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Small business owners gathered around a table in a collaborative peer advisory meeting

Six Modules. One Complete System.

Build a Peer Advisory Group
That People Actually Show Up For

A practical online course for small business owners who want to create a trusted circle of peers — structured, confidential, and genuinely useful every single month.

Structure Your Meetings
Facilitate Without Dominating
Build Trust and Confidentiality
Grow Through Word of Mouth

Why This Course Exists

Running a peer group is harder than it looks. We made it easier.

Most peer advisory groups fall apart within a year. Not because the idea is flawed. Because nobody taught the facilitator how to hold the room without controlling it, how to keep conversations productive without a script, or how to handle the awkward moment when a member stops showing up.

This course is built around those exact problems. It covers the full arc of a peer advisory group from the first recruiting conversation to the meeting format that keeps members coming back month after month.

Learn about our background
A facilitator guiding a small group discussion with engaged participants around a conference table

The Curriculum

Six modules. Built in sequence. Used for life.

Each module builds on the last. You can move at your own pace, but most facilitators find the sequence matters.

01

Foundations of Peer Advisory

What makes a peer group different from a networking group or a mastermind. The philosophy of mutual accountability and why it works for small business owners specifically.

  • Defining the group's purpose
  • Selecting the right member profile
  • Setting realistic expectations early
  • Understanding the facilitator's role
02

Structuring Monthly Meetings

A repeatable meeting format built around a problem-solving arc. How to open, how to move through issues, and how to close in a way that creates forward momentum.

  • The four-part meeting framework
  • Time allocation that actually works
  • Check-in formats that aren't painful
  • Closing with commitments
03

Facilitating Without Dominating

The hardest skill in peer facilitation. How to guide a conversation without becoming the loudest voice in it. Techniques for drawing out quieter members and redirecting tangents.

  • Questions over statements
  • Managing dominant personalities
  • Reading the room in real time
  • When to intervene and when to wait
04

Confidentiality and Group Norms

Trust is built through structure, not just good intentions. How to establish confidentiality agreements, set group norms in the first session, and handle breaches when they happen.

  • Drafting a group charter
  • Confidentiality language that holds
  • Handling member conflicts
  • Revisiting norms as the group evolves
05

Accountability Between Sessions

What happens between meetings matters as much as the meetings themselves. Lightweight systems for keeping members on track without turning the group into a supervision exercise.

  • Commitment tracking tools
  • Mid-month check-in formats
  • Handling members who go quiet
  • Celebrating progress without theater
06

Growing Through Word of Mouth

How to attract new members through authentic referrals rather than sales pitches. The difference between sharing and selling, and why the distinction matters for group culture.

  • Crafting a natural invitation
  • Vetting new member fit
  • Onboarding without disruption
  • Knowing when the group is full
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A spread of facilitator worksheets, agenda templates, and printed course materials on a clean desk

What You Get

The Complete Facilitator Toolkit

Every module comes with ready-to-use materials. Not just videos and slides. Actual documents you can hand to your group members on day one.

Meeting Agenda Templates Formatted for monthly sessions, with time blocks built in.
Group Charter Document A customizable agreement covering confidentiality, attendance, and norms.
Issue Presentation Worksheet Helps members frame problems clearly before the meeting starts.
Accountability Tracking Sheet A simple monthly log for commitments made and outcomes reported.
Member Intake Form Screens potential members for fit without making it feel like an interview.

How It Works

From enrollment to your first meeting

1

Enroll and Access Immediately

Once enrolled, you get immediate access to all six modules. No waiting, no drip schedule. Work through the material at whatever pace fits your life.

2

Build Your Toolkit

Download and customize the templates as you move through each module. By the time you finish Module 3, you'll have a full meeting framework ready to run.

3

Recruit Your First Members

Module 1 walks you through the exact conversations to have. You don't need a big network. You need the right four to eight people and a clear invitation.

4

Run Your First Session

Use the agenda template from Module 2. The format does a lot of the heavy lifting. Your job is to hold the space, not fill it.

Who This Is For

You don't need to be a professional coach to do this well.

This course is designed for small business owners who want to bring peers together in a structured way. Maybe you've been part of a group that didn't quite work. Maybe you've thought about starting one but weren't sure where to begin.

You might be a consultant, a retailer, a service provider, or a solo operator. The format works across industries because business challenges — cash flow, hiring, growth, pricing — are remarkably similar regardless of sector.

The course assumes no prior facilitation experience. It does assume you're the kind of person who takes peer learning seriously and wants to do it properly.

Four small business owners seated around a table in a relaxed but focused peer discussion session

Works for groups of 4 to 10 members across any industry or business type.

Course Format

Self-paced, practical, and built for busy people.

Video Lessons

Short, focused videos averaging 8 to 12 minutes each. No filler. Each lesson covers one concept and moves on.

Downloadable Resources

Every module includes templates, worksheets, and reference guides you keep forever. They're yours to adapt.

Reflection Prompts

Each module ends with questions designed to help you apply the material to your specific context and group composition.

Lifetime Access

Return to any module anytime. As your group evolves, the material stays relevant and accessible whenever you need it.

Ready to Begin

The group you've been thinking about starting? This is how you do it right.

Six modules. A complete toolkit. A format that holds up month after month. Everything you need to build a peer advisory group that actually works.