90 days, four phases
Every week has a specific deliverable, sequenced so each one enables the next. This is the overview — the full week-by-week roadmap with DIY/Staff/Firm time estimates is Reference Appendix B, for book and workbook owners.
Foundation
Operations Inventory, ROI Calculator, Business Briefing, path decision, and your first CRM configuration.
Revenue Engine
Lead capture automation, email sequences, lead scoring, scheduling, onboarding, and your first financial dashboard.
Optimization
Content engine, sales playbook, AI support layer, customer health scoring, win/loss analysis, and your weekly operating rhythm.
Ongoing
Weekly rituals, monthly data checks and content sessions, quarterly strategic planning, and an annual data privacy audit.
Get the full week-by-week roadmap
Every deliverable, every week, with time estimates for DIY, Staff, and Firm paths — Reference Appendix B, in the Premium workbook.
View Appendix B