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The Momentum Method: Self-Paced
Build Your Firm's Operational Foundation on Your Own Schedule
The same Efficiency, Strategy, Growth framework from our live cohort program, available on demand. Ten modules. Three deliverables. Zero scheduling constraints. Work through it at midnight, on weekends, or between hearings. The framework doesn't expire and neither does your access.
Three Deliverables That Change How Your Firm Operates
By the end of the program, you will have completed :
A technology audit of your firm's entire stack, with a clear optimization plan
A delegation framework that clarifies who owns what and eliminates the bottleneck (you)
A personalized 90-day operational roadmap with prioritized action items
Module Breakdown
A structured, proven path to operational excellence.
Phase 1: Efficiency
Module 1
Discovery & Audit
A deep dive into your current processes to identify gaps and opportunities.
Module 2
YOUR BIGGEST BOTTLENECK
Pinpoint and address the single most impactful constraint in your workflow.
Module 3
SOP BUILD SPRINT (PART 1)
Rapid documentation of your primary client-facing procedures.
Module 4
SOP BUILD SPRINT (PART 2)
Completing your internal operational manual for seamless delegation.
Phase 2: Strategy
Module 5
90-DAY ROADMAP (PART 1)
Setting strategic objectives and key milestones for the next quarter.
Module 6
90-DAY ROADMAP (PART 2) AND KPIS
Implementing metrics to track progress against your strategic goals.
Module 7
TECH STACK OPTIMIZATION
Aligning your tools with your new strategic roadmap for maximum efficiency.
Phase 3: Growth
Module 8
TEAM TRAINING AND IMPLEMENTATION (PART 1)
Rolling out new workflows and getting buy-in from your staff.
Module 9
TEAM TRAINING AND IMPLEMENTATION (PART 2)
Advanced training techniques and troubleshooting common hurdles.
Module 10
SCALE, SUSTAIN, AND CLIENT EXPERIENCE
Finalizing the engine for long-term growth while elevating the client journey.
What's Included
The comprehensive toolset designed to help you regain control of your
firm's operations.
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10 On-Demand Video
Modules
Self-paced video training covering
every pillar of the Momentum Method.
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The complete Firm Ops Toolkit
Included with enrollment: every template, script, and SOP framework we use.
Worksheets & Action
Steps
Module-specific guides to help you
implement changes immediately.
Lifetime Access
Your access never expires. Revisit any module as your firm grows and evolves.
Growth Pathways
Completion path to the live cohort and Jumpstart programs for advanced support.
What's Included
The comprehensive toolset designed to help you regain control of your
firm's operations.
Feature | Self-Paced | Live Cohort |
|---|---|---|
Format | On-demand video | Live weekly sessions |
Schedule | Work at your own pace | Fixed 10-week calendar |
Peer Community | No | Yes, private cohort group |
Direct Feedback from Donisha | No | Yes, weekly |
Firm Ops Toolkit | Included | Included |
Price | $1,497 | $2,997 |
Your Investment
A one-time investment that pays for itself with the first system you implement.
Self-Paced Course
The complete framework to build your firm's operational foundation at your own speed.
$1,497
Live Cohort
Guided implementation with expert coaching and a community of high growth peers.
$2,997
