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Clarity. Confidence.

A Clear Strategy for Microsoft 365 Success.

Whether you're starting fresh or struggling to make Microsoft 365 work for your team, our Strategy Accelerator gives you expert guidance, tailored advice, and a clear, actionable roadmap — all in one half-day engagement.

 
Delivered by Your 365 Coach Experts
For Small & Medium Businesses
2-Hour Live Session

 

Fixed Price of £1500 + Taxes

 

What You Will Gain

This isn’t a training session — it’s strategic guidance tailored to you. You’ll walk away with answers, ideas, and a clearer path forward in how to make the most of your investment in Microsoft 365.

Clarity on the Right Tools

Know which Microsoft 365 apps to use, when to use them, and how to roll them out with purpose.

Insight Into Your Current Setup

We review your landscape, flag risks and inefficiencies, and show where improvements can be made.

Clear Plan of Action

You’ll leave with a written summary of your recommendations and key next steps to align tools with your business goals.

Expert Advice You Can Trust

All backed by real experience — not theory. We show, explain, and demo where needed.

Our 5-Step Process 

No jargon. No wasted time. Just a practical process that starts with listening, leads to smart recommendations, and ends with a clear strategy you can use straight away.

  • Discovery Call
    We’ll have a relaxed, 30-minute Microsoft Teams call to understand your challenges and goals.

  • Fact-Finding Questionnaire
    You’ll complete a short, structured form (we’ll even pre-fill it based on our call).

  • Expert Analysis
    We’ll analyse your setup, map it to the Microsoft 365 ecosystem, and prepare a set of strategic recommendations.

  • Strategy Playback Session (Live)
    Join us for a 2-hour deep-dive where we walk through our recommendations, demo the tools, and answer all your questions.

  • Final Strategy Summary
    You’ll get a clear, easy-to-follow written summary — ready to use, present, or turn into your roadmap.

 

Key Outcomes 

This Strategy Accelerator gives you more than just advice — it delivers clarity, direction, and a plan you can act on immediately.

Clarity on the Tools That Matter

Know exactly which Microsoft 365 tools to focus on — and which ones to ignore — based on your goals and setup.

Alignment with Your Business Priorities

Connect your use of Microsoft 365 to what really matters in your business — from collaboration to compliance

 A Practical, Actionable Plan

Leave with a clear summary of recommendations, quick wins, and long-term opportunities — all written down and ready to share.

Expert Guidance You Can Trust

Gain insights from Microsoft 365 experts who understand what works — with live demos, no sales talk, and real answers to your questions.

Who Is This Strategy Session For?

This session is perfect for leaders and teams who need a strategic reset, want to understand what tools to prioritise, or feel like Microsoft 365 just isn’t being used to its full potential.

You’ll benefit most if you are:

Business Owners & Directors

Looking to align Microsoft 365 to your organisation’s goals and get more value from your licensing.

Ops, IT & Compliance Leads

Needing guidance on which tools to adopt (and which to skip) — without the jargon.

Team Leads & Department Heads

Wanting a consistent, secure approach to communication, task management, and document sharing.

New Microsoft 365 Customers

At the start of your journey — looking for clarity, confidence and a plan to move forward with purpose.

What Our Clients Say

"We’re in the process of restructuring our Microsoft environment with the goal of building out a more organized, scalable system for content and knowledge management. Scott reviewed our proposed structure, took the time to understand our goals, and gave us thoughtful, constructive feedback — offering alternative approaches that better align with Microsoft best practices and what he’s seen work well with other organizations."

Kasey Williams, Chief Operations Officer, Invest Strategic
 

Ready to Plan Your Strategy?

Ready to move forward with clarity? Fill out the form below and we’ll be in touch to book your session and guide you through the next steps.

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Frequently Asked Questions

Here are some commonly asked questions to us at Your 365 Coach, to help you get the answers you need.