Three Days. One Leadership Team. A Plan Your Firm Will Actually Use
The VIP Intensive brings your owner and up to five leaders to The Anchor Alliance for a focused on-site engagement. You assess where the business is, build a sequenced plan to move it forward, and leave with every person knowing exactly what they own and when it is due. A written plan follows 14 days later.
Discovery call is a 30-minute conversation to confirm fit — no obligation
At a Glance
Investment
$10,000 Flat
Leadership Attendees
Up to Six
Anchor HQ Onsite
Three Days
Written Plan
14 Days After
Who This Is For
Most public adjusting firm owners became owners because they were exceptional at claims work. That is not the same skill set as running a company.
The operational problems that cap your revenue — the team that can't function without you, the processes that live only in your head, the growth you keep planning but never quite building — those are not personal failures. They are the predictable result of building a business around expertise you were never taught.
If your firm's production depends entirely on your personal involvement in every meaningful file, you are not running a business. You are working inside one.
If your leadership team shows up to meetings and waits for direction, the plan you built in your head has not made it into the room.
If you know what needs to change but cannot carve out the uninterrupted time to think through it clearly and commit to a sequence of action, you are running on reaction.
The VIP Intensive is three days of structured, facilitated work to change that.
The Engagement
This Is Not a Workshop It Is Working
The VIP Intensive is structured facilitated work, not a lecture or a training. Lynette Young leads your leadership team through a diagnostic, a planning session, and an execution day. Every session produces output. Every hour in the room builds on the last.
You arrive knowing what you're going to do. You leave knowing what everyone is going to do when you get back.
The agenda is designed for firms where the owner is the bottleneck — not because you chose to be, but because no one ever built the systems to make you optional. Three days is enough time to diagnose why, plan the fix, and put owners on every item that has been sitting in the queue.
Day 1
Assess
Establish an honest, shared picture of where the business actually is. Every person in the room agrees on the diagnosis before the day ends.
Day 2
Plan
Turn the diagnosis into a sequenced operational plan with owners, tools, and timelines attached to every initiative.
Day 3
Execute
Lock the plan, set the accountability structure, and leave with every person knowing what they own and when it is due.
The Agenda
What Happens Each Day
Day 1 — Assess
The day opens with a Personal History Exercise: each person shares how they got where they are. This is not a trust-building warm-up. It is load-bearing. The work on Days 2 and 3 depends on the leadership team being able to be direct with each other, and this exercise builds the base for that.
From there, your coach reviews your 7Seas assessment results with the full team. You identify which Sea the business is navigating and what is keeping it there. Then the team works through a structured SWOT and a Competitive Advantage session — what does this firm do better than anyone else in your market?
The afternoon shifts to Strategic Identity (connecting the diagnosis to your stated direction and surfacing the gap between where you are and where leadership thought you were going), Ideal Customer Criteria, and Objectives. Your coach closes with a 30-minute private conversation with the owner. The day ends with end-of-day feedback from every attendee.
8:00am – 5:30pm
Day 2 — Plan
Day 2 opens with a team genius session, mapping each person's genius zones and frustration zones. This gives the team a shared language for how they each contribute and informs the role mapping that follows.
Role mapping comes next: who actually owns what versus what the org chart says. Owner bottlenecks become visible and explicit. Then the team builds a documentation priority list — the sequenced, highest-leverage documentation for the firm, ordered by impact.
The day closes with Prioritize Initiatives — a forced priority ranking of all outputs from Day 1 and the morning of Day 2 — and the Details of the Plan, where owners, timelines, and success criteria are assigned to each initiative.
8:00am – 5:30pm
Day 3 — Execute
The final day is the shortest and the most concrete. The team sets the cadence of meetings that will maintain the plan after everyone returns. Then the 30-Day Action Plan is built in the room: every item gets an owner, a due date, and a definition of done. The 90-Day Outlook maps the larger arc beyond the first 30 days.
Each person reviews their personal action items aloud with the group. Public commitment increases follow-through.
The engagement adjourns at 1:00pm.
8:00am – 1:00pm
Deliverables
What You Receive 14 Days After Day 3
1
7Seas Diagnostic Summary
A written analysis of which Sea your firm is navigating and what that means for priorities.
2
SWOT and Competitive Advantage Summary
Documented output from the Day 1 structured assessment, written for internal use and leadership alignment.
3
Ideal Customer Criteria
A clear, written profile of the client that produces the best outcomes, most revenue, and least friction for your firm.
4
Clockwork Role Accountability Map
Who owns what, informed by Working Genius results. Built to replace the informal role assignments most firms are running on.
5
Trainual Build Priority List
A sequenced list of the highest-leverage documentation your firm should build, ordered by impact, ready to hand to whoever is doing the building.
6
30-Day Action Plan
Every commitment made in the room, documented with owner, due date, and definition of done.
7
90-Day Outlook
The larger arc of initiatives beyond the 30-day window, giving the team a shared picture of what comes next.
8
Cadence of Meetings Map
The meeting rhythm your leadership team set on Day 3, documented as a recurring structure.
9
TAA Quarterly Leadership Coaching Protocol
A six-question coaching framework the owner uses with each direct report every quarter. Keeps the momentum from the Intensive alive after the written plan has been absorbed.
How It Works
What to Know Before You Book
Location
Your team travels to The Anchor Alliance office in [City, State]. All sessions take place in a dedicated training room with full A/V — no additional cost.
Timing
Day 1 and Day 2 run 8:00am to 5:30pm. Day 3 runs 8:00am to 1:00pm. Plan for two nights of lodging.
Your Pre-Work
One week before Day 1, you join a 30-minute setup call to confirm attendees, set expectations, and receive the pre-work package. Pre-work is due 48 hours before Day 1 and completed individually:
Working Genius assessment by Patrick Lencioni (purchased directly through Working Genius, approximately $25 per person). ScoreApp 7Seas assessment, completed by the owner and each attending team member. One-page intake questionnaire covering current revenue, team structure, top three obstacles, and what each person wants to walk away with.
Who Attends
Up to six people, all in management or above. The owner must attend all three days. This is a leadership working session, not staff training.
What We Cover
Catering for breakfast and lunch all three days is included. Your team is responsible for travel and lodging.
After Day 3
The written plan is delivered fourteen days after Day 3. That delivery closes the engagement. No post-engagement calls or check-ins are included. Clients who want ongoing support may inquire about The Compass.
Investment
$10,000 Flat
One flat fee covers up to six attendees, all three days on-site, catered breakfast and lunch each day, the pre-event setup call, and the written plan delivered fourteen days after Day 3.
There are no add-ons, no upsell tiers, and no hourly overages. Three days, one company, one engagement, one price.
The discovery call is 30 minutes. We confirm the engagement is the right fit for your firm before anything is scheduled or paid.
Included
Up to six attendees
All three days on-site
Catered breakfast and lunch each day
The pre-event setup call
The written plan, fourteen days after Day 3
Not Included
Travel and lodging for your team
Questions
Frequently Asked Questions
Can we bring our full leadership team?
Up to six people, all in management or above. The owner must attend all three days. Other attendees are expected for the full engagement. If anyone has a known conflict, disclose it on the setup call.
Do we need to prepare anything in advance?
Yes. Pre-work is due 48 hours before Day 1. Each person completes the ScoreApp 7Seas assessment, a one-page intake questionnaire, and the Working Genius assessment by Patrick Lencioni (purchased directly through Working Genius, approximately $25 per person). We cover all of this on the setup call the week before.
Where does the engagement take place?
At The Anchor Alliance office in [City, State]. Your team travels to us. We provide a dedicated training room with full A/V, plus catered breakfast and lunch all three days. You are responsible for your team's travel and lodging.
When do we receive the written plan?
Fourteen days after Day 3 closes. The written plan covers all nine deliverables listed above, formatted for use by your leadership team.
What happens after the written plan is delivered?
The written plan closes the engagement. No post-event calls or check-ins are included. If your firm wants ongoing support after the Intensive, the natural next step is The Compass: a 90-day consulting engagement at $30,000 where Lynette travels to your firm and works with your team through implementation.
How many VIP Intensives run per month?
Capacity is limited. Book your discovery call to check availability.
Is there a payment plan?
Payment terms are confirmed on the discovery call. Inquire during that conversation.
Your Leadership Team. Three Days.
A Plan That Holds.
The discovery call is 30 minutes. We talk through where your firm is, what the engagement covers, and whether this is the right fit. If it is, we put a date on the calendar. If it is not, you leave with a clearer picture of what your firm actually needs.
Business Advisory Services for First Party Insurance Claims Professionals
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