Get Your Business Aligned, Healthy, and Effective in 90 Days
Running an efficient business is hard. Supporting growth and keeping your unique culture, values, and "soul" is even harder. But it's not impossible. Here's how.
Growing Shouldn’t Cost You Your Soul
As businesses grow, complexity creeps in—processes break, people feel stretched, and what once felt simple and inspiring starts to feel heavy.
The real fear? Losing the heart of what makes your business special—your vision, values, and the people who make it all work.
That’s why we created System & Soul—a framework that helps leadership teams scale with clarity, alignment, and healthy systems without losing the culture that makes them unique.
Team productivity
“When people's expectations are clear and they understand what's expected of them and how we do things here it makes running the operation easier.”
Faster meetings and aligned execution
“Operationally, the framework has to have benefited us and helped us to move quicker than we otherwise would have.”
Employee engagement
“System & Soul helps you operationalize your culture—not just run the business.”
Gain Clarity, Control, and Breakthrough
The System & Soul Journey is recommended as two years of collaboration with a coach through our operating framework and tools. The framework is divided into three phases: Clarity, Control, and Breakthrough.
The Clarity phase focuses on onboarding the tools and best practices in the framework. It's three full days of learning over the course of one month.
The Control and Breakthrough phases represent a complete year-long cycle of Quarterly refuels and a two-day annual strategy session. Each engagement with our coaches is unique because we offer flexible and customized plans for our clients based on what they need most to achieve their goals.
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Get connected to our team
Your next step to alignment, clarity, and breakthrough.
Evaluate key areas of growth and strength in your business
Meet with a team member or contact a coach directly from our Coach Directory to discuss the challenges and opportunities you're facing today and your vision for where you want to go.
Find the right coach for your unique business
Get matched with an experienced business coach who will evaluate your business's current challenges and opportunities.
Gain Clarity & Control [Day 1 Session]
In your first session with your coach, you'll learn tools to help your team execute with greater confidence and have in-depth discussions to uncover areas of ambiguity and misalignment.
- Examine your team for role "F.I.T."
- Create a clear, functioning Org Chart and Scoreboard
- Establish a weekly meeting cadence
- Create a system for solving challenges and sharing opportunities
- Develop focus around your top initiatives
Gain Clarity & Control [Day 30-31 Session]
About a month after your first session, your coach will host a two-day session focused on unifying the team around the company Road Map.
During these two days, you will:
- Articulate the long-term vision and goals of the organization.
- Build out your unique "equation" to get your desired culture.
- Set a new lens around what differentiates your business.
- Clarify the focus and key driver of your business.
Every 90 Days
After your initial three session days, you'll continue to meet with your coach once a quarter. During these sessions, you and your team will build momentum around crucial habits, work to improve team dynamics, and map plans for the next quarter.
Every 90 days, you will:
- Tackle significant obstacles as a unified team.
- Set your focus for the next quarter
- Work together to build healthier team habits.
Frequently Asked Questions
System & Soul is the only operating framework that puts equal weight on people and performance. It connects the system (clarity, accountability, and execution) with the soul (culture, engagement, and purpose) — so you don’t have to choose between getting results and being a great place to work.
System & Soul is built for leadership teams that want clarity and accountability without losing humanity. Implementation is guided by a certified coach and designed to create momentum from day one.
All System & Soul Coaches have their own pricing and packages often tailored to the needs, pacing, and time spent with a specific team. Expect that working with a coach will cost anywhere from $2,000-$6,000 a month depending on the coach, agreed upon engagement, travel requirements, etc.
If price is a concern or question, please get in touch. There are many ways to work with System & Soul to fit all budgets. Free and low cost resources are available like free guides and public or private one-time workshops.
There is also the cost of doing nothing.
Misalignment, confusion, and burnout cost far more than our framework ever will.
Leaders often realize they’re losing tens of thousands annually to inefficiency and turnover. It's your call.
Companies using System & Soul report not just growth — but healthier growth. That means better meetings, stronger leadership alignment, higher team engagement, and clearer focus.
Companies that adopt System & Soul report dramatic improvements in:
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Leadership alignment — fewer silos, clearer ownership.
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Meeting quality — more action, less rehashing.
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Employee engagement — teams feel heard, seen, and invested.
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Strategic clarity — everyone knows where the company is going and why.
Read and listen to real client stories
System & Soul was born out of a simple observation: every healthy organization needs both structure and soul. One without the other collapses.
After years coaching clients through other methodologies, we discovered there were gaps in the system. Too often, other operating systems fix symptoms: inefficiencies, inconsistency, confusion. That works for a while, but usually loses it's power after 18-24 months, and sometimes damages the culture of an organization in the meantime.
Our approach is founded on the belief that: If your business isn’t healthy, it’s not scalable. And if your soul isn’t healthy, it’s not sustainable.
Our approach seeks to get to root causes by addressing system and "soul" (people, culture, leadership) at the same time for a complete and lasting solution.
Yes, we have lots of clients who have previously worked with other kinds of coaches and implemented other systems. Our framework and methods are designed to be flexible to your needs, stop what is not working, and evolve the things that are working. Our coaches are trained on how to transition teams at the rate of speed your team is comfortable.
Core Tools of System & Soul
Every business has two sides: system and soul.
Most operating frameworks focus on one or the other.
System & Soul connects them—because lasting results only come when structure and people grow together.
Each tool in the framework is designed to improve how you operate and how your team grows.
We never talk about one without the other.
Four Tools for Confident Execution
(Org Chart, Scoreboard, Objectives, Weekly Sync Meeting)
These four tools build the rhythm that keeps your business aligned and accountable week after week.
1. Org Chart (System: Structure / Soul: Ownership)
Clarify who’s responsible for what, and why it matters.
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System side: Define clear functions, seats, and measurable responsibilities.
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Soul side: Align each role to purpose—so every person knows not just what they do, but why it matters.
When structure honors people, ownership becomes natural.
2. Scoreboard (System: Measurement / Soul: Motivation)
Measure what matters, visibly.
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System side: Build a living dashboard of key metrics and habits that track weekly progress.
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Soul side: Make progress visible so people feel momentum and pride in their contribution.
Clarity breeds confidence—and confidence drives consistency.
3. Objectives (System: Focus / Soul: Alignment)
Turn your quarterly priorities into a clear path forward.
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System side: Choose 3–5 measurable goals with clear owners and outcomes.
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Soul side: Create team alignment and shared excitement around what winning looks like this quarter.
When focus meets purpose, execution feels energized.
4. Weekly Sync Meeting (System: Rhythm / Soul: Connection)
Finally—meetings that actually move things forward.
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System side: Review metrics, address issues, and make decisions quickly.
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Soul side: Strengthen trust and celebrate progress together.
It’s not just a meeting; it’s the heartbeat of a healthy leadership team.
The One-Page Road Map
(System: Vision / Soul: Meaning)
The Road Map is your company’s “north star” on one page—where your vision, mission, goals, and priorities come together.
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System side: Define the destination, the milestones, and the measurable outcomes that lead there.
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Soul side: Reconnect your team to the deeper why behind the work—your purpose, values, and future impact.
When every decision ties back to this shared vision, momentum feels natural and direction feels clear.
Quarterly Planning & Team Health
(System: Reflection / Soul: Renewal)
Every 90 days, step back to align and refuel.
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System side: Review what’s working, reset Objectives, and update your Scoreboard for the next quarter.
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Soul side: Evaluate team health—psychological safety, trust, and engagement—using the Engagement Index.
Quarterly Planning isn’t just about setting new goals; it’s about keeping your system and your people strong enough to reach them.
Why It Works
Most frameworks give you tools for efficiency.
System & Soul gives you tools for transformation—because every process improvement also develops people.
Most leadership teams already know what they need to fix—communication gaps, unclear goals, scattered accountability—but lack the structure to make those fixes stick.
System & Soul gives you both a framework and a facilitated process that helps you turn alignment into action.
We like to say, "it's hard to read the label from inside the jar." Having a trusted, objective coach in the room makes working ON the business your main focus instead of facilitating and effect meeting.
BUT, if you really want to do things yourself, we can help you out. We support DIY organizations with our free resources, workshops and software tool.
System & Soul was built for:
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Growth-stage organizations where the complexity of success is slowing momentum. Often these companies are increasing head count and need to establish structure and leadership in new ways.
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Founder-led companies ready to move from reactive leadership to cohesive teamwork.
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Leadership teams who want clarity and accountability without losing heart or humanity.
If your meetings feel busy but not productive, if decisions linger, leaders are ill-equipped, or if the team has lost sight of why they're here—System & Soul is for you.
What clients are saying
David McMillian, President, McMillian Tax Credits
“It's a step-by-step process that puts the right team in place.”
Haley Devlin, Partner, DNA Partners
“After working with our coach, we have 100% of the right people in the right seats at the leadership level, and our team is in total alignment.”
Clark Vitulli, Vistage Chair
“You're crazy if you're not doing this for your business.”
Billy Pierce, President & CEO, Dalton PHC
“Culture always mattered to us. That's one reason I like System and Soul because it combines the two. You got the system and you got the culture side of it. And we wanted to ensure that as the business was growing that the people were growing with it.”
Jeff Velker, CEO and Managing Partner, Retro 1951
“I looked at Traction and EOS, but the major issue I had with it is that people are way more than 1/6 of my business. System & Soul addresses the reality of how important my people are in building a healthy culture and business."
Get connected to our team
