⏰ SCHEDULE
9:00 AM - 10:00 AM: Registration & Networking
MORNING SESSION (10:00 AM - 12:00 PM)
- Energy & Vision Decluttering with Jael Ortega
- Values Alignment & Decision Framework with Susan Tanner
- Interactive exercises on the Decluttering Questions
12:00 PM - 1:00 PM: Lunch Break (on your own)
AFTERNOON SESSION (1:00 PM - 4:00 PM)
- Financial Decluttering & Gap Analysis with Wendy Nguyen
- Live case study reviews with your actual business data
- AI Systems & Accountability Setup
- Interactive problem-solving with your financials
- Implementation Planning & Next Steps
📋 WHAT TO BRING
✅ Last 12 months of financial statements (P&L, Balance Sheet)
✅ Credit card statements (business expenses)
✅ List of employees with positions and pay
✅ Current business plan or strategic goals
✅ Your calendar (we’ll audit your time)
Bring your real numbers. We’ll give you real solutions.
💰 WHAT YOU’LL WALK AWAY WITH
✅ Your Personal Business Health Score - Same criteria Wendy uses for IPO readiness
✅ Top 3 Decluttering Priorities - Where to focus first for maximum ROI
✅ Custom AI Prompts- Train AI to generate business insights
✅ Financial Waste Audit - Identify $25K-$100K+ in recoverable costs
✅ **Values-Aligned Decision Framework** - Clear decision-making process
🎁 THE DECLUTTER ROI GUARANTEE
If you implement the framework within 90 days and don’t:
- Identify at least $25,000 in recoverable waste/opportunity cost, OR
- Have a clear path to 20% margin improvement, OR
- Eliminate at least 10 hours/week of busywork
****We guarantee results or we'll refund 100% of your workshop fee.
Workshop Options and Pricing
OPTION 1: Workshop Only - $249
Attend the full-day workshop and bring your financial documents, employee information, and business data for live analysis.
Includes:
- Full-day workshop access
- Workbooks and materials
- Group coaching and live case studies
- AI accountability training
- 90-Day Implementation Roadmap
OPTION 2: Workshop + Gap Mini Audit - $598
Get a personalized one-page gap analysis of your business BEFORE the workshop, plus full workshop access.
Includes everything in Option 1, PLUS:
- One-page Gap Mini Audit prepared by Wendy’s team
- Submit your business information on of before November 7, 2025
- Receive your Gap Analysis before Day 1of workshop
- Focused attention on YOUR specific bottlenecks
- More targeted, personalized guidance throughout the day
To receive your Gap Mini Audit, submit the following by November 7:
- Financial statements (last 12 months)
- Employee roster with positions and compensation
- Credit card statements
- Current business challenges/goals
