Tier 1
LAUNCH
$0 — $10K / Month
Primary Focus
AttractConvertDeliver
Rate Yourself
Green — Consistent & Working
Yellow — Inconsistent or Stuck
Red — Not Started or Avoiding
Launch Activities — Rate Each One
01
Offer ClarityAttract
Simple, customer-centric offer I can explain in one sentence
02
50 Trackable ConversationsAttract
50 total outreach contacts while in Tier 1 — calls, messages, or conversations about your business
03
Pipeline SetupAttract
Tracking leads, conversations, and follow-ups in a simple system
04
MVP WebsiteAttract
Live, functional site that communicates who I help and how
05
Booking ConversationsConvert
Holding a minimum of five discovery or consultative calls a month
06
Making the OfferConvert
Clearly asking for the business at the end of every conversation or message following the collaborative close process
07
Three Beta Clients, DeliveredDeliver
Booked three beta clients and delivered using the LEAP method
08
Charging Full PriceDeliver
Charging full price for three additional clients beyond your betas
Your Progress Snapshot — Tier 1
0 Green
0 Yellow
0 Red
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Tier 2
GROW
$10K — $30K / Month
Primary Focus
AttractConvertDeliver
Rate Yourself
Green — Consistent & Working
Yellow — Inconsistent or Stuck
Red — Not Started or Avoiding
Grow Activities — Rate Each One
01
Content on One PlatformAttract
Posting consistently on LinkedIn or Instagram (minimum 3x/week)
02
Email System ActiveAttract
List + nurture sequence, emailing at least weekly
03
Referral SystemAttract
Consistently asking happy clients for referrals and introductions
04
Brand Deck CompleteAttract
Finalized brand deck installed into Claude and distributed to key team members
05
Revenue ConsistencyConvert
Income is predictable and trending toward $30K/month
06
Weekly Metrics TrackingConvert
Monitoring leads, discovery calls booked, close rate, and client LTV every week
07
Hiring SupportDeliver
At least one person helping with admin, delivery, or operations
08
Delivery ReductionDeliver
Shifting from implementation to advisory, protecting time
Your Progress Snapshot — Tier 2
0 Green
0 Yellow
0 Red
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Tier 3
SCALE
$30K+ / Month
Primary Focus
AttractConvertDeliver
Rate Yourself
Green — Consistent & Working
Yellow — Inconsistent or Stuck
Red — Not Started or Avoiding
Scale Activities — Rate Each One
01
Inbound AuthorityAttract
Content and brand driving 10+ warm leads per week through ManyChat or platform automations
02
Productized OfferAttract
A productized, ready-to-sell offer that you can serve either one-to-one or one-to-many based on a preset curriculum
03
Hosting Workshops & EventsAttract
Live events that both deliver value and convert attendees
04
Lead Nurture SystemAttract
Email, content, and follow-up sequences working leads over time
05
One-to-Many Sales SystemConvert
Repeatable enrollment process for your group or leveraged offer
06
Revenue DiversificationDeliver
2+ income streams contributing meaningfully to monthly revenue
07
Team & DelegationDeliver
Right people handling operations, delivery, and/or sales
08
Administrative Time ReductionDeliver
Fewer than 5 hours per week spent on admin, scheduling, or non-revenue work
Your Progress Snapshot — Tier 3
0 Green
0 Yellow
0 Red
Tap each activity above to expand the details and rate yourself.

Rate all 8 activities to unlock your coaching report.