Organize to Scale in 3-Days
Next Date: May 30 – June 1
This isn’t just another strategy session—this is a sacred reset for your business.
In three transformational days, we’ll clear the chaos, crystallize your vision, map the systems that support it, and design a plan that actually works for your life. Whether you’re stuck in shiny-penny syndrome, overwhelmed by daily operations, or hungry for margin and meaning, this intensive is your space to realign and reignite.
Vision Building
We start at the soul of your business—your vision.
Most founders get so caught up in the doing that they forget why they started.
On Day 1, we slow down to speed up. You’ll clarify what success actually looks like for you (not your industry, your competitors, or your ego).
We’ll reconnect you to your mission, define your core values, and build a vision that’s both magnetic and measurable—so every future move is on-purpose, not just on autopilot.
Process Mapping
Now that your vision is clear, it’s time to build the engine to get you there.
On Day 2, we’ll map out your core business functions—from marketing to fulfillment to finance—and identify exactly where the bottlenecks, gaps, and chaos are hiding.
This is where overwhelm turns into clarity. You’ll design processes that free up your time, empower your team, and create scalable, repeatable results without sacrificing your sanity.
Action Planning
Clarity without action is just a good feeling.
On Day 3, we turn your vision and systems into a 90-day execution plan that aligns your time, team, and tools.
No fluff, no filler—just focused, high-leverage action steps that move the needle. You’ll walk away knowing exactly what to do, when to do it, and who should be doing it—so you can scale with peace of mind and breathe again in your business.
Your Scale & Exhale Intensive Toolkit
📘 120-Page Workbook
Your step-by-step companion for the entire experience. Inside you’ll find frameworks, fill-in-the-blank exercises, and checklists to keep you focused, aligned, and moving forward with clarity. This is your playbook for turning your vision into reality.
🌀 Sales Funnel Template
Not just a template—but a way to build relationships with the people you’re here to serve. This guide helps you design a flow that feels good, works well, and honors the journey your clients take from first hello to wholehearted yes.
🔧 Process Mapping Template
A simple tool to help you see your business more clearly. By laying out your workflows visually, you’ll uncover where things are stuck, what’s ready to shift, and how to create more flow—for you and your team.
🧰 Digital Toolkit
Staying organized doesn’t have to be overwhelming. These Google Docs and templates are designed to help you keep track of the moving parts, document what’s working, and create structure that supports your freedom—not stifles it.
🎯 Sweet Spot Strategizer
Because business isn’t just about tasks—it’s about people. This tool helps you (and your team) find alignment with the work that lights you up and moves the needle, so everyone can operate with more ease, purpose, and joy.
What Clients Say
“Prior to working with Organize To Scale, a lot of my business was stuck in my head … and now I’ve been able to move forward and execute. Staci helped me find my #1 person and now quick conversations with my Operations Coordinator I know what I want to get done will get done.“
Dr. Felecia FroeFounder of Money With Mission
“I think Organize to Scale – specifically their 3 day break out session – is one of the best business investments I have made to date.
They have helped me clarify an implementation plan for parts of my business that used to stress me out.
I would highly recommend anyone looking to grow their business or struggling with implementing a new idea to block time with Staci and her team! They are world class listeners who bring countless years of experience and principles to help you go faster!”
Ben DickeyFounder of BMD Investment Group
“In the first 6 months of starting my syndication business, I raised no money and had zero properties under contract. Four months after partnering with OTS, I’ve raised $2.1M with $5M in AUM and I have fully deployed systems and teams to grow even bigger in the next year! I can’t recommend OTS enough.”
Jarrid CavanaughFounder of Affinity Asset Group
“Organize to Scale has a unique way of drawing your vision out and turning it into an executable game plan. Even more, Staci’s business savvy offers you practical ideas and tools to make your business bigger and better than you may have imagined on your own. I highly recommend the 3-day planning session if you’re serious about going beyond sales and actually owning a real business.”
Stephanie RileyCEO of Equity Strategies Team
