Your January Head Start
Plan your 2027 in November. Launch it with your team in January. All with support and accountability from the Ops Nerd and your peers.
Kickoff: November 5, 1–3pm ET
Early-bird: $147 through October 23,
or 4 interest-free payments of $36.75 with Klarna
Or 4 interest-free payments of $36.75 with Klarna.
Most teams spend January figuring out what they need to do in the new year. Let's not.
The January Head Start is where you get everything ready for 2027 so you know exactly where your business is headed and what matters most to get there. You'll close this year strong and walk into the next one already moving.
What’s Included:
☑ Two live group working sessions
☑ A private 1 on 1 with Sam
☑ The Annual Planning Blueprint workbook you can reuse year after year
☑ A small group of fellow leaders doing the same work alongside you
Kickoff: November 5th, 1-3pm ET
Seats are capped at 8 businesses so everyone gets equal attention. More at https://www.nerdhatsolutions.com/january-head-start
Where will you go in 2027?
How will you get it all done? Most importantly, is your team ready to go with you?
☑ You know exactly where your business is headed and what matters most to get there
☑ Your revenue, profit, and cash targets are set, with a plan to hit them
☑ Your team knows the plan, owns their piece, and is ready to run with it
☑ Your Q1 is mapped, so you're leading from day one instead of catching up
☑ You're walking into the new year confident, focused, and ahead of the game
The January Head Start is a program where you check these off. You’ll close this year strong and walk into the next one already moving.
Or 4 interest-free payments of $36.75 with Klarna.
Most teams spend January figuring out what they need to do in the new year. Let's not.
The January Head Start is where you get everything ready for 2027 so you know exactly where your business is headed and what matters most to get there. You'll close this year strong and walk into the next one already moving.
What’s Included:
☑ Two live group working sessions
☑ A private 1 on 1 with Sam
☑ The Annual Planning Blueprint workbook you can reuse year after year
☑ A small group of fellow leaders doing the same work alongside you
Kickoff: November 5th, 1-3pm ET
Seats are capped at 8 businesses so everyone gets equal attention. More at https://www.nerdhatsolutions.com/january-head-start
Annual planning is about
priorities and action.
How it works
(designed for you)
3) Review and sharpen together
1 on 1 session, up to 45 minutes
You’ll be joined by a small group of peers doing the same work, giving you accountability and energy to stay focused.
4) Launch Q1
Live Zoom Session, 2 hours
January 12th, 12:30-2:30pm ET
Turn your annual plan into Q1 goals, assign owners, and set the meeting rhythm that keeps it moving.
2) Build the Plan
Live Zoom Session, 2 hours
November 5th, 1-3pm ET
You’ll be guided step-by-step through the Annual Planning Workbook—prompts, frameworks, and templates to help you clarify, plan, and commit.
1) Come ready to focus
On your own, about 30 minutes
You’ll complete two workbook pages before we meet to capture a first-draft SWOT and a big goal for the year.
Or 4 interest-free payments of $36.75 with Klarna.
Most teams spend January figuring out what they need to do in the new year. Let's not.
The January Head Start is where you get everything ready for 2027 so you know exactly where your business is headed and what matters most to get there. You'll close this year strong and walk into the next one already moving.
What’s Included:
☑ Two live group working sessions
☑ A private 1 on 1 with Sam
☑ The Annual Planning Blueprint workbook you can reuse year after year
☑ A small group of fellow leaders doing the same work alongside you
Kickoff: November 5th, 1-3pm ET
Seats are capped at 8 businesses so everyone gets equal attention. More at https://www.nerdhatsolutions.com/january-head-start
What’s Included
☑ Two live group working sessions
☑ A private 1 on 1 with Sam
☑ The Annual Planning Blueprint workbook you can reuse year after year
☑ A small group of fellow leaders doing the same work alongside you
Investment: $147 through October 23 (regular $197 after), or 4 interest-free payments of $36.75 with Klarna
Kickoff: November 5th, 1-3pm ET
Seats are capped at 8 businesses so everyone gets equal attention.
Lead your business forward. I’ll guide the process. You bring the vision. I’ll bring the structure, focus, and accountability to make it real.
Frequently Asked Questions
What if I can't make a live session?
Both sessions are recorded, and your 1:1 is scheduled around you. You'll get the most out of it live, so plan to be there if you can.
Can I bring someone from my team?
Yes. Add a second seat for your COO, ops lead, or right hand at $97. Planning with a partner makes the rollout much easier.
When is the 1:1?
Any time between November 9 and December 11. You'll get a booking link after the kickoff.
What if I can’t make my 1:1?
Life happens. You can reschedule once, as long as it's at least 24 hours before your session. If you miss your session or need to move it a second time, I'll send you a recorded video review of your plan instead, so you still get my eyes on it. All 1:1s need to be booked by November 20 and completed by December 11.
Good annual planning creates alignment, unlocks energy, and gives your team the confidence to drive results together. When your team believes in the plan, they'll make it happen.
Let’s plan your best year yet.
Or 4 interest-free payments of $36.75 with Klarna.
Most teams spend January figuring out what they need to do in the new year. Let's not.
The January Head Start is where you get everything ready for 2027 so you know exactly where your business is headed and what matters most to get there. You'll close this year strong and walk into the next one already moving.
What’s Included:
☑ Two live group working sessions
☑ A private 1 on 1 with Sam
☑ The Annual Planning Blueprint workbook you can reuse year after year
☑ A small group of fellow leaders doing the same work alongside you
Kickoff: November 5th, 1-3pm ET
Seats are capped at 8 businesses so everyone gets equal attention. More at https://www.nerdhatsolutions.com/january-head-start