Our 4-Step Proven Process

Become an Unleashed Founder CEO and Execute Your Vision    with your Integrator Partner.


Ready to run your business with less stress and get time back to do what you love and are great at? You’re in the right place. Our 4-Step process is an end-to-end solution that frees Founder CEOs up from day-to-day management by matching them with our Integrator team who can help execute their vision and build a healthy, growing company.

Our 4-step process involves our Integration Team diving into the details of your business on the day-to-day level. Our team will work to understand your business from the culture to business operations. This understanding will allow us to help remove the stress and chaos from your life, by providing structure and stability in key areas of your business.

At Unleashed, OUR goal is to help you and your team live your dream! 

Our Proven Process

HubSpot Video

The 4-Step Process

Step 1: Collaboration

We only partner with companies we are 100% confident we can help.

We discover this through an interactive call with each visionary to introduce ourselves, explain our process and discover if our proven process is a good fit.

We walk through the following steps:

  • About Us

  • About You

  • The Process

Step 2: Foundations

During this step in the process our team will accomplish three main objectives, so we can get into the weeds!

Refine your Vision 

Every great entrepreneur has a compelling vision that drives them to succeed. Our team ensures this vision can become a reality by working with visionaries to make it something that can easily be communicated to the team. Your Integration Team will work with you to define the core values, which help determine who the people must be for us to succeed. 

Audit Business Operations 

Great businesses are made up of incredible people sitting in the right seats with clear expectations. The right people in the right seats can make all the difference, so we do a deep dive with the CEO and team members. Our goal is to understand the current structure, job descriptions, and responsibilities for each team member. We gather as much data about your current performance as a business, key metrics you are tracking, priorities and meeting cadences to determine overall company health. 

Present the Plan

After due diligence, we will present the 90 Day Plan to drive efficiency & provide structure to your organization. 

Step 3: Execution 

Prioritizing Projects

Once your leadership team is aligned around the 90 Day Plan, we will then host a “State of the Company” meeting to bring together all company employees to share the vision, the 90 Day Plan, revised accountability chart and be introduced to the tools and right meeting cadences that will help the company become more efficient and optimized.

Empowering People

Each quarter, where your leadership team needs additional development, your Integration Team will create a curated “Unleashed Accelerator Roadmap” to follow over the course of 12 weeks to sharpen their skills in any of the following areas: Leadership, Numbers, Planning, Hiring, & Scaling.

Building Processes

Once your leadership team has all of the Right People in the Right Seats and they are empowered, it’s time to start building processes. This is where we document the key steps in each department of your organization that make you unique.

Step 4: Empowerment

Hire & Onboard Full Time

Using our Opportunity Recruiting Campaign, we will empower the right person on your team to define, find, interview and select your Full Time “Integrator”. We will then assist in onboarding this person to ensure they are set up for success.


For an Integrator to be fully empowered to lead the organization, it will take intentional coaching and mentorship. We will create an Empowerment Plan to ensure the responsibilities of your Integration Team are transitioned to the Full Time Integrator and they are empowered to run the day to day of the organization.

Become Fully Unleashed

We define being Unleashed as three things:

  1. You are sitting in your Unique Ability about 80% of the time (We believe your Unique Ability is what you love to do, and adds the most value to your organization).
  2. You have a trusted Integrator Partner to handle the day-to-day & people management.
  3. You have all of the right people in the right seats, and they are living their dream.

Are you ready to stop playing Chief Everything Officer and become an Unleashed CEO?

It’s time to shift your identity, regain time in your day, and scale your business.