The System & Soul Framework

Get Aligned, Healthy, and Effective in 90 Days

Running an efficient business is hard. Supporting growth and keeping your unique culture, values, and "soul" is even harder. But it's not impossible. Here's how. 

Don't just build a business for the sake of growth. Build it to grow with people.

We believe the most successful businesses grow for more than growth's sake. They have a purpose and know the value of building their businesses with people at their heart.

The challenge we see is that as most businesses grow, they need help dealing with increased complexity and the stress it puts on their people and processes.

Often, they lack the systems they need to support their growth, but they worry they will lose the “soul” of what makes their business unique as they scale if they don't keep their vision, values, and people at the center of it all.

We built the System & Soul framework to help leadership teams get aligned, healthy, and effective without losing their soul.

The System & Soul Journey

Gain Clarity, Control, and Breakthrough

The System & Soul Journey is recommended as two years of collaboration with a coach through our operating framework and tools. The framework is divided into three phases: Clarity, Control, and Breakthrough.

The Clarity phase focuses on onboarding the tools and best practices in the framework. It's three full days of learning over the course of one month.

The Control and Breakthrough phases represent a complete year-long cycle of Quarterly refuels and a two-day annual strategy session. Each engagement with our coaches is unique because we offer flexible and customized plans for our clients based on what they need most to achieve their goals.

Simplified Journey (1)

How we help teams get aligned, effective, and healthy


Gain Alignment

It's challenging to accelerate results if the team is perpetually misaligned or confused about where they're going, why, and how to contribute.

The System & Soul Framework addresses this issue head-on. During your System & Soul Journey, you will evaluate areas of misalignment and address them directly—everything from people's roles in your organization to how teams execute plans weekly, quarterly, and annually.

Clarify Structure
Examine Vision
Create Your Road Map

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Build Effective Systems

No matter how big and beautiful the vision is, we always fall to the level of our systems. The System & Soul Framework provides teams with proven, reliable tools to begin building the infrastructure, consistency, and habits that help organizations prepare for scale. 

You'll clarify how your team operates weekly and quarterly, define goals, and evaluate results.

Design Structure
Measure Key Results
Create Cadences


Grow with Soul

Growing your business doesn't have to sacrifice soul for efficiency. Our approach provides both great systems and a focus on people. We bring clarity and dignity to your team as you improve and align your systems. We work with you to increase team health, improve communication, develop leaders, and live out your collective culture.

Engineer Culture
Develop Leadership
Champion Identity
Start your journey

Get connected to our team

Book a free 90-minute workshop with a coach
Experience the impact of working with a coach for free as they facilitate a conversation tailored to your needs
Explore workshops
kenny lange
Find your coach
Explore our coach directory and get in touch
Find your coach
How It Works

Your next step to alignment, clarity, and breakthrough.

Step 1

Evaluate key areas of growth and strength in your business

Meet with a team member or contact a coach directly from our Coach Directory to discuss the challenges and opportunities you're facing today and your vision for where you want to go.

Find a time to meet with our team.

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Step 1
Step 2

Find the right coach for your unique business

Get matched with an experienced business coach who will evaluate your business's current challenges and opportunities.

Explore our Coach Directory

Step 2
Step 3

Gain Clarity & Control [Day 1 Session]

In your first session with your coach, you'll learn tools to help your team execute with greater confidence and have in-depth discussions to uncover areas of ambiguity and misalignment. 

  • Examine your team for role "F.I.T."
  • Create a clear, functioning Org Chart and Scoreboard
  • Establish a weekly meeting cadence
  • Create a system for solving challenges and sharing opportunities
  • Develop focus around your top initiatives
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Step 3
Step 4

Gain Clarity & Control [Day 30-31 Session]

About a month after your first session, your coach will host a two-day session focused on unifying the team around the company Road Map. 

During these two days, you will:

  • Articulate the long-term vision and goals of the organization.
  • Build out your unique "equation" to get your desired culture.
  • Set a new lens around what differentiates your business.
  • Clarify the focus and key driver of your business.
Step 4
Step 5

Every 90 Days

After your initial three session days, you'll continue to meet with your coach once a quarter. During these sessions, you and your team will build momentum around crucial habits, work to improve team dynamics, and map plans for the next quarter.

Every 90 days, you will:

  • Tackle significant obstacles as a unified team.
  • Set your focus for the next quarter
  • Work together to build healthier team habits.
Step 5
The Results

What clients are saying

David McMillian, CEO, McMillian Tax Credits

David McMillian, President, McMillian Tax Credits

“It's a step-by-step process that puts the right team in place.”

Haley Devlin

Haley Devlin, Partner, DNA Partners

“After working with our coach, we have 100% of the right people in the right seats at the leadership level, and our team is in total alignment.”


Clark Vitulli, Vistage Chair

“You're crazy if you're not doing this for your business.”

Billy Pierce

Billy Pierce, President & CEO, Dalton PHC

“Culture always mattered to us. That's one reason I like System and Soul because it combines the two. You got the system and you got the culture side of it. And we wanted to ensure that as the business was growing that the people were growing with it.”

Jeff Velker

Jeff Velker, CEO and Managing Partner, Retro 1951

“I looked at Traction and EOS, but the major issue I had with it is that people are way more than 1/6 of my business. System & Soul addresses the reality of how important my people are in building a healthy culture and business."

Start your journey

Get connected to our team

Book a free 90-minute workshop
Experience the impact of working with a coach for free as they facilitate a conversation tailored to your needs
Explore workshops
kenny lange
Find your coach
Explore our coach directory and get in touch
Find your coach