Thank you for purchasing our In-Person VIP Platinum Package!

(You will also receive this information via email, but please bookmark this page for future reference.)

Congratulations and welcome! I am delighted you have signed up for my In-Person VIP Platinum Package. This elite service for my highest priority clients does all the heavy lifting for you; however, your positive participation is critical to your success! Please read the simple instructions below for getting started.

Getting Set Up

My team will be using a platform called “Basecamp” for your project management. You will be receiving another message with instructions on how to join your project, so be on the lookout for an invitation from my assistant, Cindy, with the following “from” line:

From: Cindy D. (Basecamp) <>

Cindy will be your personal project manager and will manage the logistics of your project. Note that the above message will be delivered manually, so please anticipate a delay. To ensure you don’t miss any correspondence from our team, please add to your email safe sender list.

Let’s Get Started

If you will be electing for an in-person meeting with me:

I can’t wait to meet you for our one-on-one coaching session! One of my team will be reaching out to you shortly with several dates in the coming months that I am available to meet with you here in central Texas. You are responsible for transportation and lodging. As a courtesy, if you wish to spend the night or make a mini-vacation out of your trip, we have listed various lodging options from beautiful hotel resorts to Texas Hill Country B&B’s here:

Lodging in Boerne, TX

If you will be flying in and out the same day, a catered lunch will be arranged. Specific meeting details will be sent to you after dates are confirmed. Please let us know if you have any wine or food preferences or allergies we should be aware of. We want your experience to be enjoyable and relaxing.

Dress for your strategy session is business casual. Central Texas can be in the 30s in the winter and summer is hot and semi-humid.

Next, please click on the links below and begin to fill out your Career Success Blueprint and other topic questions and upload them to Basecamp.

Please open the blueprint .doc on your computer and type in your answers. When complete, save it and email it to us preserved in .doc format. Most clients take 3 to 10 days to complete and return their blueprint. Knowing this helps us to stick to our promised turnaround times to you. If you find you need more time than this, just let us know.

As you are completing the Blueprint, if you have any trouble whatsoever contextualizing everything you want in your next career move – or creating metrics around your accomplishments – here are two short coaching audios I recorded to help you. If you want to discuss with me directly, just call or email me.

How to Contextualize Your Focus of Direction
How to Quantify Your Accomplishments

Also, please feel free to send us any additional information (such as an original resume, performance reviews, media publications, personality profiles and so on…).

After we review your information, we may have a few additional questions. Please let us know if you prefer phone or email for additional questions. We prefer email as it helps us organize the information but we are happy to go over things on the phone too.

Once our intake is complete, we will begin the design on your new executive resume.

Your Domain Name

The website we design for you will be your own Please go to and grab “” or a close variation of it. If you need help choosing your exact domain name, just let us know – we are happy to help.

Please note that we do not provide detailed website design. Be assured that our simple, elegant sites have worked successfully for our executives for many years.

Private Coaching Sessions

I would like to book a 30-minute introductory coaching session with you before your retreat day. During this session, I would like to discuss your primary challenges and places you need the most support. This will help me prepare for your retreat day.

Retreat Day Coaching

During our 3-hour retreat day coaching session, I will be walking you through a job search strategy customized for your particular goals. I will be going over the marketing collateral we developed for you, sharing resources with you and working with you to set up systems to make your job search easy, efficient and effective. We will address your primary challenges so you are well prepared for your executive transition.

Additional Coaching

As a Platinum client, you have follow-up access to me via email for up to 3 months. You can pre-book your three 30-minute phone calls each week or you may call at your discretion (phone calls are subject to my schedule). Finally, you may email me directly to ask me any questions through our shared Basecamp account which will be delivered to your email address.

Final Resume and Value Proposition Letter

After we go over any changes you may want on your draft executive resume and value proposition letter, I will provide you with three final copies (word, pdf and ascii text) with instructions on when to use what version.

Additional Marketing Collateral

In addition to your resume and value proposition letter, I will also be developing your LinkedIn profile, executive biography, a testimonials/endorsements page, either a one-page networking resume or a second resume version, depending on your needs, and an online portfolio. Finally, I will design additional value proposition letters for you aligned to PE / VC firms and another for executive recruiters.

Recruiter and Private Equity / VC Distribution

I will also be distributing on your behalf, your resume and cover letter to introduce you to a large list of executive recruiters (national, global or both) and Private Equity and Venture Capital Firms who are aligned to your industry and/or position. Any current relationships you have with recruiter or PE/VC firms that you do not wish your resume being distributed to is fine. Just let me know the name of the firm and or person(s) and we will remove them from your distribution.

Website Hosting

I will host your site for a small monthly fee ($15) for as long as you like. Anytime you want us to turn off the site we will, and we will save your information for future use if you want to reinstate your website.

I recommend you password protect your website if your search is secret. We will not index your site with Google unless you tell us to. Not indexing your site will mean your site will not populate in a Google search result if someone searches your name. Someone will have to be given the link, and if you choose, the password, to access your site. There are many ways to get your password in the right hands, such as including it in your value proposition letter or a simple email.

LinkedIn Profile

A few things we will look to enhance in your new profile include:

  • Privacy, creating a vanity link, and getting endorsements.
  • Keyword optimization.
  • Creation of a Summary statement and narrative of past positions.
  • Involvement in relevant groups, which we will recommend to you.
  • Making a few key connections, which we will suggest for you.

It’s my pleasure to give you as a gift one of my most popular coaching calls titled “How to Use LinkedIn to Pull Opportunities to You.” LinkedIn is a powerful tool to connect with your audience, establish thought leadership and set perception. In this audio, I show you how to easily leverage that.

Updated Photo

A professional photo is of critical importance for your LinkedIn Profile and website. Please send us one, or two high-resolution photos that you would like for us to use on your new website and LinkedIn profile.

*If you are booking a photoshoot, I recommend they are taken in natural, full light or studio light. Close up, smile, against a black or white background (white looks amazing). Dress should be in alignment with your profession – you can try a more polished, and then a more relaxed outfit.

C-Suite Job Transition Kit: Branding / Strategy / Resources

You have access to my C-Suite Job Transition Kit. This information is very powerful and can greatly accelerate and drive the overall efficiency and success of your transition. Included in this bundle are several short audios covering various C-suite topics related to executive transitions. These, and the PDF’s outlining step-by-step strategies and phone and email scripts, are the most important items. Everything else is there for ease of reference and it is all yours to keep. Combining these marketing strategies with your new marketing material will double your success in the market. It is that important.

C-Suite Job Transition Kit

Username: Executive
Password:  VIP123

*Note that the above credentials are case-sensitive. Please enter exactly as shown.

Please invite me to connect with you on LinkedIn! I have 400k board members and 300k CEO’s, 95k recruiters and 61k private equity executives in my first and second-degree connections. What this means is that by connecting with me, you now have access to many of them – and they to YOU.

If you have any questions about these steps, we are here to help. I welcome you, and truly look forward to getting started and partnering with you towards a successful career transition!