The Petra Post

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Do You Have the Business You Want?

Let us take you and your business from what you have to what you want.

We Drive Companies and Teams to Reveal their Unrealized Potential

Petra, Greek for "Rock", is a historic city in southern Jordan that is known as a natural fortress due to its towering rocks on all sides. This fortress has lived for thousands of years - impenetrable from the outside world.

As Business Leaders, an impenetrable fortress is exactly what we want for our organizations. At Petra, we work with organizations around the world to create just this. By identifying clear measures of success and putting the systems and processes in place to ensure things get done while at the same time, building a culture of purpose, alignment and accountability.

See How We Do This

Our Results Can Be Your Results

increase in profits
increase in revenue
increase in team engagement

Member Spotlight: DSi's Success Story

Download our Latest Case Study

See how we helped DSi install the Petra Platform to grow their business, increase employee engagement and give the owners back their time!

Why We Get Up

Petra Member Company

Most of my leaders are literally different people than the people I was working with before we hired Petra :) I have also seen my team grow in confidence and increase their focus since we all started working with Petra and the Petra Process.

Petra Member Company

Before working with Petra, I was critical to the day-to-day operations. Now my business can technically run without me. I am still needed for strategic-level decisions, growth, and business development, but those are all things I want to do. I have been on several vacations where I could completely sign off and even leave my laptop at home!

Daphne T. Large
Data Facts, Inc

If you are wanting to take your company to the next level and have looked yourself in the mirror and said “I need help”, then Petra is the company you need to challenge you, push you, and develop your team to be positioned to deliver on and achieve your goals. Just do it.

McKeel Hagerty

If you want to make the Rockefeller habits really sing, you need Petra Coach. Great strategies can only become truly great with excellent execution. With Petra you can get both!

Will Verity
Verity Investment Partners

Petra has developed a highly effective, team-based approach for implementing the Scaling Up process that enables a company to optimize its long-term success by engaging and aligning its team members on the most important priorities each quarter.

We Are A

The Petra Process & What to Expect

As a Petra Member, you will have a dedicated Coach and a dedicated Accountability Coach (AC). Our Coaches are vetted Entrepreneurs, Founders and CEOs who have been through the exact challenges you are facing today. Our team of ACs focus on process development and scalability within your organization. As a team, they lead your organization through the below series of steps.

Member Discovery

Before our kickoff, we want to dig into your company and understand where you are today from a finance, internal structural and culture standpoint. During this process, we will also survey different members of the team, define who will be an active participant (exec team vs entire org), and discuss logistics of the planning sessions to come.

Member Kickoff

During this two-day kick off, we dedicate a day with the executive team to define the long-term vision for the company (BHAG), why your company exists (Core Purpose), and the values that you operate from (Core Values). At this stage and with this team, we will also define the outlook for the next three years as well as 1-year targets and initiatives. Then on Day 2, we will meet with the executive and leadership teams together to focus on the execution of the items discovered in Day 1. This includes breaking the goals set for the year into quarterly targets and priorities. We will further break them down into individual goals, set up the KPIs to monitor progress, and make the step-by-step plans to execute.

In Between Plannings

During this time, we have a series of 1:1s and checkins with the Executive and Leadership teams to support and help drive progress. During this time, you have unlimited access to your Coach and AC as well as access to the Online Education. Your organization is encouraged to engage in our Petra Perks which include monthly learning webinars, workshops and events at no additional cost as well participate in our Petra Forum Groups. We make so many included learning and growth opportunities available (at no cost) for your team because without growing them, we cannot scale your organization.

Period Planning

Each period / quarter, we spend a full day reviewing the business, the initiatives from that period / quarter and carry over what we need and reset for the upcoming period / quarter. During this time we also mix in personal goal setting and work as we are firm believers that you cannot scale the business without scaling the individual.

Trusted by Leaders around the World

Click above to hear from Jack Daly - the leading sales speaker and trainer with over 30 years of sales and executive experience.
Click above to hear from Arnie Malham - an award-winning CEO/founder, 8-figure entrepreneur and best-selling author.

A Proven Methodology, Framework and Process


The ultimate coaching engagement for hyper-growth, complex organizations that need access to a broad team of experts to quickly and effectively implement the Rockefeller Habits.

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Our most popular package for organizations that are implementing Rockefeller Habits and want to scale.

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An entry point for small to medium businesses to get started implementing the Rockefeller Habits.

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A multiple organization workshop-style approach to Quarterly and Annual planning.

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A one-on-one approach to solving organizational challenges and planning.

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Download our Most Popular Action Docs

These easy to follow worksheets will help align your team on some of the most crucial processes in your business.


    Company Priority Worksheet

    Use this worksheet to build out company priorities, define success and identify the right team and tasks to make it happen.

    » Download Now

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    Meeting Rhythm Planner

    Meeting Rhythms are the backbone of effective communication. Use this tool to lay out your team’s meetings and the “who, what, when, where and why” of each meeting.

    » Download Now

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    Daily Huddle Agenda

    This one-sheeter defines the parameters of a Daily Huddle – from objectives to ground rules to a step-by-step agenda.

    » Download Now

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    30-60-90 Day Plan Sheet

    Use this sheet to focus in on the top 3-5 things you must get done over the next 30, 60 or 90 days in order to move the business forward.

    » Download Now

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