START HERE
Choose your first practical task, record your baseline and find the right route. Start with your own practice or a clearly labelled fictional case. Leave with one specific output to build and a next action.
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7-day SPRINT
Seven days to build a buyer brief, positioning statement, scoped offer, delivery plan and evidence behind the numbers. One practical assignment a day. Use your own case or the supplied fictional example. Choose this OR the SaaS or E-commerce track.
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The 7-Day Sprint — SaaS track
Build your advisory offer using SaaS decisions and examples: recurring revenue, churn and retention. Complete one practical assignment a day, with assumptions clearly marked. Choose this OR another Sprint track; you do not need all three.
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The 7-Day Sprint — E-commerce track
Build your advisory offer using e-commerce decisions and examples: contribution, advertising costs, returns and stock. Complete one practical assignment a day, with assumptions clearly marked. Choose this OR another Sprint track; you do not need all three.
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The SHELF
Use the current free tools on one practical problem. Follow the worked example, enter your own inputs and explain the decision the result supports. Then return to your Sprint. The broader resource library remains in the Vault.
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The 60-Day Path
Connect positioning, conversations, discovery, offers and delivery over six practical steps. Keep a buyer brief, evidence-backed diagnosis, scoped proposal and delivery plan. Each step gives you completion criteria and a route when you stall. Signed clients and revenue are not guaranteed.
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The VAULT
Find the resource for the job in front of you: positioning, discovery, scoping, pricing or delivery. Use the existing tools, runbooks, templates and guides to produce a specific output, then return to the path. Start with the decision, not the size of the library.
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One Client to Five
Make delivery repeatable before adding another client. Build a delivery cycle, time budget, scope boundaries and evidence record, then check real capacity. Use an existing client or a labelled rehearsal. Progress means reliable delivery; five clients is not a guaranteed outcome.
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The Archive
Return to a relevant session when you need an explanation, example or answer. Apply one useful point to your current work and record what changed. Existing recording access remains included; watching the whole archive is not a prerequisite.
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The Practice Room
Prepare a specific decision or draft for the published VIP clinic, teardown, niche-build or priority feedback benefit. Make the evidence and question clear, then improve the work. Bring a defined problem so the additional support has a clear purpose.
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Legacy — The Video Academy
The comprehensive video masterclass library. Access 20+ training modules covering the 4 Pillars of the Elite Advisor OS: Positioning, Discovery, Offers, and Delivery.
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Legacy — Elite Strategic Advisor OS (Accelerator)
The complete, self-paced implementation system to position, sell, and deliver high-ticket CFO advisory services.
Inside this program, you’ll access the exact system I used to grow to 9 clients and $40K/month, working only 10–12 hours/month per client.
You’ll walk away with:
A strategic positioning and pricing system
A productized offer that sells itself
A discovery call framework + “Find the Gap” tool
A scalable, low-touch delivery model
Templates, scripts, and workflows to plug in
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