Planning Programs · Annual Event
Close the year right.
Start the next one stronger.
Most business owners hit January with ambition but no actual plan. GrowthX changes that. A focused 2-day intensive at year's end — to close out what happened, lock in what's next, and build the roadmap and budget that turns your goals into a plan.
January 1st arrives whether you're ready or not.
Most owners spend December coasting on momentum from the year that was — and then spend January trying to figure out what the year ahead is going to look like. That gap is expensive.
GrowthX puts you on the other side of that equation. You'll enter January with a complete roadmap, a budget that reflects your actual goals, and a clear set of priorities so you're not just busy — you're building something specific.
The 2026 Lineup
Two days, built to send you into 2027 ready.
The Business Owner's Time Audit
Andy O'BrienFind where your time is going — and whether it's being spent on the right things.
- What should only the owner be doing?
- What to delegate
- What's eating up unnecessary time
- Working ON vs. IN the business
- Building a better weekly schedule
Your 2027 Lead Machine
Tanner O'BrienBuild a predictable system for generating, tracking, and converting leads.
- Where your best leads actually come from
- Self-sourced vs. marketing-generated leads
- Following up consistently
- Tracking your pipeline
- Turning conversations into customers
Stop Hiring Reactively
Andy O'BrienBuild a hiring process before you desperately need someone.
- Defining the role before posting
- Creating the right candidate profile
- Interviewing for fit and capability
- Onboarding people so they actually succeed
Where Did the Money Go?
Doug BarraUnderstand your numbers and find the opportunities hiding in your financials.
- Reading your P&L
- Finding unnecessary expenses
- Identifying your most profitable activities
- Using numbers to make better 2027 decisions
AI Marketing Without the Marketing Team
Tanner O'BrienCreate more marketing in less time.
The in-person planning build
Day 2 is where it all comes together. In the room with your coaches, you'll turn the frameworks from Day 1 into a finished product — your complete 2027 plan, built step by step.
Follow-up learning session
Morning kickoff — top takeaways and shared learnings from Day 1.
Review 2026 & set the vision
Look back at the year, then realign and set your vision for 2027.
Vision boarding & dream journaling
Open up your thinking and get clear on what you actually want to accomplish.
Annual goals & quarterly rocks
Set your annual goals and the major rocks to tackle in each quarter.
Working lunch (catered)
Lunch is catered in — a working lunch to keep the momentum going.
Budget building & forecasting
Build out your 2027 budget-vs-actual document so you have a place to track the numbers all year.
You'll walk away with
- A complete annual plan for 2027
- Annual alignment and focus for the year ahead
- A true budgeted forecast for 2027 — financials, plus basic marketing & sales numbers
SouthStar Bank · 10737 East Crystal Falls Parkway, Leander, TX 78641
What's Included
Two days. One complete plan.
A Complete Annual Roadmap
You'll build a fully actionable plan for the year ahead — with clear targets, priorities, and the strategic decisions made so you can execute with confidence from day one.
A Budget & Financial Forecast
Stop guessing what your year will look like financially. GrowthX walks you through building a real budget and revenue forecast — so your numbers become intentional, not accidental.
Education + Strategic Planning
Two days isn't just planning — it's education. You'll leave with new frameworks and sharper thinking on strategy, execution, and what actually drives sustainable growth.
A Clean Start to the New Year
Most owners enter January still carrying the weight of the year they just had. GrowthX closes out the old year properly and sets you up to start the new one with full clarity and momentum.
Your Output
What you'll build over two days
GrowthX isn't a workshop where you take notes and figure the rest out later. Every session moves you toward a finished product — a complete annual plan you can execute on immediately.
Reserve Your Spot — $697- A clear annual revenue target with a plan to hit it
- Quarterly milestones that keep the year on track
- A working budget and financial forecast for the year ahead
- Priority initiatives ranked by impact and feasibility
- Key team and hiring plans for the next 12 months
- A personal definition of what a successful year looks like for you
Who It's For
GrowthX is right for you if…
- Business owners who want to enter the new year with a real plan — not just momentum from Q4
- Owners who have never built a formal annual plan and know it's been costing them
- Leaders who want their budget and strategy aligned before the year begins
- Anyone who ended a previous year and thought, 'I need to be more intentional next year'
- GrowthCLUB attendees who are ready to go deeper with annual planning
Investment
$697 per ticket
Two days to build a complete annual roadmap and budget for your business. One of the highest-ROI investments you'll make all year.
Register Now — $697Questions
When and where does GrowthX take place?
December 3–4, 2026. Day 1 (Thursday) is fully virtual — join from anywhere. Day 2 (Friday) is in person at SouthStar Bank, 10737 East Crystal Falls Parkway, Leander, TX. Both days run approximately 9:00 AM to 4:30 PM.
How do the two days work?
Day 1 is virtual learning: two breakout sessions (you pick one topic in each) plus an AI-marketing keynote. Day 2 is the in-person build — you turn everything from Day 1 into your finished 2027 roadmap, budget, and quarterly plan with your coaches in the room.
Is this different from GrowthCLUB?
Yes. GrowthCLUB is a quarterly 90-day planning event. GrowthX is a 2-day annual event focused on closing out your current year and building a complete roadmap and budget for the year ahead. They complement each other well — many attendees do both.
Do I need to have attended GrowthCLUB first?
No. GrowthX is open to any business owner. That said, if you've been doing quarterly planning through GrowthCLUB, you'll find the annual planning process even more powerful.
What should I bring?
Bring your current-year financials (revenue, expenses, profit), your team structure, and a rough sense of where you want to take the business next year. We'll provide everything else.
Ready to enter the new year with a real plan? Secure your GrowthX ticket.