Description

Upgrade is where clarity becomes direction — with support from others and focused attention on your business.

Delivered as part of a small strategy cohort, Upgrade blends shared learning with personalised insight, so you benefit from common patterns without being given generic advice.

We use your Ducks in a Row scorecard, your goals, and your current setup to build a realistic digital roadmap that fits how you actually work.

AI is used to support analysis and structure your plan, but every recommendation is grounded in your specific context.

For businesses who already know they need a plan

Choose Upgrade if:

• You don’t need convincing there’s a problem

• You want a clear digital roadmap you can follow

• You like learning alongside others without losing personal relevance

• You want to use AI and digital tools sensibly, not randomly

Upgrade is a complete strategy experience — not a stepping stone.

What’s included

• Everything in Micro

• Access to a live small-group strategy session

• Shared frameworks covering:

  • systems and workflows

  • content and visibility

  • automation and AI readiness

• Personal review of your scorecard results

• A business-specific digital roadmap, written for you

• Practical AI and tool recommendations matched to your setup

What you’ll get out of it

• A plan you’ll actually use

• Clear priorities and sequencing

• Reduced overwhelm

• Confidence about where AI fits — and where it doesn’t

Delivery

Upgrade is delivered through the next available strategy cohort, with personal analysis completed alongside the group session. After purchase, you’ll receive onboarding details, cohort dates, and a short pre-session questionnaire.

Natural next step

If you want momentum without doing everything yourself, Transform adds action — with one system implemented properly.

Natural next step

If you want momentum without doing everything yourself, Transform includes strategy and one high-impact implementation.