Tier 1
LAUNCH
$0 — $10K / Month
Primary Focus
AttractConvertDeliver
Rate Yourself
Green — Consistent & Working
Yellow — Inconsistent or Stuck
Red — Not Started or Avoiding
01
Offer Clarity
Simple, customer-centric offer I can explain in one sentence
02
Outreach (50 Minimum)
Network outreach OR 50 new leads via local networking if needed
03
Pipeline Setup
Tracking leads, conversations, and follow-ups in a simple system
04
MVP Website
Live, functional site that communicates who I help and how
05
Booking Conversations
Holding a minimum of five discovery or consultative calls a month
06
Making the Offer
Clearly asking for the business at the end of every conversation or message following the collaborative close process
Your Progress Snapshot — Tier 1
0 Green
0 Yellow
0 Red
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Tier 2
GROW
$10K — $30K / Month
Primary Focus
StabilizeSystematizeBreathe
Rate Yourself
Green — Consistent & Working
Yellow — Inconsistent or Stuck
Red — Not Started or Avoiding
01
Hiring Support
At least one person helping with admin, delivery, or operations
02
Content on One Platform
Posting consistently on LinkedIn or Instagram (minimum 3x/week)
03
Email System Active
List + nurture sequence, emailing at least 2x per month
04
Delivery Reduction
Shifting from implementation to advisory — protecting time
05
Referral System
Consistently asking happy clients for referrals and introductions
06
Revenue Consistency
Income is predictable and trending toward $30K/month
Your Progress Snapshot — Tier 2
0 Green
0 Yellow
0 Red
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Tier 3
SCALE
$30K+ / Month
Primary Focus
LeverageMultiplyLead
Rate Yourself
Green — Consistent & Working
Yellow — Inconsistent or Stuck
Red — Not Started or Avoiding
01
One-to-Many Offer
Active group program, workshop, or curriculum-based offer
02
Hosting Workshops & Events
Live events that both deliver value and convert attendees
03
Lead Nurture System
Email, content, and follow-up sequences working leads over time
04
Team & Delegation
Right people handling operations, delivery, and/or sales
05
Revenue Diversification
2+ income streams contributing meaningfully to monthly revenue
06
Inbound Authority
Content and brand generating consistent inbound leads and opportunities
Your Progress Snapshot — Tier 3
0 Green
0 Yellow
0 Red
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