X7 Executive – Membership Tiers & Benefits
Starting at $197/month, tailored for growth-focused businesses.
X7 Community™
- X7 Executive CRM — fully built, loaded into your account on day one
- Pipelines, workflows, Lead Management, and Invoicing
- Intake Forms, Surveys, Reviews
- Websites, Funnels, & Landing Pages
- SMS & Social Dms, Social Planner,
- Call Recording and Voicemail Drops
- Cashflow Management and Tracking
- Banking and Account Integration with Monthly Monitoring
- Establish Monthly Insights and Financial Trends in your Business
- Time and Task Inventory Tracking
Your Business Operating System
Stop duct-taping your business together. The X7 Community gives you the CRM, the system, and the community to run your business like a real operation — without the agency price tag.
Who This Is For Service-based business owners ready to stop piecing together tools and start running a real operation. If you’re managing leads in your head, following up when you remember, and losing track of clients — this is your starting point.
$197/Month
X7 Community Membership
- Business Setup & Banking
- Cashflow Management and Tracking
- CRM & AI Coordination with Tech Subscriptions
- X7 Executive CRM — fully built, loaded into your account on day one
- 30, 60, 90 Day Follow Up Meeting
X7 Business Launch ™
Done For You Business Setup
Most new business owners figure it out as they go. They set up the wrong entity, mix personal and business finances, ignore taxes until it’s too late, and piece together a client management system that never really works.
Six months in they’re rebuilding everything from scratch.
X7 Business Launch™ eliminates that entirely. In 30 days we set up your business the right way from the ground up — the operations structure, the financial foundation, the bookkeeping and tax strategy, a fully built CRM ready to generate and manage clients from day one, and an introductory web and social media presence and integration audit.
You focus on your craft. We build the operation behind it.
Available Add On’s
- 20 Hours of Executive Virtual Assistance
FAQ’s
Service-Based Businesses Only
- New Businesses established in the last 2 years.
- 3 Month Minimum Commitment
$5,000 In Full or $1,500/Month for 4 Months
X7 Done For You Business Setup
X7 Ascend™
Fractional Business Oversight Package
For business owners who are ready to scale without the headache of hiring multiple specialized roles. X7 Ascend™ combines a snapshot of where your business stands, time-saving automation, audience-building growth strategies, bookkeeping, tax and financial organization, and skilled back-office support into one powerful package. We eliminate inefficiencies, streamline your systems, and offload tasks so you can focus on running — and growing — your business.
Phase 1- Business Setup and Foundations
Phase 2- Raising & Managing Capital and Financing Options
Phase 3- Business Financial Foundations
Phase 4- Marketing That Doesn’t Break the Bank
Phase 5- The Customer Journey & Retention
Phase 6- Business Owner Profits Planning & Liability Protection
Phase 7- LLC and S-Corp Tax Strategies for Small Business Owners
Phase 8- Building a Scalable Team & Employee/Employer Benefits
Phase 9- Proactive Legal and Estate Planning
Phase 10- Systems & Processes That Run Without You
Phase 11- To Scale, Sell or
Upsell
Phase 12- Annual Wrap-Up Conversations
FAQ’s
Service-Based Businesses Only
- S-Corp Compliance Manual Included
- 3 Month Minimum Commitment
- Initial Business Health Assessment
- Monthly Financial Operations Review
- Fractional Business Manager for 40 Hours of Executive Virtual Assistance
$4,000/Month
X7 Ascend Membership
X7 Wealth Ops™
Fractional Business Oversight Package
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 CFO/COO and strategic partner — ensuring systems, people, and numbers align to scale your company with less stress and more profit.
- Task and Ticket Workflow assignment system
- Monthly Financial Operations Review
- 80 Hours of Executive Virtual Assistance
FAQ’s
Service-Based Businesses
- 3 Month Minimum Commitment
- Wealth Ops Retreat Paid For
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 is X7 Executive For?
- Entrepreneurs wanting an extra set of eyes on their business strategy.
- Businesss Owners that know the next phase of growth will require strategic operational moves, automation and tax savings.
- Entrepreneurs craving collaboration, not isolation.
Member Success Stories
