Advisors only
Library
Internal resources for advisors. Templates may be shared when useful, but are not a standard part of the client experience.
Client Handoff Checklist
Step-by-step handoff from sale to delivery lead.
Updated Aug 10 · used 6×
Retainer Margin Worksheet
Price retainers against real hours and team cost.
Updated Sep 1 · used 4×
Hiring Scorecard
Score candidates against the role's outcomes.
Updated Jul 22 · used 3×
Shift Session run-of-show
The 90-minute flow, prompts, and closing commitments.
Updated Jun 30 · used 12×
Anchor Session guide
How to build The Plan in the first Advisory session.
Updated Jul 5 · used 8×
Expansion season guide
What to protect and what to add while growing.
Updated Aug 2 · used 5×
Contraction season guide
Pruning offers and costs without losing momentum.
Updated Aug 2 · used 2×
Known-for prompt set
Questions that surface what a client wants to be known for.
Updated Jul 18 · used 9×
Writing a session recap
Plain-language recaps and to-dos clients actually read.
Updated Jul 1 · used 14×