X7 Executive – Membership Tiers & Benefits
Starting at $127/month, tailored for growth-focused businesses.
X7 Community Bridge™
- Monthly Meeting Meal Covered
- Monthly Business Tips Texts
- Work on Your Business Office Hours With Patrick (1 Hour)
- Episode on The Main Street Money Show Podcast
Community & Vendor Engagement
$127/Month
For those wanting more than just a free networking experience. Intentional, grass roots, relationship-based business development. You’re looking to be a part of a local growing community of business owners, or desire to learn more about scaling your business in the most cost-effective manner.
Event Topics Schedule
Month 1- A Business Legacy More Than a Number
Month 2- Business Financial Foundations & Managing Mental Health as Entrepreneurs
Month 3- Building a Scalable Team & Employee/Employer Benefits
Month 4- Business Owner Profits Planning & Liability Protection
Month 5- Marketing That Doesn’t Break the Bank
Month 6- Tax Strategies for Small Business Owners & Real Estate Professionals
Month 7- Proactive Legal and Estate Planning
Month 8- The Customer Journey & Retention
Month 9- Raising & Managing Capital and Financing Options
Month 10- Systems & Processes That Run Without You
Month 11- To Scale, Sell or Be Content
Month 12- Annual Wrap-Up Conversations
All Monthly Meetings will be supporting local restaurant and event venues in the Lenoir, Morganton, Hickory area.
Business Owner Profiles Desired
– Home Builder / General Contractor
– Plumber
– Electrician
– HVAC Contractor
– Roofing Contractor
– Drywall & Painting Contractor
– Flooring Installer
– Cabinet Maker / Kitchen Remodeler
– Masonry / Concrete Contractor
– Landscaper / Lawn Care
– Tree Service / Arborist
– Fencing Contractor
– Deck & Patio Builder
– Pool Installer & Maintenance
– Septic & Well Services
– Insulation Contractor
– Solar Panel Installer
– Garage Door Installer
– Security System / Low-Voltage Tech
– Pressure Washing Company
– Pest Control
– Carpet & Upholstery Cleaner
– Appliance Repair Tech
– Handyman Service
– Waste / Dumpster Rental Service
-Contact Us if Your Business Trade isn’t Listed
Business Support Profiles Desired
– Financial Advisor / Wealth Manager
– CPA / Accountant
– Business Attorney
– Commercial Insurance Agent
– Commercial Banker / Lender
– Bookkeeper / Payroll Service
– Business Credit Specialist
– HR/Compliance Consultant
– Benefits Broker
– Bonding Agent
– Business Valuation Specialist
– Marketing Consultant / Digital Agency
– Exit & Succession Planner
X7 Community Bridge™ Membership
$127 Monthly
X7 Ascend™
Social Marketing & Operational Team
$3,500/Month
For business owners who are ready to scale without the headache of hiring multiple specialized roles. X7 Ascend™ combines audience-building growth strategies, time-saving automation, and skilled back-office support into one powerful package. We eliminate inefficiencies, streamline your systems, and execute your marketing so you can focus on running — and growing — your business.
If Purchased as a Non-Member
X7 CRM Access – $297/month
Workflows & Automations (1x cost averaged over 12 months) – ~$83/month
Social Media Management – $500/month
On-Site Video Recording + Editing – $2,000/month
Content Creation Graphics & Design (1x cost averaged over 12 months) – ~$83/month
Video Transcript to Website Blog – ~$500/month
YouTube Account Management – $500/month
40 Hours Monthly Executive Virtual Assistance $1,400/month
- Includes Everything in X7 Community Bridge (Monthly Meal, Text Tips, Training Library)
- X7 CRM access - CRM onboarding
- Pre-built Workflows and Automations – Text, Email, Invoice, Reviews
- Website Design and Management
- Social Media Monthly Management- Facebook, Instagram, Twitter, LinkedIn (Max 2)
- YouTube Management
- Discounted Videographer On-Site Video Recording (Self-Recorded Content Accepted)
- Content Creation- Graphics, Design, Long and Short Form
- Video Transcript to Website Blog Cross-Upload
- Dedicated Business Manager
- 40 Hours of Excecutive Virtual Assistance
Estimated Itemized Expenses
$64,356 Annually
(1-2 Employees Minimum)
VS
X7 Ascend™ Membership
$3,500 Monthly
X7 Wealth Ops™
Fractional Business Oversight Package
$7,000/Month
For those committed to building year-over-year efficiency and growth. This high-level support program blends financial and tax strategy, operations optimization, team leadership, and technology implementation into one cohesive plan. We act as your fractional COO and strategic partner — ensuring systems, people, and numbers align to scale your company with less stress and more profit.
- Includes Everything in X7 Community Bridge and X7 Ascend
- Customized CRM build-outs + automation optimization
- Marketing Funnel Strategy
- Print and Digital Marketing system setup
- Direct Mail/Digital Marketing to CRM Integration
- Task and Ticket Workflow assignment system
- Tax Strategy / Business Financial Consult
- 80 Hours of Executive Virtual Assistance
If Purchased as a Non-Member
X7 Ascend– $64,356 Annually
+
80 Hours Monthly Executive Virtual Assistance – $33,600 Annually
+
- End of Month Business Recap (Operations and Finances) $6,000
+
- Annual Member Trip $3,000
Estimated Itemized Expenses
$103,956 Annually
VS
X7 Wealth Ops™ Membership
$7,000 Monthly
X7 Wealth Ops Retreat
- Network with business owners in an exclusive setting.
- Gain proven strategies to scale and streamline operations.
- Learn high-impact financial and tax planning tactics.
- Enjoy premium lodging, dining, and recreational experiences.
- Leave with a renewed sense of focus, customized personal and business growth plan.
Wealth Ops™ Retreat Schedule
Experience a transformative retreat designed to elevate your financial journey. Our intensive sessions, collaborative breakouts, and tech intensives are tailored to provide you with actionable strategies and real-time implementation, ensuring you leave with the tools and knowledge to accelerate your success.
Monday – Arrival & Welcome
- Afternoon: Check-in, settle into lodging.
- Evening: Welcome dinner & fireside introductions.
- Networking and intention-setting for the week.
Tuesday – Recreation & Applied Learning
- Morning: Guided outdoor sporting activity (fishing, horseback riding, or sporting clays).
- Afternoon: Hands-on workshop — Streamlining Your Daily Operations.
- Evening: Themed dinner with a guest speaker sharing a real-world business turnaround story.
Wednesday – Focus & Field Experience
- Morning: Scenic excursion (hiking, ranch tour, or off-road adventure).
- Afternoon: Financial & Tax Strategy in Action — case study with live examples.
- Evening: Chuckwagon dinner & live music.
Thursday – Integration & Vision
- Morning: Choice of leisure or active adventure.
- Afternoon: Strategic Planning Lab — map out your 90-Day Reset Plan.
- Evening: Closing dinner & celebration around the fire.
Friday – Departure
- Morning: Breakfast & informal goodbyes.
- Depart with actionable plans, new partnerships, and renewed focus.
Retreat Location
Who X7 Executive For?
- Businesss Owners that know the next phase of growth will require investing into their business
- Founders needing highly skilled labor but not ready to commit to building out an expensive benefits package like 401k's, Health Insurance, and PTO.
- Entrepreneurs craving collaboration, not isolation
Member Success Stories
