Welcome to Your Asset Plan, First Name
LET’S GET STARTED
How to use your Asset Plan
This is your personalized command center for building your business as an asset—so it can generate wealth, give you time back, and support your life.
Inside, you’ll find your diagnostics, tailored priorities, and a clear, actionable plan to step fully into ownership.
1️⃣ Watch the walkthrough video.
2️⃣ Move through each section at your pace.
3️⃣ Note questions and reflections for your follow-up call.
4️⃣ Take aligned action. This plan is built to move you forward.
Your CEO Snapshot
Where you are now, where you’re headed, and what’s standing in the way
This section captures your current business stage, your goals, and your key challenges—so your Asset Plan is built around your real priorities.
Watch the overview video below which reviews your entire Asset Plan in detail. This is the “meat and potatoes” of your Asset Plan, so don’t skip it!
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Your primary role in the business today.
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From Startup to Scaling—identify your current stage.
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Where are you feeling stuck right now?
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What does freedom look like to you?
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“You’re shifting from [Current Mode] to [Target Mode].”
(E.g., From Operator to Owner)
Performance Dashboard
There’s power in the data
Watch the video breakdown of your personalized Performance Dashboard, which covers data-backed scorecards across:
We assess the health of your business across four critical pillars:
Profitability (Is the revenue working for you?)
Brand Strength (Is your brand communicating clearly and converting?)
Marketing ROI (Is your visibility translating to growth?)
CEO Role (Are you working in your business—or leading it?)
Your Business, Diagnosed
What’s working, what’s lagging, and what’s ready for transformation
We’ve assessed your business across the 5 Pillars of the Asset Ecosystem™, using a clear color indicator:
🟩 Green: On track
🟨 Yellow: Needs attention
🟥 Red: Immediate focus area
Click into each pillar to see your findings and targeted recommendations.
Owner Mindset
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What this pillar is and why it matters for your business-as-an-asset.
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Your current state.
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What we discovered about your business.
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Clear, actionable next steps to improve this pillar.
Brand & Market Clarity
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What this pillar is and why it matters for your business-as-an-asset.
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Your current state.
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What we discovered about your business.
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Clear, actionable next steps to improve this pillar.
Revenue Architecture
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What this pillar is and why it matters for your business-as-an-asset.
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Your current state.
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What we discovered about your business.
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Clear, actionable next steps to improve this pillar.
Financial Intelligence
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What this pillar is and why it matters for your business-as-an-asset.
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Your current state.
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What we discovered about your business.
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Clear, actionable next steps to improve this pillar.
Operational Systems
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What this pillar is and why it matters for your business-as-an-asset.
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Your current state.
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What we discovered about your business.
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Clear, actionable next steps to improve this pillar.
CEO Priorities
You don’t need a 50-step plan. You need clear, confident direction.
Here are your top priorities for the next 90 days, designed to build momentum without chaos
Top 3 Priorities
The highest-leverage actions to align your business with your goals.
Priority #1
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Priortiy #2
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Priortiy #3
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Quick Wins
Simple, immediate steps you can take to build confidence and create space.
Priority #1
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Priortiy #2
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Priortiy #3
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Biggest Lever
The one action that will create the most ripple effects for your business.
Priority #1
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Priortiy #2
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Priortiy #3
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