Fall 2026 · Live in Minnesota · 5 Thursdays · Oct 22 to Nov 19
Attract. Convert. Scale.
A five-part live workshop experience for founders who are ready to see exactly where growth is slowing... and leave each session with the work already done.
Reserve with a fully refundable $99 deposit. Priority access to registration and pricing before seats open to the public.
Why now
Buyers are deciding more carefully. Competition keeps growing. And AI is creating fresh pressure to move faster and adopt more tools.
When growth slows, the instinct is to add more. More marketing, more networking, more technology. Sustainable growth comes from something quieter... finding where momentum is being lost, then closing the gaps creating the most friction.
Your expertise is strong. This is about making your message land consistently with the people you most want to work with.
Prospects show up. Converting them takes more than a strong offer... it takes conversations that lead the decision.
Growth accelerates when the founder stops being the system. That takes intentional process, not more effort.
What is the Founder Series?
Five live sessions designed to help you strengthen the three drivers of long term growth: attracting the right opportunities, converting them into clients, and scaling systems that let the business grow beyond you.
Every session is hands on. You leave with progress already made on your business, not a list of ideas to revisit later.
Capped at 20 founders so every session includes real discussion, personalized feedback, and room to ask your actual questions.
Bring your laptop. Each session is structured so you work directly on your own business throughout the three hours.
Three advisors across branding, sales, and systems deliver one cohesive experience, not a lineup of separate speakers.
The Series
Each session builds on the one before it, and the series closes with a celebration you can bring guests to.
Co-led by Ro Chan, Elizabeth Yang, and Dianne Shelton
The opening session establishes your business baseline. Through a guided assessment led by all three advisors, you evaluate your business across branding, sales, and systems, identify the patterns creating the most friction, and set the priorities that guide your work through the rest of the series.
Led by Ro Chan, Strategic Marketing Advisor
Your expertise is real. Your message may not be reaching the right people consistently. This session sharpens your positioning, strengthens brand clarity, and builds a market presence that earns trust before the first conversation ever happens.
Led by Elizabeth Yang, The Deal Fixer
Interest is showing up. This session helps you turn it into revenue by improving your sales conversations, navigating buyer hesitation, and leading decisions with clarity and conviction. No pressure tactics, and no scripts that sound like someone else.
Led by Dianne Shelton, Marketing and Sales Systems Expert
Growth accelerates when the business can run without you in every seat. This session helps you evaluate your customer journey, follow up processes, and automation opportunities, then begin building the repeatable systems that support scalable growth.
Co-led by Ro Chan, Elizabeth Yang, and Dianne Shelton
The final session brings all three advisors back together. You integrate what you have learned across branding, sales, and systems, resolve competing priorities, refine your founder introduction, and complete a practical 90 day implementation plan.
The series closes the following evening with a celebration of what you built. Bring the people who supported you along the way... partners, colleagues, clients, the friend who kept asking how it was going. An evening of recognition, introductions, and the kind of conversations that turn a cohort into a network.
Friday, November 20 · 6:00 to 8:30 PM · Guests welcomeIncluded with every session
Every session includes a session specific Growth Playbook, an implementation guide built around the work you do in the room. Depending on the session, your Playbook may include assessments, messaging exercises, sales frameworks, customer journey maps, automation planning templates, and action planning tools.
Because the series is enrolled as a complete experience, you receive the full Playbook collection, including the 90 day action plan you build during Session V.
Your SHIFT Advisory Team
Strategic Marketing Advisor
Ro partners with founders and executive teams to uncover the gaps between strategy, brand, and customer experience. Her work helps organizations reduce friction, strengthen stakeholder confidence, and build businesses that are easier to lead, trust, and grow.
The Deal Fixer · High Stakes Sales and Decision Leadership Advisor
Elizabeth helps founders uncover the hidden friction that slows buyer decisions. She has helped leaders close millions of dollars by strengthening confidence, improving how they communicate value, and leading buyer decisions with greater trust and conviction.
Marketing and Sales Systems Expert
Dianne helps founders bridge the gap between big vision and everyday execution with practical marketing and sales systems. Her AI enhanced strategies support business owners across 175+ countries to simplify the path to marketing that converts, recurring sales, and client retention.
Registration
The Founder Series is enrolled as a complete five-part experience, because the work compounds. Early access opens soon, and a fully refundable $99 deposit holds your seat.
Partner organization member? Preferred member pricing is available. Ask us how when you reserve your seat.
Reserve your seat today with a $99 deposit that is credited in full toward your $597 registration. It is fully refundable if the series is cancelled, and pre-registering unlocks the exclusive VIP Founder Bonus.
After the series, you may choose to invest in three hours of one on one advisory time, allocated across branding, sales, and systems based on your priorities. Completely optional and separate from registration.
Pre-Register
Only 20 seats. Tell us a little about your business, then hold your place with a fully refundable $99 deposit that applies straight to your registration.
Pre-register now and you receive the VIP Founder Bonus, available only to founders who reserve before public registration opens.
We respect your privacy. Your information is never shared or sold, and you may unsubscribe at any time.
Frequently asked questions
Yes. Your $99 deposit is credited in full toward your $597 registration, and it is fully refundable if the series is cancelled. It exists to hold one of the 20 seats while final venue and registration details are confirmed.
The Founder Series is enrolled as a complete five-part experience. Each session builds on the one before it, the Growth Playbooks connect across all five, and the 90 day plan you finish in Session V depends on the work from the four mornings before it. Registering for the whole series is what makes that possible.
A Social Hour on Friday, November 20, from 6:00 to 8:30 PM, to close the series. You are welcome to bring guests, so the people who supported you can see what you built and meet the founders you built it alongside.
In person in the Minneapolis and Saint Paul metro area. The specific venue will be confirmed and shared with pre-registered founders first, before registration opens publicly.
A laptop. Every session is designed for hands on work, and you get the most from your three hours when you can build directly on your business in the room.
Each session includes a session specific Growth Playbook, a practical implementation guide with the tools, exercises, and action steps connected to that workshop. You receive all five.
Business owners and entrepreneurs who are actively building and want practical, implementation focused work across branding, sales, and business systems.
An optional add on after the series: three hours of one on one advisory time with The SHIFT Advisory team. It is entirely separate from registration and never required.