Elevate Your B2B Marketing and Sales with the Level Up Business OS

The Level Up Business OS is the growth operating system that makes it easy for you to:

    1. Connect and have conversations with right-fit leads by asking them 3-5 questions every 90 days.

    2. Publish monthly research-driven reports to elevate your brand by sharing your unique perspective.

    3. Host mastermind groups to deepen connections with leads by building a community of like-minds.

    1. Have meaningful conversations every week with right-fit prospects to co-create content together.

    2. Build a searchable library of content assets (articles, videos, images) from your podcast conversations.

    3. Distribute and share content assets daily to further develop relationships and trust with prospects.

    1. Share the unique wisdom you gained over the past 12 months through research and podcast interviews.

    2. Turn your book into a keynote presentation to further expand your influence at industry events.

    3. Expand your keynote into an online course and workshop series to generate leads and convert prospects.

Step 1: Benchmark Your Marketing and Sales Strategy

Benchmark your marketing and sales strategy to uncover blind spots and see new opportunities. You’ll walk away knowing exactly what you can do next to elevate your brand and expand your influence to grow your business — all without sacrificing your well-being.

How it works: 60-minute remote session via Google Meet

  • First, we’ll understand who your ideal client is and how your product helps solve their problems. We'll ask questions like: Who do you help? What is unique about your product offering? What has and hasn’t worked in the past? What does growth look like for you over the next 12-36 months?

  • It’s easy to get lost building and growing your business. As a result, you can’t see blind spots or beliefs that limit your future growth as a B2B entrepreneur.

  • We’ve reviewed marketing and sales strategies for hundreds of firms over the years. And as a B2B entrepreneur, we know how hard it is to read the label of your brand from inside the bottle. That’s why we’ll show you the problem behind the problem, which is often NOT the problem you may think you have.

  • More often than not, there is usually just ONE big thing you should focus on next that will have the biggest impact on your future growth.

  • You’ll walk away from your Level Up Business Review knowing exactly what you need to do next to elevate your brand and expand your influence, to grow your business -- all without sacrificing your well-being.

What we’ll cover:

Step 2: Develop Your Custom Growth Strategy

We start off by aligning and prioritizing your business goals for growth over the next 12-36 months, along with surfacing potential roadblocks that could get in the way. Next, we assess your marketing and sales capabilities while benchmarking you against your top competitors.

From there, you get your personalized Level Up Business Growth Strategy, which includes four distinct playbooks for implementation. Finally, we address and eliminate self-limiting beliefs or roadblocks that could hinder you from committing to take action, move forward, and make progress to level up your business. 

How it works: The entire process unfolds over 30-45 days through 4 remote meetings via Google Meet along with ongoing communication throughout.

Investment: $9,995 backed by 100% Satisfaction Guarantee

  • We kick things off with a 60-minute remote meeting to align and prioritize your biggest business:

    • Goals

    • Roadblocks

    • Opportunities

    Together, we clarify and develop your strategic North Star that provides perspective into:

    • Where you’ve been

    • Where you are today

    • Where you want to go next

  • Once we clarify your strategic North Star, we evaluate your current marketing and sales capabilities over a 60-minute remote call.

    From there, we benchmark you against your top competitors by assessing your:

    • Positioning

    • Ideal client

    • Addressable market

    • Product offer

    • Marketing and sales process

    • Current customer journey 

    • Marketing and sales communication

    • Technology stack 

    • Key performance metrics 

  • Your Level Up Business Growth Strategy shows you exactly what steps to take, and when to take them so you elevate your brand and expand your influence to grow your business—all without sacrificing your well-being.

    In this 90-minute session, we’ll share four distinct implementation playbooks that unfold every 90 days.

    Each quarterly playbook is focused on three core activities while providing perspective into:

    Who: Roles and resources 

    Technology: Tools and systems 

    How: Timeline, tactics, KPMs

  • This 30-minute remote coaching call addresses and eliminates any self-limiting beliefs or potential roadblocks, ensuring you move forward and take action to implement the first phase of your Level Up Business Growth Strategy.

What to expect:

Step 3: Implement the Level Up Business OS

You choose how to apply your Level Up Business Growth Strategy to ensure you move forward and make progress every 90 days as you:

  1. Differentiate your brand by sharing your unique wisdom.

  2. Have meaningful conversations with prospects to build trust

  3. Convert prospects into customers who become evangelists.

How it works: We will help you accelerate progress so you gain quick wins in the first 90 days that create early momentum for you to build on. From there, it takes 6-12 months to get the Level Up Business OS fully up and running. After that, the Level Up Business OS is optimized every 90 days as you continue to elevate your brand and expand your influence.

Monthly Investment: $2,995 - $9,995+

  • Ideal when you prefer a DIY approach while having adequate capacity along with capability confidence.

    Scheduled Coaching Calls and Quarterly Strategy Sessions continue to increase capability confidence while holding you accountable for further integrating the mindsets, habits, and technology needed to leverage and optimize the Level Up Business OS.

    Starts at $2,995/month 

  • The ideal option when you know you don’t want to implement 100% on your own.

    Scheduled training sessions increase capability confidence while we bridge capacity gaps and eliminate roadblocks through scheduled Coaching Calls and Quarterly Strategy Sessions that hold you accountable.

    Starts at $4,995/month

  • The best choice to keep you and your team focused on working in your Unique Ability.

    Never worry about capability or capacity gaps slowing you down as we fully implement quarterly playbooks to build your Level Up Business OS.

    Starts at $9,995/month

What to expect:

  • Tom Fedro

    Thanks for facilitating a solid discussion. We came away with some solid insights and action plans – the good news is that we are seemingly on the right track with several of our initiatives.

    Tom Fedro
    Founder & Managing Director
    Securus360

  • Cindy Jennings

    You saw what I couldn’t see for myself. I feel like I’ve been through several of these kinds of processes. This went so fast and got to so many key points with clarity. You really have a gift for this.

    Cindy Jennings
    Principal Owner
    Interwovenly

  • RJ Hixson

    JR quickly assessed our current business state and showed how reversing the sequence of our short-term initiatives would produce much better results. The clarity we gained has been invaluable.

    RJ Hixson
    Founder
    TenHundred Co.

The Level Up Business OS is best for B2B entrepreneurs in:

  • For fintech founders, financial advisors, and commercial lenders who want to:

    1) Differentiate and Increase Brand Awareness
    Break free from promoting the same commoditized features while cutting through confusing industry jargon. Become the go-to expert in a highly competitive, relationship-driven industry where trust is the primary currency.

    ✔ Generate and Nurture Right-Fit Leads
    Create value for prospects by focusing on helping first and selling second. You build trust with them by freely sharing your knowledge and wisdom to eliminate their biggest problems and pain.

    ✔ Close More Deals and Deepen Client Relationships
    Ensure prospects stay engaged throughout long buying cycles, as high-value financial decisions aren’t made overnight. Continue to build credibility and authority, so they convert when ready to buy and then feel confident to refer their friends to you.

  • For SaaS, MSP firms, and IT consultants who need to:

    1) Differentiate and Increase Brand Awareness
    Unlock, capture, and share your unique wisdom to escape the sea of sameness. Stop competing on commoditized product features in a fast-moving, innovation-driven market.

    ✔ Generate and Nurture Right-Fit Leads
    B2B tech buyers take months—sometimes years—to commit. Build trust early to remove fear and uncertainty while simplifying complex offerings to eliminate indecision as you continue to educate and guide prospects forward.

    ✔ Close More Deals and Deepen Client Relationships
    Overcome long sales cycles by developing high-value, trust-building content that supports multiple decision-makers throughout the buying process.

  • For marketing agencies, business consultants, and B2B attorneys who need to:

    1) Differentiate and Increase Brand Awareness
    Stop being seen as “just another provider” and position yourself as a thought leader clients turn to for guidance, not just services.

    ✔ Generate and Nurture Right-Fit Leads
    Escape the feast-or-famine cycle by consistently attracting and educating ideal clients who see the value in your expertise before they even need your services.

    ✔ Close More Deals and Deepen Client Relationships
    Move beyond transactional relationships by creating long-term collaborations, increasing client retention, and generating referrals that fuel sustainable growth.

Get Answers to Common Questions

  • The Level Up Business Program is ideal for B2B entrepreneurs across a variety of industries, including:

    • Financial Services: Fintech founders, financial advisors, and SBA lenders seeking to stand out in a competitive market.

    • Technology Services: SaaS companies, IT firms, and cybersecurity providers looking to amplify their expertise and connect with decision-makers.

    • Professional Services: CPAs, attorneys, consultants, and marketing agencies aiming to build trust and grow their client base.

    Our proven methodology is tailored to fit the unique challenges and opportunities in your industry.

  • The Level Up Business Program offers flexible investment options based on your needs and level of support:

    • Develop Your Custom Growth Strategy: $9,995 backed by a 100% Satisfaction Guarantee.

    • Implement the Level Up Business OS:

      • Self-Implemented: Starts at $1,995/month - Ideal for entrepreneurs who prefer a DIY approach with strategic guidance and coaching.

      • Collaborative Implementation: Starts at $4,995 – We work together to build and optimize your Level Up Business OS.

      • Done-For-You: Starts at $7,995/month – Full-service implementation tailored to your goals.

  • The Level Up Business Program is designed to deliver both quick wins and sustainable long-term growth.

    • Quick Wins: You’ll start seeing results within the first 90 days as we help you differentiate your business and connect with new leads.

    • Full Implementation: Building the complete Level Up Business OS typically takes 6–12 months, depending on your specific goals and pace.

    • Ongoing Optimization: Once implemented, the program includes quarterly playbooks to continually refine and improve your marketing and sales strategies.

    Whether you’re looking for immediate impact or a scalable long-term plan, the Level Up Business Program adapts to your business needs.

  • The Level Up Business Program stands out by combining timeless principles with innovative strategies to deliver measurable results. Here’s what sets us apart:

    • Customized Approach: We tailor our system to your specific business goals and challenges, ensuring it works for your unique needs.

    • Focus on Relationships: Unlike traditional approaches that rely on automation, we emphasize building trust through meaningful, human-centered conversations.

    • Proven Framework: The Level Up Business OS provides a structured yet flexible framework to help you differentiate your brand, connect with prospects, and convert leads into clients.

    • Sustainable Growth: The program is designed to integrate seamlessly into your workflow, requiring just 3–5 hours per week to implement and maintain.

    With a 100% satisfaction guarantee, you can trust that the Level Up Business Program will deliver results tailored to your success.

Benchmark Your Marketing and Sales Strategy

Uncover your biggest marketing and sales blind spots while seeing new opportunities for future growth. You’ll walk away knowing exactly what you can do next to elevate your brand and expand your influence so you can grow your business — all without sacrificing your well-being.