Where Is Your Business On The
5 Steps To Freedom
And Which of the 21 Silver Bullets Should You Implement Right Now to Move
Your Business Toward the Freedom Step?
What You'll Learn in 5 Steps to Freedom Academy:
1 | USP & Guarantee
Tired of always getting beat up on price?
Need more clients/customers who can afford you?
Ready to finally beat out your competitors?
Learn how to build a persuasive value proposition that removes risk and compels your ideal customers to do business with you, instead of your competitors, because you’re different than all the rest.
2 | Strategic Plan
Tired of conflict with your partners and employees?
Lack a clear sense of direction for your business?
Want more alignment and cooperation on your team?
Learn how to build an evolving, written plan that sets forth the vision, mission, and values of your company, long and short range goals, and KPIs to measure progress so that your team moves together as one.
3 | Revenue & Profit Budget
Unsure of where all your money is going?
Need a reliable cash flow forecast?
Want to lower costs and make more profit?
Learn how to build a reliable budget that forecasts discretionary cash-flow, identifies your required working capital, and demonstrates your ability to service debts and deliver a return to investors.
4 | Current Business Plan
Need more working capital to keep growing?
Lack a road map for capital expenditures?
Need to reinvent or restructure the business?
Learn how to create a credible, written plan, detailing a company's unique selling proposition, strategic plan, and revenue and profit budget, designed to induce financial partners to invest in the business.
5 | Break-Even Plan
Putting money into your own business?
Getting deeper and deeper into debt?
Need a plan to drive sales while cutting costs?
Learn how to implement an aggressive plan to stop the bleeding of cash by temporarily cutting all non-critical expenses while driving sales above break-even by selling existing inventory or service capacity to cover operating costs, debt service, and personal drawings.
6 | Tactical Marketing Plan
Need more lead generation channels?
Should your sales conversion rates be higher?
Want to grow revenue from existing accounts?
Learn how to build an aggressive, measurable plan to increase your leads, improve your sales conversion rates, and increase your average spends per customer per year so your profits increase exponentially.
7 | Sales Management System
Losing new sales and accounts to competitors?
Sales team not performing like they should be?
Tired of seeing quality leads go to waste?
Learn how to implement a practical system for building a top-performing sales force by scripting their approach, managing their activity with a CRM software solution (customer relationship management), measuring their performance, and tying their paychecks to results.
8 | Team Building System
Communication problems wasting time and energy?
Unresolved conflict hurting your team morale?
Need commitment and accountability from your team?
Learn how to implement a reliable system for placing your team members in roles best suited to their strengths and building them into a powerfully cohesive and committed team that delivers business results.
9 | Cash Gap Plan
Struggling to pay the bills on time?
Tired of poor cash flow even though you’re growing?
Want to take more money out of your own business?
Learn how to implement an efficient plan to quickly collect your outstanding receivables, get your customers to pay faster, and negotiate better terms with your vendors so your bank account always has plenty of cash in it.
10 | Key Performance Indicator System
Tired of poor quality control and repetitive mistakes?
Need a way to hold the team accountable for results?
Want more productivity in the shop or on the job site?
Learn how to implement an elegant system for measuring and reporting the critical numbers in your business so everyone knows how their efforts are either making or breaking your business.
11 | Performance Incentive Plan
Tired of employees who don't care about their work?
Need team members who do way more than required?
Want a team that treats the business like they own it?
Learn how to build an incentive plan that rewards your team members for exceptional performance and motivates them to work as hard as you do and care about the business as if it was their own.
12 | Employee Acquisition Plan
Have too much work and turning down leads?
Struggling to recruit the best employees in your industry?
Need more good people to handle the growth?
Learn how to implement a practical plan to win the battle for top talent by consistently generating more than enough leads, screening out non-performers, and using a skills-based test-drive process and psychometrics to choose team members that deliver results.
13 | Psychometric Profiling Process
Tired of hiring the wrong people and then starting over?
Struggling to tell good hires from bad ones before they start?
Need a data-driven process for choosing the best candidates?
Learn how to build an intentional plan for investing your time wisely by blocking high-value activities into a default calendar as appointments and holding yourself accountable for executing them on time.
14 | Time Management Plan
Not doing the tasks you know you should be doing?
Want to work “on” your business more than “in” it?
Need to get better at focusing on important things?
Learn how to build an intentional plan for investing your time wisely by blocking high-value activities into a default calendar as appointments and holding yourself accountable for executing them on time.
15 | Operations & Training Manual
Struggling to get out of certain roles in your business?
Some of your tasks too detailed to teach others?
Feel like no one can do things as good as you can?
Learn how to build an evolving "How-to" guide that describes in great detail everything a team member must know to fulfill the duties of their position and guides them through a complete training process.
16 | Team Meeting Rhythm
Suffering from poor communication on your team?
Your people don’t know what their colleagues are doing?
Wasting too much time getting people coordinated?
Learn how to implement a disciplined rhythm of recurring team meetings focused on goal-setting, alignment, reporting, and accountability that occur on an annual, quarterly, monthly, weekly, and daily basis.
17 | Lean Program
Need more efficiency in the shop or on the job site?
Struggling to keep your work from moving overseas?
Want to increase profits by cutting out waste?
Learn how to implement an ongoing program for rallying your team around a commitment to eliminate wasted time, material, and movement so you can dramatically improve operational efficiencies, cut production costs, and compete more effectively.
18 | Organizational Plan
Poor coordination and overlap between departments?
Role confusion between team members?
Want to eliminate wasteful duplication of effort?
Learn how to create a detailed plan to clarify reporting relationships by building an organizational chart and creating job descriptions so work gets done efficiently and your business can sustain long-term growth.
19 | Apprenticeship Plan
Business demands feel all-consuming?
Spread too thin to have a reasonable lifestyle?
Struggling to delegate lower value tasks to your team?
Learn how to implement a deliberate plan to identify the lower-value tasks in your schedule and train team members to do them for you so you can focus on the tasks that add more value to your business.
20 | Leadership Development Plan
Feel like your employees are poor leaders?
Need stronger leaders and managers to keep growing?
Wishing for quality candidates to succeed you?
Learn how to implement an intentional process for developing high-potential leaders in your business, incentivizing their long-term commitment with profit sharing, and laying the groundwork for your eventual succession.
21 | Comprehensive Exit Strategy
Need to restructure the business or your partners?
Want a plan to get out of your business?
Looking to merge or be acquired?
Learn how to execute a detailed strategy for identifying the current value of your business, quickly enhancing its value, and developing a marketing plan to identify the ideal internal or external buyer to pay the best price for your business.
1 | USP & Guarantee
Tired of always getting beat up on price?
Need more clients/customers who can afford you?
Ready to finally beat out your competitors?
Learn how to build a persuasive value proposition that removes risk and compels your ideal customers to do business with you, instead of your competitors, because you’re different than all the rest.
2 | Strategic Plan
Tired of conflict with your partners and employees?
Lack a clear sense of direction for your business?
Want more alignment and cooperation on your team?
Learn how to build an evolving, written plan that sets forth the vision, mission, and values of your company, long and short range goals, and KPIs to measure progress so that your team moves together as one.
3 | Revenue & Profit Budget
Unsure of where all your money is going?
Need a reliable cash flow forecast?
Want to lower costs and make more profit?
Learn how to build a reliable budget that forecasts discretionary cash-flow, identifies your required working capital, and demonstrates your ability to service debts and deliver a return to investors.
4 | Current Business Plan
Need more working capital to keep growing?
Lack a road map for capital expenditures?
Need to reinvent or restructure the business?
Learn how to create a credible, written plan, detailing a company's unique selling proposition, strategic plan, and revenue and profit budget, designed to induce financial partners to invest in the business.
5 | Break-Even Plan
Putting money into your own business?
Getting deeper and deeper into debt?
Need a plan to drive sales while cutting costs?
Learn how to implement an aggressive plan to stop the bleeding of cash by temporarily cutting all non-critical expenses while driving sales above break-even by selling existing inventory or service capacity to cover operating costs, debt service, and personal drawings.
6 | Tactical Marketing Plan
Need more lead generation channels?
Should your sales conversion rates be higher?
Want to grow revenue from existing accounts?
Learn how to build an aggressive, measurable plan to increase your leads, improve your sales conversion rates, and increase your average spends per customer per year so your profits increase exponentially.
7 | Sales Management System
Losing new sales and accounts to competitors?
Sales team not performing like they should be?
Tired of seeing quality leads go to waste?
Learn how to implement a practical system for building a top-performing sales force by scripting their approach, managing their activity with a CRM software solution (customer relationship management), measuring their performance, and tying their paychecks to results.
8 | Team Building System
Communication problems wasting time and energy?
Unresolved conflict hurting your team morale?
Need commitment and accountability from your team?
Learn how to implement a reliable system for placing your team members in roles best suited to their strengths and building them into a powerfully cohesive and committed team that delivers business results.
9 | Cash Gap Plan
Struggling to pay the bills on time?
Tired of poor cash flow even though you’re growing?
Want to take more money out of your own business?
Learn how to implement an efficient plan to quickly collect your outstanding receivables, get your customers to pay faster, and negotiate better terms with your vendors so your bank account always has plenty of cash in it.
10 | Key Performance Indicator System
Tired of poor quality control and repetitive mistakes?
Need a way to hold the team accountable for results?
Want more productivity in the shop or on the job site?
Learn how to implement an elegant system for measuring and reporting the critical numbers in your business so everyone knows how their efforts are either making or breaking your business.
11 | Performance Incentive Plan
Tired of employees who don't care about their work?
Need team members who do way more than required?
Want a team that treats the business like they own it?
Learn how to build an incentive plan that rewards your team members for exceptional performance and motivates them to work as hard as you do and care about the business as if it was their own.
12 | Employee Acquisition Plan
Have too much work and turning down leads?
Struggling to recruit the best employees in your industry?
Need more good people to handle the growth?
Learn how to implement a practical plan to win the battle for top talent by consistently generating more than enough leads, screening out non-performers, and using a skills-based test-drive process and psychometrics to choose team members that deliver results.
13 | Psychometric Profiling Process
Tired of hiring the wrong people and then starting over?
Struggling to tell good hires from bad ones before they start?
Need a data-driven process for choosing the best candidates?
Learn how to build an intentional plan for investing your time wisely by blocking high-value activities into a default calendar as appointments and holding yourself accountable for executing them on time.
14 | Time Management Plan
Not doing the tasks you know you should be doing?
Want to work “on” your business more than “in” it?
Need to get better at focusing on important things?
Learn how to build an intentional plan for investing your time wisely by blocking high-value activities into a default calendar as appointments and holding yourself accountable for executing them on time.
15 | Operations & Training Manual
Struggling to get out of certain roles in your business?
Some of your tasks too detailed to teach others?
Feel like no one can do things as good as you can?
Learn how to build an evolving "How-to" guide that describes in great detail everything a team member must know to fulfill the duties of their position and guides them through a complete training process.
16 | Team Meeting Rhythm
Suffering from poor communication on your team?
Your people don’t know what their colleagues are doing?
Wasting too much time getting people coordinated?
Learn how to implement a disciplined rhythm of recurring team meetings focused on goal-setting, alignment, reporting, and accountability that occur on an annual, quarterly, monthly, weekly, and daily basis.
17 | Lean Program
Need more efficiency in the shop or on the job site?
Struggling to keep your work from moving overseas?
Want to increase profits by cutting out waste?
Learn how to implement an ongoing program for rallying your team around a commitment to eliminate wasted time, material, and movement so you can dramatically improve operational efficiencies, cut production costs, and compete more effectively.
18 | Organizational Plan
Poor coordination and overlap between departments?
Role confusion between team members?
Want to eliminate wasteful duplication of effort?
Learn how to create a detailed plan to clarify reporting relationships by building an organizational chart and creating job descriptions so work gets done efficiently and your business can sustain long-term growth.
19 | Apprenticeship Plan
Business demands feel all-consuming?
Spread too thin to have a reasonable lifestyle?
Struggling to delegate lower value tasks to your team?
Learn how to implement a deliberate plan to identify the lower-value tasks in your schedule and train team members to do them for you so you can focus on the tasks that add more value to your business.
20 | Leadership Development Plan
Feel like your employees are poor leaders?
Need stronger leaders and managers to keep growing?
Wishing for quality candidates to succeed you?
Learn how to implement an intentional process for developing high-potential leaders in your business, incentivizing their long-term commitment with profit sharing, and laying the groundwork for your eventual succession.
21 | Comprehensive Exit Strategy
Need to restructure the business or your partners?
Want a plan to get out of your business?
Looking to merge or be acquired?
Learn how to execute a detailed strategy for identifying the current value of your business, quickly enhancing its value, and developing a marketing plan to identify the ideal internal or external buyer to pay the best price for your business.
About Your Instructor
Meet Carolyn, a seasoned business coach with over 15 years of experience in helping businesses to achieve their growth potential.
has a proven track record of assisting companies across various industries to accelerate their growth by providing them with actionable strategies and insights. As a business coach, works closely with his clients to identify their unique challenges and opportunities, and then collaboratively develops customized plans to drive rapid growth.
Whether it's improving sales processes, refining marketing strategies, or optimizing operations, has the expertise and skills to help businesses reach new heights. With his results-driven approach and a passion for seeing his clients succeed, is dedicated to helping businesses achieve sustainable growth and reach their full potential.