The Growth Club
My Business
OS
Business Name
Year
01
Vision & Goals
My Vision
Goals
02
My Offer
Person — Who I serve
Problem — What they struggle with
Promise — The outcome / transformation
Process — How I deliver it
Pricing — What I charge
03
Lead Generation
1
2
3
Funnel targets (monthly)
New connections
→
Nurturing
→
Clients
04
Sales Process
My sales process (steps)
Discovery / sales call link
Deck / script / proposal link
05
Client Journey
1
Stage / name
Touch points
2
Stage / name
Touch points
3
Stage / name
Touch points
4
Stage / name
Touch points
5
Stage / name
Touch points
06
Finances
Target Revenue
Profit
Owner's Comp
Taxes
Operating Expenses
Annual
Monthly
% Allocation
100%
%
%
%
%
Avg. price per client
Clients needed (annual)
Clients needed (monthly)