify your vision so your team knows exactly where you’re going
✔️ Document key processes to make your business scalable
✔️ Build accountability structures that drive ownership
✔️ Establish a meeting cadence that keeps strategy alive
✔️ Track leading indicators that give you early warning signs
✔️ Plan cash flow strategically to support growth
👥 Who It’s For:
Business owners and executives at companies with $2–50M revenue who want to scale confidently — without getting pulled deeper into the daily grind.
🎯 Outcomes You Can Expect:
🔹 A roadmap to create a scalable operating system
🔹 Clarity on your biggest gaps and how to close them
🔹 Practical tools you can start using immediately
🔹 Confidence to grow without sacrificing your time or peace of mind
👉 Ready to scale smart? Book a Discovery Call