From first call to a team that executes
We've seen every growth constraint in the book, and we know how to find yours. How to surface what makes your organization different. How to get your leaders aligned in a room. How to build something your team can execute without you carrying it. The reason this moves fast is because we've done it before. Many times.
A free growth consult on what's slowing your growth right now. You'll leave with a clearer picture of what's going on and what to do next, whether or not Formula L4 is part of the answer.
You arrive with a growth problem you've been working on. Holly listens, asks the questions worth answering, and works with you to see your situation more clearly. Sometimes the conversation confirms you're already doing the right things. Sometimes it reframes a problem you've been stuck on. Sometimes it gives you the confidence to solve it internally. And sometimes it surfaces a place where Formula L4 might be able to help.
If a next step makes sense, Holly will say so:
Either way, the 30 minutes are designed to be useful on their own.
Book a Growth Momentum Call30 minutes · No commitment required · Logistics, distribution & professional services
You don't need to prepare anything formal. But the most useful calls happen when you come in knowing two things: where growth is right now, and where it needs to be. Even a rough number (revenue, growth rate, a metric you're watching) gives us something real to work with.
Holly will ask directly: What's the number that's keeping you up at night? The answer to that question shapes everything that follows.
The Growth Roadmap was built for two kinds of buyers: the leader who came for training and doesn't want to wait two months for an assessment before anything happens, and the leader who needs to see the strategy before committing to a full system build. Either way, you leave with a real plan and a team that's already in motion.
A focused 6–8 week engagement that runs your diagnostic and your team's development simultaneously. Not sequential. Not "assessment first, then we'll talk about training." Both, from week one, because your team doesn't stop selling while we figure out the strategy.
Formula L4 Growth Platform access is live from day one. Your first core development program kicks off in week one, selected based on your constraint and what the team needs most right now. Your people are building skills while the strategy is being designed alongside them.
We conduct a maturity assessment and competency work that establishes the full current state picture: not just what leadership thinks is happening, but what's actually showing up in the field. Leader and seller conversations. Pipeline data. The Growth Snapshot metrics you brought into the process. All of it builds the picture we need before we build the strategy.
The centerpiece of the engagement. A full strategic planning session, fast because the current state is already established. You arrive knowing what's real. We process it together, determine what's desired, and build the direction, goals, metrics, and strategies that become your growth plan. You leave with a roadmap you own, and a team that's already two weeks into executing it.
Most leadership teams spend a year trying to get to a strategy they can actually execute. We do it in four hours. Not because we cut corners. Because we don't walk in cold. The assessment work that precedes this session establishes the current state before anyone sits down. You're not spending half a day arguing about what's actually true. That's already been surfaced, validated, and shared. By the time you're in the room, you're ready to build.
The most efficient format. Assessment results, future state, roadmap, built in one room, in one day. Works best when your full decision-making team can be in the same place. The in-person dynamic accelerates alignment in ways that virtual can't fully replicate.
The same four hours, sequenced differently. Session 1: assessment results shared with all key players. Session 2: future state and roadmap built with the people who will own it, often just Holly and the CRO. Session 3 (if needed): roadmap presented to senior leaders who weren't in the build. Designed for how decisions actually get made in complex organizations.
One thing we're direct about: the current state picture is built from the inside, using your data, your people, your metrics. Customer perception data, where it exists, makes it sharper. If that gap matters for your situation, we'll tell you before the session.
After the roadmap
The Growth Roadmap produces a plan you own. What happens next depends on what your organization needs and what you want to carry yourselves.
You have the strategy. Now you need a system to execute it: the processes, leadership habits, and skill development that make it run without depending on any one person. The Partnership is where we build that system alongside you, stage by stage, using the Formula L4 OS.
You have strong leaders and the strategic direction is clear. What your team needs is the development infrastructure to build the skills that execute it, without a full consulting engagement running alongside. The Formula L4 Growth Platform gives you the courses, the LIFT Method delivery cadence, and the manager coaching tools to run it yourselves.
The Formula L4 Partnership is where strategy becomes a system. We build the operating model your growth requires, develop the leaders who run it, and equip the sellers who execute it, across every stage of the Formula L4 OS.
A minimum six-month engagement that delivers the full Formula L4 system, from diagnostic and strategy through process design, leadership development, and frontline skill building. Sized to your organization, built around your strategy, executed with your team.
Illuminate. Deep diagnostic, leader interviews, Growth Readiness Dashboard, Growth Roadmap Session, strategic planning.
Leverage and Lead. Process design, playbook build, leadership development, bi-weekly coaching, quarterly facilitation.
Lift. LIFT Method delivery cadence, monthly learning labs, AI-powered practice, manager coaching cadence.
Formula L4 Growth Platform access throughout. Growth Roadmap investment credited if converting from The Growth Roadmap.
Most training programs start with a catalog. Ours starts with a competency diagnostic. The assessment identifies which gaps are limiting strategy execution, and the platform delivers the specific development arc prescribed to close them. The courses aren't browsed. They're directed.
The platform holds the full development library, organized around the three IC competency pillars, plus the manager tools, coaching cadence, and LIFT Method delivery infrastructure that make skills stick beyond the session. Every course maps to a competency. Every competency maps to a LIFT topic. Nothing is disconnected.
Five minutes, immediate result, no benchmarks or scoring. Identifies which of five system constraints is shaping your current trajectory. The result becomes useful context for the Momentum Call when you're ready. Find my growth constraint.
Ready to start
A direct conversation with Holly to confirm fit and determine the right next step. No generic frameworks. No discovery process that takes months to produce an answer.