Our Business Coaching Process and Business Operating System for Building a Successful Business




STEP 1: Apply For Your Introductory Call

Fill out an application to request a 30-minute consultation. If accepted, you’ll learn more about our unique approach to business coaching, leadership development, & management consulting.

STEP 2: Call in Your Team for a Fit Meeting

How serious are we about helping you develop your leadership team? We want them on your decision making call, so they can be part of the business coaching process from the very beginning. During our Fit Meeting, we’ll talk about your goals as a business and determine whether our frameworks are the best fit for your organization at this time (and vice versa)..

STEP 3: Make a Decision

We strongly believe you should be a Hell Yes or Hell No about working with our team. Based on our clients’ results, the teams who get the best results are the ones who are all-in from Day 1. If you’re ready to approach this work with that level of intensity and we feel like your team is the right fit for our process, we’ll make things official.

STEP 4: Implementation Day 1 | The Kickoff Session

To kick off our work together, we’ll start a 30-day rapid implementation process. During this time, your coach will travel to you to conduct your first full-day Implementation Session. This session is an opportunity to gain clarity around what really matters to you right now. Your work will vary depending on your exact circumstances and goals, but in general, you can expect your coach to help you unpack 5 core pillars in your business:


The key to scaling sustainably is to build a team that can keep your business running like a well-oiled machine from the business owner to every individual employee. We’ll help you make it happen.


Examine why the work you’re doing really matters to you & develop a clear vision for what you really want out of your business and what a successful business means to you.


No more guesswork! Get a new business action plan full of robust processes, 1:1 strategic support, plus a clear set of rules, metrics, and more you’ll follow to reach new heights.


How will you measure your success? We’ll develop clear benchmarks you can use to assess how your business is growing and make adjustments as needed.


Through our work, you’ll unlock new realms of profitability by actually doing LESS of the hard work in your business.

STEP 4: Implementation Day 1 | The Kickoff Session

To kick off our work together, we’ll start a 30-day rapid implementation process. During this time, your coach will travel to you to conduct your first full-day Implementation Session. This session is an opportunity to gain clarity around what really matters to you right now. Your work will vary depending on your exact circumstances and goals, but in general, you can expect your coach to help you unpack 5 core pillars in your business:

Ninety.io Implementation

You’ll leave your Kickoff Day with a clear understanding of exactly what steps you need to take in your small business to reach your goals FAST. You’ll learn how to start building leaders in your team, work from an Accountability Chart with detailed roles for each set your first set of FAST Rocks, create a company scoreboard, and set clear meeting agendas, stop wasting time, track your progress with clarity, and much more. Plus. you’ll be set up to get started with EOS®-licensed software, Ninety.io

Originally developed for EOS® Certified Implementers, Ninety.io is the software we use to help our clients develop leadership teams and robust systems with mind-blowing ease and efficiency. From tracking productivity in meetings, to monitoring your traction as you grow, to setting and blasting through long-term goals, Ninety.io helps our clients implement the strategies we create together without tech overwhelm. Your business’ Ninety.io software will be fully setup, configured, and customized for you and your team by the end of your Kickoff Day.

STEP 5: Your First 30 Days

After your first Implementation Session, your coach will provide you with a business action plan with the exact steps you need to take, tools you need to implement, & decisions you need to make to start pushing the needle in the right direction. During this period, you’ll also get:

  • Access to ongoing monitoring & support. We’re always available to answer your questions, field emails, jump on a call—whatever you need to feel confident implementing this framework in your business. This kicks off during your first 30 days and continues for the entirety of our time together.
  • Custom Business Operating System Software. Once we set up your Ninety.io software, you’ll start using it to implement your new processes, plans, and strategies. Consider this software the new backbone of your small business—and rest assured, you get to keep access forever, even after our work together is completed.

STEP 6: Implementation Day 2 | Vision Session

At the end of your first month, you’ll meet with your coach again to discuss how things are going. You’ll continue clarifying and optimizing your work to date, confirm your vision, and more. During this session, we’ll get clear on your:

Core Values

as an organization, and how they’ll inform your business growth.


for your business, which we’ll use in developing your leadership team, business action plan, and building a strong core of reliable employees who’ve bought into your “why.”

BHAG (Big Hairy Audacious Goal)

that “pie in the sky” vision you’re almost too afraid to say out loud. We want to know what it is, because we’re gonna help you get there at record speed.

Ideal Client

so we can make sure everything you do is attracting the right people to your business.

Brand Promises

so we can understand EXACTLY what impact you want to make for your clients and keep that promise at front-of-mind as we develop every aspect of your small business

STEP 7: Implementation Day 3 | Strategy Session

By the end of your first 60 days, you’ll start noticing profound differences in the way you run your business. You’ll lock down all our work from the last 2 months and start executing on your vision like never before. By the time we meet for your third Implementation Day, you’ll be ready to start taking on a longer view of your business. During this session, we’ll:

  • Set New Goals For the Next 3 Yearsthen reverse engineer those goals and break them down into clear, actionable steps.
  • Create Your 1-Year Business Action Plan, based on where you’d like to be 3 years from now.
  • Establish Quarterly “Rocks”benchmarks you’ll need to hit to stay on track for your 3-year plan
  • Identify Issues & Opportunities by working through any rough spots that revealed themselves throughout your business growth process thus far and refine your use or your business operating system.
  • The result? An exact, simple, step-by-step path to your vision of a successful business.

STEP 8: Execution

After your 60-Day Strategy Session, you’ll be asked to make a decision about whether you’d like to continue working together on a month-to-month basis. If you and your Battlefield Boardroom Business Coach agree that moving forward makes sense, you’ll transition into our EXECUTION stage and shift to a month-to-month coaching model. Most of our clients spend at least 12 months in the EXECUTION stage, working hand-in-hand with their coach to strengthen their team, develop their leadership skills, scale the business, and much more. During the Execution stage, you’ll get:

  • Quarterly In-Person Strategy Sessions. Each quarter, your business coach will return to your place of business and invite you to revisit your vision. You’ll spend a full day measuring your progress, optimizing your strategies, learning new tools to support your specific goals, & reviewing your commitment to yourself, your team, and your organization.
  • Annual In-Person Reset Sessions Once a year, your coach will return to your place of business for 1-2 days and review the previous quarter and year. Together, you’ll assess and implement Team Health exercises and recalibrate your business vision and strategy based on the previous year’s results.

Still Have Questions? We’ve got Answers

Our most ideal clients are:

  • Already running a successful business. We focus on scaling, streamlining, & developing. If you’re looking for help with starting a brand new business, we’re probably not the right fit for each other.
  • Eager to be coached. You’re the expert in your field. We’re experts in ours. We love working with business owners who are highly coachable and excited to implement new frameworks in their business.
  • Determined to grow. This isn’t the right program for people who won’t leave their comfort zone. If you’re ready to expand to heights you may not have even considered yet—in a way that feels completely streamlined and efficient—we can help get you there.

That depends on you and your goals! Our Battlefield Boardroom coaches are the best in the business and more than qualified to help you achieve your vision for your business. We also have options for working directly with our founder, Deric Keller, for those who prefer a higher level of mentorship when he has slots available for new clients. We’ll discuss which option makes the most sense for you during your intro call.

This is a leadership development & business growth acceleration program designed for busy, overwhelmed, ambitious business owners. The last thing you need is MORE work on your plate! Our management consulting methods prioritize delegating work AWAY from the owner, so you can shift into the role of visionary and/or integrator and become a LEADER rather than feeling bogged down by the day-to-day tasks of running your business.

Our work together won’t necessarily require more time from you, apart from time spent in your coaching sessions. Rather, it will focus on helping you do your work differently—so you can accomplish more, in a fraction of the time, with precise clarity and strategy.

At Battlefield Boardroom, we prioritize results, efficiency, clarity, & accountability above all else. Whereas implementers for some popular business coaching frameworks over-teach, assign homework, and ask a lot of time and energy from owners, we like to cut straight to the chase and help you start reining in the chaos ASAP.

Some business coaches “give you a fish.” Others promise to “teach you how to fish.” The problem with both of these models is—you shouldn’t be the one doing the fishing at all. Battlefield Boardroom is different because we focus on helping business owners build a whole fleet of top-notch “fishermen” who can think, act, and make decisions independently—so you can scale easily, without sacrificing your sanity as the business owner.

In other words, our work together isn’t just about helping you develop a business strategy. We’re helping you develop a strong team of leaders who can own their roles in your business and create space for you to focus on achieving the grandest possible vision for your business—including eventually building the next generation of leaders to manage your inevitable growth.