Insight CXO leverages a proven framework that has been implemented by over 20,000 entrepreneurs and executives around the world.

Based on the Gazelles 4 Decisions™ (People – Strategy – Execution – Cash) and Rockefeller Habits developed by Verne Harnish, Insight CXO helps entrepreneurs drive results by creating full company engagement and execution of rock solid and crystal clear growth strategies.How is Insight CXO unique?

Most coaches and consultants are good at advising or coaching the entrepreneur but do little to engage the rest of the business. We believe the fastest way to drive sustainable results is to get everyone aligned using the Gazelles One Page Strategic Plan while simultaneously building a culture of execution and accountability throughout the business.When is the last time your management team or employees actually asked for more accountability and clearly defined KPI’s and metrics? This is the dream of most entrepreneurs.

This is the reality for Insight CXO clients. A client once said, “This is not just coaching, this is coaching on steroids”.

Team Innerviews
One-on-one conversations with the team to uncover ‘Issues and Themes’.

Core Values
Redefine or establish memorable values for your foundation.

Core Purpose
Clear definition that answers the difficult ‘Why’ question.

Define inherent Strengths, inherent Weaknesses and Industry Trends.

Core Competencies
What is your firm uniquely good at doing?

The Big Hairy Audacious Goal. Where is your North?

3-5 Year Targets
What are the winning moves to double your business?

3-5 Year Initiatives
What actions will be taken to hit the Targets?

Clearly define the space we want to own. Be #1 or #2 in.

Brand Promise
How are you uniquely positioned in your market in a measurable way?

1 Year Targets
Where do we want to be in one year?

1 Year Initiatives
What actions will be taken to hit the Targets?

Critical Number
What is the number one thing everyone should be working on?

KPI’s / Metrics
How will we measure along the way?

Relationship Drivers
What should we be focusing on to accelerate growth?

Productivity Drivers
What processes should we focus on to increase profit?

Quarterly Targets
Where do we want to be in one quarter?

Quarterly Initiatives
What actions will be taken to hit the quarterly targets?

Quarterly Themes
Connect the employees to the One Page Plan.

Management Accountability Plans for individual team members.

The Four Decisions™

In addition to the structured planning process, Insight CXO will teach and guide you through the Four Decisions that every entrepreneur must get right to maximize the value of your firm.


  • Getting the right people, in the right seats doing the right things right.
  • Topgrading – Build an organization committed to hiring and retaining A players.
  • Create solid and consistent recruiting processes.
  • Manage with Core Values.
  • Clearly defined roles and accountabilities.


  • Metrics and KPI’s.
  • Meeting Rhythms (Daily, Weekly, Monthly, Quarterly and Annual).
  • Red / Yellow / Green indicators.


  • Implement the Gazelles One Page Plan.
  • Leverage thought leadership in strategy development.
  • Winning moves to double the business.


  • Cash flow forecasting.
  • Finance conversion cycle.
  • Forward looking reporting.