In-person, private, two-day strategy session to get you
more organized, systems-driven, profitable, and
clear on the path forward.
Hello, Hello Friend,
Welcome to my VIP Experience Program, a unique opportunity I reserve for a very exclusive group of individuals.
Before we dive into the details, let me ask you something: Does any of this resonate with you?
You've read every leadership book, enrolled in numerous business courses, joined mastermind groups, and followed influential thought leaders in your industry.
But even with all this knowledge, it feels like you're on a never-ending treadmill, constantly reacting to daily challenges, and unable to gain control of your business.
You're left wondering, "Will it always be this way? Can I truly run a successful business and still have a fulfilling life?"
Take a moment, take a deep breath, because you're in the right place.
Right now, you might be experiencing a familiar cocktail of emotions…
Overwhelmed: It feels financially impossible to step away from your business to work on it, especially when you're already stretched thin working in it. Managing emails, texts, and inquiries consumes your time, leaving little room for planning, system creation, or process development. The to-do list is endless, and there just aren't enough hours in the day.
Disorganized: Your client folders and quotes are scattered across your workspace. You've got an ongoing list of items to order, and it's often a struggle to remember what you've ordered, whether it's been confirmed, or if you've communicated the updates to your clients. You find yourself repeatedly entering the same information or filling out other people's templates, which only duplicates your efforts and doesn't optimize your time. You're still wearing too many hats, and every job seems too custom to fit into a standardized process.
Exhausted: You're the one attending appointments, selling to customers, creating estimates, overseeing installations, answering queries, and opening packages. The list is never-ending, and you're running on empty.
Resentful: Even if you have a team, they constantly turn to you for guidance and solutions, leaving you to handle problems as if nothing can progress without your constant presence. You often bend your own rules to accommodate clients' requests, sacrificing your boundaries.
Frazzled: You might be dangerously close to burning out. You're the embodiment of that meme – driving while eating, talking on the phone, spilling coffee, and applying mascara. You're being pulled in ten different directions every single day.
Confused: The idea of bringing in another person to assist you feels overwhelming. Where do you even begin? How do you decide what to delegate? What if there isn't enough work to keep them busy? What if you run out of tasks to assign?
Unsure of the next move: You find yourself standing at a crossroads, contemplating whether to grow your business or maintain the status quo. The fear of growth comes with a heavy load – stress, headaches, potential mistakes, sleepless nights, and staffing concerns. You're unsure of how far you can take your business on your own and wonder if you've reached your entrepreneurial glass ceiling.
Here's the exciting part – having an organized business that operates like a well-oiled machine, allowing you to increase profits and work fewer hours, is not a distant dream, nor is it a secret recipe. It's about acquiring specific skills, implementing best practices, and establishing efficient systems that can be tailored to any business.
And here's the good news – I'm here to hand you the blueprint for running a profitable, scalable, and potentially sellable window treatment business on a silver platter. It's time to escape the overwhelm and regain control of your business. Your journey to a more organized and efficient business begins here, with my VIP Experience Program. Are you ready to take the first step towards a brighter, more successful future?
I understand, because I’ve been there too.
I understand your struggles because I've walked in your shoes. The challenges you're facing now are challenges I've also encountered. What started as a business venture promising freedom and flexibility instead turned into a never-ending series of tasks, leaving me feeling stretched thin.
I knew I needed a better system and some assistance, but I was so overwhelmed that I couldn't even fathom finding the time to implement new strategies or bring someone on board to help.
My days were packed with multiple appointments, constant estimate revisions, payment processing, project management, order placement, troubleshooting, customer interactions, liaising with the workroom, handling bracket deductions, tackling design and engineering issues, receiving orders, opening packages, and managing installations. The list seemed endless.
I worked full days, extending into nights once my kids were in bed, dedicating early mornings while the world was still asleep, and even stealing hours during weekends. I was drained, pulled in countless directions, juggling multiple roles. Moreover, I wrestled with the guilt of not being fully present for my family and a sense of resentment for a life that didn't align with my initial vision.
It doesn’t have to be this hard.
But, let me assure you, it doesn't have to be this challenging. I had a gut feeling that there must be a better way. A path to experience the freedom I had envisioned when I left the corporate world to embark on my entrepreneurial journey – a way to savor the fruits of my business while cherishing quality time with my family.
I found myself at a crossroads: either scale back or scale up. Continuing with the hamster-wheel lifestyle was simply not an option.
So, I chose to scale up. I decided to seek help, refine my systems and processes, and train someone else to handle tasks that had consumed my time. I aimed for a reality where I didn't need to be physically present for every appointment or package delivery, where taking a vacation wouldn't lead to lost revenue or operational chaos.
I made the transformation into my CEO role. I invested in myself and my business to establish the systems and processes necessary for reaching the next level. Through this journey, I shed the burdens, heartaches, and hardships that had weighed me down and kept me from wholeheartedly loving what I do.
No more:
Late nights, weekends, and holidays sacrificed for work.
Stress over meeting client needs and keeping up with demands.
Missed family events and celebrations.
Now, I enjoy:
Being fully present during my downtime.
Projects that operate like well-oiled machines.
Happy clients and a constant stream of referrals.
The time to work on my business, with a team capable of running everything smoothly even when I'm off or on vacation.
The life where I can attend my favorite gym class on a Monday morning (yes, you read that right!).
The life where I can pursue my passion and hobby – in my case, ballroom dancing.
It's the business and life I've always dreamt of, and it's absolutely within your reach. Let me show you the way to escape the overwhelm and build an organized, efficient, and thriving business. Your journey to a brighter future begins here. Are you ready to take the first step?
I can help you get there.
Navigating the journey from Point A (stressed, burned-out, resentful) to Point B (successful, well-organized, work/life balance) wasn't a walk in the park. I've been down that winding road, encountering trial and error, costly missteps, and countless hours devoted to exploring ways to run my business more efficiently and effectively. I've seen it all, tried it all, and come out the other side with invaluable experience.
With over 25 years of multi-level business experience, I've lived through every challenge you're currently facing in your business. From the early days of starting out, through the rollercoaster of growth, and into the overwhelm of realizing I was in over my head, I've walked the same path. But I also made the conscious choice not to settle for a life filled with stress and unhappiness. I tried, I failed, and I tried again. And again. And again, learning from my mistakes.
Gradually, the pieces began to click into place. Over time, I managed to construct a successful, scalable, and profitable business that can operate seamlessly even in my absence, allowing me to savor the freedoms and happiness I once only dreamt of.
The best part? You can have this too. My VIP Experience serves as the springboard for crafting a business that brings you immense joy and satisfaction every day. It's the catalyst that can lead you to the life you've always aspired to attain.
Transform your Business.
Transform Your Life.
Imagine this: right now, you might be stressed, burned out, and feeling resentful of your clients, your team (or lack thereof), or maybe even yourself for getting into this predicament. But once you make the decision to take control, institute the changes, and implement the systems and processes essential for running your business like a well-oiled machine, the other side is nothing short of life-changing.
You'll find yourself with time to work on your business, expanding and attracting more clients without the accompanying stress. Your team will flourish in their roles, fully supporting you, allowing you to let go of the need to be involved in every little thing.
Your projects will be organized, giving both you and your clients a clear roadmap for every step. You'll regain precious moments for your friends, your family, and your passions – all without the burden of guilt. You'll witness a boost in profits, enriching your bottom line and ensuring you and your business truly reap the rewards of your growth.
It's not a pipe dream; it's well within your grasp. With this VIP Experience, you can skip the agonizing mistakes, the cost of trial-and-error, and the years it takes to mold your business into the dream you envision.
What took me years to build and fine-tune into a well-oiled machine, you can achieve in a fraction of the time. Your journey to a more efficient, profitable, and balanced business begins here, and it starts today. Will you take the first step?
What’s in it for you? Here is what’s included:
Process Flows
Visual rendering for overall business process
Visual rendering for estimating process
Visual rendering for expediting process
Visual rendering for bookkeeping process
Visual rendering for installation process
All renderings are color designated for team-member’s role
All renderings show a step-by-step, sequential order for each task
All software files are included
Valued at $995
Project Management System
Central repository of information for ALL the stages of window treatment project
Central repository of information for ALL order components
Central repository of information for all project status
Exact information that is being tracked
Exact set-up of fields, columns, and rows
Exact formulas, links, and dependencies
All reports
All software files are included
Valued at $1995
Paperless Estimating Templates
80+ exact estimating templates for each window treatment style with formulas for yardage and labor
Exact process for converting budget estimate to detail estimate to purchase order to production order
Visual presentations for most popular window treatment styles
Calendaring process, that allows for full visibility
Exact template for each calendar entry
Customer communication – exact templates for ‘how we say it’ at each stage of customer communication
All software files are included
Valued at $1995
Human Resources
Sequence of whom to hire at each stage of the business
Job descriptions for key roles in the window treatment business
How to hire and retain checklist
Exact templates for each hiring stage
Financial implications of hiring and how to manage them
How to know when to hire
Employee evaluation and checklist
Company structure and hierarchy at each level of revenue leading up to $1mm
Valued at $1995
Financial Acumen
Visual rendering of collecting payment process
Template of financial process in the project management system
Bookkeeping: chart of accounts template
Bookkeeping: credit card reconciliation template
Financial analysis: typical financial structure of a window treatment business
Financial analysis: template for how to budget and forecast a window treatment business
Financial analysis: metrics and key performance indicators
Building wealth: the power of 1%
Building wealth: the reason behind the $1mm business
Open access to Vitalia Inc’s financial statements
Valued at $2995
CEO Mindset
CEO Job description
Fears around making your first hire and how to overcome them
Your job as the CFO
Template for calculating the value of your time
Major mindset shifts needed to lead your company and people
Helpful tips to conquer the pressures and responsibility
How to go from “do-er” to “leader”
Valued at $2995
SOP Manual
Our bible for how every last detail of our business operates
Who does what, how it’s done, when it’s done
Copy this document and adapt to your business operations
The Vitalia Inc Standard Operating Procedure Manual
Valued at $3995
Personalized Masterminding Session
Planning strategy tailored to your business goals
Create performance P&L’s
Company structure for each revenue level
How to support your needs and goals with marketing initiatives
Together, we will forecast your revenue
Valued at $4995
Time management
Exact templates for To-Do lists
Technologies used to save time, with exact breakdown of templates and permissions
Time-management tips and tricks I use every day
Valued at $295
Implementation Follow-Up
Two 60-minute virtual meetings scheduled within 6 months of your VIP Experience
Opportunity to ask questions that come up as you are putting the templates, strategies, and plans to work in your business
Valued at $495
Investment: $12,000
How Does It Work?
All sessions are in-person at the Vitalia Inc studio in Richboro, Pennsylvania. Here is what the schedule looks like.
Day One
You will arrange for and book a flight to the Newark, NJ airport (EWR), unless you plan to drive. It’s best if you plan for a flight that lands late afternoon, and I will arrange for car transport from the Airport to a Bed & Breakfast in New Hope, PA.
New Hope is a beautiful, quaint town not far from the Vitalia Inc Studio & Workroom, the perfect place to be pampered and clear your mind. The car ride is approximately an hour and a half from the airport to the Bed & Breakfast. When you arrive, you’ll enjoy a delicious meal and a relaxing evening, so you are well rested for your first VIP Day.
Day Two
I will meet you at your B&B to have breakfast with you. Together, we will set our agenda for the day based on your specific needs and goals. We will travel together to my Studio where we will take a deep dive into your business, working through all the components of what makes a profitable, scalable, and potentially sellable window treatments business.
At the end of a very productive day, we will have dinner together, and I will arrange for car transport to return you to your B&B so you can rest up for the next day.
Day Three
I will arrange for car transport to pick you up in the morning and bring you back to the Studio, where we will spend half of a day working together making sure all of your questions are answered.
At the end of day, I will arrange for your travel back to the Newark Airport for you to depart on the return flight you have booked. It’s best if this flight is also scheduled for late afternoon.
Your Bed & Breakfast, evening dinners, and travel to and from the airport and between the B&B and Vitalia Inc Studio are included.
Flights must be booked and paid for by you.
Who is the VIP Experience for?
My VIP Experience is not for every window treatment professional.
I am only able to work with select individuals who are truly ready to learn and implement new systems and processes that will streamline their current process and take them to the next level of business.
This program is for you if…
You’re at a breaking point in your business. It’s unimaginable to continue on doing things the same way and be successful, profitable, and happy.
You want to get organized, but with the current state of your business, it isn’t possible.
You need systems & processes to allow you to operate with your current workload in a smoother, more organized manner.
You want project management systems and skills. You want organization, and technology that works for you and your needs.
You are motivated and ready to roll up your sleeves. You want to eliminate the costs and time that come with trial and error or just “winging it”.
You want to cut to the chase and learn a tried-and-true system that is proven to work. And you are ready to put in the work to make it work for your business!
This program is NOT for you if…
Your business is at a level that you are happy with, and you see no reason to implement new systems and processes.
Scaling would be nice, but you’re not ready to invest the time and money necessary into changing the way you currently run your business.
You consider yourself to be well-organized within your business, with no need for improvement.
You’re not comfortable using or incorporating technology into the everyday processes of your business.
You’re not interested in utilizing systems & processes that provide an elevated client experience.
We Are The Living Proof Of What We Teach
How do I know that my strategies work?
Let me share the financial numbers of Vitalia Inc. Actual black-and-white financial facts.
I went from $500,000 in revenue in 2018, when I was a solopreneur to over $1,300,000 in revenue 2021 & 2022 when I put together the team and created the foundational systems to support it.
I doubled the business, and actually work less now. I enjoy my free time. And I’m proud that I support six families by providing awesome work opportunities for my people.
Let me also share a very personal story of survival.
On a beautiful crisp afternoon of March 5th, 2021 my office, studio, and custom drapery workroom experienced a devastating electrical fire. It destroyed over 100 bolts of fabrics and many blinds, shades, and fabricated treatments awaiting installation.
The fire may have ruined our possessions, but it did not ruin our spirits. We were able to be back up and running within 48 hours – all due to our locked-in processes & systems that did exactly what they were supposed to do.
Having lived every workroom’s nightmare, I can tell you right now that my business structure and systems are the reason my business was able to bounce back so quickly and continue serving our clients with minimal interruption to workflow. We not only survived. We thrived. With vigor and resolve. And at the same time calmness that we will be ok.
Because my business structure and operations rely heavily on technology and digital files, we did not lose any of our project files or specifications. Everything, including project statuses, schedules, and orders, are managed digitally.
The fire happened on a Friday afternoon, and by Monday we had already reached out to all of our designers with an update. We immediately began the process of reordering lost product and fabricating replacements, and were able to jump right back into action, with appointments and many installations continuing uninterrupted.
In April 2022, I closed on the purchase of the building that burned down, which we previously rented. Because of the fire, it needed a full renovation. We completely gutted the building, dropped floors and raised ceilings, knocked down walls, and created a workspace that served our growing needs.
In October 2022, we officially moved in to the beautifully renovated Vitalia Inc Studio & Workroom where we host our VIP Days.
This is the power of what I have to teach.
What is a VIP Experience Really Like?
What’s my VIP Experience really like? Think of it as an immersive experience for the high achiever who is looking to grow in terms of revenue, systems, and team. We focus on creating a financially prudent and systematic approach to increase your revenue and net income while building the right team structure.
One of the most common questions my VIP Experience clients have had, is, "Can I afford to hire?" It's a pivotal business decision. To answer this, we sit down with spreadsheets. We download your QuickBooks into an Excel spreadsheet, going through your profit and loss statement, line by line. We add the expenses that will be incurred as you strive for growth—hiring a new person, consultant agency costs, marketing expenses, even a new laptop and phone.
We map out scenarios—good, better, best—for the next two to three years, creating a comprehensive financial picture of your revenue, gross margin, operational expenses, including payroll and marketing. The aim? Black and white clarity on your net income at each stage of revenue growth. It's a non-negotiable exercise, ensuring you see everything needed for successful scaling.
Life After Your VIP Experience
When you invest in my VIP Experience, you aren’t just investing in your business - you’re investing in your future. You are building a legacy that will directly impact your life, your happiness, your wealth, and your purpose.
The skills, insight, expert advice, and ready-to-use templates that you walk away with will allow you to go home and immediately apply what you’ve learned in your own business.
Why spend your valuable time and money on trial and error? There’s no need to make the mistakes yourself. This is an opportunity to copy and paste proven, tried-and-true systems and strategies into your own operations and begin reaping the benefits without the struggle.
More freedom, more time for the things you love.
Building your team with confidence, knowing exacting who to hire, and when to hire them, at every revenue level.
Systems and processes that streamline your client experience.
An intentional and well-designed plan to take your business to the next level this year, and the next year, and beyond - no more “winging it”.
Your life, on your terms. Experience the satisfaction of a business that runs like a well-oiled machine - with or without you. (Also known as being able to take those vacations you’ve been dreaming about!)
Are you ready to transform your life?
Frequently Asked Questions
What will we talk about?
We will dive deep into what your business looks like now, and what your ultimate goals are.
In addition to helping you with your forecasting and planning, I’ll also show you how to tighten up your systems and processes, give you my estimating templates, open up my files with all the communication systems, hand over my project management system – all of which we use on the daily, here at Vitalia Inc. and have our business running like a well-oiled machine.
We spend an extremely productive and intense two days together, where you have me all to yourself, asking any question you have, no hold backs.
Who makes the travel arrangements?
You will need to book your flight to Newark, NJ (EWR) if you do not live within driving distance of Richboro, PA.
We will arrange for your car transport between the airport and your B&B, and your car transport between your B&B and the Vitalia Inc Studio.
Where will I stay?
We will book your accommodations at a Bed & Breakfast in New Hope, PA.
Who sets the agenda?
This is a collaborative process, and together we will set an agenda and itinerary on your first VIP Day, so that we can make the absolute best use of our time together.