Frequently Asked Questions

What is Scalepath, and how does it differ from other peer advisory networks?

Scalepath is an exclusive peer advisory network designed for today’s small business owners. Our modern approach provides virtual peer advisory groups, actionable playbooks, an online community, and a speaker series to help small business owners and their companies scale. 

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Who can join Scalepath?

Scalepath only accepts small business owners and CEOs in North America doing between $500k and $7m in annual revenue. We also require members and their employees to be in an office-based environment.

Our typical member is a professional services business with $1.8m in revenue, 8 employees, and is growing 20% annually.

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Why do you only focus on businesses between $ 500k and $ 7m?

We have a deep understanding of the challenges faced when scaling a business of this size and feel that existing peer advisory networks are tailored for larger businesses. Our resources are optimized to address unique challenges and growth opportunities businesses face within this specific revenue range. 

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How do I apply, and what's the vetting process?

Interested business owners who meet the criteria can apply here. Once your application is submitted, you’ll be prompted to schedule a meeting with one of our team members to discuss your company and see if you’re a fit.

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What’s included in a Scalepath membership?

Membership includes being placed into a curated peer advisory group with a trained facilitator, access to actionable playbooks, an online community, and a speaker series, all tailored to help small business owners and their companies scale. We also help members coordinate in-person meetups across the country. 

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How are Scalepath’s groups structured, and what is the typical size?

Groups are carefully curated based on industry, annual revenue range, and growth rates. Groups consist of 8-10 members to ensure meaningful discussions and personalized attention.

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How often do groups meet, and what is the time commitment?

Meetings with your group are held virtually ten times a year and are 2.5 hours long. A trained Chair facilitates each meeting and follows a set structure. The total investment of time participating in Scalepath’s calls and online community is typically under 40 hours a year. 

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What is the structure of the meetings?

The core of each meeting centers around our proven issue-processing method. Members are asked to bring their most important issues to each meeting. The Chair then facilitates a structured discussion that ends with a distilled action plan for every issue. Action plans for each issue are tracked by your Chair to ensure accountability. 

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How do I know if a peer advisory group is right for me?

If you're seeking to connect with peers facing similar business challenges, desire growth through shared learning, and are willing to offer and receive advice and support, then a peer advisory group would be beneficial. It also gives you a dedicated time and place to work “on your business” every month.

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What is expected of me as a member?

Members are expected to actively participate in meetings, contribute constructively to discussions, support fellow members, and maintain strict confidentiality. Regular attendance is also crucial for group continuity.

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What is Scalepath’s online community? 

It's a digital community on Slack where small business owners collaborate, exchange ideas, and seek answers from peers. We have tailored communication channels that allow members to engage at their own pace, making it perfect for busy entrepreneurs. Posts typically receive 6+ responses within the first day. 

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What kind of discussions take place in the community?

Discussions range from specific business challenges in areas like sales, HR, and operations to general advice and feedback. Members share experiences, solutions, and insights relevant to small business management. Each discussion can be found in their corresponding channels in Slack, like #asks-and-feedback or #talk-eos.

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How do I engage with other members?

You can post questions, share insights, respond to others’ posts, or direct message members for more personal interactions. Engaging regularly helps in building meaningful connections.

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What are playbooks?

Scalepath's playbooks are comprehensive, step-by-step recipes designed to address common challenges and opportunities in small business management. They offer practical strategies and actionable advice to help you navigate various aspects of running a small business.

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What topics do the playbooks cover?

The playbooks cover a wide range of topics crucial for small business success, including people operations, sales, operations, financial management, and more.

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How often are new playbooks released?

We update our library with new playbooks weekly to ensure members can access the latest insights and strategies. 

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Can I request a playbook on a specific topic?

Absolutely! We welcome suggestions from our members. If you'd like us to cover a specific topic or challenge, please let us know, and we'll consider it for future playbooks.

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