Craft Clarity. Cultivate Culture. Coach Breakthroughs.

Not at all. System & Soul is designed to support and extend the work you’re already doing, not replace it.

As a Chair, you facilitate reflection, challenge, and growth in a peer-to-peer setting and in one-on-one caching. 

System & Soul helps your members bring that clarity back into their organizations—aligning their teams, priorities, and execution. It reinforces your impact by helping their businesses reflect the leadership they’re developing in the room.

Most Chairs introduce System & Soul when a member expresses a gap between insight and execution—when they’re clear on what needs to happen but their team isn’t aligned or moving.

It becomes a natural next step, not "one more thing."

You can simply offer it as a resource or pathway for members who want help bringing their leadership team into alignment, with the option to stay involved or not depending on what feels right for you.

We also see Chairs using the framework as content for their groups to experience in their ongoing meetings.

We don't sell. We create value.

Most of our coaches have been successful with one thing: building relationships. Whether it’s one to many or one on one, the key is talking to people, LISTENING to their problems, and offering to help them with a solution that fits their needs.

This year we launched a new approach that is seeing a 30-50% conversion rate called a Strategy Sprint Workshop. This approach allows our coaches to offer value and help to their prospects before ever “selling” to them.

• People with the qualities above (hustle, “riz”, and experience)

• People who resonate with and live out these values:

• • Stay Grounded: on the journey to become more secure and settled, holistically healthy, and inwardly sound
  • Do the work: ready to get smart stuff done

• • Champion dignity: valuing the inherent worth of others

• We do not require a minimum number of clients or sessions in order to stay active as a coach.
• We encourage coaches to stay connected through our weekly calls and quarterly gatherings for their own benefit.
• The coaches who get the most out of our program are active in our community and doing ongoing work to build their business.

Training includes 2.5 days of instruction on the core tools in the System & Soul Framework: 4 Tools for Confident Execution and the Strategic Planning Road Map. We also cover some quarterly/annual session structures and team health tools.

Travel expenses are not included in the fee and will be the responsibility of the trainee. Membership includes access and permission to use all the intellectual property System & Soul has developed. It includes ongoing access to our community of coaches, weekly coach calls, and quarterly gatherings. It also includes a free S2 Sync account (our app).

• On-demand access to an online Coach Community that includes:
  • Written guides for all the coaching tools and exercises in our library
  • Outlines and guides for all session days
  • Sales and marketing resources (templates and examples)
  • Client management resources (guides and communication templates)
  • Video course version of our essential tools
  • Talks/keynotes/workshop outlines and resources
  • Access to the S2 Sync app (our software)
  • Access and use of all our free and paid interactive assessments
  • Six months of sales training and business development coaching

Most often our clients are growth-stage businesses. They have reached a new level of complexity as their organization increases head count, expands locations, etc. and their business requires a new approach to be effective.

Most organizations we work with have at least 20 employees and 2 million dollars in annual revenue. We also support clients with 1000s of employees and 100s of millions in revenue.

These clients span all industries as well. We serve NPOs and for-profit businesses in fields like engineering, technology, home services, manufacturing, ministry, marketing, legal, and education. 

Most operating systems teach structure.
System & Soul teaches structure with humanity.

We help teams build better processes and better relationships — because growth only lasts when people are aligned, engaged, and healthy.

Our framework connects the System that drives clarity and execution with the Soul that drives motivation and culture. We never separate the two — and that plays out in how our coaches are trained to guide their clients through each tool and exercise. Every conversation is designed to strengthen both performance and people.

Another key difference is the inherent flexibility of our approach.
We meet clients and teams where they are and with what they need.
We never impose tools or conversations a team isn’t ready for. Instead, we adapt the rhythm, focus, and pace to fit the team’s reality — creating lasting change, not temporary compliance.

System & Soul also gives coaches an expansive toolkit — over 45+ exercises, conversations, and assessments curated and created for quarterly coaching. This library allows coaches to tailor every engagement for relevance, meeting leaders in real moments of growth, tension, and transformation.

At its core, System & Soul is more than a set of tools. It’s a way of leading that connects clarity with culture, accountability with alignment, and structure with soul.

Leaders report seeing:

• Sharper focus and faster decision-making.

• Healthier meetings and stronger communication.

• Real accountability and restored trust.

• A team that actually enjoys working together again.

We’re not just helping teams execute — we’re helping them become aligned, resilient, and confident in who they are and where they’re going.

But don't take it from us. Hear it from them.