1
1
Preferred Name So Coach
Welcome & Orientation
Ask for their preferred name so Coach P can greet them naturally; confirm spelling before moving on. It makes this Welcome & Orientation milestone fuel real business growth by locking in a repeatable habit. Your Success Coach uses the outcome to keep the next revenue move unblocked.
1 min
2
1
Business Type Or Industry
Welcome & Orientation
Ask which business type or industry they plan to build so guidance stays specific. It makes this Welcome & Orientation milestone fuel real business growth by locking in a repeatable habit. Your Success Coach uses the outcome to keep the next revenue move unblocked.
10–20 min
3
1
Business Mission Or Why
Welcome & Orientation
Ask for their business mission or "why" to capture motivation in their own words. It makes this Welcome & Orientation milestone fuel real business growth by locking in a repeatable habit. Your Success Coach uses the outcome to keep the next revenue move unblocked.
10–20 min
4
1
Stage They Are In
Welcome & Orientation
Ask what stage they are in (idea, launching, operating, scaling) to gauge readiness. It makes this Welcome & Orientation milestone fuel real business growth by locking in a repeatable habit. Your Success Coach uses the outcome to keep the next revenue move unblocked.
10–20 min
5
1
12 Month Revenue Goal
Welcome & Orientation
Ask for their 12-month revenue goal so KPI math stays grounded. It makes this Welcome & Orientation milestone fuel real business growth by locking in a repeatable habit. Your Success Coach uses the outcome to keep the next revenue move unblocked.
10–20 min
6
1
Current Monthly Revenue Even
Welcome & Orientation
Ask for current monthly revenue, even if it is zero, to understand the gap. It makes this Welcome & Orientation milestone fuel real business growth by locking in a repeatable habit. Your Success Coach uses the outcome to keep the next revenue move unblocked.
10–20 min
7
1
The Biggest Challenges They
Welcome & Orientation
Ask for the biggest challenges they feel are blocking progress. It makes this Welcome & Orientation milestone fuel real business growth by locking in a repeatable habit. Your Success Coach uses the outcome to keep the next revenue move unblocked.
10–20 min
8
1
Many Hours Per Week
Welcome & Orientation
Ask how many hours per week they can dedicate so the coach can pace accountability to their capacity. It makes this Welcome & Orientation milestone fuel real business growth by locking in a repeatable habit. Your Success Coach uses the outcome to keep the next revenue move unblocked.
10–20 min
9
1
Timezone They Operate In
Welcome & Orientation
Ask which timezone they operate in so scheduling and reminders feel local. It makes this Welcome & Orientation milestone fuel real business growth by locking in a repeatable habit. Your Success Coach uses the outcome to keep the next revenue move unblocked.
10–20 min
10
1
The Business Is Primarily
Welcome & Orientation
Ask where the business is primarily located or serves so compliance guidance reflects their market. It makes this Welcome & Orientation milestone fuel real business growth by locking in a repeatable habit. Your Success Coach uses the outcome to keep the next revenue move unblocked.
10–20 min
11
1
Read The Quickstart To
Welcome & Orientation
Read the quickstart to see how the coach, modules, and admin views fit together. It makes this Welcome & Orientation milestone fuel real business growth by locking in a repeatable habit. Your Success Coach uses the outcome to keep the next revenue move unblocked.
10–20 min
12
1
Sign In With Your
Welcome & Orientation
Sign in with your work email so check-ins and steps sync across devices. It makes this Welcome & Orientation milestone fuel real business growth by locking in a repeatable habit. Your Success Coach uses the outcome to keep the next revenue move unblocked.
20–35 min
13
1
Preview The Learning Modules
Welcome & Orientation
Preview the learning modules to plan where you want to focus first. It makes this Welcome & Orientation milestone fuel real business growth by locking in a repeatable habit. Your Success Coach uses the outcome to keep the next revenue move unblocked.
10–20 min
1
2
Walk Owners Through Entity
Business Formation & Legal Setup
Walk owners through entity registration, licensing, and regulatory checkpoints with verification capture. It makes this Business Formation & Legal Setup milestone fuel real business growth by locking in a repeatable habit. Your Startup Advisor uses the outcome to keep the next revenue move unblocked.
15–30 min
2
2
Track Progress On Essentials
Business Formation & Legal Setup
Track progress on essentials such as tax IDs, banking relationships, and insurance coverage to prevent gaps. It makes this Business Formation & Legal Setup milestone fuel real business growth by locking in a repeatable habit. Your Startup Advisor uses the outcome to keep the next revenue move unblocked.
15–30 min
3
2
Score Documentation Completeness Against
Business Formation & Legal Setup
Score documentation completeness against authoritative compliance checklists for their jurisdiction. It makes this Business Formation & Legal Setup milestone fuel real business growth by locking in a repeatable habit. Your Startup Advisor uses the outcome to keep the next revenue move unblocked.
25–40 min
4
2
Surface Outstanding Filings And
Business Formation & Legal Setup
Surface outstanding filings and renewal reminders before deadlines slip. It makes this Business Formation & Legal Setup milestone fuel real business growth by locking in a repeatable habit. Your Startup Advisor uses the outcome to keep the next revenue move unblocked.
20–35 min
5
2
Generate The Next Set
Business Formation & Legal Setup
Generate the next set of administrative tasks automatically once formation milestones are confirmed. It makes this Business Formation & Legal Setup milestone fuel real business growth by locking in a repeatable habit. Your Startup Advisor uses the outcome to keep the next revenue move unblocked.
10–20 min
1
3
Names Domains Logos And
Branding & Market Positioning
Review names, domains, logos, and taglines using a structured clarity and professionalism rubric. It makes this Branding & Market Positioning milestone fuel real business growth by locking in a repeatable habit. Your Brand Coach uses the outcome to keep the next revenue move unblocked.
15–30 min
2
3
Asset Completion Speed And
Branding & Market Positioning
Measure asset completion speed and quality against expected timelines and benchmarks. It makes this Branding & Market Positioning milestone fuel real business growth by locking in a repeatable habit. Your Brand Coach uses the outcome to keep the next revenue move unblocked.
20–35 min
3
3
Adaptive Prompts That Refine
Branding & Market Positioning
Deliver adaptive prompts that refine positioning when the niche or value statement is too broad. It makes this Branding & Market Positioning milestone fuel real business growth by locking in a repeatable habit. Your Brand Coach uses the outcome to keep the next revenue move unblocked.
20–35 min
4
3
User Confidence Through Sentiment
Branding & Market Positioning
Gauge user confidence through sentiment cues and shift coaching tone to match their energy. It makes this Branding & Market Positioning milestone fuel real business growth by locking in a repeatable habit. Your Brand Coach uses the outcome to keep the next revenue move unblocked.
20–35 min
1
4
Monitor Crm Project Management
Software & Systems Setup
Monitor CRM, project management, commerce, and analytics setup through confirmations or API checks. It makes this Software & Systems Setup milestone fuel real business growth by locking in a repeatable habit. Your Systems Architect uses the outcome to keep the next revenue move unblocked.
15–30 min
2
4
Detect Configuration Gaps Or
Software & Systems Setup
Detect configuration gaps or misaligned permissions before they block work. It makes this Software & Systems Setup milestone fuel real business growth by locking in a repeatable habit. Your Systems Architect uses the outcome to keep the next revenue move unblocked.
20–35 min
3
4
Benchmark Enablement Speed Against
Software & Systems Setup
Benchmark enablement speed against similar teams to highlight rollout risks. It makes this Software & Systems Setup milestone fuel real business growth by locking in a repeatable habit. Your Systems Architect uses the outcome to keep the next revenue move unblocked.
20–35 min
4
4
Offer Dynamic Troubleshooting Steps
Software & Systems Setup
Offer dynamic troubleshooting steps powered by the embedded LLM. It makes this Software & Systems Setup milestone fuel real business growth by locking in a repeatable habit. Your Systems Architect uses the outcome to keep the next revenue move unblocked.
20–35 min
5
4
Produce A Readiness Report
Software & Systems Setup
Produce a readiness report once critical systems are connected and tested. It makes this Software & Systems Setup milestone fuel real business growth by locking in a repeatable habit. Your Systems Architect uses the outcome to keep the next revenue move unblocked.
10–20 min
1
5
Run Ai Driven Roleplays
Client Acquisition
Run AI-driven roleplays for discovery, demos, and proposals to sharpen messaging. It makes this Client Acquisition milestone fuel real business growth by locking in a repeatable habit. Your Revenue Coach uses the outcome to keep the next revenue move unblocked.
20–35 min
2
5
Track Outreach Volume Pipeline
Client Acquisition
Track outreach volume, pipeline value, and conversion rates in real time. It makes this Client Acquisition milestone fuel real business growth by locking in a repeatable habit. Your Revenue Coach uses the outcome to keep the next revenue move unblocked.
15–30 min
3
5
Analyze Tone Clarity And
Client Acquisition
Analyze tone, clarity, and persuasion using natural language processing. It makes this Client Acquisition milestone fuel real business growth by locking in a repeatable habit. Your Revenue Coach uses the outcome to keep the next revenue move unblocked.
20–35 min
4
5
Adjust Weekly Acquisition Goals
Client Acquisition
Adjust weekly acquisition goals based on recent performance and capacity. It makes this Client Acquisition milestone fuel real business growth by locking in a repeatable habit. Your Revenue Coach uses the outcome to keep the next revenue move unblocked.
20–35 min
5
5
Score Closing Discipline And
Client Acquisition
Score closing discipline and deal hygiene to spotlight coaching opportunities. It makes this Client Acquisition milestone fuel real business growth by locking in a repeatable habit. Your Revenue Coach uses the outcome to keep the next revenue move unblocked.
25–40 min
1
6
Audit Delivery Playbooks Onboarding
Product & Service Delivery
Audit delivery playbooks, onboarding steps, and handoffs for clarity and completeness. It makes this Product & Service Delivery milestone fuel real business growth by locking in a repeatable habit. Your Delivery Mentor uses the outcome to keep the next revenue move unblocked.
25–40 min
2
6
Benchmark Delivery Speed And
Product & Service Delivery
Benchmark delivery speed and quality to reveal opportunities for efficiency gains. It makes this Product & Service Delivery milestone fuel real business growth by locking in a repeatable habit. Your Delivery Mentor uses the outcome to keep the next revenue move unblocked.
20–35 min
3
6
Track Deliverables Milestones And
Product & Service Delivery
Track deliverables, milestones, and customer updates at every stage of the journey. It makes this Product & Service Delivery milestone fuel real business growth by locking in a repeatable habit. Your Delivery Mentor uses the outcome to keep the next revenue move unblocked.
15–30 min
4
6
Surface Feedback Loops That
Product & Service Delivery
Surface feedback loops that inform product or service iteration. It makes this Product & Service Delivery milestone fuel real business growth by locking in a repeatable habit. Your Delivery Mentor uses the outcome to keep the next revenue move unblocked.
20–35 min
5
6
Provide Ai Led Scenario
Product & Service Delivery
Provide AI-led scenario practice to help the team resolve customer issues with confidence. It makes this Product & Service Delivery milestone fuel real business growth by locking in a repeatable habit. Your Delivery Mentor uses the outcome to keep the next revenue move unblocked.
20–35 min
1
7
Monitor Adherence To Sops
Operations & Workflow
Monitor adherence to SOPs and automation policies across workflows. It makes this Operations & Workflow milestone fuel real business growth by locking in a repeatable habit. Your Process Optimizer uses the outcome to keep the next revenue move unblocked.
15–30 min
2
7
Detect Bottlenecks Such As
Operations & Workflow
Detect bottlenecks such as delayed handoffs or stalled approvals. It makes this Operations & Workflow milestone fuel real business growth by locking in a repeatable habit. Your Process Optimizer uses the outcome to keep the next revenue move unblocked.
20–35 min
3
7
Recommend Automation Candidates Based
Operations & Workflow
Recommend automation candidates based on observed repetitive work. It makes this Operations & Workflow milestone fuel real business growth by locking in a repeatable habit. Your Process Optimizer uses the outcome to keep the next revenue move unblocked.
35–55 min
4
7
Report Efficiency Improvements And
Operations & Workflow
Report efficiency improvements and throughput trends over time. It makes this Operations & Workflow milestone fuel real business growth by locking in a repeatable habit. Your Process Optimizer uses the outcome to keep the next revenue move unblocked.
20–35 min
5
7
Generate Daily Task Summaries
Operations & Workflow
Generate daily task summaries and KPI nudges for the team. It makes this Operations & Workflow milestone fuel real business growth by locking in a repeatable habit. Your Process Optimizer uses the outcome to keep the next revenue move unblocked.
10–20 min
1
8
Track Content Creation Cadence
Marketing & Lead Generation
Track content creation cadence and engagement via connected social APIs. It makes this Marketing & Lead Generation milestone fuel real business growth by locking in a repeatable habit. Your Marketing Strategist uses the outcome to keep the next revenue move unblocked.
15–30 min
2
8
Assess Tone Relevance And
Marketing & Lead Generation
Assess tone, relevance, and originality for each published asset. It makes this Marketing & Lead Generation milestone fuel real business growth by locking in a repeatable habit. Your Marketing Strategist uses the outcome to keep the next revenue move unblocked.
25–40 min
3
8
Benchmark Visibility Gains Leads
Marketing & Lead Generation
Benchmark visibility gains, leads, and conversions against growth goals. It makes this Marketing & Lead Generation milestone fuel real business growth by locking in a repeatable habit. Your Marketing Strategist uses the outcome to keep the next revenue move unblocked.
35–55 min
4
8
Send Weekly Scorecards With
Marketing & Lead Generation
Send weekly scorecards with personalized strategy adjustments. It makes this Marketing & Lead Generation milestone fuel real business growth by locking in a repeatable habit. Your Marketing Strategist uses the outcome to keep the next revenue move unblocked.
25–40 min
1
9
Track Invoices Issued Payments
Finance & Payments
Track invoices issued, payments received, and cash flow via accounting integrations. It makes this Finance & Payments milestone fuel real business growth by locking in a repeatable habit. Your Financial Coach uses the outcome to keep the next revenue move unblocked.
15–30 min
2
9
Flag Overdue Invoices Or
Finance & Payments
Flag overdue invoices or pricing inconsistencies before they escalate. It makes this Finance & Payments milestone fuel real business growth by locking in a repeatable habit. Your Financial Coach uses the outcome to keep the next revenue move unblocked.
20–35 min
3
9
Compare Progress To Revenue
Finance & Payments
Compare progress to revenue targets and monthly run rate milestones. It makes this Finance & Payments milestone fuel real business growth by locking in a repeatable habit. Your Financial Coach uses the outcome to keep the next revenue move unblocked.
25–40 min
4
9
Ai Generated Feedback On
Finance & Payments
Deliver AI-generated feedback on pricing strategy and margin protection. It makes this Finance & Payments milestone fuel real business growth by locking in a repeatable habit. Your Financial Coach uses the outcome to keep the next revenue move unblocked.
30–50 min
1
10
Monitor Staffing Expansion Automation
Scaling & Optimization
Monitor staffing expansion, automation usage, and recurring revenue trends. It makes this Scaling & Optimization milestone fuel real business growth by locking in a repeatable habit. Your Growth Strategist uses the outcome to keep the next revenue move unblocked.
15–30 min
2
10
Assess When To Outsource
Scaling & Optimization
Assess when to outsource, hire, or restructure based on leading indicators. It makes this Scaling & Optimization milestone fuel real business growth by locking in a repeatable habit. Your Growth Strategist uses the outcome to keep the next revenue move unblocked.
25–40 min
3
10
Forecast Growth Bottlenecks From
Scaling & Optimization
Forecast growth bottlenecks from operational and financial data. It makes this Scaling & Optimization milestone fuel real business growth by locking in a repeatable habit. Your Growth Strategist uses the outcome to keep the next revenue move unblocked.
35–55 min
4
10
Recommend System Upgrades Partnerships
Scaling & Optimization
Recommend system upgrades, partnerships, or experiments to unlock scale. It makes this Scaling & Optimization milestone fuel real business growth by locking in a repeatable habit. Your Growth Strategist uses the outcome to keep the next revenue move unblocked.
35–55 min
1
11
Track Course Completions Certifications
Continuous Learning & Growth
Track course completions, certifications, and other learning outputs. It makes this Continuous Learning & Growth milestone fuel real business growth by locking in a repeatable habit. Your Personal Development Coach uses the outcome to keep the next revenue move unblocked.
15–30 min
2
11
Use Reflection Prompts And
Continuous Learning & Growth
Use reflection prompts and journaling to measure mindset shifts. It makes this Continuous Learning & Growth milestone fuel real business growth by locking in a repeatable habit. Your Personal Development Coach uses the outcome to keep the next revenue move unblocked.
20–35 min
3
11
Adapt Upcoming Learning Paths
Continuous Learning & Growth
Adapt upcoming learning paths to emerging strengths and gaps. It makes this Continuous Learning & Growth milestone fuel real business growth by locking in a repeatable habit. Your Personal Development Coach uses the outcome to keep the next revenue move unblocked.
20–35 min
4
11
Provide Motivational Feedback And
Continuous Learning & Growth
Provide motivational feedback and celebrate momentum milestones. It makes this Continuous Learning & Growth milestone fuel real business growth by locking in a repeatable habit. Your Personal Development Coach uses the outcome to keep the next revenue move unblocked.
20–35 min
1
12
Browse Curated Templates And
Resources & Playbooks
Browse curated templates and swipe files mapped to every module. It makes this Resources & Playbooks milestone fuel real business growth by locking in a repeatable habit. Your Enablement Curator uses the outcome to keep the next revenue move unblocked.
20–35 min
2
12
Recommended Tooling And Integrations
Resources & Playbooks
Review recommended tooling and integrations to streamline execution. It makes this Resources & Playbooks milestone fuel real business growth by locking in a repeatable habit. Your Enablement Curator uses the outcome to keep the next revenue move unblocked.
25–40 min
3
12
Log Personal Resources Or
Resources & Playbooks
Log personal resources or notes so your future self can pick up quickly. It makes this Resources & Playbooks milestone fuel real business growth by locking in a repeatable habit. Your Enablement Curator uses the outcome to keep the next revenue move unblocked.
15–30 min
1
13
Ingest Real Time Updates
Master Control & Analytics
Ingest real-time updates and scorecards from every module worker. It makes this Master Control & Analytics milestone fuel real business growth by locking in a repeatable habit. Your Program Orchestrator uses the outcome to keep the next revenue move unblocked.
25–40 min
2
13
Aggregate Completion Speed Quality
Master Control & Analytics
Aggregate completion speed, quality metrics, revenue data, and engagement levels. It makes this Master Control & Analytics milestone fuel real business growth by locking in a repeatable habit. Your Program Orchestrator uses the outcome to keep the next revenue move unblocked.
20–35 min
3
13
Rank Module Performance And
Master Control & Analytics
Rank module performance and visualize emerging bottlenecks. It makes this Master Control & Analytics milestone fuel real business growth by locking in a repeatable habit. Your Program Orchestrator uses the outcome to keep the next revenue move unblocked.
20–35 min
4
13
Trigger Tailored Interventions When
Master Control & Analytics
Trigger tailored interventions when momentum dips in any area. It makes this Master Control & Analytics milestone fuel real business growth by locking in a repeatable habit. Your Program Orchestrator uses the outcome to keep the next revenue move unblocked.
20–35 min
