Module 03 — Up Front Contract (UFC)

Most business failures are caused by misaligned expectations — not bad markets. The UFC documents the 5-component agreement that must happen before any major initiative: Current State, Desired Future State, Timeline, Success Metrics, Commitments. Tool 02.

Module 04 — Business Vantage® Diagnostic

Score 10 business dimensions 1-10: Leadership, Sales, Marketing, Operations, Finance, Team, Customer Experience, Technology, Culture, Strategy. Your 3 lowest scores become your next 90-day priorities. Tool 03.

Module 05 — Financial Scorecard (ZFS)

Three financial stacks tracked monthly: Revenue & Growth, Margin Stack (Gross/EBITDA/Net), and Cash & Unit Economics (CAC, LTV, LTV:CAC). Traffic light system. 15 minutes. Last business day of every month. Tool 04.

Module 06 — Sales Process Blueprint

5 stages with written entry criteria, required activities, and exit criteria: Prospecting, Discovery & Qualification (UFC applied), Consultative Presentation, Proposal & Negotiation, Close & Onboarding Handoff. 4 pipeline benchmarks. Tool 05.

Module 07 — Sales Management System

4-cadence framework: Daily standup (10 min), Weekly pipeline review (30 min), Monthly 1:1 (60 min), Quarterly review (half-day). Rep scorecard with leading activity indicators. A-player standards vs. minimum acceptable performance. Tool 06.

Module 08 — Sales Recruiting Framework

Ideal Rep Profile. 6-competency Interview Scorecard (coachability, drive, communication, competitive nature, preparation, consultative approach). 30/60/90 Day Onboarding Blueprint. Tool 07.

Module 09 — Strategic Business Plan

4-layer cascade: 3-Year Vision → Annual Priorities (Top 5 Rocks) → 90-Day Execution Rocks (owner, date, metric) → KPI Dashboard. SWOT with decision language. Tool 08.

Module 10 — Culture of Accountability

5 Pillars: Clear written expectations, consistent measurement, real-time feedback, consequences (positive and negative), CEO modeling. Core values with behavioral definitions. CEO Accountability Self-Assessment. Tool 09.

Module 11 — Competitive Positioning Matrix

Score top 5 competitors across 8 differentiation vectors. Build a positioning statement: We help [client] who [problem] achieve [outcome], unlike [alternatives], because [differentiator]. 30-second clarity test. Tool 10.

Module 12 — CEO Self-Assessment & Monthly Health Check

12 CEO competencies rated 1-10. 3-move development plan (double down, develop, delegate). Monthly Health Check: 5 areas, 15 minutes, Stop/Start/Continue framework. Non-negotiable recurring ritual. Tools 11 & 12.