A clear company Top Focus (also known as a “ONE Thing”)
Document the outcome that matters most and how you will know it has been achieved.
The Connected Leadership Launch Package
Use AI-guided setup to bring your people, priorities, and your critical operating process together into an Executive Performance System.
In 30 days, get your firm’s essential leadership foundations documented and connected—including your company’s current Top Focus, a 90-Day Priority Plan, and a key operating process with clear role ownership and handoffs.
100% money-back guarantee on your $99 setup fee during your first 30 days.
Enrollment note: Pay only $99 today for your AI-guided setup. Your EPS software trial is free for 30 days—you will not be charged an EPS subscription fee during that period. After the trial, your selected subscription begins automatically unless you cancel before your first billing date. Your exact first billing date and subscription amount are shown before payment.
You may have talented architects, capable project managers, and emerging directors. But when responsibilities overlap, a handoff breaks down, or priorities compete, the answer still comes back to you.
The firm’s knowledge is spread across conversations, documents, and people’s heads. Your team needs a shared foundation:
Your launch package helps you build that foundation in an Executive Performance System—with AI guiding the setup.
AI can help you find information and think through decisions. Your leadership team also needs agreement about what that information means for the firm.
Through guided questions and reviewed drafts, the setup helps your people establish shared priorities, ownership, standards, and handoffs in EPS.
Your team builds the foundation together. AI helps organize and connect it.
Document the outcome that matters most and how you will know it has been achieved.
Turn that direction into a priority with one accountable owner, a clear definition of done, and milestones with dates.
Document an important process from beginning to end, with stages, ownership, stakeholder expectations, standards, outputs, and handoffs.
The buyer journey is a strong starting point. You can choose another process that better fits your firm’s needs.
Connect the relevant people and seats, clarify what they own, and establish their initial Same Page outcomes and alignment needs.
Bring relevant SOPs, best practices, and supporting documents into the guided process. Link resources to the work they support and confirm what is current.
The information you review and organize establishes the starting context Ellis will need for future AI Chief of Staff capabilities in EPS.
These are the setup outcomes the setup guides you to complete. Your progress depends on supplying information and reviewing the drafts.
Introduce your firm and participating leaders. Supply relevant plans, SOPs, and company resources using the available document-input options.
Answer focused questions. Review the proposed outcome and its definition of success.
Set ownership, milestones, dates, and a clear finish line.
Document how the work moves through your firm, who owns each stage, and what each handoff requires.
Have the relevant people confirm their responsibilities, standards, and initial Same Page outcomes.
Review your completed setup, see any remaining gaps, and choose how you want to take it forward.
You can complete the steps sooner than 30 days. Save your progress and return when you are ready.
A client approves a project. Business development hands it to the project team—but scope assumptions, promised dates, and key client expectations do not all travel with it.
The principal gets pulled in to reconstruct the agreement.
In the Operating Map, your team can document what that handoff must contain, who owns it, what the receiving team checks, and what happens when something is missing.
That is the kind of clarity the setup helps you establish around a critical operating process.
If you decide the Connected Leadership Launch Package is not right for your firm, request a refund within 30 days of enrollment.
We will refund 100% of your $99 setup fee. No completion requirement.
Cancel your EPS subscription before its first billing date if you do not want to continue.
Your $99 pays for the AI-guided setup. EPS software access is free for the first 30 days. When your free trial ends, your selected subscription begins automatically unless you cancel before your first billing date:
| Plan | Monthly subscription | Active users |
|---|---|---|
| Team | $199/month | Up to 25 |
| Company | $249/month | 26–50 |
More than 50 active users? Discuss your company’s needs
The exact first subscription billing date and amount are displayed before you enroll. Cancel before that date to avoid the first subscription charge.
If you want help developing the team, improving business health, or putting the system into practice, you can explore a BF360 engagement with Business Freedom Advisors. Additional advising is optional and priced separately.
Your company content is used to provide EPS and its disclosed AI-assisted services. It is not sold or disclosed to other customer companies. Access follows your company workspace permissions, with service-provider and support access explained in our Privacy Policy.
You can export your setup. If your EPS access ends, your company data will be retained for at least 60 days from the date access ends, with a way to request an export during that period.
During setup, provide relevant company information and documents you are authorized to use. The setup does not activate the broader AI Chief of Staff.
Before enrollment, review the Privacy Policy for details about AI processing, service providers, access controls, and retention.
No. The setup is designed for founders with capable managers, emerging directors, or potential leaders who need clearer shared direction and ownership. Involve the people who will use and own the setup.
The setup establishes key foundations your people can take forward. Leadership development and consistent execution take continued practice. BFA help is available separately if you want it.
EPS provides the shared leadership foundation described here. Your team can reference the existing tools and resources used in the process you map. The setup does not migrate project data or promise integrations with every tool.
No. Bring what exists. The guided process helps you document the selected workflow and identify missing information.
No. Use the document-input options available during setup. Linking a folder does not by itself mean AI can read or continuously synchronize its contents.
AI guides your setup. The setup also establishes an initial company-context foundation for Ellis. The broader AI Chief of Staff capability is not activated by this purchase.
Live consulting, coaching, and facilitated implementation are not included. A technical-help route is available if something is not working.
The setup includes an AI allowance for setup. If you reach it, you can choose to purchase additional credits. Extra AI credits are never purchased automatically.
Your free EPS trial ends, and your selected EPS subscription begins automatically unless you cancel before the first subscription billing date shown at enrollment. You can export your setup, and company data is retained for at least 60 days after access ends.
Yes. Request it within 30 days of enrollment for a full refund of the $99 setup fee. The guarantee applies to that fee; later subscription charges are governed by the subscription terms.
Clarify your firm’s current Top Focus. Build a 90-Day Priority Plan. Document your critical operating process. Connect your people, priorities, and processes in an Executive Performance System.
Pay $99 today for setup. Your EPS trial is free for 30 days. Your selected subscription begins automatically after the trial unless canceled before the first billing date. The exact date and amount are shown before payment.