PPAI ID: 908944

I am a EOS Implementer & Executive Coach helping promotional products leaders gain clarity, accountability & traction. I also facilitate two monthly promo industry mastermind groups focused on leadership, growth & execution.

Target Customer: My ideal customer is a growth-minded promotional products business owner or leadership team with 10–250 employees. They’ve built a successful company but feel stuck, overly dependent on the owner, or frustrated by people, accountability, execution, and scalability challenges. They are growth minded, open-minded, ready to change, and wanting to change! They are at $5,000,000+ in Annual Revenue and wanting to scale.

Recommended Staffing: Typically 10–250 employees, with an established leadership team. My sweet spot is growing promotional products companies that have enough complexity to need stronger structure, accountability, processes, and leadership alignment.

The Solution: I help promotional products business owners and leadership teams break through growth ceilings, build healthier teams, and create businesses that don’t depend on the owner for everything.

WHAT IS EOS?

EOS—the Entrepreneurial Operating System—is a complete, proven business operating system with simple, practical tools that help leadership teams strengthen three things:

VISION → Get 100% on the same page about where you’re going and how you’ll get there.

TRACTION → Build the discipline, accountability, and focus to consistently execute on that vision.

HEALTHY → Become a cohesive, highly functional leadership team that communicates openly, solves issues, and works together.

I believe three things accelerate that journey:

1. A COACH who challenges you and exposes blind spots.

2. A TEAM that helps you see what you can’t see alone.

3. An OPERATING SYSTEM that harmonizes all the moving pieces of your business.

WHAT DOES THAT LOOK LIKE IN THE PROMO INDUSTRY?

One of my clients, Macco Promotions, faced one of the largest projects in company history: producing and delivering 77,000 prints in only eight days.

WHAT I OFFER PROMOTIONAL PRODUCTS COMPANIES

EOS® Implementation – Hands-on implementation with your leadership team to create clarity, accountability, discipline, and Traction® throughout the organization.

Executive Coaching – One-on-one coaching for owners and leaders who want someone to challenge their thinking, expose blind spots, and help them become stronger leaders.

Leadership Team Development – Build a healthier, more accountable leadership team that communicates better, solves issues faster, and executes together.

Strategic Planning & Execution – Clarify your long-term vision and translate it into annual goals, quarterly Rocks, measurable Scorecards, and weekly execution.

Processes & Accountability – Create greater consistency around roles, meetings, metrics, processes, priorities, and problem solving.

FREE MONTHLY PROMO INDUSTRY MASTERMINDS

I also facilitate two free monthly mastermind groups specifically for promotional products leaders:

LEVEL UP MASTERMIND – For promotional products leaders exploring EOS.

MAXIMIZE MASTERMIND – For promotional products leaders already running on EOS who want to maximize the system.

These groups give promo leaders an opportunity to learn from other leaders, share best practices, work through real challenges, and sharpen one another.

WHO I HELP

I’m especially passionate about working with growth-minded promotional products companies that recognize:

• The owner is still the bottleneck

• Accountability is inconsistent

• The same issues keep resurfacing

• Too many decisions flow through one person

• Revenue may be growing, but profitability isn’t

• Projects keep falling through the cracks

• Everyone is busy, but progress feels slow

• The company is capable of more

The goal is not more complexity.

It’s a company where your leadership team takes ownership, accountability becomes normal, problems get solved faster, execution improves, revenue and profitability become more predictable, and the business no longer depends entirely on you.

Promo Focused. EOS Powered. Results Driven.

Value Proposition: My unique value proposition is simple:

Promo Focused. EOS Powered. Results Driven.
Unlike a general business coach, I specialize in helping promotional products business owners and leadership teams break through growth ceilings using EOS—a complete, proven business operating system.

I grew up around the promotional products industry and understand the unique challenges distributors, suppliers, and promo leaders face. Today, I work directly with leaders throughout the industry, including companies such as Facilisgroup, DCX, Macco Promotions, Madden Branded Goods, Hitex, Storm Creek, and others.

What makes my approach different is the combination of three things:

1. A Coach – I don’t simply give advice. I challenge leaders, ask difficult questions, expose blind spots, and help teams solve issues at the root.

2. A Proven Operating System – EOS provides simple, practical tools that create greater Vision, Traction, and Healthy within the organization.

3. A Promo-Specific Community – I facilitate two free monthly mastermind groups exclusively for promotional products leaders: Level Up for leaders exploring EOS and Maximize for companies already running on EOS.

The results go beyond better meetings or strategic plans. The goal is greater accountability, stronger leadership, better execution, healthier teams, improved profitability, and ultimately a business that becomes less dependent on the owner.
As one Facilisgroup leader shared, “Charlie has been instrumental in helping our team at Facilisgroup and other promo leadership teams get aligned quickly and actually execute. You can feel the difference in accountability and clarity across the business.”

Customers choose me because they aren’t just looking for another consultant. They want someone who understands promo, has a proven system, will challenge their leadership team, and will help them actually execute.
Promo Focused. EOS Powered. Results Driven.

Costs: I believe in being transparent about investment so you can quickly determine whether there may be a fit.

Full EOS Implementation:

My standard investment is $6,000 per full-day leadership team session. We typically begin with three full-day sessions spaced approximately 30 days apart, then transition into quarterly sessions and an annual two-day planning session. Most EOS relationships last 2–3 years. EVERY SESSION the guarantee is you will get value, or you don’t pay! IT’S FREE if you did not get value.

Small Group Leadership Coaching:

For companies that aren’t ready for full EOS implementation, I offer monthly 2-hour facilitated leadership team coaching at $1,000/month.

1-on-1 Executive Coaching:

Executive coaching is $350 per 50-minute session, typically meeting 1–2 times per month.

Speaking & Workshops:

I offer customized leadership workshops and training for promotional products companies and associations, as well as a free 90-minute Leadership Lunch & Learn for qualifying organizations.

Promo Industry Masterminds:

I facilitate two FREE monthly mastermind groups exclusively for promotional products leaders:

Level Up – For promo leaders exploring EOS.

Maximize – For promo leaders already running on EOS who want to get more from the system.

Not sure where to start? I offer a free, no-pressure Help-First Coaching Call to understand where you are, what you want, what’s getting in the way, and determine the best next step.

The goal is not to sell you the biggest engagement. It’s to help you find the right level of support for where your business is today.

Terms & Commitments: My goal is to build long-term relationships based on results and value, not lock clients into unnecessary commitments.

Full EOS Implementation:
EOS is designed as a long-term journey, with most client relationships lasting approximately 2–3 years. We begin with three full day leadership team sessions spaced about 30 days apart, then transition into a quarterly meeting rhythm with an annual two day planning session. EVERY SESSION the guarantee is you will get value, or you don’t pay! IT’S FREE if you did not get value. There are no contracts, no up front agreements.

Small Group Leadership Coaching:
Leadership teams meet with me for a facilitated 2-hour session each month. This is designed for companies that want ongoing leadership development and accountability but aren’t ready for full EOS implementation. Same thing, it’s guaranteed value, or you don’t pay! IT’S FREE if you did not get value.

1-on-1 Executive Coaching:
Typically 1–2 sessions per month based on the leader’s goals and needs. 6-Month Engagement is what I require.

Workshops & Speaking:
These are generally one-time engagements and can be customized around the needs of the company, leadership team, or association.

Promo Industry Masterminds:
My Level Up and Maximize mastermind groups meet monthly and are free for qualified promotional products leaders.
We start with a conversation to determine fit, clarify expectations, and identify the right level of support before making any commitment.