Build the marketing and sales engine your business actually needs to grow.
A 6-month cohort program for small business owners ready to scale with intention — not chaos.
Who this is for
Built for owners who are past the startup stage — and stuck before the next one.
You have a real business with real customers. But your marketing is inconsistent, your sales process is informal, and growth feels like luck more than system. This program changes that.
You've been in business for 1–5 years
You've validated your offer. Now you need a repeatable way to grow it.
Revenue is between $50k-$750k+
You're generating real income but growth feels unpredictable or dependent on you personally.
You've tried tactics without a strategy
You've posted, advertised, or hired a freelancer — but nothing created lasting momentum.
You want peers, not just a course
You're looking for a structured community that holds you accountable and challenges your thinking.
You're willing to do the work
You understand this isn't a passive program. The owners who get results are the ones who show up and apply.
You make the decisions
You're the owner or a key decision-maker. You can actually implement what you learn.
The curriculum
20 years of building multiple companies distilled into 6 modules that create a rock-solid foundation. In the right order.
Each module stacks knowledge from the one before it. You can't build a lead engine before you know who you're building it for. You can't scale what you haven't measured. The sequence matters.
Know Who You're Selling To
Define your ideal customer with precision, conduct research interviews, and map your competitive position before touching a single marketing channel.
Your Message & Market Position
Translate customer insight into language that earns attention. Develop a clear value proposition, message hierarchy, and positioning that differentiates you.
Building Your Lead Generation Engine
Choose the right channels for your ICP, build a lead magnet that earns attention, and set up a metrics tracking system that makes improvement tangible based on actual data.
Converting Conversations Into Clients
Document your sales process, build a discovery framework, refine your proposal, and build confident response scripts to your most common objections.
Retention, Referrals & Revenue Expansion
Design a client onboarding experience, build a natural referral system, and map the expansion opportunities already inside your customer base.
Measuring, Optimizing & Planning to Scale
Build your growth dashboard, run your first funnel audit, and leave with a clear 90-day roadmap for what to build, hire, or automate next.
How it works
Learn it. Apply it. Bring it to the group.
Each month follows the same rhythm which is designed to move you from concept to implementation with peer accountability at every stage.
Study the framework
Each module includes a core framework and pre-work exercises you complete in your participant workbook before the live session.
Apply it to your business
The exercises are real. You'll work on your actual ICP, write your real value proposition, and build tools you'll use in your business starting that week.
Bring it to the cohort
Every session includes structured peer work like critique, roleplay, and presentations. Your cohort helps you sharpen your thinking and see things in a new light.
Commit to what's next
Every session ends with a specific commitment. Not vague intentions. Each month you'll commit to a concrete action that you'll complete before the next session.
Client results
This is the same approach behind real, measurable growth.
A sample of outcomes from Square Key Digital client engagements — the strategy this cohort is built on.
A legal services client in Edmonton, AB saw their average cost per lead land 45% below industry average — 221 qualified leads and a 70% jump in on-page conversion rate within one quarter.
A spa and eCommerce retailer grew online purchases by 734.8% while cutting their cost-per-purchase by 92.38%, comparing the back half of the year to the first.
An automotive dealership drove a 427% increase in organic search impressions and a 33.3% increase in direct sales appointments, while saving 44% on vendor fees.
What you'll build
By the end of Month 6, you'll have 18 working business assets.
Three deliverables per module. Each one is a real tool you use in your business — not a slide deck you forget about.
Ideal Customer Profile
A detailed, usable ICP document that guides every marketing and sales decision you make.
Message Framework
Your headline, proof statement, and supporting messaging — ready to deploy across channels.
Lead Magnet
A completed, high-value piece of content that earns attention from your ideal buyer.
90-Day Outreach Plan
A scheduled, specific cadence of lead generation activity with owners and deadlines.
Sales Process Map
A documented end-to-end sales process from first contact to close, with clear next steps at each gate.
Discovery Call Framework
A structured conversation guide that uncovers what you need to know before writing a proposal.
Client Onboarding Flow
A step-by-step post-sale sequence that creates a consistent, impressive first experience.
Referral System
A documented process for asking for introductions — including the timing, the ask, and the follow-up.
90-Day Growth Roadmap
A prioritized action plan for the quarter ahead, with clear owners, timelines, and success metrics.
Your investment
One cohort. Six months. A system that outlasts the program.
Unlock & Scale
As a beta cohort, Unlock & Scale is offered on a sliding scale starting at $250 for all 6 modules — you choose the investment level that fits your business right now. Details on the full sliding scale are shared during the application process.
- 6 monthly live cohort sessions (2 hours each)
- Full participant workbook with 24 exercises
- 6-email onboarding sequence and pre-session prep
- Private cohort community access (full 6 months)
- 18 working business deliverables across 6 modules
- Access to all recordings and session materials
- Direct facilitator feedback on your work
- Alumni network access post-program
Cohorts are limited to 10 participants. Applications reviewed on a rolling basis.
Common questions
Before you apply.
How much time does this require each month?
Plan for the 2-hour live session plus 2–3 hours of pre-work and deliverable time each month. The program is designed for busy owners — not people with unlimited time. The pre-work builds the deliverable, so you're not doing busywork.
What kind of businesses is this for?
The program works across industries — consultants, agencies, professional services, B2B product companies, and trades. What matters more than industry is stage: you're past startup, generating real revenue, and ready to build a system rather than wing it.
What if I miss a session?
All sessions are recorded and shared within 24 hours. However, the peer work in each session is where a significant part of the value lives — missing multiple sessions will limit your experience significantly. We recommend applying only if you can commit to attending at least 5 of the 6 live sessions.
How is this different from a course or a mastermind?
It's neither. A course gives you content without accountability or community. A mastermind gives you peer support without structured curriculum. Scale Smart is a cohort program: structured monthly modules that build sequentially, combined with facilitated peer work that holds you accountable and sharpens your thinking.
Are payment plans available?
Yes. We offer monthly payment plans for all participants. Details are provided during the application process.
When does the next cohort start?
Applications for the beta cohort starting in October 2026 are open now. Cohort start date is October 14, 2026. We accept a maximum of 10 participants per cohort to keep the group intimate and ensure facilitator access.
Ready to build it?
Six months from now, you'll have a system or you'll wish you'd started one.
Applications take 5 minutes. Cohort size is capped at 10. We review on a rolling basis.
Apply for UNLOCK & SCALE now →