Transitioning to an invite- and referral-only business model was one of my toughest decisions. It meant saying no to people I’d known for years if we weren’t a perfect fit, as I learned that “good enough” was never going to lead to greatness.

Now, when considering a new client, I ask: Do I genuinely enjoy this person’s company?

If not, we’re probably not a good match. This approach honors my values and those of my clients.

I always kick off referrals with a one-on-one call. This session clarifies my work and helps clients gain insight into their vision. I call it the Strategic Focus Game Plan, as it creates a roadmap to their goals.

By the end, both parties should have a clear sense of our potential fit, and if it’s right, we can discuss what coaching together might look like.