START HERE
Twenty minutes. By the end of it you'll know exactly where you are, where you're going, and you'll have posted your first artifact. Do this before anything else.
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7-day SPRINT
Seven days, one action a day, about an hour each. You finish with a defined avatar, a positioning statement, a 3–5k offer and a delivery model that fits in 10–12 hours a month. Start here unless you already know your sector, then take the SaaS or E-commerce track below.
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The 7-Day Sprint — SaaS track
The same seven days, with SaaS examples and benchmarks, MRR, churn, CAC payback, net revenue retention. Take this one OR the general sprint, not both.
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The 7-Day Sprint — E-commerce track
The same seven days, with e-commerce examples and benchmarks, contribution margin, blended ROAS, return rate, stock turn. Take this one OR the general sprint, not both.
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The SHELF
Three tools, free, no strings. They change on the first of the month. Everything else lives in The Vault.
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The 60-Day Path
Sixty days. Six steps. It ends with a signed engagement and a productised offer you can sell again without rebuilding it. Tick each milestone as you clear it, and post the artifact. Every step tells you what to do when it stalls.
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The VAULT
Everything that isn't on the path: 41 runbooks, 12 templates, 12 industry guides, 10 frameworks, 5 objection packs, 6 prompt libraries and the 22 advisor tools. You do not need this to get your first client — the 60-Day Path is complete on its own. This is here for when you hit something specific and want the deep version. Search it, don't read it.
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One Client to Five
Days 61–150. Getting the first client is a sales problem. Getting to five without working nights is a delivery problem, and it's a completely different one. This is that.
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The Archive
Every AMA and every drop, indexed by the problem it solves — not by date. Search this before you post in Help Desk; it has probably been answered.
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The Practice Room
VIP only. The monthly clinic, the teardown library and your niche built with you. Ten active VIP members, capped.
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Legacy — The Video Academy
The comprehensive video masterclass library. Access 20+ training modules covering the 4 Pillars of the Elite Advisor OS: Positioning, Discovery, Offers, and Delivery.
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Legacy — Elite Strategic Advisor OS (Accelerator)
The complete, self-paced implementation system to position, sell, and deliver high-ticket CFO advisory services.
Inside this program, you’ll access the exact system I used to grow to 9 clients and $40K/month, working only 10–12 hours/month per client.
You’ll walk away with:
A strategic positioning and pricing system
A productized offer that sells itself
A discovery call framework + “Find the Gap” tool
A scalable, low-touch delivery model
Templates, scripts, and workflows to plug in
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