Your role, your method, your roadmap — the essentials, clear and actionable. Based on Framework v2.1 and Client Journey v1.
Take your client from Point A to Point B in six months — from “everything rests on me” to “50% of my tasks delegated, growth absorbed by the team” — with a first visible result in the very first month.
The client isn't paying for a program, they're paying for results. By signing, they hand you responsibility for their success. You take on the role of a mentor, not the stance of a coach.
All your clients come in with the same belief: “I need more customers.” Learn these lines — you'll use them in every session.
Growth always stalls because one of the three is jammed. In every session, you know which one you're working on.
Keeping the promise, without the owner.
Signs: delays, slipping quality, everything lands on the owner's desk.
Turning revenue into profit.
Signs: revenue up but profit flat, margin unknown.
Bringing in demand.
Signs: not enough volume, quotes that don't convert, a single channel.
A toolbox, not a catalog. No one covers them all. The ready-to-use frameworks, scripts and templates are in the Vault.
| Workstream | In plain terms | Focus |
|---|---|---|
| 1. Owner alignment | Vision, actual role, zone of genius | Foundation |
| 2. Structure & business model | Offers, business model, growth plan | Foundation |
| 3. Culture & management | Values, leadership stance, team charter | Delivery |
| 4. Organization & management | Org chart, processes, dashboards, KPIs | Delivery |
| 5. Strategic delegation | Delegation matrix, hiring, management | Delivery |
| 6. Margins & cash | Costs, net margin, stable cash | Profitability |
| 7. Marketing & visibility | Premium positioning, ready-to-run campaigns | Acquisition |
| 8. Digital tools | Funnel, CRM, automations | Cross-functional |
| 9. Customer experience | Loyalty, ambassadors, reviews, upsells | Acquisition |
| 10. Expansion | Replicating the model, autonomous teams | Expansion |
Their numbers, their actions, what held, what slipped. Never “how are you?” — always “where are we?”.
One topic only: the one blocking the next level. Everything else waits.
Dated, each with an owner. Three maximum — it's a ceiling, not a target.
The client restates what they'll do Monday morning. Next meeting confirmed.
| When | What |
|---|---|
| The day before | Messaging reminder to the client (WA-COACH-RAP). The platform also sends automatic reminders. |
| Session day | The session — the 4-step structure above. |
| Next day at the latest | Recap posted + milestones updated. |
| During the week | At least 2 messaging touchpoints on your initiative — voice notes preferred: more effective than text, and faster for you. |
| Ongoing | Under 12 hours to reply to any client request (on weekdays). |
| Month | Goal | Milestones | Workstreams | Your key moment |
|---|---|---|---|---|
| M1 | Diagnosis + first result | A1 (Day 10) · A2 (Day 20) | 1, 4, 5 | 1st session: findings, bottleneck, plan |
| M2-3 | Get the owner out of production | A3 (Day 45) | 3, 4, 5 | Testimonial at the 1st result |
| M4-5 | Manage by the numbers | A4 (Day 90) · A5 (Day 135) | 6, 4, then 7 | Day 90: you plant the seed · mentors' call (≈ Day 120) |
| M6 | Replicate what works | B (Day 180) | 8, 9, 10 | Your renewal conversation |
| Milestone | Day | Expected proof |
|---|---|---|
| A1 | 10 | −30% of the owner's workload |
| A2 | 20 | The owner is out of the sales cycle |
| A3 | 45 | Processes documented and run by the team in at least one department |
| A4 | 90 | Dashboard live, KPIs tracked, review ritual in place |
| A5 | 135 | Net margin improving, cash under control |
| B | 180 | 50% of operational tasks delegated, growth absorbed |
You're in the private client group from the moment the contract is signed. Within 48 hours: introduction + fixed slot set with the client (non-negotiable). Diagnosis led by Adrien or Emily — or by you if they can't — before Day 7 → full handoff. Your 1st session: findings, bottleneck, plan.
Reached: congratulations voice note + validation on the platform. Missed: root-cause analysis before moving on + escalation in the monthly review.
You spot the first result → you flag the video call and the timestamp to client success → client success pulls the clip, the mentors approve it → testimonial bonus. The right reflex: have the client state the result, on their own, in one take — question asked, your mic muted. Criteria: very good quality + you can't be seen or heard.
When: topic outside your expertise · client who has stopped implementing · need for another voice · structural decision. How: written request → full briefing to the expert → 1 hour, 1 topic, in place of your session → the expert delivers a recap + plan → you take back the reins. The session fee goes to the expert — trigger it anyway: it's part of the job, and the rate is tracked in the coaches' meeting.
Wait 10 minutes while following up by message → session closed and counted as used (paid if the day-before reminder was sent and the follow-ups were made during the wait) → 3 messages: client, client success, coaching group. ×2: client success follows up. ×3 or 2 weeks of silence: the mentors call.
It's prepared from the very first session (the framework), picks up speed at Day 90, and closes in M5-M6.
| Step | What happens |
|---|---|
| From the diagnosis | The three-systems framework is laid out: each level reveals the next one. |
| Day 80 | Internal alert in the coaching group: groundwork starts. |
| From Day 90 | You plant the seed in session: “for the next six months,” “when we renew, we'll need to tackle this.” You make it feel obvious, you don't sell anything. |
| M4 | The mentors call the client (5 min). Nothing for you to do. |
| M5-M6 | You open the topic in session, based on their own progress review. You confirm: length, start date, terms. |
| Written agreement | The client confirms in writing — message, text or email (WA-COACH-REC-DEM). Nothing is processed without it in writing. |
| Form | Renewal Form filled in, agreement referenced, posted in the internal coaching group. |
| Confirmation | WA-COACH-REC to the client → the mentors process it → your renewal bonus is triggered. |
| Refusal | Never closed out alone: flag it to client success and the mentors. |
| What | Amount | Condition |
|---|---|---|
| One-on-one session held | [US rate TBD] | Client no-show: counted as used and paid if the day-before reminder was sent + follow-ups during the 10-minute wait |
| Session handed to an expert call | $0 | The session fee goes to the expert — pay follows the session |
| Renewal bonus | [US rate TBD] | Once per renewal, when the written agreement is processed |
| Testimonial bonus | [US rate TBD] | Clip approved by the mentors (quality + coach neither visible nor audible) |
| Not paid separately | — | Diagnosis, check-in calls, group coaching, renewal conversation |
| Standard | Commitment |
|---|---|
| Weekly meeting | Fixed slot set in week 1 — same day, same time, for the whole period |
| Response time | Under 12 hours on weekdays |
| Contact | At least 2 touchpoints / week, voice notes preferred |
| Recap | Posted on the platform within 24 hours |
| Milestones | Updated after every session, no exceptions |
| Actions | 3 maximum per week, dated, with a named owner |
| Reminder | Message the day before every session |
| Channel / tool | Use |
|---|---|
| Private client messaging group | Your main channel — reminders, touchpoints, milestone voice notes, renewal |
| Internal coaching group | No-shows, Renewal Forms, team coordination |
| Team platform | Coaching recaps, session count, sync of recaps and Meet recordings |
| Client platform | Point A/B, milestones, actions, recaps, deliverables |
| The Vault | Ready-to-use frameworks, scripts, SOPs and templates, by workstream |
| The Circle | Members' community — you answer there as a hands-on mentor |
| Client Journey v1 — appendix A | All your word-for-word scripts: WA-COACH-01, RAP, JAL, NS-C, NS-I, REC-DEM, REC |