One Problem. One Day. One Clear Plan for the Next Twelve Months.
CEO Freedom Roadmap Day at a glance
| What it is | A private one-day strategy intensive with Diana Lidstone |
|---|---|
| Length | Five hours, plus pre-session intake |
| Format | Virtual or in person |
| Investment | Starting at $2,500 |
| Who it's for | Owners of law, bookkeeping, accounting, and professional service practices, both under $100,000 and scaling beyond it |
| Outcome | A written 12-month strategic plan, plus a full session recording |
| Method | The Work Less, PROFIT More™ framework, five pillars |
| Ongoing commitment | None. This is a standalone engagement. |
Why do practice owners stay stuck even when they’re working hard?
Different revenue. Same root cause.
You're good at the work and guessing at the business
You're saying yes to clients you shouldn't take because revenue feels fragile
You can't articulate what makes you different, so you compete on price
You've got ten ideas and no way to rank them
Revenue is up and profit isn't following
You know you should raise prices, hire, or drop a service line, and you keep not deciding
You're the bottleneck in a practice you built to give you freedom
Growth feels heavier every year instead of easier
What is drift in a small business?
Not one big mistake. A hundred small deferrals. The pricing conversation you keep postponing. The client type you know isn’t right. The service line you’ve outgrown. The hire you haven’t defined.
Who leads the CEO Freedom Roadmap Day?
She is the founder of the CEO Freedom Academy, best-selling author of Shift Into Rich, and creator of the Work Less, PROFIT More™ framework.
“Here’s what I’ve learned in those twenty years: most owners don’t have an information problem. You already know most of what you should do. What you don’t have is a clear, ranked, written plan that tells you what to do first, what to stop doing, and what to ignore for now. You can’t build that in stolen twenty-minute blocks. You build it in one focused day with someone who has done this hundreds of times and can see the constraint you’re too close to see.”
None of it started with more effort. It started with a decision.
Zero profit to $500,000 in profit.
Milena Cardinal · Lawyer, Cardinal Law
Grew her business 70% while traveling for seven months.
Lara Autio, Consultant, Experience AI Solutions
Raised prices and took a full 5-day unplugged vacation.
Katie Pomeroy · Bookkeeper with Contractors, KP Solutions
Revenue grew 60% in 6 months.
Solo Bookkeeper, Diana’s Client
What happens during a CEO Freedom Roadmap Day?
STAGE 1 — Intake
You complete a detailed intake before the day. Diana reviews your numbers, your offers, your client mix, and where you think the problem is. By the time you sit down, the homework is done. You don’t spend paid hours on background.
STAGE 2 — The day, in five moves
MOVE 1 — Vision
Where is this actually going? Not a vague someday. A specific, stated destination with a number and a date attached. Most owners have never written this down, which is exactly why every decision feels hard.
MOVE 2 — Differentiation and Ideal Client
What makes you genuinely different, and who is this practice for? We get specific enough that your marketing writes itself and your pricing stops being a negotiation.
MOVE 3 — Marketing and Sales
Review your current ‘Revenue Growth Engine’ and then identify how you will generate leads for the next 90-180 days and beyond. We will review your sales system to increase sales conversion.
What you’re building has to fit the life you want, not compete with it. We define the non-negotiables before we build the plan, so the plan doesn’t quietly cost you your weekends.
MOVE 4 — Reality Check
We name the real issues, review the numbers where it matters, and identify what has actually stopped you until now. This is the uncomfortable hour. It’s also the one that changes things.
MOVE 5 — The 12-Month Plan
We turn all of it into a sequenced, prioritized plan across four quarters. What you do, what you stop, what comes first, what waits.
STAGE 3 — Your deliverable
The full session is recorded and yours to keep. Within days you receive your written 12-Month CEO Freedom Plan: your stated goals, your positioning, the issues surfaced during the day, and the specific action steps in the order you should take them.
You don’t leave with notes and good intentions. You leave with a document.
What framework does the Freedom Roadmap Day use?
In a single day we work the pillars where your constraint actually lives, rather than spreading thin across all five.
One-day intensive, group coaching, or private coaching?
| OFFER | CEO Freedom Momentum | CEO Freedom Mastery | CEO Roadmap Day |
|---|---|---|---|
| Format | Group coaching | Private one to one coaching | One-day private intensive |
| Length | 12 months | 12 months | Five hours |
| Investment | From $797/month | From $2500/month | $2500 |
| Best when | Growth feels heavier than it should | You are the bottleneck and need the practice to run without you | You need clarity and a plan, fast |
| You leave with | An installed CEO Operating System | An owner-independent business | A written 12-month plan |
| Learn More | Learn About Momentum | Learn About Mastery | Learn About Roadmap |
Clarity is the cheapest thing you can buy first, and the plan is yours either way.
Who is the CEO Freedom Roadmap Day for?
This is for you if
You own a professional service practice
You're building toward your first $100K and want to do it deliberately rather than by trial and error
Or you're past $100K and growth has started to feel heavier than it should
You want clarity and a written plan more than ongoing hand-holding
You're prepared to make real decisions in a single day
This is not for you if
You want someone to hand you a script and tell you exactly what to say
You're looking for motivation rather than decisions
You want to keep the plan flexible enough that nothing has to change
This is a working day. Come ready to decide.
What another year of drift actually costs.
Revenue moves a little. Profit doesn’t. You take on two clients you shouldn’t have. You mean to fix the pricing in the spring and it’s suddenly October. Next January you sit down to plan and you’re writing down the same three goals you wrote down this year.
That’s not a $2,500 problem. That’s a whole year.
How much does the CEO Freedom Roadmap Day cost?
For context: reaching the same clarity through ongoing coaching takes months and costs considerably more. This is the fastest path available, and for a lot of owners it’s the right one. Some people take the plan and run with it alone. Others use the day to figure out whether ongoing support makes sense. Both are fine outcomes.
| ✓ | Pre-session intake and review |
| ✓ | Five hours of private strategy work |
| ✓ | Full session recording, yours to keep |
| ✓ | Written 12-Month CEO Freedom Plan |
No ongoing commitment. Virtual or in person. Days are limited each quarter because they take real preparation.
Frequently asked questions
Do I need to be at $100K in revenue to do this?
Is the CEO Freedom Roadmap Day coaching?
What if I need help implementing the plan?
Can the CEO Freedom Roadmap Day be done virtually?
Do I need to be in Canada?
How many CEO Freedom Roadmap Days are available?
You already know something has to change.
Book Your CEO Freedom Roadmap Day
