Your growth engine
Objective
The whole motion, one move per step: find a business and show it where it stands, package and price the fix, close the deal, deliver it under your brand, and prove the result month after month. One worked example, Northside Dental, threads through every step.
Outcomes
✓You can run a Snapshot Report and read it aloud to an owner
✓You can turn the gaps it finds into a priced package
✓You can close, deliver under your own brand, and prove the result at renewal
Content is rolling out now
The first two steps are published. The rest are being written.
This path covers
Six steps, following one prospect from first report to renewal.
Run your first Snapshot Report
Create the account and see how the platform grades a business.
Key topics:
- The report that starts the sale
- Choosing your prospect and creating the account
- What the grades measure
Turn grades into a conversation
Read each Snapshot section and pick the gap that opens the sale.
Key topics:
- Two gaps and a strength
- When the owner pushes back
- Present it, do not send it
Package and price the fix
Match gaps to products, bundle them, and set your retail prices.
Key topics:
- Matching Snapshot gaps to Marketplace products
- Building a package
- Pricing it with your margin
Send the order and close
Payment required on approval, so acceptance activates everything.
Key topics:
- Creating the order from the package
- Sending it for client approval
- What happens the moment it is accepted
Deliver in Business App
Products land as dashboards under your brand; invite the client in.
Key topics:
- Where activated products appear for the client
- Adding the client as a user
- The welcome email
Prove it with the Executive Report
Proof of performance, and the renewal conversation it sets up.
Key topics:
- The Executive Report as proof of performance
- The Snapshot-to-Executive-Report before-and-after
- The renewal conversation