$997.00 USD
$997.00/each

Start Smart - Systems & Strategy (Part #4)

What’s Included:

Focus Areas: Financial Fitness · Technology · Strategy

This stage connects your numbers, technology, and  plan so you can make data-driven decisions, automate execution, and scale with control.

By the End of Part #4, you will have a very clear view of:

  • A Daily Dashboard & KPI Tree – daily/weekly metrics that show revenue, margins, cash, month end reality, critical data and runway at a glance.

  • Financial Fitness Toolkit – 12-month budget & forecast, cash-flow forecast, revenue & expenses mapping, scenario planning (best/base/worst), and ROI calculators for key initiatives.

  • Pricing & Profit Review – where profit leaks, target margins by offer, and simple rules for profit and payment terms

  • Bank Accounts & Pots - a clear view of where your money has been assigned for what, protecting both debtors and staff and setting you up growth.

  • Strategy Map & 90-Day Plan – clear growth objectives, initiatives, and success metrics so the next quarter is focused and measurable.

  • Technology Stack Map – the right CRM, LMS, marketing, analytics, and finance tools selected for your stage, with a single source of truth defined

  • Integration & Automation Blueprint – how data flows lead→sale→delivery→retention, key automations to implement, and trigger points to remove manual work.

  • Review Rhythm & Governance – weekly/monthly finance & KPI reviews, strategy checkpoints, and a simple cadence that keeps you on track.

The Implementation Power Pack (Part #4 Support System)

Because knowing the strategy is only half the journey, our client's biggest successes have come from having access to "real humans" to support them.  Success comes from understanding how to put the theory into practice, being able to learn from others whilst staying accountable and in action.

With the Implementation Power Pack, you’ll get:

  • Weekly 1 Hour Live Group Coaching – work directly with coaches to refine for 6 weeks.

  • Daily 1-Hour Live Q&A Access (Mon–Fri) – get immediate answers and guidance to stay unstuck for 6 weeks.

  • Dedicated Accountability Coach – weekly check-ins and micro-deadlines so nothing falls through the cracks for 6 weeks.

It goes without saying that we support the coaches with a range of:

  • Video Teaching - lessons available 24/7/365
  • Plug-and-Play Worksheets & Templates – practical assets and tools to shortcut research and decisions.
  • Step-by-Step Guidance – a clear path to test and validate your positioning in real time

✨ Together, Start Smart Part #4 gives you the numbers, tools, and strategy to scale confidently and sustainably—without guesswork.

 
 Please note: Start Smart is a Program that is built layer by layer.  It is recommended that you follow the build, but doing Part #1 before Part#2 before Part #3 before Part #4.  Our goal is to get you through your next $200,000 barrier.
 
Disclaimer
The Start Smart Program provides the tools, strategies, and guidance to set you on a path to success, but achieving results depends on your commitment to applying the work. While we equip you with a proven framework, we support you with 150 hours of support between the different coaches, outcomes ultimately rely on the effort and action you invest.