Ninety days to a reading.Two years to fly it.

One process, the same for every owner and every certified advisor. What changes is what's in your plan and how fast it moves, and both come from your reading.

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6meetings in 90 days

327questions, 15 areas

10gates read monthly

24 moto your track review

[ Phase 1 · Weeks 1–11 ]

The 90-day onboarding

Two meetings a month for three months. The first five finish the assessment, starting with you, the money and how the business runs. The sixth places you and lays out the plan.

MeetingWeekFocusAreas coveredQuestions

01Week 1You and the moneyOwner mindset, business plan and valuation, access to capital. Your first clearance and first goals.65

02Week 3How it runsOperations and personnel, data and KPIs, tax and accounting.62

03Week 5How it sellsSales, lead generation, referrals and partnerships.60

04Week 7Protection and toolsLegal, technology, marketing.65

05Week 9Brand and reachBranding and culture, advertising, content and creative.75

06Week 11Your playbookThe full report across all 15 areas, your placement, and the 2-year playbook. You sign off, and the two years start.327

Every answer is scored 1 to 5 against the same written anchors.How scoring works

[ Placement ]

Your level sets the intensity,never the length.

Every playbook runs two years. Your overall score across 1,635 points places you in one of five levels, and the level decides how hard the two years work.

85%+Owner Tier

Monthly advisory and accountability: review, refine, stay focused.

70–84%Good

An aggressive add-and-fix program across the areas that need it.

55–69%Average

A full rebuild of the weak areas inside year one.

40–54%Needs improvement

Several fixes running at once, with heavier network support.

under 40%Failing

Foundations first, with the most network support.

[ Phase 2 · The playbook ]

Foundations first,then the weakest areas.

Each of the 15 areas lands in a phase by its score. Your clearance decides how fast growth work runs. An example placement:

First 30 days01

Legal, capital and tax before any growth work.

Access to capitalNITax & accountingFLegalNI

Days 31–6002

Lowest scores first, about three at a time.

Business planFData & KPIsF

Days 61–9003

The rest of what scored Failing or Needs improvement.

OperationsNI

Year 104

Average areas get a roadmap and checklist.

TechnologyAContentAOwner mindsetA

Year 205

Good and Owner Tier areas build value.

SalesGReferralsGLead generationG

Held by clearancehold

With a HOLD SHORT clearance, growth areas wait here until it reaches MAINTAIN. Foundations, the owner, data and operations keep going.

MarketingNIAdvertisingA

[ Every meeting ]

You fly the plane.

Your advisor leads from behind: holds the map and the instruments, keeps the meeting on one target, and lets you make and own every decision.

01Open with commitments

Last meeting's commitments first: done, not done, and what got in the way.

02One target

One target from your playbook phase. Anything else gets parked where you can see it.

03Close with two or three

New commitments in your words, each with a date, read back before you leave.

[ Phase 3 · Month 12 and month 24 ]

Reviewed, then renewed.

The two years start at your sign-off. A midpoint check at month 12, a full review at month 24, and your clearance re-read every month in between.

Milestones met

Your next 2-year track starts with a new reading and a new 90-day onboarding. The last track is kept with its history.

Not yet

You stay in the two-year system. Unfinished work and goals carry forward, and the next review moves out 12 months.

No track ever runs three years: it's reviewed at 24 months, every time.
Your clearance is re-read every month, so the pace can change between reviews.
You see your own scores and plan in your owner portal.

Start witha reading.

Request an advisor and we'll match you by referral. Your first meeting covers you, the plan and the money, in English or Spanish.

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